Stephen And Aegean Family Foundation
- Assets
- $225.5k
- Revenue
- $6.3k
- Investments
- $150.0k
- Employees
- 0
- Location
- San Jose, CA
- Founding
- 01/2010
- Data as of
- 09/2022
- EIN
- 27-1173211
Organization Overview
Stephen And Aegean Family Foundation is located in San Jose, CA. The organization was established in 2010. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., 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. Stephen And Aegean Family Foundation 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 09/2022, Stephen And Aegean Family Foundation generated $6.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (15.6%) each year. All expenses for the organization totaled $5.9k during the year ending 09/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Wei-Ping S Sun President & CEO | 2 | $0 | |
I-Chin A Lee Secretary | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $6,250 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $6,250 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $546 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $232 |
| Other expenses | $25 |
| Total operating and administrative expenses | $2,709 |
| Contributions, gifts, grants paid | $3,228 |
| Total expenses and disbursements | $5,937 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $75,482 |
| Savings and temporary cash investments | $0 |
| 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 | $150,000 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $225,482 |
| Accounts payable and accrued expenses | $3,857 |
| 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 | $3,857 |
Grants Awarded
Over the last fiscal year, Stephen And Aegean Family Foundation has awarded $3,228 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
LYNBROOK HIGH SCHOOL PURPOSE: FOR SERVING APPROXIMATELY 1,820 STUDENTS, GRADES 9-12, IN SUBURBAN WEST SAN JOSE. | $1,489 |
SANTA CLARA UNIVERSITY PURPOSE: TO WELCOME ROMAN CATHOLIC LITURGY, SPIRITUAL OBSERVANCE, AND OTHER ACTIVITIES APPROPRIATE TO THE UNIVERSITYS PURPOSE AS A CATHOLIC, JESUIT INSTITUTION OF HIGHER LEARNING. | $500 |
Sunnyvale, CA PURPOSE: TO RAISE FUNDS AND DEVELOP RESOURCES TO SUPPORT EDUCATIONAL PROGRAMS THAT BENEFIT EVERY STUDENT IN THE FUHS DISTRICT | $400 |
MOUNTAIN VIEW VOLLEYBALL PURPOSE: TO SUPPORT STUDENT-ATHLETES TO REACH THEIR HIGHEST POTENTIAL AS PLAYERS, TEAMMATES AND LEADERS ON AND OFF THE VOLLEYBALL COURT. | $300 |
Provo, UT PURPOSE: TO ASSIST INDIVIDUALS IN THEIR QUEST FOR PERFECTION AND ETERNAL LIFE. | $289 |
Santa Clara, CA PURPOSE: TO MEET HUMANITY RIGHT WHERE THEY ARE AND ADDRESS THEIR NEEDS TO USHER THEM INTO A SUSTAINABLE FUTURE. | $250 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Stephen M Silberstein Foundation Belvedere, CA | $79,901,221 | $6,376,686 |
Wholesale Beer Distributors Industry Trust Pleasanton, CA | $3,898,810 | $9,106,079 |
Tw Ld Mceachearn Las Vegas, NV | $148,667,574 | $29,051,713 |
Georgia A Lynch Trust Phoenix, AZ | $748,550 | $1,825,283 |
Rea Charitable Trust Las Vegas, NV | $108,024,869 | $14,015,969 |
Klm Foundation Los Angeles, CA | $0 | $8,859,147 |
Nobbs Family Foundation San Diego, CA | $61,708,862 | $4,055,115 |
P F Bresee Foundation Los Angeles, CA | $3,574,521 | $4,338,707 |
Carrico Family Foundation Medford, OR | $33,120,720 | $4,067,868 |
Hitz Foundation Palo Alto, CA | $70,645,117 | $12,925,863 |
Borina Foundation Burlingame, CA | $0 | $77,406 |
William A Badger Foundation 80108800 Las Vegas, NV | $45,476,386 | $5,276,997 |