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US nonprofit · EIN 650771320 · Bradenton, FLiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 650771320) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code SOUNK), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

St Stephens Episcopal School Endowment Fund TR

Donations deductible
Revenue
$324k
year to 30 June 2025
Expenses
$378k
year to 30 June 2025
Total assets
$8.3m
$0 liabilities
Net assets
$8.3m
assets less liabilities
Directors and trustees
6
1.9 years on average
Staff
0
6 volunteers
Chair observed
≥3 yrs
Jeffrey Boyd
Left since last filing
0
no seats appear to have opened
How am I connected?

St Stephens Episcopal School Endowment Fund TR's network

6 people4 organisationsi6 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Jeffrey Boyd ChairChairman2022
4 yrs
Andy MinorTrustee2025
1 yr
Caroline EllersonTrustee2025
1 yr
Cliff WaltersTrustee2025
1 yr
Sharon HillstromTrustee2025
1 yr
Trudy MoonTrustee2025
1 yr
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Jeffrey BoydChairman1$0
Cliff WaltersTrustee1$0
Trudy MoonTrustee1$0
Andy MinorTrustee1$0
Caroline EllersonTrustee1$0
Sharon HillstromTrustee1$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
St Stephens Episcopal School Endowment Fund Tr
EIN
650771320
Address
315 41st St W, Bradenton, FL, 34209-2943
State
Florida
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. (as filed on the Form 990)
Activity (NTEE)
T22Z Philanthropy, voluntary services and grantmaking
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Philanthropy, Voluntarism & Grantmaking Foundations
Size band
7 (IRS master file code)
Formed
1995
Principal officer
Jeffrey Boyd (as named on the Form 990)
IRS ruling date
1 August 1997
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2025
IRS Publication 78
SOUNK (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedSchoolEpiscopal Day Private School of Manatee

Longest observed on the filings

≥4years on the filingsJeffrey Boyd
≥1years on the filingsAndy Minor
≥1years on the filingsCaroline Ellerson
≥1years on the filingsCliff Walters

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$8.3m
Total liabilities
$0
Net assets or fund balances
$8.3m
Contributions and grants received
$47k
Program service revenue
$0
Grants and similar paid out
$302k
Employees
0
Volunteers
6

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Episcopal Day Private SchoolSupport purpose$302k