A K Stephenson Foundation Charitable Tr 537147
- Assets
- $2.5m
- Revenue
- $220.5k
- Investments
- $2.4m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 02/1994
- Data as of
- 12/2022
- EIN
- 31-1386444
Organization Overview
A K Stephenson Foundation Charitable Tr 537147 is located in Milwaukee, WI. The organization was established in 1994. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. A K Stephenson Foundation Charitable Tr 537147 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, A K Stephenson Foundation Charitable Tr 537147 generated $220.5k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 15.3% each year . All expenses for the organization totaled $282.6k during the year ending 12/2022. While expenses have increased by 5.0% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, A K Stephenson Foundation Charitable Tr 537147 has awarded 128 individual grants totaling $925,900. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $79,472 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $140,934 |
| Capital Gain Net Income | $140,934 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $59 |
| Total Revenue | $220,465 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $29,700 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,011 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $420 |
| Total operating and administrative expenses | $66,087 |
| Contributions, gifts, grants paid | $216,500 |
| Total expenses and disbursements | $282,587 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $83,870 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,124,822 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $4,642 |
| Total assets | $2,511,151 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, A K Stephenson Foundation Charitable Tr 537147 has awarded $216,500 in support to 29 organizations.
| Grant Recipient | Amount |
|---|---|
HEIDELBERG UNIVERSITY PURPOSE: SCHOLARSHIPS | $19,000 |
MARSHALL UNIVERSITY PURPOSE: SCHOLARSHIPS | $3,500 |
THOMAS MOORE UNIVERSITY PURPOSE: SCHOLARSHIPS | $3,000 |
NORTHERN KENTUCKY UNIVERSITY PURPOSE: SCHOLARSHIP | $9,500 |
DAYTON BARBER COLLEGE PURPOSE: SCHOLARSHIP | $3,000 |
UNIVERSITY OF KENTUCKY PURPOSE: SCHOLARSHIPS | $7,000 |