Steven & Lisa Asplundh Family Foundation
Steven & Lisa Asplundh Family Foundation is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 9 grants totaling $691K. Net investment income was $72K.
Steven & Lisa Asplundh Family Foundation at a glance
In short: Steven & Lisa Asplundh Family Foundation gave $691K across 9 grants in 2023 (avg $77K), mostly in Rhode Island. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $691,298
- +927.2% vs 2022
- Grants made (2023)
- 9
- -55.0% vs 2022
- Average grant
- $76,811
- +2182.6% vs 2022
- Median grant
- $5,000
- Primary geography
- Rhode Island (96% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Steven & Lisa Asplundh Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2023
The largest 2023 recipient was Vanguard Charitable Donor Advised Fund ($665K). Together the top 9 received $691K.
Grant Size Distribution
63 grants across all recorded years
The most common grant size was under $50K: 62 grants of 63 (98%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 9 itemized grants.
Cities
How Steven & Lisa Asplundh Family Foundation gives
- Giving grew 1172% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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 2023, annual grant giving ranged from $34K (2021) to $691K (2023). In 2023 it made 9 grants totaling $691K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vanguard Charitable Donor Advised Fund Warwick, RI | Unrestricted Use of Receipts | $665,448 |
| Franklin Institute Philadelphia, PA | Unrestricted Use of Receipts | $10,000 |
| Georgia State University Foundation Atlanta, GA | Unrestricted Use of Recipient | $5,000 |
| Stetson University Deland, FL | Unrestricted Use of Recipient | $5,000 |
| Union League Legacy Foundation Philadelphia, PA | Unrestricted Use of Recipient | $5,000 |
| Kappa Alpha Theta Foundation Indianapolis, IN | Unrestricted Use of Recipient | $250 |
| Sacred Heart Academy Louisville, KY | Unrestricted Use of Recipient | $250 |
| St Michaels Fire Department St Michaels, MD | Unrestricted Use of Recipient | $250 |
| Pi Kappa Alpha Foundation Memphis, TN | Unrestricted Use of Recipient | $100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $81,760 | $705,422 | $691,298 | 9 | $697,652 | $72,303 | $24,742 |
| 2022 | $623,654 | $69,024 | $77,386 | $67,302 | 20 | $70,440 | $12,330 | $33,497 |
| 2021 | $632,016 | $55,493 | $43,504 | $33,850 | 17 | $38,592 | $25,581 | $37,325 |
| 2020 | $620,027 | $-4,866 | $64,785 | $54,350 | 17 | — | $10,136 | $34,706 |
Under IRS private-foundation payout rules, Steven & Lisa Asplundh Family Foundation reported a distributable amount of $25K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Steven & Lisa Asplundh Family Foundation's 2023 filing lists 2 officers; none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
Lisa N. Asplundh
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Steven G. Asplundh
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "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 Steven & Lisa Asplundh Family Foundation
How much does Steven & Lisa Asplundh Family Foundation give each year?
Steven & Lisa Asplundh Family Foundation gave $691K across 9 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $67K across 20 grants.
What is Steven & Lisa Asplundh Family Foundation's typical grant size?
Steven & Lisa Asplundh Family Foundation's median grant in 2023 was $5,000, and its average grant was $76,811, across 9 grants on its 2023 IRS Form 990-PF.
Where does Steven & Lisa Asplundh Family Foundation give grants?
Steven & Lisa Asplundh Family Foundation gives mostly in Rhode Island: 96% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Philadelphia, PA (2 grants).
Does Steven & Lisa Asplundh Family Foundation give general operating support?
Yes: 100% of Steven & Lisa Asplundh Family Foundation's 2023 grants with a stated purpose (9 of 9) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are Steven & Lisa Asplundh Family Foundation's largest grantees?
Steven & Lisa Asplundh Family Foundation's largest 2023 grantees include Vanguard Charitable Donor Advised Fund ($665,448), Franklin Institute ($10,000) and Georgia State University Foundation ($5,000), according to its 2023 IRS Form 990-PF. Together they received 98% of its itemized 2023 grant dollars.
How much is Steven & Lisa Asplundh Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Steven & Lisa Asplundh Family Foundation reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Steven & Lisa Asplundh Family Foundation's EIN?
Steven & Lisa Asplundh Family Foundation's EIN (Employer Identification Number) is 25-6912825. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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