Donna and Jim Stephenson Foundation
Donna and Jim Stephenson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PONTE VEDRA BEACH, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 9 grants totaling $1.3M. Net investment income was $139K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
-29.4% YoY
Annual Giving
$1.3M
-9.2% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$145K
-9.2% YoY
About Donna and Jim Stephenson Foundation
Based on IRS filings
Donna and Jim Stephenson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PONTE VEDRA BEACH, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 9 grants totaling $1.3M. Net investment income was $139K.
Focus Areas
Ready to take the next step with Donna and Jim Stephenson Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,925,603 | $2,726,604 | $3,735,998 |
| Revenue | $157,232 | $103,401 | $301,254 |
| Expenses | $1,322,732 | $1,464,305 | $1,210,857 |
| Qualifying Distributions | $1,302,039 | $1,436,298 | $1,200,000 |
| Net Investment Income | $139,121 | $83,394 | $375,189 |
| Distributable Amount | $177,327 | $206,882 | $218,641 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DONNA STEPHENSON | TRUSTEE | — | — |
| JAMES E STEPHENSON | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
The Shore Lane Family Foundation Inc
BOCA GRANDE, FL
Assets
$335
Grants
20
Total Given
$430K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Donna and Jim Stephenson Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities