Gerald & Helen M Stephens Foundation
- Assets
- $30.5m
- Revenue
- $6.5m
- Investments
- $25.6m
- Employees
- 0
- Location
- Wilmington, DE
- Founding
- 05/1988
- Data as of
- 12/2023
- EIN
- 37-1224611
Organization Overview
Gerald & Helen M Stephens Foundation is located in Wilmington, DE. The organization was established in 1988. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Gerald & Helen M Stephens 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 12/2023, Gerald & Helen M Stephens Foundation generated $6.5m in total revenue. All expenses for the organization totaled $159.0k during the year ending 12/2023. While expenses have increased by 113.1% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Gerald & Helen M Stephens Foundation has awarded 14 individual grants totaling $692,543. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jenni Krupiarz Dir, Sec | 1 | $0 | |
Angela M Larson Dir, Vp, Treas | 1 | $0 | |
Jeffrey Stephens Dir, Pres | 1 | $0 | |
Jo Lee Stephens Dir | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $5,300,000 |
| Interest on Savings | $205,042 |
| Dividends & Interest | $696,783 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $341,828 |
| Capital Gain Net Income | $341,828 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $6,543,653 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $23,479 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $52,066 |
| Total operating and administrative expenses | $99,027 |
| Contributions, gifts, grants paid | $60,000 |
| Total expenses and disbursements | $159,027 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $4,904,859 |
| Net Accounts receivable | $2,031 |
| 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 | $30,471,347 |
| 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, Gerald & Helen M Stephens Foundation has awarded $60,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
SAVANNAH BOOK FESTIVAL INC PURPOSE: GENERAL & UNRESTRICTED | $10,000 |
EASTERSEALS CENTRAL ILLINOIS PURPOSE: GENERAL & UNRESTRICTED | $50,000 |