Winifred Stevens Foundation
- Assets
- $146.0m
- Revenue
- $5.8m
- Investments
- $145.3m
- Employees
- 0
- Location
- Tempe, AZ
- Founding
- 07/2016
- Data as of
- 12/2021
- EIN
- 47-5488504
Organization Overview
Winifred Stevens Foundation is located in Tempe, AZ. The organization was established in 2016. 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. Winifred Stevens Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2018, Winifred Stevens Foundation has awarded 251 individual grants totaling $36,516,214. 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 |
|---|---|---|---|
Jeff Spady Treasurer | 1 | $1,000 | |
Heidi Spady Board Member | 1 | $0 | |
Savannah Mata Mcgough Secretary | 1 | $0 | |
Linda Spady President | 4 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Intentional Philanthropy | 12/30/21 | $171,875 |
Vanguard | 12/30/21 | $59,473 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $10 |
| Dividends & Interest | $2,657,915 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,092,387 |
| Capital Gain Net Income | $3,092,387 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $5,750,312 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $152,022 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $5,197 |
| Printing and publications | $0 |
| Other expenses | $17,594 |
| Total operating and administrative expenses | $417,189 |
| Contributions, gifts, grants paid | $9,044,933 |
| Total expenses and disbursements | $9,462,122 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $653,714 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $145,980,607 |
| 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, Winifred Stevens Foundation has awarded $9,044,933 in support to 89 organizations.
| Grant Recipient | Amount |
|---|---|
Los Angeles, CA PURPOSE: CALIFORNIA COMMUNITY FOUNDATION - JOHN STEVENS DAF ACCOUNT | $1,850,000 |
GENERAL CONFERENCE DAF PURPOSE: GRANTS FUNDS TO GC DAF | $500,000 |
Silver Spring, MD PURPOSE: YOUTH CONNECT SCHOLARSHIPS | $400,000 |
Silver Spring, MD PURPOSE: EL NINO RELIEF & RECOVER SCHOOL FEEDING INIT. | $250,000 |
Long Beach, CA PURPOSE: COVID-19 RESCUE FUND | $250,000 |
Silver Spring, MD PURPOSE: CHINESE UNION CHURCH PLANT PIONEER TEAMS | $210,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
Meridian Institute Dillon, CO | $18,119,345 | $21,383,160 |
Gill Foundation Denver, CO | $227,109,663 | $12,646,667 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
Carroll Petrie Foundation Santa Fe, NM | $306,631,944 | $55,176,464 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |