Stephen D Falkenbury Jr Foundation

MT PLEASANT, SC EIN: 56-2201996

Stephen D Falkenbury Jr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MT PLEASANT, SC. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $448K in total assets. In 2023, it awarded 25 grants totaling $40K. Net investment income was $25K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$448K

-3.4% YoY

Annual Giving

$40K

-16.1% YoY

Grant Count

25

-16.7% YoY

Avg Grant Size

$2K

+0.7% YoY

Under IRS private-foundation payout rules, Stephen D Falkenbury Jr Foundation reported a distributable amount of $33K for 2023 — the minimum it must pay out in qualifying distributions.

About Stephen D Falkenbury Jr Foundation

Based on IRS filings

Stephen D Falkenbury Jr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MT PLEASANT, SC. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $448K in total assets. In 2023, it awarded 25 grants totaling $40K. Net investment income was $25K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AlexandriaBuena VistaChapell HillCharlestonCharlotteColumbiaConcordCupertinoFort BelvoirJacksonvilleKentLouisvilleMatthewsMcleanMemphisMooresvilleMount PleasantMt PleasantRaleighSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$24K$48K$72K$97K2020202120222023
Metric202320222021
Total Assets$447,960$463,538$467,890
Revenue$34,212$61,502$78,105
Expenses$49,790$65,854$52,958
Qualifying Distributions$40,409$48,173$33,100
Net Investment Income$24,916$45,248$60,797
Distributable Amount$33,420$33,897$40,268

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$24K$36K$48K10 grants202018 grants202130 grants202225 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

ST JUDE CHILDREN'S RESEA…$5KTHE CITADEL FOUNDATION$5KCONGRESSIONAL MEDAL OF H…$3KST ANDREWS SEWANEE SCHOOL$3KPATRIOT MILITARY FAMILY …$3KAMIDEAST HOPE FUND$2KCHRIST EPISCOPAL CHURCH …$2KHAIR TO STAY$2KUNC THE ARTS AND SCIENCE…$2KUNRWA USA NATIONAL COMMI…$2K

Grant Size Distribution

83 grants across all recorded years

83<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include St Jude Children's Research Hosptial ($5,000), The Citadel Foundation ($5,000), Congressional Medal of Honor Society ($3,000).

RecipientPurposeAmount
4 HOMES OF MERCY USA CUPERTINO, CACHARITABLE DONATION$500
AMIDEAST HOPE FUND WASHINGTON, DCCHARITABLE DONATION$2,000
ANERA WASHINGTON, DCCHARITABLE DONATION$1,000
ATRIUM HEALTH FOUNDATION - LEVINE CANCER INSTITUTE ADVANCEMENT FUND CHARLOTTE, NCCHARITABLE DONATION$1,000
CABARRUS VICTIMS ASSISTANCE CONCORD, NCCHARITABLE DONATION$709
CHRIST EPISCOPAL CHURCH CAPITAL FUND CHARLOTTE, NCCHARITABLE DONATION$2,000
CONGRESSIONAL MEDAL OF HONOR SOCIETY MOUNT PLEASANT, SCCHARITABLE DONATION$3,000
EAST COOPER COMMUNITY OUTREACH MT PLEASANT, SCCHARITABLE DONATION$500
GREATER CABARRUS READING ASSN (NC READING ASSN) ZIONVILLE, NCCHARITABLE DONATION$600
HAIR TO STAY SAN FRANCISCO, CACHARITABLE DONATION$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
JOHN FALKENBURYPRESIDENT1
PAMELA ALBRIGHTSECRETARY1
HARRY STATHOPOULOSASSISTANT1
PAUL FALKENBURYBOARD MEMBER1
STEPHEN D FALKENBURY IIIBOARD MEMBER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Stephen D Falkenbury Jr Foundation?

Stephen D Falkenbury Jr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MT PLEASANT, SC. It holds $448K in total assets as of 2023.

How large is Stephen D Falkenbury Jr Foundation?

As of 2023, Stephen D Falkenbury Jr Foundation holds $448K in total assets with $34K in annual revenue. It awarded 25 grants totaling $40K in 2023.

Where does Stephen D Falkenbury Jr Foundation operate?

Stephen D Falkenbury Jr Foundation has awarded grants in California, District of Columbia, Florida, Kentucky, North Carolina, Ohio, South Carolina, Tennessee, Virginia.

What size grants does Stephen D Falkenbury Jr Foundation award?

In 2023, Stephen D Falkenbury Jr Foundation awarded 25 grants totaling $40K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Stephen D Falkenbury Jr Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Stephen D Falkenbury Jr Foundation reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stephen D Falkenbury Jr Foundation's EIN?

Stephen D Falkenbury Jr Foundation's EIN (Employer Identification Number) is 56-2201996. IRS Form 990 filing data is available on this page for 2020–2023.

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

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