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
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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