Jason L and Ana C Stephens Foundation is a private foundation focused on Education, based in MIDDLETON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $62K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$62K
+40.2% YoY
Annual Giving
$3K
+17.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3K
+17.7% YoY
Under IRS private-foundation payout rules, Jason L and Ana C Stephens Foundation reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.
About Jason L and Ana C Stephens Foundation
Based on IRS filings
Jason L and Ana C Stephens Foundation is a private foundation focused on Education, based in MIDDLETON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $62K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $4K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $61,866 | $44,139 | $43,224 |
| Revenue | $21,080 | $983 | $10,340 |
| Expenses | $2,850 | $2,422 | $2,633 |
| Qualifying Distributions | $2,850 | $2,422 | $2,633 |
| Net Investment Income | $3,934 | $3,460 | $1,083 |
| Distributable Amount | $3,075 | $2,638 | $2,197 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Madison East High School ($2,850).
| Recipient | Purpose | Amount |
|---|---|---|
| Madison East High School Madison, WI | Support school programs | $2,850 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JASON L STEPHENS | Trustee | — | — |
| ANA C STEPHENS | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jason L and Ana C Stephens Foundation?
Jason L and Ana C Stephens Foundation is a private foundation focused on Education, based in MIDDLETON, WI. It holds $62K in total assets as of 2024.
How large is Jason L and Ana C Stephens Foundation?
As of 2024, Jason L and Ana C Stephens Foundation holds $62K in total assets with $21K in annual revenue. It awarded 1 grants totaling $3K in 2024.
Where does Jason L and Ana C Stephens Foundation operate?
Jason L and Ana C Stephens Foundation has awarded grants in Wisconsin.
What size grants does Jason L and Ana C Stephens Foundation award?
In 2024, Jason L and Ana C Stephens Foundation awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Jason L and Ana C Stephens Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jason L and Ana C Stephens Foundation reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jason L and Ana C Stephens Foundation's EIN?
Jason L and Ana C Stephens Foundation's EIN (Employer Identification Number) is 83-2621149. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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