Stephenson Family Foundation Inc
Stephenson Family Foundation Inc is a private foundation, based in Cary, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 6 grants totaling $12K. Net investment income was $56K.
Stephenson Family Foundation Inc at a glance
In short: Stephenson Family Foundation Inc gave $12K across 6 grants in 2025 (avg $2K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,635
- -45.6% vs 2024
- Grants made (2025)
- 6
- -33.3% vs 2024
- Average grant
- $1,939
- -18.4% vs 2024
- Median grant
- $1,500
- Total assets
- $3,545,461
- +68.4% vs 2024
- Primary geography
- North Carolina (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 Stephenson Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was H3 Health Healing Hope ($5K). Together the top 5 received $9K.
Organizations only. It also paid 1 individual scholarship ($2,285), which are not listed by name.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 22 grants of 24 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Stephenson Family Foundation Inc gives
- Giving fell 98% from 2022 to 2025. Method
- In 2025 it paid out 14% 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 $6K (2023) to $1.5M (2020). In 2025 it made 6 grants totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| H3 Health Healing Hope Sanford, NC | Health Care | $5,000 |
| 1 individual scholarship Recipients not named | — | $2,285 |
| Eastern Randolph High School Athletics Ramseur, NC | Educational | $2,000 |
| South Wake Storm Youth Sports Association Holly Springs, NC | Youth Programs | $1,000 |
| Congruent Leadership Inc Raleigh, NC | Men's Ministry Program | $1,000 |
| Dementia Alliance of North Carolina Raleigh, NC | Dementia Programs and Services | $350 |
Ready to take the next step with Stephenson Family Foundation Inc?
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 | $3,545,461 | $1,457,439 | $16,828 | $11,635 | 6 | $15,037 | $55,648 | $106,124 |
| 2024 | $2,104,860 | $67,633 | $30,150 | $21,377 | 9 | $27,950 | $65,625 | $100,715 |
| 2023 | $2,067,367 | $41,198 | $14,162 | $5,627 | 3 | $9,457 | $38,921 | $100,365 |
| 2022 | $2,040,331 | $1,844,594 | $537,905 | $498,500 | 4 | $532,420 | $113,517 | $49,268 |
| 2021 | $737,988 | $271,564 | $660,734 | $600,500 | 2 | $653,327 | $113,348 | $57,816 |
| 2020 | $1,127,136 | $65,163 | $1,587,119 | $1,519,500 | 8 | — | — | $86,812 |
Under IRS private-foundation payout rules, Stephenson Family Foundation Inc reported a distributable amount of $106K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stephenson Family Foundation Inc is led by Anthony Craig Stephenson, President & Director since 2021 (on filings since 2020); none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Anthony Craig Stephenson
President & Director
Secretary, Treasurer & Director → President & Director, 2021
On filings since 2020
2 hrs/week
No compensation reported
Adam Stephenson
Secretary, Treasurer & Director
On filings since 2021
0.2 hrs/week
No compensation reported
Former officers (2)
- Former: H. Don Stephenson Jr. (2020) — President & Director
- Former: Thomas C. Stephenson (2020) — Vice President & Director
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.
Frequently asked questions about Stephenson Family Foundation Inc
How much does Stephenson Family Foundation Inc give each year?
Stephenson Family Foundation Inc gave $12K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 9 grants.
What is Stephenson Family Foundation Inc's typical grant size?
Stephenson Family Foundation Inc's median grant in 2025 was $1,500, and its average grant was $1,939, across 6 grants on its 2025 IRS Form 990-PF.
Where does Stephenson Family Foundation Inc give grants?
Stephenson Family Foundation Inc gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Raleigh, NC (2 grants).
Does Stephenson Family Foundation Inc give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Stephenson Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.
Who are Stephenson Family Foundation Inc's largest grantees?
Stephenson Family Foundation Inc's largest 2025 grantees include H3 Health Healing Hope ($5,000), Eastern Randolph High School Athletics ($2,000) and South Wake Storm Youth Sports Association ($1,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($2,285), which are not listed by name. Together they received 69% of its itemized 2025 grant dollars.
How large is Stephenson Family Foundation Inc?
Stephenson Family Foundation Inc reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $106K (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.
What is Stephenson Family Foundation Inc's EIN?
Stephenson Family Foundation Inc's EIN (Employer Identification Number) is 56-1950150. 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 2, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Stephenson Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
Community Foundation of Greater Memphis Inc
Memphis, TN
The Community Foundation of Greater Memphis supports community needs, nonprofit capacity building, and donor-directed and theme-based grants, with awards across West Tennessee, eastern Arkansas, and northern Mississippi. Its 2025 grants had a median of $20,200, though amounts varied widely; unsolicited requests are accepted only through specific application-based opportunities, not stated as a general process.
Assets
$953.1M
Grants
761
Total Given
$134.3M
Walton Family Foundation Inc
Bentonville, AR
The Walton Family Foundation funds K–12 education, river and ocean conservation, and quality-of-life initiatives in Northwest Arkansas and the Arkansas-Mississippi Delta; its grants also support organizations and projects elsewhere in the U.S. Its 2024 grants had a median of $200,000, with awards ranging from $1,000 to $35.6 million. It does not accept unsolicited requests except from eligible public charter school developers applying to its startup grant program; other organizations must first submit a letter of inquiry and await an invitation.
Assets
$6.1B
Grants
1,020
Total Given
$562.3M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds a broad range of community needs, including health, education, housing, and community development, primarily in North Texas and across Texas. Its 2025 grants had a median of about $18,800, though amounts varied widely; nearly all opportunities are by invitation, with some specific programs open for applications.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
United Way Worldwide
Alexandria, VA
United Way Worldwide funds community programs focused on youth opportunity, health, financial security, education, and disaster relief, with 2024 grants made across multiple U.S. states and internationally. Its 209 reported grants ranged from $5,100 to $736,333, with a median of $22,675. It does not state whether it accepts unsolicited grant requests.
Assets
$68.0M
Grants
209
Total Given
$11.4M
More similar funders
More Funders in North Carolina
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Stephenson Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Stephenson Family Foundation Inc down — hundreds of funders to go?