Nonprofit · EIN 65-0771320
ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR
Tax-exempt · BRADENTON, FL 34209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $323,922 | $378,309 | -$54,387 | $8,321,546 | $0 | $8,321,546 |
| June 30, 2024 | 990 | $341,066 | $319,536 | $21,530 | $7,768,803 | $0 | $7,768,803 |
| June 30, 2023 | 990 | $261,420 | $281,428 | -$20,008 | $7,295,945 | $0 | $7,295,945 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $47,132
- Program service revenue
- $0
- Investment income
- $276,790
- Net gain from sales of assets
- $10,455
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $302,475
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $29,633
- Salaries, compensation and benefits (total)
- $32,550
- Professional fundraising fees
- $0
- Program services (functional)
- $334,642
- Management and general (functional)
- $1,154
- Fundraising (functional)
- $42,513
Balance sheet and other
- Total assets, start of year
- $7,768,803
- Total assets, end of year
- $8,321,546
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,321,546
- Publicly traded securities
- $8,317,546
- Net assets without donor restrictions
- $2,992,255
- Net assets with donor restrictions
- $5,329,291
- Gross receipts
- $2,155,893
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1995
- State of legal domicile
- FL
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey Boyd | Chairman Trustee or director | 1 | $0 |
| Cliff Walters | Trustee Trustee or director | 1 | $0 |
| Trudy Moon | Trustee Trustee or director | 1 | $0 |
| Andy Minor | Trustee Trustee or director | 1 | $0 |
| Caroline Ellerson | Trustee Trustee or director | 1 | $0 |
| Sharon Hillstrom | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Janet S Pullen | Former Head of School | 1 | $0 | $247,512 | $4,335 |
| Peter Kraft | Head of School Trustee or director | 1 | $0 | $182,695 | $7,854 |
| Jeffrey Boyd | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Cliff Walters | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Trudy Moon | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Andy Minor | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Janet S Pullen | Ex-Officio Trustee or director | 0.08 | $0 | $324,472 | $9,349 |
| Garret Barnes | Trustee Trustee or director | 0.11 | $0 | $0 | $0 |
| Brenda Keating | Trustee Trustee or director | 0.07 | $0 | $0 | $0 |
| Julie Leach | Chair Person Trustee or director | 0.13 | $0 | $0 | $0 |
| Jeffrey Boyd | Trustee Trustee or director | 0.11 | $0 | $0 | $0 |
| Clifford Walters | Trustee Trustee or director | 0.11 | $0 | $0 | $0 |
| Elizabeth Baran | Ex-Officio Trustee or director | 0.08 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 315 41ST ST W, BRADENTON, FL 34209-2943
- In care of
- % JANET S PULLEN
- Principal officer (990 for 2024)
- Jeffrey Boyd, 315 41st St W, Bradenton, FL 34209
- Signed the 990
- Jeffrey Boyd, Chairman
- Phone
- (941) 746-2121
- Return prepared by
- CS&L CPAS
Mission
To support and benefit the charitable, scientific, and educational purposes of Saint Stephens Episcopal School, which is a private school organized as a 501(c)(3) not-for-profit organization.
Program accomplishments
- To support and benefit the charitable, scientific, and educational purposes of Saint Stephens Episcopal School, which is a private school organized as a 501(c)(3) not-for-profit organization.Expenses $334,642 · grants $302,475
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0771320
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $8,321,546
- Income (IRS master file)
- $2,155,893
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $323,922 | $378,309 | $8,321,546 | XML |
| 990 | June 2024 | $341,066 | $319,536 | $7,768,803 | IRS |
| 990 | June 2023 | $261,420 | $281,428 | $7,295,945 | XML |
| 990 | June 2022 | $175,024 | $289,739 | $6,801,259 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 65-0771320).
Questions about ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR
- What is the EIN of ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR?
- The employer identification number (EIN) of ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR is 65-0771320.
- Is ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR?
- The 990 for the year ended June 30, 2025 names Jeffrey Boyd.
- Who are the officers and directors of ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $323,922, expenses of $378,309 and total assets of $8,321,546 at year end.
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