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Nonprofit · EIN 62-6201842

STEPHENS CHRISTIAN TRUST

Tax-exempt · NASHVILLE, TN 37215

Financials

$1.8M$1.4M2022$1.8M$1.7M2023$850K$1.7M2024
Revenue Expenses · by fiscal year end
Financials of STEPHENS CHRISTIAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$849,911$1,736,505-$886,594$3,956,790$0$3,956,790
July 31, 2024990-PF$1,792,671$1,733,763$58,908$4,843,385$0$4,843,385
July 31, 2023990-PF$1,800,071$1,423,436$376,635$4,784,477$0$4,784,477
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$6,586
Net rental income
$7,731
Net gain from sales of assets
$793,357

Expenses

Grants and similar amounts paid
$1,434,792
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,449,548
Excise tax on investment income
$8,124

Balance sheet and other

Total assets, start of year
$4,843,385
Total assets, end of year
$3,956,790
Total liabilities, end of year
$0
Net assets, end of year
$3,956,790
Fair market value of assets
$14,172,298
Qualifying distributions
$1,449,548
Net investment income
$849,911

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
J GREG HARDEMAN
4101 HILLSBORO RD 2ND FLOOR, NASHVILLE, TN 37215
TRUSTEE2$0
WALTER C LEAVER III
4101 HILLSBORO RD 2ND FLOOR, NASHVILLE, TN 37215
TRUSTEE2$0
JAMES VANDIVER
4101 HILLSBORO RD 2ND FLOOR, NASHVILLE, TN 37215
TRUSTEE2$0
NEIKA STEPHENS
4101 HILLSBORO RD 2ND FLOOR, NASHVILLE, TN 37215
TRUSTEE2$0
RHONDA LOWERY
4101 HILLSBORO RD 2ND FLOOR, NASHVILLE, TN 37215
TRUSTEE2$0
REGIONS BANK
4101 HILLSBORO RD 2ND FLOOR, NASHVILLE, TN 37215
TRUSTEE2$0
DALE RANDOLPH
4101 HILLSBORO RD 2ND FLOOR, NASHVILLE, TN 37215
TRUSTEE2$0
BRENT CULBERTSON
4101 HILLSBORO RD 2ND FLOOR, NASHVILLE, TN 37215
TRUSTEE2$0
990-PF for the year ended July 31, 2024: 8 people
NameTitleHours / weekCompensation
J GREG HARDEMAN
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
WALTER C LEAVER III
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
JAMES VANDIVER
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
NEIKA STEPHENS
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
RHONDA LOWERY
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
EQUITABLE TRUST COMPANY
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE0$0
DALE RANDOLPH
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
BRENT CULBERTSON
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
990-PF for the year ended July 31, 2023: 8 people
NameTitleHours / weekCompensation
J GREG HARDEMAN
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
WALTER C LEAVER III
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
JAMES VANDIVER
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
NEIKA STEPHENS
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
RHONDA LOWERY
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
EQUITABLE TRUST COMPANY
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE0$0
DALE RANDOLPH
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0
BRENT CULBERTSON
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205
TRUSTEE2$0

Address and contacts

Address (IRS master file)
4101 HILLSBORO RD 2ND FLOOR, NASHVILLE, TN 37215-2749
In care of
% EQUITABLE TR CO
Signed the 990-PF
REGIONS BANK, TRUSTEE
Phone
(615) 365-5276
Return prepared by
CHERRY BEKAERT ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
62-6201842
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
1987
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$3,956,790
Income (IRS master file)
$888,934

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$849,911$1,736,505$3,956,790XML
990-PFJuly 2024$1,792,671$1,733,763$4,843,385XML
990-PFJuly 2023$1,800,071$1,423,436$4,784,477XML
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2020–––IRS
990-PFJuly 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 62-6201842).

Questions about STEPHENS CHRISTIAN TRUST

What is the EIN of STEPHENS CHRISTIAN TRUST?
The employer identification number (EIN) of STEPHENS CHRISTIAN TRUST is 62-6201842.
Is STEPHENS CHRISTIAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to STEPHENS CHRISTIAN TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STEPHENS CHRISTIAN TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of STEPHENS CHRISTIAN TRUST due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STEPHENS CHRISTIAN TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of STEPHENS CHRISTIAN TRUST?
The 990-PF for the year ended July 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does STEPHENS CHRISTIAN TRUST have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $849,911, expenses of $1,736,505 and total assets of $3,956,790 at year end.

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