Nonprofit · EIN 39-6711913
R A STEVENS FAMILY FOUNDATION
Also known as RITA A STEVENS ET AL TTEE
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $593,171 | $321,552 | $271,619 | $4,416,012 | $0 | $4,416,012 |
| December 31, 2024 | 990-PF | $222,899 | $231,821 | -$8,922 | $4,150,849 | $0 | $4,150,849 |
| December 31, 2023 | 990-PF | $92,116 | $155,432 | -$63,316 | $4,159,916 | $0 | $4,159,916 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $157,343
- Interest
- $54
- Net gain from sales of assets
- $435,774
Expenses
- Grants and similar amounts paid
- $288,200
- Compensation of officers, directors and key employees
- $12,000
- Disbursements for charitable purposes
- $300,717
- Excise tax on investment income
- $8,000
Balance sheet and other
- Total assets, start of year
- $4,150,849
- Total assets, end of year
- $4,416,012
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,416,012
- Fair market value of assets
- $5,771,385
- Qualifying distributions
- $300,717
- Net investment income
- $592,190
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN J SCOTT 1313 N FRANKLIN PLACE 1906, MILWAUKEE, WI 53202 | EXECUTIVE DIRECTOR | 2.5 | $6,000 |
| JOSEPH JAY SCOTT 1313 NORTH FRANKLIN PLACE UNIT 1906, MILWAUKEE, WI 53202 | TRUSTEE | 1 | $6,000 |
| RITA A STEVENS 10200 W BLUEMOUND ROAD APT 614, WAUWATOSA, WI 53226 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RITA A STEVENS 10200 W BLUEMOUND ROAD APT 614, WAUWATOSA, WI 53226 | TRUSTEE | 1 | $0 |
| CAROLYN J SCOTT 1313 N FRANKLIN PLACE 1906, MILWAUKEE, WI 53202 | EXECUTIVE DIRECTOR | 2.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RITA A STEVENS 10200 W BLUEMOUND ROAD APT 614, WAUWATOSA, WI 53226 | TRUSTEE | 1 | $0 |
| CAROLYN J SCOTT 1313 N FRANKLIN PLACE 1906, MILWAUKEE, WI 53202 | EXECUTIVE DIRECTOR | 2.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1313 N FRANKLIN PL APT 1906, MILWAUKEE, WI 53202-2990
- Signed the 990-PF
- CAROLYN SCOTT, EXECUTIVE DIRECTOR
- Phone
- (414) 313-9310
- Return prepared by
- VRAKAS SC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6711913
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $4,416,012
- Income (IRS master file)
- $1,330,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $593,171 | $321,552 | $4,416,012 | IRS |
| 990-PF | December 2024 | $222,899 | $231,821 | $4,150,849 | IRS |
| 990-PF | December 2023 | $92,116 | $155,432 | $4,159,916 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6711913).
Questions about R A STEVENS FAMILY FOUNDATION
- What is the EIN of R A STEVENS FAMILY FOUNDATION?
- The employer identification number (EIN) of R A STEVENS FAMILY FOUNDATION is 39-6711913.
- Is R A STEVENS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to R A STEVENS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R A STEVENS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R A STEVENS FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did R A STEVENS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of R A STEVENS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $6,000 (CAROLYN J SCOTT, EXECUTIVE DIRECTOR).
- How much revenue does R A STEVENS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $593,171, expenses of $321,552 and total assets of $4,416,012 at year end.
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