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Stephens Family Foundation Inc. is a private corporation based in SHOREWOOD, WI. The foundation received its IRS ruling in 2008. The principal officer is Katherine Eurich. It holds total assets of $9.8M. Annual income is reported at $3M. Total assets have grown from $2.9M in 2011 to $9.5M in 2023. The foundation is governed by 4 officers and trustees. Contributions to qualified charities. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Wisconsin. According to available records, Stephens Family Foundation Inc. has made 66 grants totaling $2.1M, with a median grant of $23K. The foundation has distributed between $478K and $563K annually from 2020 to 2023. Individual grants have ranged from $1K to $167K, with an average award of $32K. The foundation has supported 26 unique organizations. The foundation primarily supports organizations in Wisconsin, Minnesota, Massachusetts, which account for 94% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$20K
Average Grant
$33K
Largest Grant
$167K
Based on 17 grants from the most recent 990-PF filing.
Contributions to qualified charities
Expenses: $513K
Contributions to qualified charities. Based on available records, the foundation has funded 66 grants. Its grantmaking reaches organizations primarily in WI, MN, MA.
Stephens Family Foundation Inc. has distributed a total of $2.1M across 66 grants. The median grant size is $23K, with an average of $32K. Individual grants have ranged from $1K to $167K.
Stephens Family Foundation Inc. is a private foundation. To inquire about grants, you can look up the foundation using their EIN (204617210) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Stephens Family Foundation Inc. is headquartered in SHOREWOOD, WI. While based in WI, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Andrew C Stephens | CO-PRESIDENT | $0 | $0 | N/A |
| Katherine A Eurich | TREAS/ASST SEC | $0 | $0 | N/A |
| Jane E Kim | CO-PRESIDENT | $0 | $0 | N/A |
| Sunhee Lee | SECRETARY | $0 | $0 | N/A |
Total Giving
$580K
Total Assets
$9.5M
Fair Market Value
$9.5M
Net Worth
$9.5M
Grants Paid
$547K
Contributions
N/A
Net Investment Income
$261K
Distribution Amount
$450K
Total Grants
66
Total Giving
$2.1M
Average Grant
$32K
Median Grant
$23K
Unique Recipients
26
Most Common Grant
$20K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ninewise Publishing FoundationEarly Childhood Education | Whitefish Bay, WI | $50K | 2023 |
| Amherst CollegeScholarships | Amherst, MA | $5K | 2023 |
| University School Of Milwaukee - ScholarshipsScholarships | Mequon, WI | $140K | 2023 |
| United Community CenterEducation | Milwaukee, WI | $50K | 2023 |
| Malaika Early Learning CenterEarly Childhood Education | Milwaukee, WI | $50K | 2023 |
| Big Brothersbig Sisters Of MilwaukeeYouth Development | Milwaukee, WI | $40K | 2023 |
| University School Of MilwaukeeEducation | Mequon, WI | $40K | 2023 |
| Milwaukee Institute Of Art & DesignCreative Fusion Sponsor | Milwaukee, WI | $30K | 2023 |
| First Stage TheatreGeneral Campaign | Milwaukee, WI | $30K | 2023 |
| Carelton College Parents FundEducation | Northfield, MN | $25K | 2023 |
| Smith CollegeSmith Fund Scholarships | Northampton, MA | $21K | 2023 |
| Messengers Of MercyReligious/General Fund | Lindale, TX | $20K | 2023 |
| Boys & Girls Club Of MilwaukeeYouth Development | Milwaukee, WI | $20K | 2023 |
| Fox Point Lutheran ChurchReligious | Fox Point, WI | $11K | 2023 |
| All-In-MilwaukeeEducation Assistance | Milwaukee, WI | $10K | 2023 |
| University School Of Milwaukee - McpEducation/Scholarships | Mequon, WI | $133K | 2022 |
| Milwaukee Youth Arts CenterEducation | Milwaukee, WI | $50K | 2022 |
| United Performing Arts FundFirst Stage Theatre | Milwaukee, WI | $20K | 2022 |
| All In MilwaukeeEducation Assistance | Milwaukee, WI | $10K | 2022 |
| Big Brothers Big Sisters Of MilwaukeeMentor 2.0 Program | Milwaukee, WI | $40K | 2021 |
| Fox Point LutheranReligious/General Fund | Fox Point, WI | $11K | 2021 |
| Positive AttitudeCommunity Support | Whitefish Bay, WI | $1K | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI