Donna And Jim Stephenson Foundation
- Assets
- $2.7m
- Revenue
- $103.4k
- Investments
- $2.7m
- Employees
- 0
- Location
- Ponte Vedra Beach, FL
- Founding
- Data as of
- 12/2023
- EIN
- 87-3874035
Organization Overview
Donna And Jim Stephenson Foundation is located in Ponte Vedra Beach, FL. 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. Donna And Jim Stephenson 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, Donna And Jim Stephenson Foundation generated $103.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (72.1%) each year.
Since 2022, Donna And Jim Stephenson Foundation has awarded 13 individual grants totaling $2,631,863. 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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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Donna Stephenson Trustee | 0 | $0 | |
James E Stephenson Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $338 |
| Dividends & Interest | $21,879 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $81,184 |
| Capital Gain Net Income | $81,184 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $103,401 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $8,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $210 |
| Total operating and administrative expenses | $32,442 |
| Contributions, gifts, grants paid | $1,431,863 |
| Total expenses and disbursements | $1,464,305 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $15,550 |
| 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 | $2,726,604 |
| 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, Donna And Jim Stephenson Foundation has awarded $1,431,863 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICANS FOR PROSPERITY FOUNDATION PURPOSE: SOLUTION-BASED EDUCATION PROGRAMS | $150,000 |
FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION (FIRE) PURPOSE: RESTORATION OF FREE SPEECH | $50,000 |
HISTORIC OAKLAND FOUNDATION PURPOSE: CEMETERY PRESERVATION | $2,000 |
HONDURAS OUTREACH INTERNATIONAL PURPOSE: COMMUNITY DEVELOPMENT PROGRAMS | $2,000 |
SHEPARD CENTER FOUNDATION PURPOSE: RESEARCH, MEDICAL CARE, AND REHABILITATION | $992,750 |
INDEPENDENT INSTITUTE PURPOSE: PROGRAMS FOR ADVANCEMENT OF PEACEFUL, PROSPEROUS, AND FREE SOCIETIES | $99,395 |