Private foundation (trust)EIN 204617210Est. 2008-05
STEPHENS FAMILY FOUNDATION INC
SHOREWOOD, WI 53211
Accepts unsolicited proposalsTotal Assets
$9.5M
FY 2023
Annual Giving
$547K
FY 2023
Grants Made
16
FY 2023
Avg Grant
$34K
FY 2023
Grant Range
$5K–$140K
Typical
Deadlines
Open / rolling
Applications
Programs & Activities
Program 1
$547KContributions to qualified charities
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$291K
Total Expenses
$580K
Qualifying Distributions
$547K
Distributable Amount
$450K
Min. Investment Return
$453K
Undistributed Income
$208K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
16 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
81 grants
Grant Size Distribution
81 grants
Geographic Focus
5 states
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