Funder DirectoryThe Gerald D and Helen M Stephens
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Private foundation (trust)EIN 371224611Est. 1988-05

The Gerald D and Helen M Stephens

Wilmington, DE 198091377

Total Assets

$39.6M

FY 2023

Annual Giving

$60K

FY 2023

Grants Made

2

FY 2023

Avg Grant

$30K

FY 2023

Grant Range

$10K–$50K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$6.5M

Total Expenses

$159K

Qualifying Distributions

$117K

Distributable Amount

$1.7M

Min. Investment Return

$1.8M

Undistributed Income

$1.4M

Payout rate 7%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.7%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $388K in 2022. Hover bars for details.

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

Top Recipients

14 grants

UNIVERSITY OF WI - STEVENS POINT
$268K
3 grants
JOHN HOPKINS UNIVERSITY
$190K
1 grant
EASTER SEALS
$150K
3 grants
EASTERSEALS CENTRAL ILLINOIS
$50K
1 grant
UNIVERSITY OF WI
$13K
2 grants
SAVANNAH BOOK FESTIVAL INC
$10K
1 grant
SAVANNAH BOOK FESTIVAL
$10K
1 grant
UNIVERSITY OF WI ALUMNI ASSOCIATION
$1K
1 grant

Grant Size Distribution

14 grants

<$10K
5
grants
$10–50K
6
grants
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Wisconsin
$282K
41% of total
Illinois
$201K
29% of total
Maryland
$190K
27% of total
Georgia
$20K
3% of total

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The Gerald D and Helen M Stephens — Grants, Financials & Contact | Grantivo