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.
Key facts about Donna and Jim Stephenson Foundation
- EIN
- 87-3874035
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,300,804
- Grants made (2024)
- 9
- Average grant
- $144,534
- Median grant
- $25,000
- Total assets
- $1,925,603
- Primary geography
- Georgia (79% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Donna and Jim Stephenson Foundation funds
By grant dollars, the top recipient states for Donna and Jim Stephenson Foundation's 9 itemized 2024 grants were Georgia (79%), Virginia (12%) and Texas (6%). The most frequent recipient cities were Atlanta, GA (2 grants). None of its 9 grants with a stated purpose were described as general or operating support.
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.
Next steps with Donna and Jim Stephenson Foundation
- How to evaluate Donna and Jim Stephenson Foundation as a funder
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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
Share of all 9 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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 recipients include Shepherd Center Foundation ($1,027,804), Americans for Prosperity Foundation ($150,000), The Policy Circle ($50,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.