Russell and Marguerite Stephenson Foundation

PENNINGTON, NJ EIN: 26-6706458

Russell and Marguerite Stephenson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 10 grants totaling $69K. Net investment income was $130K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

+1.8% YoY

Annual Giving

$69K

-8.7% YoY

Grant Count

10

-16.7% YoY

Avg Grant Size

$7K

+9.6% YoY

About Russell and Marguerite Stephenson Foundation

Based on IRS filings

Russell and Marguerite Stephenson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 10 grants totaling $69K. Net investment income was $130K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ClydeDaytonFremontLexingtonMaumeeSpringfieldTampaTiffin

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$47K$93K$140K$186K20202021202220232024
Metric202420232022
Total Assets$1,774,273$1,743,678$1,780,310
Revenue$147,832$76,138$64,460
Expenses$117,062$115,866$128,641
Qualifying Distributions$99,535$100,766$109,114
Net Investment Income$130,475$59,863$48,203
Distributable Amount$100,371$92,878$97,048

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K8 grants20209 grants20218 grants202212 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TIFFIN UNIVERSITY$14KSUPREME COUNCIL BENEVOLE…$13KCLYDE PUBLIC LIBRARY$8KFIRST PRESBYTERIAN CHURC…$8KSHRINERS HOSPITALS FOR C…$8KCLYDE GREEN SPRINGS SCHO…$5KGRAND LODGE CHARITABLE F…$5KWOMEN HELPING YOUNG MOTH…$3KDYSLEXIA EDUCATION TRAIN…$3KFIRST MISSIONARY CHURCH …$2K

Grant Size Distribution

47 grants across all recorded years

47<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

STEPHEN S KELLERTRUSTEE$19K

From 2024 filing

NameTitleHoursCompensation
STEPHEN S KELLERTRUSTEE15$19,452

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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