The Gerald D and Helen M Stephens is a private foundation focused on Education, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $35.5M in total assets. In 2024, it awarded 6 grants totaling $1.4M. Net investment income was $1.6M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$35.5M
+16.4% YoY
Annual Giving
$1.4M
+2313.0% YoY
Grant Count
6
+200.0% YoY
Avg Grant Size
$241K
+704.3% YoY
Under IRS private-foundation payout rules, The Gerald D and Helen M Stephens reported a distributable amount of $2.2M for 2024 — the minimum it must pay out in qualifying distributions.
About The Gerald D and Helen M Stephens
Based on IRS filings
The Gerald D and Helen M Stephens is a private foundation focused on Education, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $35.5M in total assets. In 2024, it awarded 6 grants totaling $1.4M. Net investment income was $1.6M.
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 | $35,465,055 | $30,471,347 | $24,086,721 |
| Revenue | $6,593,598 | $6,543,653 | $4,507,403 |
| Expenses | $1,599,890 | $159,027 | $415,912 |
| Qualifying Distributions | $1,515,186 | $117,256 | $394,570 |
| Net Investment Income | $1,629,361 | $1,225,242 | $1,694,930 |
| Distributable Amount | $2,191,159 | $1,741,782 | $1,242,208 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Wisconsin Foundation ($600,000), Johns Hopkins University ($500,000), Cleveland Clinic Foundation ($250,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CLEVELAND CLINIC FOUNDATION CLEVELAND, OH | Dr. Eric Roselli's aorta and high-risk surgery research | $250,000 |
| EASTERSEALS CENTRAL ILLINOIS PEORIA, IL | EasterSeals Centennial Campaign Fund | $50,000 |
| JOHNS HOPKINS UNIVERSITY BALTIMORE, MD | Brady Urology - SLICE Fund | $500,000 |
| SAVANNAH BOOK FESTIVAL INC SAVANNAH, GA | General & Unrestricted | $10,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION MILWAUKEE, WI | Football Indoor Practice Facility Fund | $600,000 |
| UNIVERSITY OF WISCONSIN STEVENS POINT FOUNDATION I STEVENS POINT, WI | Stephens Family Black Bear Research Endowment Fund | $37,825 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jenni Krupiarz | Dir, Sec | 1 | — |
| Angela M Larson | Dir, VP, Treas | 1 | — |
| Jeffrey Stephens | Dir, Pres | 1 | — |
| Jo Lee Stephens | Dir | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Gerald D and Helen M Stephens?
The Gerald D and Helen M Stephens is a private foundation focused on Education, based in WILMINGTON, DE. It holds $35.5M in total assets as of 2024.
How large is The Gerald D and Helen M Stephens?
As of 2024, The Gerald D and Helen M Stephens holds $35.5M in total assets with $6.6M in annual revenue. It awarded 6 grants totaling $1.4M in 2024.
Where does The Gerald D and Helen M Stephens operate?
The Gerald D and Helen M Stephens has awarded grants in Georgia, Illinois, Maryland, Ohio, Wisconsin.
What size grants does The Gerald D and Helen M Stephens award?
In 2024, The Gerald D and Helen M Stephens awarded 6 grants totaling $1.4M — an average of about $241K per grant, based on its IRS Form 990 filings.
How much is The Gerald D and Helen M Stephens required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Gerald D and Helen M Stephens reported a distributable amount of $2.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Gerald D and Helen M Stephens's EIN?
The Gerald D and Helen M Stephens's EIN (Employer Identification Number) is 37-1224611. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.