Stephens Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PIEDMONT, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $271K in total assets. In 2024, it awarded 11 grants totaling $135K. Net investment income was $7K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$271K
-9.2% YoY
Annual Giving
$135K
+11.1% YoY
Grant Count
11
-8.3% YoY
Avg Grant Size
$12K
+21.2% YoY
Under IRS private-foundation payout rules, Stephens Family Foundation reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
About Stephens Family Foundation
Based on IRS filings
Stephens Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PIEDMONT, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $271K in total assets. In 2024, it awarded 11 grants totaling $135K. Net investment income was $7K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $271,470 | $299,002 | $323,086 |
| Revenue | $114,211 | $102,257 | $19,605 |
| Expenses | $141,397 | $126,341 | $107,982 |
| Qualifying Distributions | $134,500 | $121,025 | $102,700 |
| Net Investment Income | $7,314 | $9,009 | $14,323 |
| Distributable Amount | $23,604 | $21,489 | $25,475 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
55 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Rocco's Heartland Rescue Inc ($108,000), Save a Pet ($5,000), Sandra's Rescue Pups ($4,500).
| Recipient | Purpose | Amount |
|---|---|---|
| SAVE A PET FORSYTH, GA | CHARITABLE | $5,000 |
| ROCK ON RESCUE FORSYTH, GA | CHARITABLE | $3,000 |
| TOO BROKE GIRLS ANIMAL RESCUE LAURENS, SC | CHARITABLE | $4,000 |
| ROCCO'S HEARTLAND RESCUE INC PIEDMONT, SC | CHARITABLE | $108,000 |
| SANDRA'S RESCUE PUPS ALBANY, GA | CHARITABLE | $4,500 |
| SFC VIRGINIA SPOTSYLVANIA, VA | CHARITABLE | $2,500 |
| THE HOPE HIGHWAY APPLETON, WI | CHARITABLE | $1,000 |
| LAKE OCONEE ACADEMY GREENSBORO, GA | CHARITABLE | $4,000 |
| PRECIOUS PAWS RESCUE INC WARRIOR, AL | CHARITABLE | $1,000 |
| ROSIE RESCUE MOUNT PLEASANT, SC | CHARITABLE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JERRY L STEPHENS | TRUSTEE | — | — |
| LINDA SHERYL BURGESS | TRUSTEE | — | — |
| WENDY S KING | TRUSTEE | — | — |
| DAWN M KENNEDY | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Stephens Family Foundation?
Stephens Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PIEDMONT, SC. It holds $271K in total assets as of 2024.
How large is Stephens Family Foundation?
As of 2024, Stephens Family Foundation holds $271K in total assets with $114K in annual revenue. It awarded 11 grants totaling $135K in 2024.
Where does Stephens Family Foundation operate?
Stephens Family Foundation has awarded grants in Alabama, California, Georgia, Maryland, Mississippi, North Carolina, New York, South Carolina, Virginia, Wisconsin.
What size grants does Stephens Family Foundation award?
In 2024, Stephens Family Foundation awarded 11 grants totaling $135K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Stephens Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephens Family Foundation reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stephens Family Foundation's EIN?
Stephens Family Foundation's EIN (Employer Identification Number) is 58-6424620. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Stephens Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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