Stephens Family Charitable Foundation

BRONXVILLE, NY EIN: 20-5494733

Stephens Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRONXVILLE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.2M in total assets. In 2024, it awarded 10 grants totaling $414K. Net investment income was $992K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.2M

+8.7% YoY

Annual Giving

$414K

+3.6% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$41K

+3.6% YoY

Under IRS private-foundation payout rules, Stephens Family Charitable Foundation reported a distributable amount of $459K for 2024 — the minimum it must pay out in qualifying distributions.

About Stephens Family Charitable Foundation

Based on IRS filings

Stephens Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRONXVILLE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.2M in total assets. In 2024, it awarded 10 grants totaling $414K. Net investment income was $992K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

BenningtonBethesdaBozemanBronxvilleChapel HillJohns IslandNew YorkOrangeRaleighScarsdaleYonkers

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$642K$1M$2M$3M20202021202220232024
Metric202420232022
Total Assets$7,201,536$6,623,760$6,802,433
Revenue$994,947$235,438$2,335,769
Expenses$417,171$414,111$526,358
Qualifying Distributions$414,400$400,000$500,100
Net Investment Income$992,461$232,829$982,125
Distributable Amount$458,633$381,700$376,901

Giving Over Time

Total grant dollars and number of grants per year

$0$125K$250K$375K$500K8 grants20209 grants202110 grants202210 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BENNINGTON COLLEGE$100KCYSTIC FIBROSIS FDN$50KYONKERS PARTNERS IN EDUC…$45KWESTHAB$42KNEW YORK PUBLIC RADIO$40KHEALING JUSTICE$32KCHRISTODORA$30KDESTINATION COLLEGE$30KHARLEM ACADEMY$30KCODY DIERUF FOUNDATION$15K

Grant Size Distribution

47 grants across all recorded years

32<$50K10$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bennington College ($100,000), Cystic Fibrosis Fdn ($50,000), Yonkers Partners in Education ($45,000).

RecipientPurposeAmount
BENNINGTON COLLEGE BENNINGTON, VTGENERAL PURPOSES$100,000
CHRISTODORA NEW YORK, NYGENERAL PURPOSES$30,000
CODY DIERUF FOUNDATION BOZEMAN, MTGENERAL PURPOSES$15,000
CYSTIC FIBROSIS FDN BETHESDA, MDGENERAL PURPOSES$50,000
DESTINATION COLLEGE BRONXVILLE, NYGENERAL PURPOSES$30,000
HARLEM ACADEMY NEW YORK, NYGENERAL PURPOSES$30,000
HEALING JUSTICE CHAPEL HILL, NCGENERAL PURPOSES$32,400
NEW YORK PUBLIC RADIO NEW YORK, NYGENERAL PURPOSES$40,000
WESTHAB YONKERS, NYGENERAL PURPOSES$42,000
YONKERS PARTNERS IN EDUCATION YONKERS, NYGENERAL PURPOSES$45,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
NICHOLAS A STEPHENSSECRETARY/TREASURER5
LISA J KUNSTADTERPRESIDENT5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Stephens Family Charitable Foundation?

Stephens Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRONXVILLE, NY. It holds $7.2M in total assets as of 2024.

How large is Stephens Family Charitable Foundation?

As of 2024, Stephens Family Charitable Foundation holds $7.2M in total assets with $995K in annual revenue. It awarded 10 grants totaling $414K in 2024.

Where does Stephens Family Charitable Foundation operate?

Stephens Family Charitable Foundation has awarded grants in Connecticut, Maryland, Montana, North Carolina, New York, South Carolina, Vermont.

What size grants does Stephens Family Charitable Foundation award?

In 2024, Stephens Family Charitable Foundation awarded 10 grants totaling $414K — an average of about $41K per grant, based on its IRS Form 990 filings.

How much is Stephens Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephens Family Charitable Foundation reported a distributable amount of $459K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stephens Family Charitable Foundation's EIN?

Stephens Family Charitable Foundation's EIN (Employer Identification Number) is 20-5494733. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Stephens Family Charitable Foundation's focus areas in our free grants database

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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