Donna and Jim Stephenson Foundation
Donna and Jim Stephenson Foundation is a private foundation, 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.
Donna and Jim Stephenson Foundation at a glance
In short: Donna and Jim Stephenson Foundation gave $1.3M across 9 grants in 2024 (avg $145K), mostly in Georgia. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,300,804
- -9.2% vs 2023
- Grants made (2024)
- 9
- +0.0% vs 2023
- Average grant
- $144,534
- -9.2% vs 2023
- Median grant
- $25,000
- Total assets
- $1,925,603
- -29.4% vs 2023
- Primary geography
- Georgia (79% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Donna and Jim Stephenson Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Shepherd Center Foundation ($1.0M). Together the top 9 received $1.3M.
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 10 grants of 22 (45%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Donna and Jim Stephenson Foundation gives
- In 2024 it paid out 734% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $1.2M (2022) to $1.4M (2023). In 2024 it made 9 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shepherd Center Foundation Atlanta, GA | Research, Medical Care, and Rehabilitation | $1,027,804 |
| Americans for Prosperity Foundation Arlington, VA | Solution-Based Education Programs | $150,000 |
| The Policy Circle Dallas, TX | Women Impact Programs | $50,000 |
| 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 Federalist Society Washington, DC | Protection of Freedom and Individual Rights | $10,000 |
| 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 |
| Samaritan's Purse International Relief Boone, NC | US Disaster Relief | $3,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,925,603 | $157,232 | $1,322,732 | $1,300,804 | 9 | $1,302,039 | $139,121 | $177,327 |
| 2023 | $2,726,604 | $103,401 | $1,464,305 | $1,431,863 | 9 | $1,436,298 | $83,394 | $206,882 |
| 2022 | $3,735,998 | $301,254 | $1,210,857 | $1,200,000 | 4 | $1,200,000 | $375,189 | $218,641 |
| 2021 | $4,346,880 | $4,761,122 | — | — | — | — | — | $16,323 |
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.
Leadership & Key People
Officers and directors from IRS filings
Donna and Jim Stephenson Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Donna Stephenson
Trustee
On filings since 2021
No compensation reported
James E. Stephenson
Trustee
On filings since 2023
No compensation reported
Former officers (1)
- Former: Jim Stephenson (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Donna and Jim Stephenson Foundation
How much does Donna and Jim Stephenson Foundation give each year?
Donna and Jim Stephenson Foundation gave $1.3M across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.4M across 9 grants.
What is Donna and Jim Stephenson Foundation's typical grant size?
Donna and Jim Stephenson Foundation's median grant in 2024 was $25,000, and its average grant was $144,534, across 9 grants on its 2024 IRS Form 990-PF.
Where does Donna and Jim Stephenson Foundation give grants?
Donna and Jim Stephenson Foundation gives mostly in Georgia: 79% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Virginia (12%) and Texas (6%). The most frequent recipient cities were Atlanta, GA (2 grants).
Does Donna and Jim Stephenson Foundation give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Donna and Jim Stephenson Foundation's 2024 IRS Form 990-PF were described as general or operating support.
Who are Donna and Jim Stephenson Foundation's largest grantees?
Donna and Jim Stephenson Foundation's largest 2024 grantees include Shepherd Center Foundation ($1,027,804), Americans for Prosperity Foundation ($150,000) and The Policy Circle ($50,000), according to its 2024 IRS Form 990-PF. Together they received 94% of its itemized 2024 grant dollars.
How large is Donna and Jim Stephenson Foundation?
Donna and Jim Stephenson Foundation reported $1.9M in total assets on its 2024 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $177K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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