AUMdb

The Stephens Endowment

EIN 560633355 · 501(c)(3) · Private foundation · Morganton, NC · recognized 1989

Assets
$1.2M
Revenue
$72.1K
Expenses
$90.0K
Investment income
$58.3K

Form 990 fiscal year ended 10/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Gerald K Stephens President $0 $0
G Kenneth Stephens Vice president $0 $0
Jean T Stephens Secretary $0 $0