2024-11-15T10:09:40-06:00 2023-12-31 561588934 SMITH STEVENS & FORD PA POST OFFICE BOX 1225 LENOIR NC 286451225 990PF 2023-01-01 561824646 STEVENS FAMILY FOUNDATION INC STEV 8289636622 718 SUNSET MTN RD BOONE NC 28607 RICHARD D STEVENS TREASURER 8289636622 2024-10-03 1 1 DAVID F STEVENS P00189144 8287588431 2024-10-03 2023 2024-10-15 13:58:12Z X X 5430743 X X 13904 10227 126149 126149 32532 412896 32532 -847 0 171738 168908 0 0 0 4012 1003 3009 29586 7396 22190 2460 0 0 15 4 11 36073 8403 25210 200500 200500 236573 8403 225710 -64835 160505 22891 59331 59331 883968 154558 154558 2238525 2362916 4039535 655311 1159055 1177319 3800695 3735860 5430743 0 0 X 0 0 0 0 3800695 3735860 3800695 3735860 3800695 3735860 3800695 -64835 0 3735860 0 3735860 US BANK P 189024 297087 -108063 -108063 US BANK P 185066 83277 101789 101789 PB REALTY P 38806 38806 38806 32532 2231 0 2231 0 2231 4773 0 0 0 4773 0 2542 2542 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 stevensfamilyfoundation.org RICHARD STEVENS 8289636622 718 SUNSET MOUNTAIN RD BOONE NC 28607 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 J WILLIAM STEVENS 2659 CLUB PARK ROAD WINSTON SALEM NC 27104 PRESIDENT 1.00 0 0 0 RICHARD D STEVENS 718 SUNSET MOUNTAIN RD BOONE NC 28607 SEC/TREAS 1.00 0 0 0 ANNE HSU 2585 CLUB PARK RD WINSTON SALEM NC 27104 BOARD MEMBER 0.00 0 0 0 JAMES W STEVENS 2659 CLUB PARK ROAD WINSTON SALEM NC 27104 BOARD MEMBER 0.00 0 0 0 JOHN F STEVENS 1807 APRICOT GLEN DRIVE AUSTIN TX 78746 BOARD MEMBER 0.00 0 0 0 MARTHA S SUTTON 2822 LAZY LANE WINSTON SALEM NC 27106 VICE-PRES 1.00 0 0 0 REBECCA S ELLIOTT PO BOX 704 NELLYSFORD VA 22958 BOARD MEMBER 0.00 0 0 0 NONE 0 NONE 0 0 4817229 370564 83713 5271506 0 0 5271506 79073 5192433 259622 259622 2231 2231 257391 0 257391 0 257391 225710 0 225710 257391 198396 0 0 225710 198396 0 0 27314 0 0 0 0 0 0 0 0 230077 0 0 0 X BETHEL COLONY OF MERCY 1675 BETHEL COLONY ROAD LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 BROYHILL SENIOR CENTER 650-A PENNTON AVENUE SW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 BUFFALO COVE OUTDOOR EDUCATION CENTER 664 BUCKSKIN HOLLOW DEEP GAP NC 28618 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 CALDWELL ARTS COUNCIL 601 COLLEGE AVENUE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 12500 CALDWELL COMMUNITY COLLEGE FOUNDATION PO BOX 600 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 CALDWELL COUNCIL ON ADOLESCENT HEALTH 918 WEST AVE NW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 CALDWELL COUNTY YOKEFELLOW PO BOX 2422 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 20000 CALDWELL FRIENDS PO BOX 2784 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 CALDWELL HERITAGE MUSEUM 112 VAIDEN ST SW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 CALDWELL HOSPICE & PALLATIVE CAREAMOREM 902 KIRKWOOD ST NW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 CALDWELL HOUSE 951 KENHAM PLACE SW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 CALDWELL MEMORIAL HOSPITAL FOUNDATION 402 MULBERRY STREET LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 CALDWELL OPPORTUNITIES 1617 COLLEGE AVE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 COMMUNITIES IN SCHOOLS 616 NW ASHE AVENUE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 CONVERSE COLLEGE 580 MAIN ST SPARTANBURG SC 29302 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 CRISIS CONTROL MINISTRY 200 E TENTH STREET WINSTONSALEM NC 27101 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 CULVER EDUCATION FOUNDATION 1300 ACADEMY ROAD 153 CULVER IN 46511 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 FIRST UNITED METHODIST CHURCH 309 CHURCH STREET LENOIR NC 28645 NONE CHURCH GENERAL SUPPORT 2500 FORT DEFIANCE PO BOX 686 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 HABITAT FOR HUMANITY 1216 HARPER AVENUE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 HARPER SCHOOL OF MUSIC 1113 COLLEGE AVENUE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 HELPING HANDS CLINIC INC 810 HARPER AVENUE LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 25000 INTERNATIONAL ESSENTIAL TREMOR FOUNDATION PO BOX 14005 LENEXA KS 66285 NONE PUBLIC CHARITY GENERAL SUPPORT 500 LENOIR SOUP KITCHEN PO BOX 1054 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 6000 MARIAH'S CHAPEL 5320 GRANDIN ROAD PATTERSON NC 28661 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 ROBIN'S NEST PO BOX 1346 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 SHELTER HOME OF CALDWELL COUNTY PO BOX 426 LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 UNITED METHODIST COMMITTEE ON RELIEF 458 PONCE DE LEON AVE NE ATLANTA GA 30308 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 WESTERN PIEDMONT SYMPHONY 243 THIRD AVENUE NE HICKORY NC 28601 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 WIG BANK OF CALDWELL COUNTY 226 MULBERRY ST SW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 WOMEN'S FUND OF THE BLUE RIDGE 895 STATE FARM RD SUITE 403 BOONE NC 28607 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 SOUTH CALDWELL CHRISTIAN MINISTRIES 5 QUARRY RD GRANITE FALLS NC 28630 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 WNC SCULPTURE CENTER 4612 PATTERSON SCHOOL DR LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL SUPPORT 1500 FOOTHILLS VETERANS THERAPY FARM 1185 DUDLEY SHOALS RD GRANITE FALLS NC 28630 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 HICKORY BALLET 116 3RD ST NW HICKORY NC 28601 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 200500 0 14 13904 14 126149 18 32532 PARTNERSHIP INCOME 14 -847 0 172585 -847 171738 11a PARTNERSHIP INCOME FOR CHARITABLE PURPOSE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4012 1003 3009 CORPORATE STOCK 2362916 4039535 US BANK - OTHER FUNDS AT COST 1063849 1114502 P.B. REALTY LLC AT COST 95206 62817 BANK FEES 15 4 11 PARTNERSHIP INCOME -847 -847 INVESTMENT EXPENSES 29586 7396 22190 EXCISE TAX 2460 0 0