Funder DirectoryTHE STEPHENS ENDOWMENT
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Private foundation (trust)EIN 560633355Est. 1989-06

THE STEPHENS ENDOWMENT

MORGANTON, NC 28655

Total Assets

$1.2M

FY 2024

Annual Giving

$67K

FY 2024

Grants Made

12

FY 2024

Avg Grant

$6K

FY 2024

Grant Range

$1K–$20K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$72K

Total Expenses

$90K

Qualifying Distributions

$67K

Distributable Amount

$59K

Min. Investment Return

$59K

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

12 grants

Grant sizes from minimum $1K through median $4K to maximum $20K, 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 2019 to 2024. Peak $67K in 2020. Hover bars for details.

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

Top Recipients

34 grants

SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY
$133K
5 grants
EMMANUEL COLLEGE
$50K
3 grants
EMMANUEL UNIVERSITY
$27K
2 grants
CHRIST CLASSICAL ACADEMY
$25K
5 grants
ENGAGE HOPE MINISTRIES
$22K
4 grants
SUMMIT COMMUNITY CHURCH
$14K
2 grants
THE OUTREACH CENTER
$9K
3 grants
MISSION DIGNITY - GUIDSTONE
$6K
2 grants

Grant Size Distribution

34 grants

<$10K
23
grants
$10–50K
11
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

North Carolina
$197K
65% of total
Georgia
$77K
25% of total
Texas
$28K
9% of total

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THE STEPHENS ENDOWMENT — Grants, Financials & Contact | Grantivo