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Stephens Foundation

BIRMINGHAM, AL EIN: 63-1035698 Website

Stephens Foundation is a private foundation established in 1991 and based in Birmingham, Alabama. The foundation operates as a family foundation with limited staffing, relying on a volunteer board of directors to oversee its grantmaking activities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

-10.2% YoY

Annual Giving

$609K

+8.4% YoY

Grant Count

62

+12.7% YoY

Avg Grant Size

$10K

-3.8% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's giving priorities include:

  • Arts and culture
  • Education
  • Health associations
  • Support for United Methodist churches
  • Human services
  • Philanthropy and voluntarism

Grantmaking

The foundation operates on a preselected-only basis and does not accept unsolicited applications for funds. The foundation only makes contributions to organizations that have been preselected by the board.

Grant Range

$5,000

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Alabama, Florida, and Virginia.

Grant Distribution by State

14states
+6 more states

Cities

AshevilleAtlantaAuburnBaltimoreBirminghamBlountsvilleBridgeportBristonBrooklynCharlestonCharlottesvilleCincinnatiColumbianaDenverDurhamGreenwichHarpersvilleHomewoodHooverHuntsville

Financial History

Multi-year comparison from IRS filings

Assets: $3.3–$4 million (as of most recent filings)

Annual Revenue (2023): $151,015

  • Investment income and dividends: $64,731
  • Net gain from sale of non-inventory assets: $85,080

Annual Expenses (2023): $567,903

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$179K$359K$538K$717K20202021202220232024
Metric202420232022
Total Assets$3,259,522$3,631,102$4,047,990
Revenue$245,372$151,015$66,261
Expenses$616,952$567,903$593,294
Qualifying Distributions$609,350$562,000$587,700
Net Investment Income$241,618$147,282$62,537
Distributable Amount$202,516$214,624$253,715

Giving Over Time

Total grant dollars and number of grants per year

$0$161K$321K$482K$643K67 grants202070 grants202158 grants202255 grants202362 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ALABAMA RIVERS ALLIANCE$60KBIRMINGHAM SOUTHERN COLL…$40KALYS STEPHENS CENTER$35KBIRMINGHAM MUSEUM OF ART$35KCHILDRENS HOSPITAL FOUND…$35KGIRLSPRING INC$26KALABAMA BALLET$25KCOMPASSION AND CHOICES$25KALABAMA SYMPHONY ORCHESTRA$20KBLACK WARRIOR RIVERKEEPER$18K

Grant Size Distribution

250 grants across all recorded years

246<$50K4$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

Leadership team and compensation from IRS filings

The foundation's board consists of:

  • James T Stephens, President
  • Elton B Stephens Jr., Treasurer
  • Dell S Brooke, Secretary
  • Jane S Comer, Vice President

All board members serve without compensation and on a volunteer basis.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JAMES T STEPHENSPRESIDENT
ELTON B STEPHENS JRTREASURER
DELL S BROOKESECRETARY
JANE S COMERVICE PRESIDENT

Contact Information

Address: PO Box 1943, Birmingham, AL 35201-1943

Telephone: 205-991-6600

Related Funders

Similar funders by location and focus area

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

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