Funder DirectoryA K STEPHENSON FDN CHAR TR AGY
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Private foundation (trust)EIN 311386444Est. 1994-02

A K STEPHENSON FDN CHAR TR AGY

MILWAUKEE, WI 532010634

Accepts unsolicited proposals

Total Assets

$3.3M

FY 2023

Annual Giving

$171K

FY 2023

Grants Made

32

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$2K–$33K

Typical

Deadlines

April 1

Applications

Financial Snapshot

2023 filing

Total Revenue

$156K

Total Expenses

$243K

Qualifying Distributions

$206K

Distributable Amount

$156K

Min. Investment Return

$157K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

32 grants

Grant sizes from minimum $2K through median $2K to maximum $33K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $217K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

116 grants

MIAMI UNIVERSITY
$179K
4 grants
OHIO STATE UNIVERSITY
$85K
6 grants
UNIVERSITY OF CINCINNATI
$64K
2 grants
HEIDELBERG UNIVERSITY
$50K
4 grants
OHIO UNIVERSITY
$36K
4 grants
PURDUE UNIVERSITY
$29K
4 grants
NORTHERN KENTUCKY UNIVERSITY
$21K
4 grants
UNIVERSITY OF KENTUCKY
$20K
2 grants

Grant Size Distribution

116 grants

<$10K
101
grants
$10–50K
14
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

15 states

Ohio
$550K
73% of total
Indiana
$55K
7% of total
Kentucky
$53K
7% of total
Florida
$18K
2% of total
Michigan
$17K
2% of total
Illinois
$13K
2% of total
West Virginia
$11K
1% of total
Louisiana
$10K
1% of total
Tennessee
$5K
1% of total
Alabama
$5K
1% of total

+5 more states

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A K STEPHENSON FDN CHAR TR AGY — Grants, Financials & Contact | Grantivo