Funder DirectorySTEPHENSON FAMILY FOUNDATION INC
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Private foundation (trust)EIN 561950150Est. 1998-04

STEPHENSON FAMILY FOUNDATION INC

CARY, NC 275117901

Accepts unsolicited proposals

Total Assets

$2.1M

FY 2024

Annual Giving

$21K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$300–$10K

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

$21K

The foundation distributed $18,475 to 8 organizations and $2,902 to 1 individual during 2024 for educational, civic, and other charitable purposes.

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$68K

Total Expenses

$30K

Qualifying Distributions

$28K

Distributable Amount

$101K

Min. Investment Return

$102K

Payout rate 28%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.28%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $300 through median $2K to maximum $10K, 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

5 years

Giving over time from 2018 to 2024. Peak $1.5M in 2020. Hover bars for details.

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

Top Recipients

36 grants

FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$1.9M
2 grants
YMCA OF THE TRIANGLE
$209K
4 grants
TRIANGLE COMMUNITY FOUNDATION
$130K
2 grants
H3 HEALTH HEALING HOPE
$10K
1 grant
EASTERN RANDOLPH HIGH SCHOOL ATHLETICS
$6K
3 grants
LINA BENYAHYA
$4K
2 grants
BREAD OF LIFE MINISTRIES
$2K
1 grant
CARY CHAMBER OF COMMERCE
$2K
2 grants

Grant Size Distribution

36 grants

<$10K
30
grants
$10–50K
1
grants
$50–250K
3
grants
$250K–1M
1
grants
$1–5M
1
grants
$5M+

Geographic Focus

4 states

Massachusetts
$1.9M
83% of total
North Carolina
$377K
17% of total
Wisconsin
$2K
0% of total
Florida
$1K
0% of total

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