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. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $179K in total assets. In 2025, it awarded 4 grants totaling $7K. Net investment income was $6K.
Jason L and Ana C Stephens Foundation at a glance
In short: Jason L and Ana C Stephens Foundation gave $7K across 4 grants in 2025 (avg $2K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,200
- +152.6% vs 2024
- Grants made (2025)
- 4
- +300.0% vs 2024
- Average grant
- $1,800
- -36.8% vs 2024
- Median grant
- $1,500
- Total assets
- $179,265
- +189.8% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jason L and Ana C Stephens Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Madison East High School ($3K). Together the top 4 received $7K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Jason L and Ana C Stephens Foundation gives
- Giving grew 208% from 2022 to 2025. Method
- In 2025 it paid out 134% 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 2020 to 2025, annual grant giving ranged from $2K (2020) to $7K (2025). In 2025 it made 4 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Madison East High School Madison, WI | Support School Programs | $3,200 |
| Opera For The Young Madison, WI | Music education | $2,000 |
| Arts for All Wisconsin Madison, WI | Arts education | $1,000 |
| Isthmus Community Media Inc Madison, WI | Community journalism | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $179,265 | $127,366 | $7,223 | $7,200 | 4 | $7,200 | $6,415 | $5,373 |
| 2024 | $61,866 | $21,080 | $2,850 | $2,850 | 1 | $2,850 | $3,934 | $3,075 |
| 2023 | $40,769 | $983 | $2,422 | $2,422 | 1 | $2,422 | $8,459 | $2,568 |
| 2022 | $43,224 | $10,340 | $2,633 | $2,335 | 1 | $2,633 | $1,083 | $2,197 |
| 2021 | $35,258 | $698 | — | $2,335 | 1 | $2,335 | $1,070 | $2,490 |
| 2020 | $36,067 | $2,583 | $1,935 | $1,935 | 1 | — | $648 | $1,931 |
Under IRS private-foundation payout rules, Jason L and Ana C Stephens Foundation reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jason L and Ana C Stephens Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ana C. Stephens
Trustee
On filings since 2020
No compensation reported
Jason L. Stephens
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Jason L and Ana C Stephens Foundation
How much does Jason L and Ana C Stephens Foundation give each year?
Jason L and Ana C Stephens Foundation gave $7K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.
What is Jason L and Ana C Stephens Foundation's typical grant size?
Jason L and Ana C Stephens Foundation's median grant in 2025 was $1,500, and its average grant was $1,800, across 4 grants on its 2025 IRS Form 990-PF.
Where does Jason L and Ana C Stephens Foundation give grants?
Jason L and Ana C Stephens Foundation gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Madison, WI (4 grants).
Does Jason L and Ana C Stephens Foundation give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Jason L and Ana C Stephens Foundation's 2025 IRS Form 990-PF were described as general or operating support.
How large is Jason L and Ana C Stephens Foundation?
Jason L and Ana C Stephens Foundation reported $179K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
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 $179K in total assets as of 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Jason L and Ana C Stephens Foundation funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Jason L and Ana C Stephens Foundation's focus areas in our free grants database
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