The Pat & Laura Stephens Foundation

SANTA ROSA, CA EIN: 92-1280087

The Pat & Laura Stephens Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA ROSA, CA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $621K in total assets. In 2024, it awarded 8 grants totaling $28K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$621K

+22.8% YoY

Annual Giving

$28K

+2107.8% YoY

Grant Count

8

+700.0% YoY

Avg Grant Size

$3K

+176.0% YoY

Under IRS private-foundation payout rules, The Pat & Laura Stephens Foundation reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About The Pat & Laura Stephens Foundation

Based on IRS filings

The Pat & Laura Stephens Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA ROSA, CA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $621K in total assets. In 2024, it awarded 8 grants totaling $28K. Net investment income was $17K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BoulderIrvingSacramentoSanta RosaTucson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$139K$279K$418K$557K20232024
Metric20242023
Total Assets$620,874$505,462
Revenue$146,968$506,753
Expenses$38,824$1,291
Qualifying Distributions$38,730$1,291
Net Investment Income$16,968$6,753
Distributable Amount$15,913$23,721

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$21K$28K1 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Redwood Gospel Mission$8KRedwood Empire Food Bank$6KUniversity of Colorado B…$5KSanta Rosa Rotary Founda…$3KUniversity of Arizona Fo…$3KCrew 55 Boy Scourts of A…$2KRotary International$1KScca Non Profit$200

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Redwood Gospel Mission ($8,424), Redwood Empire Food Bank ($5,606), University of Colorado Boulder ($5,000).

RecipientPurposeAmount
Redwood Gospel Mission Santa Rosa, CAFeed the Recipients$8,424
University of Arizona Foundation Tucson, AZDean's Engineering Annual Fund$2,500
University of Colorado Boulder Boulder, COGeneral Operations$5,000
Rotary International Santa Rosa, CAGeneral Operations$1,000
Crew 55 Boy Scourts of America Irving, TXFor Crew 55 in Santa Rosa California$2,000
Santa Rosa Rotary Foundation Santa Rosa, CAJamison Merit Foundation$3,000
Redwood Empire Food Bank Santa Rosa, CAProvide food$5,606
Scca Non Profit Sacramento, CAGeneral Operations$200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
William Patrick StephensCEO, Director2
Laura StephensSecretary, CFO4

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Pat & Laura Stephens Foundation?

The Pat & Laura Stephens Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA ROSA, CA. It holds $621K in total assets as of 2024.

How large is The Pat & Laura Stephens Foundation?

As of 2024, The Pat & Laura Stephens Foundation holds $621K in total assets with $147K in annual revenue. It awarded 8 grants totaling $28K in 2024.

Where does The Pat & Laura Stephens Foundation operate?

The Pat & Laura Stephens Foundation has awarded grants in Arizona, California, Colorado, Texas.

What size grants does The Pat & Laura Stephens Foundation award?

In 2024, The Pat & Laura Stephens Foundation awarded 8 grants totaling $28K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Pat & Laura Stephens Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Pat & Laura Stephens Foundation reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Pat & Laura Stephens Foundation's EIN?

The Pat & Laura Stephens Foundation's EIN (Employer Identification Number) is 92-1280087. IRS Form 990 filing data is available on this page for 2023–2024.

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

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