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
Under IRS private-foundation payout rules, Donna and Jim Stephenson Foundation reported a distributable amount of $177K for 2024 — the minimum it must pay out in qualifying distributions.
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
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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
Among its reported 2024 grants, the largest include Shepherd Center Foundation ($1,027,804), Americans for Prosperity Foundation ($150,000), The Policy Circle ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICANS FOR PROSPERITY FOUNDATION ARLINGTON, VA | SOLUTION-BASED EDUCATION PROGRAMS | $150,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION (FIRE) PHILADELPHIA, PA | RESTORATION OF FREE SPEECH | $25,000 |
| FREEDOM FIGHTERS FOUNDATION SUGAR LAND, TX | DEFENDING SMALL BUSINESS OWNERS | $25,000 |
| THE CATHEDRAL OF ST PHILIP ATLANTA, GA | COMMUNITY DEVELOPMENT PROGRAMSCOMMUNITY DEVELOPMENT PROGRAMS | $5,000 |
| CHRIST CHURCH EPISCOPAL PONTE VEDRA BEACH, FL | CARRY ON THE GOSPEL OF JESUS CHRIST | $5,000 |
| SHEPHERD CENTER FOUNDATION ATLANTA, GA | RESEARCH, MEDICAL CARE, AND REHABILITATION | $1,027,804 |
| THE FEDERALIST SOCIETY WASHINGTON, DC | PROTECTION OF FREEDOM AND INDIVIDUAL RIGHTS | $10,000 |
| THE POLICY CIRCLE DALLAS, TX | WOMEN IMPACT PROGRAMS | $50,000 |
| SAMARITAN'S PURSE INTERNATIONAL RELIEF BOONE, NC | US DISASTER RELIEF | $3,000 |
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
Frequently Asked Questions
What is 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. It holds $1.9M in total assets as of 2024.
How large is Donna and Jim Stephenson Foundation?
As of 2024, Donna and Jim Stephenson Foundation holds $1.9M in total assets with $157K in annual revenue. It awarded 9 grants totaling $1.3M in 2024.
Where does Donna and Jim Stephenson Foundation operate?
Donna and Jim Stephenson Foundation has awarded grants in California, District of Columbia, Florida, Georgia, Illinois, North Carolina, Pennsylvania, Texas, Virginia.
What size grants does Donna and Jim Stephenson Foundation award?
In 2024, Donna and Jim Stephenson Foundation awarded 9 grants totaling $1.3M — an average of about $145K per grant, based on its IRS Form 990 filings.
How much is Donna and Jim Stephenson Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Donna and Jim Stephenson Foundation reported a distributable amount of $177K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Donna and Jim Stephenson Foundation's EIN?
Donna and Jim Stephenson Foundation's EIN (Employer Identification Number) is 87-3874035. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Donna and Jim Stephenson Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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