Lancaster Stefanie Charitable Fdn
Lancaster Stefanie Charitable Fdn is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $519K in total assets. In 2025, it awarded 5 grants totaling $25K. Net investment income was $25K.
Lancaster Stefanie Charitable Fdn at a glance
In short: Lancaster Stefanie Charitable Fdn gave $25K across 5 grants in 2025 (avg $5K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,000
- +0.0% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $5,000
- -20.0% vs 2024
- Median grant
- $5,000
- Total assets
- $518,524
- -0.9% vs 2024
- Primary geography
- California (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 Lancaster Stefanie Charitable Fdn funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Canine Companions for Independence ($5K). Together the top 5 received $25K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Lancaster Stefanie Charitable Fdn gives
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $18K (2020) to $25K (2025). In 2025 it made 5 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Canine Companions for Independence Drive Oceanside, CA | General Operating | $5,000 |
| Foodbank of Santa Barbara County Goleta, CA | General Operating | $5,000 |
| Unity Shoppe Santa Barbara, CA | General Operating | $5,000 |
| Santa Barbara Symphony Orchestra Associa Santa Barbara, CA | General Operating | $5,000 |
| Santa Barbara Rescue Mission Santa Barbara, CA | General Operating | $5,000 |
Ready to take the next step with Lancaster Stefanie Charitable Fdn?
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 | $518,524 | $38,164 | $42,938 | $25,000 | 5 | $29,661 | $25,102 | $30,808 |
| 2024 | $523,300 | $92,975 | $41,186 | $25,000 | 4 | $27,756 | $14,486 | $32,781 |
| 2023 | $466,515 | $76,739 | $32,077 | $20,000 | 4 | $22,551 | $66,245 | $22,489 |
| 2022 | $422,259 | $19,452 | $34,677 | $21,500 | 4 | $25,689 | $11,145 | $23,913 |
| 2021 | $437,870 | $48,611 | $34,754 | $17,500 | 4 | $22,892 | $36,607 | $26,943 |
| 2020 | $424,045 | $29,135 | $35,232 | $17,500 | 4 | — | $17,617 | $22,787 |
Under IRS private-foundation payout rules, Lancaster Stefanie Charitable Fdn reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lancaster Stefanie Charitable Fdn's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
John A. Berryhill
Co-Trustee
On filings since 2020
6 hrs/week
$8K (2020) → $7K (2025)
US Bank N A
Trustee
New on the 2025 filing
1 hr/week
$6K (2025)
Former officers (2)
- Former: US Bank NA (2023–2024) — Trustee
- Former: Mufg Union Bank N A (2020–2022) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to John a Berryhill (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Lancaster Stefanie Charitable Fdn
How much does Lancaster Stefanie Charitable Fdn give each year?
Lancaster Stefanie Charitable Fdn gave $25K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 4 grants.
What is Lancaster Stefanie Charitable Fdn's typical grant size?
Lancaster Stefanie Charitable Fdn's median grant in 2025 was $5,000, and its average grant was $5,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does Lancaster Stefanie Charitable Fdn give grants?
Lancaster Stefanie Charitable Fdn gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Barbara, CA (3 grants).
Does Lancaster Stefanie Charitable Fdn give general operating support?
Yes: 100% of Lancaster Stefanie Charitable Fdn's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lancaster Stefanie Charitable Fdn's largest grantees?
Lancaster Stefanie Charitable Fdn's largest 2025 grantees include Canine Companions for Independence ($5,000), Foodbank of Santa Barbara County ($5,000) and Unity Shoppe ($5,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Lancaster Stefanie Charitable Fdn?
Lancaster Stefanie Charitable Fdn reported $519K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Lancaster Stefanie Charitable Fdn's EIN?
Lancaster Stefanie Charitable Fdn's EIN (Employer Identification Number) is 38-6862853. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Lancaster Stefanie Charitable Fdn's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Minnesota
June G Outhwaite Charitable Trust
Santa Barbara, CA
The June G Outhwaite Charitable Trust funds 501(c)(3) organizations working in areas such as health care, services for children, older adults and disabled people, animal welfare, conservation, historic preservation, museums and education. It focuses on Santa Barbara County, especially the southern region; 2024 grants ranged from $1,000 to $80,000, with a median of $10,000. Its website describes an application process for eligible organizations, so it accepts applications.
Assets
$15.1M
Grants
55
Total Given
$718K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Mosher Foundation
Santa Barbara, CA
The Mosher Foundation funds specific, measurable programs in education, healthcare, and performing arts, primarily in South Santa Barbara County. Its 2025 grants ranged from $800 to $150,000, with a median of $5,100. It uses an invitation-based process; eligible nonprofits that have not received funding may submit a one-page introductory letter, but the Foundation says it will not review new applications until 2027.
Assets
$33.0M
Grants
78
Total Given
$1.6M
Williams-Corbett Foundation
Santa Barbara, CA
The Williams-Corbett Foundation supports California nonprofits working in areas such as mental health, education, housing, food access, and cancer care, with a strong Santa Barbara-area presence. Its 2024 grants ranged from $2,674 to $40,000, with a median of $15,000. It has no grant application form; organizations may submit a request letter by March 15 or September 15.
Assets
$23.4M
Grants
79
Total Given
$1.2M
Mark C Lemons Foundation
Santa Monica, CA
The MARK C LEMONS FOUNDATION’s grants have supported youth education, outdoor and environmental learning, community services, children’s health, and youth baseball; these are examples from its giving, not stated priorities. In 2024, grants ranged from $1,010 to $143,500, with a median of $10,000, and went mainly to California, with some funding in Utah, Indiana, Connecticut, and Virginia. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$7.3M
Grants
34
Total Given
$513K
Santa Barbara Foundation
Santa Barbara, CA
The Santa Barbara Foundation supports a wide range of community needs in Santa Barbara County, including behavioral and physical health, food and shelter, education, conservation, and arts programs. Its 2024 grants had a median amount of $25,000, though individual awards varied widely. It invites applicants to review program opportunities and eligibility requirements and apply through each program’s stated process; whether it accepts unsolicited requests is not stated.
Assets
$503.6M
Grants
447
Total Given
$107.7M
More similar funders
More Funders in Minnesota
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Lancaster Stefanie Charitable Fdn's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Lancaster Stefanie Charitable Fdn down — hundreds of funders to go?