The Stephanie and Carter McClelland

Private foundation · Grantmaker New York, NY EIN: 13-7154217

THE STEPHANIE AND CARTER MCCLELLAND is a private foundation located in New York, NY. Its 2025 grants supported organizations including performing arts institutions, a university, a charitable foundation, and a conservancy.

Key facts about The Stephanie and Carter McClelland

In short: The Stephanie and Carter McClelland gave $3.8M across 7 grants in 2025 (avg $544K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
13-7154217
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$3,811,000
Grants made (2025)
7
Average grant
$544,429
Median grant
$500,000
Total assets
$598,135
Primary geography
New York (74% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$598K

-77.4% YoY

Annual Giving

$3.8M

-20.2% YoY

Grant Count

7

-12.5% YoY

Avg Grant Size

$544K

-8.8% YoY

How The Stephanie and Carter McClelland gives

  • Giving grew 104% from 2022 to 2025. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement is provided. The 2025 grants show support for organizations in areas including performing arts, higher education, and conservation. National Theatre in America Inc. describes its mission as promoting and supporting the work of the National Theatre in Great Britain and the United States. Bedford Playhouse describes its mission as providing a cultural and social destination for film, events, and educational programs relating to film and the arts.

Grantmaking

In 2025, the foundation made 7 grants totaling $3,811,000. Grant amounts ranged from $5,000 to $1,250,000, with a median of $500,000. Notable grants included $1,250,000 to The Juilliard School, $1,000,000 each to Echoing Green Foundation and Stanford University Development Services, and $500,000 to American Associates of the National Theatre Inc. The grants were designated as unrestricted grants for the recipients’ exempt purposes.

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Geographic Focus

Where this funder awards grants

In 2025, 74% of grant dollars went to recipients in New York and 26% to recipients in California.

Grant Distribution by State

6states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

New YorkPound RidgeStanfordBostonSan FranciscoBedfordBrooklynWashingtonBerwynHarrisonLivermoreMiltonRoslyn

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M9 grants2019 9 grants2020 13 grants2021 19 grants2022 14 grants2023 8 grants2024 7 grants2025

From 2019 to 2025, annual grant giving ranged from $858K (2020) to $4.8M (2024). In 2025 it made 7 grants totaling $3.8M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

The Juilliard School: $1.3MThe Juilliard School$1.3MEchoing Green Foundation: $1.0MEchoing Green Foundation$1.0MStanford University Development Servces: $1.0MStanford UniversityDevelopment Servces$1.0MAmerican Associates of the National Theatre Inc: $500KAmerican Associates of theNational Theatre Inc$500KNational Theatre in America Inc: $31KNational Theatre in AmericaInc$31KCentral Park Conservancy: $25KCentral Park Conservancy$25KBedford Playhouse: $5KBedford Playhouse$5K

The largest 2025 recipient was The Juilliard School ($1.3M). Together the top 7 received $3.8M.

Grant Size Distribution

61 grants across all recorded years

41<$50K2$50–100K2$100–250K2$250–500K8$500K–1M6$1–5M$5M+

The most common grant size was under $50K: 41 grants of 61 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Juilliard School New York, NYUnrestricted Grant for Donee's Exempt Purpose.$1,250,000
Echoing Green Foundation New York, NYUnrestricted Grant for Donee's Exempt Purpose.$1,000,000
Stanford University Development Servces Stanford, CAUnrestricted Grant for Donee's Exempt Purpose.$1,000,000
American Associates of the National Theatre Inc New York, NYUnrestricted Grant for Donee's Exempt Purpose.$500,000
National Theatre in America Inc New York, NYUnrestricted Grant for Donee's Exempt Purpose.$31,000
Central Park Conservancy New York, NYUnrestricted Grant for Donee's Exempt Purpose.$25,000
Bedford Playhouse Bedford, NYUnrestricted Grant for Donee's Exempt Purpose.$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2025 $3,811,000 7
2024 $4,776,500 8
2023 $1,450,759 14
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$598,135$2,649,696$801,861
Revenue$1,800,980$6,625,561$995,583
Expenses$3,852,541$4,777,726$1,450,759
Qualifying Distributions$3,811,040$4,777,726$1,450,759
Net Investment Income$1,233,888$2,740,905$618,896
Distributable Amount—$6,558$28,067

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 19, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 14, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 5, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 22, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 5, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 8, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 25, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists W Carter McClelland and Stephanie P McClelland as trustees.

The Stephanie and Carter McClelland's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Stephanie P. McClelland

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • W. Carter McClelland

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: Co Cohnreznick 1301 6Th Avenue, New York, NY 10019
Phone: (212) 297-0400

Frequently asked questions about The Stephanie and Carter McClelland

How much does The Stephanie and Carter McClelland give each year?

The Stephanie and Carter McClelland gave $3.8M across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4.8M across 8 grants.

What is The Stephanie and Carter McClelland's typical grant size?

The Stephanie and Carter McClelland's median grant in 2025 was $500,000, and its average grant was $544,429, across 7 grants on its 2025 IRS Form 990-PF.

Where does The Stephanie and Carter McClelland give grants?

The Stephanie and Carter McClelland gives mostly in New York: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (26%). The most frequent recipient cities were New York, NY (5 grants).

Does The Stephanie and Carter McClelland give general operating support?

Yes: 100% of The Stephanie and Carter McClelland's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Stephanie and Carter McClelland's largest grantees?

The Stephanie and Carter McClelland's largest 2025 grantees include The Juilliard School ($1,250,000), Echoing Green Foundation ($1,000,000) and Stanford University Development Servces ($1,000,000), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.

How large is The Stephanie and Carter McClelland?

The Stephanie and Carter McClelland reported $598K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $1.8M.

What does The Stephanie and Carter McClelland fund?

No mission statement is provided. The 2025 grants show support for organizations in areas including performing arts, higher education, and conservation. See mission & focus areas ↑

How do I apply for a grant from The Stephanie and Carter McClelland?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Stephanie and Carter McClelland's EIN?

The Stephanie and Carter McClelland's EIN (Employer Identification Number) is 13-7154217. IRS Form 990 filing data is available on this page for 2019–2025.

Does The Stephanie and Carter McClelland accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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