A K Stephenson Fdn Char Tr Agy
The A K Stephenson Foundation Charitable Trust Agency is a philanthropic organization based in Milwaukee, Wisconsin. The foundation manages substantial assets and distributes grants across a multi-state region.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.4M
-1.2% YoY
Annual Giving
$162K
-5.0% YoY
Grant Count
35
+9.4% YoY
Avg Grant Size
$5K
-13.1% YoY
Under IRS private-foundation payout rules, A K Stephenson Fdn Char Tr Agy reported a distributable amount of $170K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation awarded 32 grants in 2024, with annual grants totaling approximately $171,000. Historical data indicates the foundation distributed 6,377 grants in the previous year, suggesting significant grant-making activity. The average grant size is approximately $24, indicating the foundation makes numerous small grants. The foundation is open to new applicants, with approximately 12% of new applicants receiving funding.
Grant Range
is approximately $24, indicating the foundation makes numerous small grants. The foundation is open to new applicants, with approximately 12% of new applicants receiving funding.
Average Grant
is approximately $24, indicating the foundation makes numerous small grants. The foundation is open to new applicants, with approximately 12% of new applicants receiving funding.
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Geographic Focus
Where this funder awards grants
The A K Stephenson Foundation Charitable Trust Agency supports numerous cities across 13 states: Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Michigan, Ohio, South Carolina, Tennessee, Wisconsin, and West Virginia.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
The foundation maintains total assets of $2,422,786 as of the most recent reporting period, representing a 2.6% increase from the previous year. Annual revenue was reported at $156,209, with expenses of $243,369. The foundation's expense ratio stands at 155.8% of total revenue spent on programs.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,393,390 | $2,422,786 | $2,511,151 |
| Revenue | $206,730 | $156,209 | $220,465 |
| Expenses | $235,149 | $243,369 | $282,587 |
| Qualifying Distributions | $197,506 | $205,709 | $247,392 |
| Net Investment Income | $168,983 | $121,232 | $186,021 |
| Distributable Amount | $169,677 | $155,660 | $161,881 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
151 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Miami University ($39,000), University of Cincinnati ($20,000), Ohio University ($11,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHRIST COLLEGE SCHOOL OF NURSING CINCINNATI, OH | SCHOLARSHIPS | $2,000 |
| WITTENBERG UNIVERSITY SPRINGFIELD, OH | SCHOLARSHIPS | $2,000 |
| UNIVERSITY OF CINCINNATI CINCINNATI, OH | GENERAL OPERATING | $20,000 |
| WEST VIRGINIA UNIVERSITY MORGANTOWN, WV | SCHOLARSHIPS | $2,000 |
| IVY TECH COMMUNITY COLLEGE INDIANAPOLIS, IN | SCHOLARSHIPS | $3,000 |
| UNIVERSITY OF KENTUCKY LEXINGTON, KY | SCHOLARSHIPS | $4,000 |
| OHIO STATE UNIVERSITY COLUMBUS, OH | SCHOLARSHIPS | $6,000 |
| MT ST JOSEPH CINCINNATI, OH | SCHOLARSHIPS | $3,000 |
| UNIVERSITY OF SOUTHERN INDIANA EVANSVILLE, IN | SCHOLARSHIPS | $3,000 |
| UNIVERSITY OF NORTH DAKOTA GRAND FORKS, ND | SCHOLARSHIPS | $2,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Thomas Humbach serves as a trustee of the foundation, dedicating 20 hours to the role and receiving compensation of $34,200.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS HUMBACH | TRUSTEE | 20 | $34,417 |
Frequently Asked Questions
How do I apply for a grant from A K Stephenson Fdn Char Tr Agy?
The foundation awarded 32 grants in 2024, with annual grants totaling approximately $171,000. Historical data indicates the foundation distributed 6,377 grants in the previous year, suggesting significant grant-making activity. The average grant size is approximately $24, indicating the foundation makes numerous small grants. The foundation is open to new applicants, with approximately 12% of new applicants receiving funding.
Where does A K Stephenson Fdn Char Tr Agy make grants?
The A K Stephenson Foundation Charitable Trust Agency supports numerous cities across 13 states: Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Michigan, Ohio, South Carolina, Tennessee, Wisconsin, and West Virginia.
What size grants does A K Stephenson Fdn Char Tr Agy award?
In 2024, A K Stephenson Fdn Char Tr Agy awarded 35 grants totaling $162K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is A K Stephenson Fdn Char Tr Agy required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, A K Stephenson Fdn Char Tr Agy reported a distributable amount of $170K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is A K Stephenson Fdn Char Tr Agy's EIN?
A K Stephenson Fdn Char Tr Agy's EIN (Employer Identification Number) is 31-1386444. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in A K Stephenson Fdn Char Tr Agy's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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