Stephenson Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARY, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 9 grants totaling $21K. Net investment income was $66K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.1M
+1.8% YoY
Annual Giving
$21K
+279.9% YoY
Grant Count
9
+200.0% YoY
Avg Grant Size
$2K
+26.6% YoY
Under IRS private-foundation payout rules, Stephenson Family Foundation Inc reported a distributable amount of $101K for 2024 — the minimum it must pay out in qualifying distributions.
About Stephenson Family Foundation Inc
Based on IRS filings
Stephenson Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARY, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 9 grants totaling $21K. Net investment income was $66K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,104,860 | $2,067,367 | $2,040,331 |
| Revenue | $67,633 | $41,198 | $1,844,594 |
| Expenses | $30,150 | $14,162 | $537,905 |
| Qualifying Distributions | $27,950 | $9,457 | $532,420 |
| Net Investment Income | $65,625 | $38,921 | $113,517 |
| Distributable Amount | $100,715 | $100,365 | $49,268 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include H3 Health Healing Hope ($10,000), Lina Benyahya ($2,902), Eastern Randolph High School Athletics ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EASTERN RANDOLPH HIGH SCHOOL ATHLETICS RAMSEUR, NC | EDUCATIONAL | $2,000 |
| LINA BENYAHYA HOLLY SPRINGS, NC | SCHOLARSHIP - WAKE TECHNICAL COMMUNITY COLLEGE | $2,902 |
| TAYLOR FAMILY YMCA CARY, NC | YOUTH PROGRAMS | $1,000 |
| H3 HEALTH HEALING HOPE SANFORD, NC | HEALTH CARE | $10,000 |
| DEMENTIA ALLIANCE OF NORTH CAROLINA RALEIGH, NC | DEMENTIA PROGRAMS AND SERVICES | $300 |
| SOUTH WAKE STORM YOUTH SPORTS ASSOCIATION HOLLY SPRINGS, NC | YOUTH PROGRAMS | $1,000 |
| BREAD OF LIFE MINISTRIES SANFORD, NC | SERVE THE NEEDY | $2,000 |
| EXPERIENCE YOUTH BASEBALL INCORPORATED FRANKLIN, WI | YOUTH BASEBALL PROGRAM | $1,500 |
| APEX MIDDLE SCHOOL APEX, NC | EDUCATIONAL | $675 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANTHONY CRAIG STEPHENSON | PRES., DIR. | 2 | — |
| ADAM STEPHENSON | SEC., TREA., DIR. | 0.2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Stephenson Family Foundation Inc?
Stephenson Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARY, NC. It holds $2.1M in total assets as of 2024.
How large is Stephenson Family Foundation Inc?
As of 2024, Stephenson Family Foundation Inc holds $2.1M in total assets with $68K in annual revenue. It awarded 9 grants totaling $21K in 2024.
Where does Stephenson Family Foundation Inc operate?
Stephenson Family Foundation Inc has awarded grants in Massachusetts, North Carolina, South Carolina, Wisconsin.
What size grants does Stephenson Family Foundation Inc award?
In 2024, Stephenson Family Foundation Inc awarded 9 grants totaling $21K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Stephenson Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephenson Family Foundation Inc reported a distributable amount of $101K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Stephenson Family Foundation Inc'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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