Stephens Family Foundation
- Assets
- $8.5m
- Revenue
- $1.2m
- Investments
- $5.4m
- Employees
- 0
- Location
- Fullerton, CA
- Founding
- 03/2015
- Data as of
- 12/2023
- EIN
- 47-2596890
Organization Overview
Stephens Family Foundation is located in Fullerton, CA. The organization was established in 2015. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Stephens Family Foundation 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 12/2023, Stephens Family Foundation generated $1.2m in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 16.8% each year . All expenses for the organization totaled $349.5k during the year ending 12/2023. While expenses have increased by 22.0% per year over the past 9 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 2015, Stephens Family Foundation has awarded 63 individual grants totaling $1,456,500. 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,016,400 |
| Interest on Savings | $5,938 |
| Dividends & Interest | $217,840 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,240,178 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $200 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,025 |
| Contributions, gifts, grants paid | $347,500 |
| Total expenses and disbursements | $349,525 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $374,460 |
| Savings and temporary cash investments | $2,740,003 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $8,513,227 |
| 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, Stephens Family Foundation has awarded $347,500 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
WOUNDED WARRIOR PURPOSE: PROVIDE COMFORT TO INJURED VETERANS | $50,000 |
ST JUDE CHILDRENS RESEARCH HOSPITAL PURPOSE: PROVIDE HELP HOPE AND OPPORTUNITY TO NEEDY | $50,000 |
CALIFORNIA MASONIC FOUNDATION PURPOSE: PROVIDE EDUCATIONAL OPPORTUNITIES | $195,000 |
WTLS WOMENS SHELTER PURPOSE: HELP INDIVIDUEAL ESCAPE DOMESTIC VIOLENCE | $25,000 |
GARY SINISE FOUNDATION PURPOSE: SUPPORT VETERANS AND FIRST RESPONDERS IN NEED | $7,500 |
LOS ANGELES MISSION PURPOSE: PROVIDE SERVICES TO THOSE IN NEED | $10,000 |