Private foundation (trust)EIN 873874035Est. 2023-05
DONNA AND JIM STEPHENSON FOUNDATION
PONTE VEDRA BEACH, FL 32082
Total Assets
$3.3M
FY 2023
Annual Giving
$1.4M
FY 2023
Grants Made
9
FY 2023
Avg Grant
$159K
FY 2023
Grant Range
$2K–$993K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$103K
Total Expenses
$1.5M
Qualifying Distributions
$1.4M
Distributable Amount
$207K
Min. Investment Return
$208K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
9 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Top Recipients
9 grants
Grant Size Distribution
9 grants
Geographic Focus
6 states
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