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Gerald & Helen M Stephens Foundation is a private corporation based in WILMINGTON, DE. The foundation received its IRS ruling in 1988. The principal officer is Foundation Source. It holds total assets of $35.5M. Annual income is reported at $8.7M. Total assets have grown from $1.4M in 2011 to $30.5M in 2023. The foundation is governed by 4 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Wisconsin and Illinois. According to available records, Gerald & Helen M Stephens Foundation has made 10 grants totaling $775K, with a median grant of $50K. Individual grants have ranged from $1K to $190K, with an average award of $78K. The foundation has supported 5 unique organizations. The foundation primarily supports organizations in Maryland, Wisconsin, Illinois, which account for 80% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$29K
Average Grant
$27K
Largest Grant
$50K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Gerald & Helen M Stephens Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 10 grants. Its grantmaking reaches organizations primarily in MD, WI, IL.
Gerald & Helen M Stephens Foundation has distributed a total of $775K across 10 grants. The median grant size is $50K, with an average of $78K. Individual grants have ranged from $1K to $190K.
Gerald & Helen M Stephens Foundation typically selects its grantees rather than accepting unsolicited proposals.
Gerald & Helen M Stephens Foundation is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jeffrey Stephens | Dir, Pres | $0 | $0 | N/A |
| Jo Lee Stephens | Dir | $0 | $0 | N/A |
| Jenni Krupiarz | Dir, Sec | $0 | $0 | N/A |
| Angela M Larson | Dir, VP, Treas | $0 | $0 | N/A |
Total Giving
$159K
Total Assets
$30.5M
Fair Market Value
$39.6M
Net Worth
$30.5M
Grants Paid
$60K
Contributions
$5.3M
Net Investment Income
$1.2M
Distribution Amount
$1.7M
Total: $25.6M
Total Grants
10
Total Giving
$775K
Average Grant
$78K
Median Grant
$50K
Unique Recipients
5
Most Common Grant
$137K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| John Hopkins UniversitySCHOLARSHIPS | Baltimore, MD | $190K | 2022 |
| University Of Wi - Stevens PointBLACK BEAR PROJECT | Stevens Point, WI | $137K | 2022 |
| Easter SealsUNRESTRICTED USE | Peoria, IL | $50K | 2022 |
| Savannah Book FestivalUNRESTRICTED USE | Savannah, GA | $10K | 2022 |
| University Of Wi Alumni AssociationSCHOLARSHIPS | Madison, WI | $1K | 2022 |