Stephens Family Foundation Inc | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Stephens Family Foundation Inc. Data shown is extracted from Form 990-PF filings.
EIN: 20-4617210
Foundation Overview
Based in Shorewood, WI, Stephens Family Foundation Inc has awarded 138 grants totaling $4,008,524 to organizations in Texas, Wisconsin and 3 other states across the US. Individual grants range from $500 to $167,424, with a median award of $20,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 16 recipients (25%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
80% of all grants are concentrated in Wisconsin, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Wisconsin, funding concentrates in Milwaukee (77%), Mequon (14%), Fox Point (6%).
Funding Trajectory
Strong 99% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (43%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Stephens Family Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Ninewise Publishing Foundation | $50,000 | Whitefish Bay, WI, US | Early Childhood Education | 2023 |
| Messengers Of Mercy | $20,000 | Lindale, TX, US | Religious/general Fund | 2023 |
| Big Brothersbig Sisters Of Milwaukee | $5,000 | Milwaukee, WI, US | Mentor 2.0 | 2023 |
| Big Brothersbig Sisters Of Milwaukee | $40,000 | Milwaukee, WI, US | Youth Development | 2023 |
| Fox Point Lutheran Church | $11,000 | Fox Point, WI, US | Religious | 2023 |
| Milwaukee Institute Of Art & Design | $30,000 | Milwaukee, WI, US | Creative Fusion Sponsor | 2023 |
| University School Of Milwaukee | $40,000 | Mequon, WI, US | Education | 2023 |
| Boys & Girls Club Of Milwaukee | $20,000 | Milwaukee, WI, US | Youth Development | 2023 |
| Carelton College Parents Fund | $25,000 | Northfield, MN, US | Education | 2023 |
| United Community Center | $50,000 | Milwaukee, WI, US | Education | 2023 |
| Smith College | $21,250 | Northampton, MA, US | Smith Fund Scholarships | 2023 |
| First Stage Theatre | $30,000 | Milwaukee, WI, US | General Campaign | 2023 |
| All-in-milwaukee | $10,000 | Milwaukee, WI, US | Education Assistance | 2023 |
| University School Of Milwaukee - Scholarships | $139,996 | Mequon, WI, US | Scholarships | 2023 |
| Amherst College | $5,000 | Amherst, MA, US | Scholarships | 2023 |
| Malaika Early Learning Center | $50,000 | Milwaukee, WI, US | Early Childhood Education | 2023 |
| Messengers Of Mercy | $10,000 | Lindale, TX, US | Religious/general Fund | 2022 |
| Big Brothersbig Sisters Of Milwaukee | $40,000 | Milwaukee, WI, US | Mentor 2.0 Program | 2022 |
| University School Of Milwaukee | $32,000 | Mequon, WI, US | Education/common Bond | 2022 |
| University School Of Milwaukee - Mcp | $132,574 | Mequon, WI, US | Education/scholarships | 2022 |
| All In Milwaukee | $10,000 | Milwaukee, WI, US | Education Assistance | 2022 |
| Milwaukee Institute Of Art & Design | $30,000 | Milwaukee, WI, US | Education | 2022 |
| Malaika Early Learning Center | $5,000 | Milwaukee, WI, US | Early Childhood Education | 2022 |
| Boys & Girls Club Of Milwaukee | $10,000 | Milwaukee, WI, US | Youth Development Programs | 2022 |
| Carelton College Parents Fund | $25,000 | Northfield, MN, US | Education/financial Aid | 2022 |
| Milwaukee Institute Of Art & Design | $5,000 | Milwaukee, WI, US | Creative Fusion Sponsorship | 2022 |
| Carelton College Parents Fund | $1,000 | Northfield, MN, US | Education | 2022 |
| Milwaukee Youth Arts Center | $50,000 | Milwaukee, WI, US | Education | 2022 |
| United Performing Arts Fund | $20,000 | Milwaukee, WI, US | First Stage Theatre | 2022 |
| First Stage Theatre | $25,000 | Milwaukee, WI, US | General Campaign | 2022 |
| United Community Center | $50,000 | Milwaukee, WI, US | Education | 2022 |
| Fox Point Lutheran Church | $11,000 | Fox Point, WI, US | Religious/general Fund | 2022 |
| Smith College | $21,250 | Northampton, MA, US | Smith Fund Scholarships | 2022 |
| Messengers Of Mercy | $10,000 | Lindale, TX, US | Religious/general Fund | 2022 |
| Big Brothersbig Sisters Of Milwaukee | $40,000 | Milwaukee, WI, US | Mentor 2.0 Program | 2022 |
| University School Of Milwaukee | $32,000 | Mequon, WI, US | Education/common Bond | 2022 |
| University School Of Milwaukee - Mcp | $132,574 | Mequon, WI, US | Education/scholarships | 2022 |
| All In Milwaukee | $10,000 | Milwaukee, WI, US | Education Assistance | 2022 |
| Milwaukee Institute Of Art & Design | $30,000 | Milwaukee, WI, US | Education | 2022 |
| Malaika Early Learning Center | $5,000 | Milwaukee, WI, US | Early Childhood Education | 2022 |
| Boys & Girls Club Of Milwaukee | $10,000 | Milwaukee, WI, US | Youth Development Programs | 2022 |
| Carelton College Parents Fund | $25,000 | Northfield, MN, US | Education/financial Aid | 2022 |
| Milwaukee Institute Of Art & Design | $5,000 | Milwaukee, WI, US | Creative Fusion Sponsorship | 2022 |
| Carelton College Parents Fund | $1,000 | Northfield, MN, US | Education | 2022 |
| Milwaukee Youth Arts Center | $50,000 | Milwaukee, WI, US | Education | 2022 |
| United Performing Arts Fund | $20,000 | Milwaukee, WI, US | First Stage Theatre | 2022 |
| First Stage Theatre | $25,000 | Milwaukee, WI, US | General Campaign | 2022 |
| United Community Center | $50,000 | Milwaukee, WI, US | Education | 2022 |
| Fox Point Lutheran Church | $11,000 | Fox Point, WI, US | Religious/general Fund | 2022 |
| Smith College | $21,250 | Northampton, MA, US | Smith Fund Scholarships | 2022 |
| Messengers Of Mercy | $10,000 | Lindale, TX, US | Religious/general Fund | 2022 |
| Big Brothersbig Sisters Of Milwaukee | $40,000 | Milwaukee, WI, US | Mentor 2.0 Program | 2022 |
| University School Of Milwaukee | $32,000 | Mequon, WI, US | Education/common Bond | 2022 |
| University School Of Milwaukee - Mcp | $132,574 | Mequon, WI, US | Education/scholarships | 2022 |
| All In Milwaukee | $10,000 | Milwaukee, WI, US | Education Assistance | 2022 |
| Milwaukee Institute Of Art & Design | $30,000 | Milwaukee, WI, US | Education | 2022 |
| Malaika Early Learning Center | $5,000 | Milwaukee, WI, US | Early Childhood Education | 2022 |
| Boys & Girls Club Of Milwaukee | $10,000 | Milwaukee, WI, US | Youth Development Programs | 2022 |
| Carelton College Parents Fund | $25,000 | Northfield, MN, US | Education/financial Aid | 2022 |
| Milwaukee Institute Of Art & Design | $5,000 | Milwaukee, WI, US | Creative Fusion Sponsorship | 2022 |
| Carelton College Parents Fund | $1,000 | Northfield, MN, US | Education | 2022 |
| Milwaukee Youth Arts Center | $50,000 | Milwaukee, WI, US | Education | 2022 |
| United Performing Arts Fund | $20,000 | Milwaukee, WI, US | First Stage Theatre | 2022 |
| First Stage Theatre | $25,000 | Milwaukee, WI, US | General Campaign | 2022 |
| United Community Center | $50,000 | Milwaukee, WI, US | Education | 2022 |
| Fox Point Lutheran Church | $11,000 | Fox Point, WI, US | Religious/general Fund | 2022 |
| Smith College | $21,250 | Northampton, MA, US | Smith Fund Scholarships | 2022 |
| Messengers Of Mercy | $10,000 | Lindale, TX, US | Religious/general Fund | 2021 |
| Big Brothers Big Sisters Of Milwaukee | $40,000 | Milwaukee, WI, US | Mentor 2.0 Program | 2021 |
| University School Of Milwaukee | $40,000 | Mequon, WI, US | Education/common Bond | 2021 |
| University School Of Milwaukee - Mcp | $131,205 | Mequon, WI, US | Education/scholarships | 2021 |
| All In Milwaukee | $10,000 | Milwaukee, WI, US | Education Assistance | 2021 |
| Milwaukee Institute Of Art & Design | $30,000 | Milwaukee, WI, US | Education | 2021 |
| Malaika Early Learning Center | $5,000 | Milwaukee, WI, US | Early Childhood Education | 2021 |
| Boys & Girls Club Of Milwaukee | $20,000 | Milwaukee, WI, US | Youth Development Programs | 2021 |
| Carelton College Parents Fund | $35,000 | Northfield, MN, US | Education/financial Aid | 2021 |
| Milwaukee Youth Arts Center | $50,000 | Milwaukee, WI, US | Education | 2021 |
| United Performing Arts Fund | $20,000 | Milwaukee, WI, US | First Stage Theatre | 2021 |
| First Stage Theatre | $25,000 | Milwaukee, WI, US | General Campaign | 2021 |
| United Community Center | $70,000 | Milwaukee, WI, US | Education | 2021 |
| Fox Point Lutheran | $11,000 | Fox Point, WI, US | Religious/general Fund | 2021 |
| Positive Attitude | $1,000 | Whitefish Bay, WI, US | Community Support | 2021 |
| Smith College | $15,000 | Northampton, MA, US | Smith Fund Scholarships | 2021 |
| Messengers Of Mercy | $10,000 | Carol Stream, IL, US | Religious/general Fund | 2020 |
| University School Of Milwaukee | $100,000 | Mequon, WI, US | Education/common Bond | 2020 |
| University School Of Milwaukee | $167,424 | Mequon, WI, US | Education/scholarships | 2020 |
| Big Brothers Big Sisters Of Milwaukee | $20,000 | Milwaukee, WI, US | Mentor 2.0 Program | 2020 |
| Danceworks | $5,000 | Milwaukee, WI, US | Madhot Ballroom Tap | 2020 |
| Fox Point Lutheran Church | $11,000 | Fox Point, WI, US | Religious/general Fund | 2020 |
| United Performing Arts Fund | $20,000 | Milwaukee, WI, US | First Stage Theatre | 2020 |
| Malaika Early Learning Center | $5,000 | Milwaukee, WI, US | Early Childhood Education | 2020 |
| First Stage Theatre | $25,000 | Milwaukee, WI, US | General Campaign | 2020 |
| Milwaukee Institute Of Art & Design | $30,000 | Milwaukee, WI, US | Education | 2020 |
| All In Milwaukee | $10,000 | Milwaukee, WI, US | Education Assistance | 2020 |
| Milwaukee Excellence Academy | $25,000 | Milwaukee, WI, US | Education | 2020 |
| United Community Center | $50,000 | Milwaukee, WI, US | Education | 2020 |
| Boys & Girls Club Of Milwaukee | $20,000 | Milwaukee, WI, US | Youth Development Programs | 2020 |
| Smith College | $15,000 | Northampton, MA, US | Smith Fund Scholarships | 2020 |
| United Way | $25,000 | Milwaukee, WI, US | General Campaign | 2020 |
| Cristo Rey Jesuit High School | $25,000 | West Milwaukee, WI, US | Education | 2020 |
| United Performing Arts Fund | $20,000 | Milwaukee, WI, US | First Stage Theatre | 2018 |
| Messengers Of Mercy | $10,000 | Carol Stream, IL, US | Religious/general Fund | 2018 |
| First Stage Theatre | $30,000 | Milwaukee, WI, US | General Campaign | 2018 |
| Northshore Whitecaps Baseball | $10,000 | Milwaukee, WI, US | Athletic Fields | 2018 |
| Smith College | $10,000 | Northampton, MA, US | Smith Fund | 2018 |
| Whitefish Bay High School | $4,500 | Milwaukee, WI, US | Athletic Center | 2018 |
| University School Of Milwaukee | $116,482 | Mequon, WI, US | Scholarship Funds | 2018 |
| Danceworks | $5,000 | Milwaukee, WI, US | Madhot Ballroom Tap | 2018 |
| Big Brothers Big Sisters Milwaukee | $20,000 | Milwaukee, WI, US | Mentor Program | 2018 |
| University School Of Milwaukee | $100,000 | Mequon, WI, US | Common Bond Fund | 2018 |
| Malaika Early Learning Center | $5,000 | Milwaukee, WI, US | Education | 2018 |
| United Way | $6,000 | Milwaukee, WI, US | General Campaign | 2018 |
| United Way | $19,000 | Milwaukee, WI, US | Big Brothers Big Sisters | 2018 |
| Fox Point Lutheran Church | $10,000 | Fox Point, WI, US | Religious/general Fund | 2018 |
| Surfrider Foundation Milwaukee | $10,000 | Milwaukee, WI, US | Environmental | 2018 |
| First Stage Theatre | $30,000 | Milwaukee, WI, US | General Campaign | 2017 |
| First Stage Theatre | $2,000 | Milwaukee, WI, US | Wine Tasting Event Sponsor | 2017 |
| United Performing Arts Fund | $20,000 | Milwaukee, WI, US | First Stage Theatre | 2017 |
| Messengers Of Mercy | $10,000 | Carol Stream, IL, US | Religous/general Fund | 2017 |
| University School Of Milwaukee | $100,000 | Mequon, WI, US | Innovation Center | 2017 |
| Milwaukee College Prep | $83,557 | Milwaukee, WI, US | Scholarship Funds | 2017 |
| Big Brothers Big Sisters Milwaukee | $20,000 | Milwaukee, WI, US | Mentor Program | 2017 |
| United Way | $25,000 | Milwaukee, WI, US | General Campaign | 2017 |
| Danceworks | $5,000 | Milwaukee, WI, US | Madhot Ballroom Tap | 2017 |
| Malaika Early Learning Center | $5,000 | Milwaukee, WI, US | Education | 2017 |
| United Performing Arts Fund | $20,000 | Milwaukee, WI, US | General Campaign | 2016 |
| Messengers Of Mercy | $10,000 | Carol Stream, IL, US | Religous/general Fund | 2016 |
| First Stage Theatre | $30,000 | Milwaukee, WI, US | General Campaign | 2016 |
| Big Brothers Big Sisters Milwaukee | $20,000 | Milwaukee, WI, US | Mentor Program | 2016 |
| Urban Roots | $10,000 | Milwaukee, WI, US | Education | 2016 |
| Milwaukee College Prep | $25,000 | Milwaukee, WI, US | Education | 2016 |
| University School Of Milwaukee | $53,138 | Mequon, WI, US | Scholarship Fund | 2016 |
| Smith College | $25,000 | Northampton, MA, US | Education | 2016 |
| Chicago Equestrians For A Cause | $1,000 | Antioch, IL, US | General Campaign | 2016 |
| Wisconsin Preservation Fund | $50,000 | Milwaukee, WI, US | Milwaukee Community | 2016 |
| United Way | $25,000 | Milwaukee, WI, US | General Campaign | 2016 |
| Sojourner Family Peace Center | $500 | Milwaukee, WI, US | General Campaign | 2016 |
| Danceworks | $5,000 | Milwaukee, WI, US | Madhot Ballroom Tap | 2016 |
Foundations Similar to Stephens Family Foundation Inc
Discover 5 foundations with comparable assets ($9,526,352-$9,782,927), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
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Widen Family Foundation Inc
EIN: 87-2976602 | 174 grants awarded |
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$10,000
median grant |
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Jean Jack And Mildred Lemons Charitable Trust
EIN: 43-6328116 | 395 grants awarded |
$9,530,502
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$10,000
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John & Carolyn Peterson Charitable Foundation Inc
EIN: 43-1974269 | 152 grants awarded |
$9,599,953
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$15,500
median grant |
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Frank And Lucille Puncer Foundation
EIN: 39-2031461 | 159 grants awarded |
$9,657,701
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Harry & Virginia Murray Foundation
EIN: 42-6291207 | 238 grants awarded |
$9,782,927
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Related Foundation Resources in WI:
Contact Information
Official contact details for Stephens Family Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 20-4617210 |
| Website | N/A |
| Address | 4230 N OAKLAND AVENUE NO 317 Shorewood, WI 53211-2042 |
Key People (4)
Board members, trustees, and key staff who oversee Stephens Family Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co-president | Andrew C Stephens |
|---|---|
| Co-president | Jane E Kim |
| Treas/asst Sec | Katherine A Eurich |
| Secretary | Sunhee Lee |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Stephens Family Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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