The Stephen and Lynda
The Stephen and Lynda is a private foundation based in Salt Lake City, Utah. In its 2024 filing, it reported giving $294,000 in grants to 13 organizations, all listed in Utah.
The Stephen and Lynda at a glance
In short: The Stephen and Lynda gave $294K across 13 grants in 2024 (avg $23K), mostly in Utah. 38% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $294,000
- +3.6% vs 2023
- Grants made (2024)
- 13
- +44.4% vs 2023
- Average grant
- $22,615
- -28.2% vs 2023
- Median grant
- $20,000
- Total assets
- $5,702,558
- +0.6% vs 2023
- New grantees (estimate)
- 38% first-time grantees (5 of 13, 2024; small sample)
- Primary geography
- Utah (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Stephen and Lynda
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 222 S Main St Ste 1840, Salt Lake City, UT 84101
Phone: (801) 869-3855
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Stephen and Lynda funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Sterling Innovators & Mentors ($59K). Together the top 10 received $264K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 32 grants of 37 (86%).
Geographic Focus
Where this funder awards grants
All listed 2024 grant dollars went to recipients in Utah.
Grant Distribution by State
Share of 2024 grant dollars across all 13 itemized grants.
States
Cities
Is The Stephen and Lynda open to new grantees?
38%
first-time grantees, 2024
In 2024, 5 of 13 grantees (38%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $27K; repeat grants $20K. How we count
Medians: $20K first-time, $20K repeat.
- 62% of 2024 grantees were also funded in 2023. Method
- Giving grew 42% from 2021 to 2024. Method
- In 2024 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $207K (2021) to $540K (2020). In 2024 it made 13 grants totaling $294K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sterling Innovators & Mentors Draper, UT | Charitable Contribution | $59,000 |
| Salt Lake Community College Salt Lake City, UT | Charitable Contribution | $30,000 |
| Utah First Robotics Salt Lake City, UT | Charitable Contribution | $30,000 |
| University of Utah College of Social and Behavioral Science Salt Lake City, UT | Charitable Contribution | $25,000 |
| Alzheimer's Association Draper, UT | Charitable Contribution | $20,000 |
| American Preparatory Academy Draper, UT | Charitable Contribution | $20,000 |
| STEM Action Center South Salt Lake, UT | Charitable Contribution | $20,000 |
| The Other Side Academy Salt Lake City, UT | Charitable Contribution | $20,000 |
| University of Utah College of Engineering Salt Lake City, UT | Charitable Contribution | $20,000 |
| University of Utah John a Moran Eye Center Salt Lake City, UT | Charitable Contribution | $20,000 |
Ready to take the next step with The Stephen and Lynda?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,702,558 | $405,350 | $374,337 | $294,000 | 13 | $294,000 | $325,013 | $300,229 |
| 2023 | $5,667,998 | $-505,578 | $350,013 | $283,668 | 9 | $283,668 | $57,043 | $286,830 |
| 2022 | $6,518,063 | $143,848 | $332,702 | $219,166 | 5 | $219,166 | $81,537 | $299,750 |
| 2021 | $6,699,396 | $6,480,964 | $275,435 | $206,666 | 5 | $206,666 | $3,223,042 | $281,897 |
| 2020 | $498,728 | $116,629 | $551,154 | $540,000 | 5 | — | $105,677 | $46,964 |
Under IRS private-foundation payout rules, The Stephen and Lynda reported a distributable amount of $300K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations including educational institutions, STEM programs, health-related organizations, and community organizations. The Other Side Academy, a 2024 grantee, describes its mission as operating schools where students learn vocational, pro-social, and life skills; it serves people with experience of incarceration, substance abuse, homelessness, and other circumstances.
Grantmaking
In 2024, the foundation awarded 13 grants totaling $294,000. Grants ranged from $10,000 to $59,000, with a median of $20,000. Its largest listed grants included $59,000 to Sterling Innovators & Mentors; $30,000 each to Salt Lake Community College and Utah First Robotics; and $25,000 to the University of Utah College of Social and Behavioral Science. The Other Side Academy received $20,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Lynda M Jacobsen, Sharyn Ann Rash, John McCullough, Gregory Aiken, and Gregory C Zaugg as directors.
The Stephen and Lynda's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Gregory Aiken
Director
On filings since 2020
No compensation reported
Gregory C. Zaugg
Director
On filings since 2020
No compensation reported
John McCullough
Director
On filings since 2020
No compensation reported
Lynda M. Jacobsen
Director
On filings since 2020
No compensation reported
Sharyn Ann Rash
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 The Stephen and Lynda
How much does The Stephen and Lynda give each year?
The Stephen and Lynda gave $294K across 13 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $284K across 9 grants.
What is The Stephen and Lynda's typical grant size?
The Stephen and Lynda's median grant in 2024 was $20,000, and its average grant was $22,615, across 13 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Stephen and Lynda that year got $27K on average.
Where does The Stephen and Lynda give grants?
The Stephen and Lynda gives mostly in Utah: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Salt Lake City, UT (8 grants) and Draper, UT (3 grants).
Who are The Stephen and Lynda's largest grantees?
The Stephen and Lynda's largest 2024 grantees include Sterling Innovators & Mentors ($59,000), Salt Lake Community College ($30,000) and Utah First Robotics ($30,000), according to its 2024 IRS Form 990-PF. Together they received 40% of its itemized 2024 grant dollars.
How large is The Stephen and Lynda?
The Stephen and Lynda reported $5.7M in total assets on its 2024 IRS Form 990-PF. It paid out $294K in qualifying distributions that year, against a required minimum of $300K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Stephen and Lynda fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations including educational institutions, STEM programs, health-related organizations, and community organizations. See mission & focus areas ↑
How do I apply for a grant from The Stephen and Lynda?
The foundation states that it 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 Stephen and Lynda's EIN?
The Stephen and Lynda's EIN (Employer Identification Number) is 82-3019325. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Stephen and Lynda accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Stephen and Lynda funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Stephen and Lynda's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Beesley Family Foundation
St George, UT
The Beesley Family Foundation funds education, humanitarian aid, and medical services, with most of its giving going to organizations in Utah. In 2024, it made 92 grants ranging from $1,000 to $1,520,468, with a median grant of $11,500. It gives only to preselected charitable organizations and does not accept unsolicited funding requests.
Assets
$63.5M
Grants
92
Total Given
$4.7M
Community Trust of Utah
Salt Lake City, UT
Community Trust of Utah primarily distributes donor-advised fund grants to public charities, supporting varied charitable purposes rather than a stated set of focus areas. Its 2024 grants ranged from $6,000 to $26 million, with a median of $21,500; 16% of grant dollars went to Utah recipients, while the rest’s locations aren’t specified. The profile doesn’t state whether it accepts unsolicited requests.
Assets
$23.8M
Grants
14
Total Given
$31.6M
Daniels Fund
Denver, CO
The Daniels Fund supports nonprofits working in aging, amateur sports, disabilities, addiction, early childhood and K–12 education, homelessness, and youth development. Its 2024 grants had a median of about $14,000, primarily for organizations in Colorado, New Mexico, Utah, and Wyoming; select national-impact programs are also eligible, by invitation only.
Assets
$1.4B
Grants
1,593
Total Given
$69.7M
Thomas and Candace Dee
Salt Lake City, UT
The foundation supports education, health care, environmental work, and community programs, with most of its giving in Utah and some in Oregon and Idaho. In 2024, grants ranged from $5,000 to $110,000, with a median of $15,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$9.2M
Grants
15
Total Given
$388K
Larry H Miller and Gail Miller Family Foundation
Sandy, UT
The foundation supports shelter and food security, jobs and economic self-reliance, and healthcare, with most of its giving focused on Utah. In 2024, it made 324 grants totaling $33.2 million; the median grant was $25,000, though awards ranged from $1,000 to over $10 million. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$773.9M
Grants
324
Total Given
$33.2M
Willard L Eccles Charitable Foundation
Salt Lake City, UT
The Willard L. Eccles Charitable Foundation supports nonprofits focused on education, the environment, social services, basic science, and healthcare for underserved people, especially projects combining these areas. It primarily funds work in Utah and the Intermountain West; 2024 grants ranged from $500 to $100,000, with a median of $10,000. It does not accept unsolicited funding requests and gives mainly to preselected organizations.
Assets
$26.6M
Grants
80
Total Given
$1.5M
More similar funders
More Funders in Utah
Cite this profile
Grantable. (2026). The Stephen and Lynda funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/the-stephen-and-lynda-morg_2ebd3963755f4d6c85086e52d1b10d49
BibTeX
@misc{grantable_823019325_2026,
author = {{Grantable}},
title = {{The Stephen and Lynda funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-stephen-and-lynda-morg_2ebd3963755f4d6c85086e52d1b10d49},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Stephen and Lynda's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Stephen and Lynda down — hundreds of funders to go?