Ruby Stephenson Testamentary Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Ruby Stephenson Testamentary Trust. Data shown is extracted from Form 990-PF filings.

EIN: 31-6642084

Foundation Overview

Based in Birmingham, AL, Ruby Stephenson Testamentary Trust has awarded 7 grants totaling $24,165 to organizations in Kentucky. Individual grants range from $2,202 to $8,092, with a median award of $2,715.

Latest Tax Year
2023
Total Giving (all years)
$24,165
Total Assets
$39,226
Median Grant (all grants)
$2,715

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$2,202
% Median Grant Decline
-19% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Kentucky

100% of all grants are concentrated in Kentucky, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Kentucky, funding concentrates in Mayfield (100%).

Funding Trajectory
-25%

Declining funding trend with 25% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Ruby Stephenson Testamentary Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
The Annie Gardner Foundation $2,202 Mayfield, KY, US Charitable 2023
The Annie Gardner Foundation $2,715 Mayfield, KY, US Charitable 2022
The Annie Gardner Foundation $2,715 Mayfield, KY, US Charitable 2022
The Annie Gardner Foundation $2,715 Mayfield, KY, US Charitable 2022
The Annie Gardner Foundation $8,092 Mayfield, KY, US Charitable 2021
The Annie Gardner Foundation $2,796 Mayfield, KY, US Charitable 2018
Annie Gardner Foundation $2,930 Mayfield, KY, US Charitable Grant 2016

Foundations Similar to Ruby Stephenson Testamentary Trust

Discover 5 foundations with comparable assets ($35,666-$42,652), similar grant patterns, and geographic focus in AL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 39-2581130 | 3 grants awarded
$38,169
(≈ Similar)
$1,500
median grant
Birmingham, AL
Same state
99%
Excellent match

EIN: 47-5500300 | 62 grants awarded
$40,370
(≈ Similar)
$2,000
median grant
Talladega, AL
Same state
99%
Excellent match

EIN: 71-0849172 | 60 grants awarded
$42,520
(≈ Similar)
$1,500
median grant
Huntsville, AL
Same state
96%
Excellent match

EIN: 26-6556213 | 10 grants awarded
$42,652
(≈ Similar)
$3,473.5
median grant
Rainsville, AL
Same state
96%
Excellent match

EIN: 59-6196122 | 5 grants awarded
$35,666
(≈ Similar)
$2,715
median grant
Birmingham, AL
Same state
95%
Excellent match

Contact Information

Official contact details for Ruby Stephenson Testamentary Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 31-6642084
Website N/A
Address PO BOX 10885 Birmingham, AL 35202-0000

Key People (1)

Board members, trustees, and key staff who oversee Ruby Stephenson Testamentary Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Ruby Stephenson Testamentary Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.