Stephens Family Foundation Inc
- Assets
- $8.9m
- Revenue
- $57.7k
- Investments
- $8.8m
- Employees
- 0
- Location
- Shorewood, WI
- Founding
- 05/2008
- Data as of
- 12/2022
- EIN
- 20-4617210
Organization Overview
Stephens Family Foundation Inc is located in Shorewood, WI. The organization was established in 2008. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stephens Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Stephens Family Foundation Inc generated $57.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (12.2%) each year. All expenses for the organization totaled $481.0k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Stephens Family Foundation Inc has awarded 88 individual grants totaling $2,505,630. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONTRIBUTIONS TO QUALIFIED CHARITIES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Andrew C Stephens Co-President | 0.25 | $0 | |
Jane E Kim Co-President | 2 | $0 | |
Katherine A Eurich Treas/asst Sec | 2 | $0 | |
Sunhee Lee Secretary | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $385 |
| Dividends & Interest | $34,283 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $7,102 |
| Capital Gain Net Income | $7,102 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $15,939 |
| Total Revenue | $57,709 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,097 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $50 |
| Total operating and administrative expenses | $3,147 |
| Contributions, gifts, grants paid | $477,824 |
| Total expenses and disbursements | $480,971 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $114,659 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $8,881,489 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Stephens Family Foundation Inc has awarded $477,824 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
MESSENGERS OF MERCY PURPOSE: RELIGIOUS/GENERAL FUND | $10,000 |
BIG BROTHERSBIG SISTERS OF MILWAUKEE PURPOSE: MENTOR 2.0 PROGRAM | $40,000 |
UNIVERSITY SCHOOL OF MILWAUKEE PURPOSE: EDUCATION/COMMON BOND | $32,000 |
UNIVERSITY SCHOOL OF MILWAUKEE - MCP PURPOSE: EDUCATION/SCHOLARSHIPS | $132,574 |
MILWAUKEE INSTITUTE OF ART & DESIGN PURPOSE: EDUCATION | $30,000 |
ALL IN MILWAUKEE PURPOSE: EDUCATION ASSISTANCE | $10,000 |