Stephens CA & FS Foundation PFDN
Stephens CA & FS Foundation PFDN is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $70K in total assets. In 2025, it awarded 2 grants totaling $964. Net investment income was $3K.
Stephens CA & FS Foundation PFDN at a glance
In short: Stephens CA & FS Foundation PFDN gave $964 across 2 grants in 2025 (avg $482), mostly in Utah. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $964
- -78.1% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $482
- -78.1% vs 2024
- Median grant
- $482
- Total assets
- $69,667
- +1.3% vs 2024
- Primary geography
- Utah (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 Stephens CA & FS Foundation PFDN funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Weber State University ($482). Together the top 2 received $964.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Stephens CA & FS Foundation PFDN gives
- Giving fell 68% from 2022 to 2025. Method
- In 2025 it paid out 51% 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 $964 (2025) to $5K (2023). In 2025 it made 2 grants totaling $964.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Weber State University Ogden, UT | General Operating | $482 |
| Stake Presidents Missionary Fund Ogden, UT | General Operating | $482 |
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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 | $69,667 | $3,994 | $3,086 | $964 | 2 | $2,264 | $3,211 | $4,474 |
| 2024 | $68,758 | $4,652 | $6,596 | $4,408 | 2 | $5,708 | $3,866 | $4,293 |
| 2023 | $70,703 | $5,817 | $7,177 | $5,100 | 2 | $6,400 | $4,979 | $4,100 |
| 2022 | $72,064 | $3,245 | $5,361 | $3,028 | 3 | $4,328 | $2,445 | $4,278 |
| 2021 | $74,178 | $9,910 | $3,865 | $1,740 | 2 | $2,990 | $9,122 | $4,718 |
| 2020 | $68,132 | $7,123 | $5,526 | $3,550 | 2 | — | $6,384 | $4,265 |
Under IRS private-foundation payout rules, Stephens CA & FS Foundation PFDN reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stephens CA & FS Foundation PFDN's only listed officer is Keybank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Keybank N A
Trustee
On filings since 2024
1 hr/week
$1K (2024) → $1K (2025)
Former officers (1)
- Former: Keybank National Association (2020–2023) — 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 $1K, to Keybank N a (Trustee).
Frequently asked questions about Stephens CA & FS Foundation PFDN
How much does Stephens CA & FS Foundation PFDN give each year?
Stephens CA & FS Foundation PFDN gave $964 across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 2 grants.
How large is Stephens CA & FS Foundation PFDN?
Stephens CA & FS Foundation PFDN reported $70K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $4K (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.
Where does Stephens CA & FS Foundation PFDN operate?
Stephens CA & FS Foundation PFDN has awarded grants in Utah.
What is Stephens CA & FS Foundation PFDN's EIN?
Stephens CA & FS Foundation PFDN's EIN (Employer Identification Number) is 87-6122306. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- 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 May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
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