The Stephens Family Foundation
The Stephens Family Foundation is a private foundation, based in Fullerton, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $10.1M in total assets. In 2025, it awarded 7 grants totaling $600K. Net investment income was $262K.
The Stephens Family Foundation at a glance
In short: The Stephens Family Foundation gave $600K across 7 grants in 2025 (avg $86K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $600,000
- +33.3% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $85,714
- +33.3% vs 2024
- Median grant
- $20,000
- Total assets
- $10,057,053
- +8.5% vs 2024
- Primary geography
- California (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Stephens Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was California Masonic Foundation ($450K). Together the top 7 received $600K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 23 grants of 35 (66%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How The Stephens Family Foundation gives
- Giving grew 140% from 2022 to 2025. Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025, annual grant giving ranged from $184K (2021) to $600K (2025). In 2025 it made 7 grants totaling $600K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| California Masonic Foundation San Francisco, CA | Provide Educational Opportunities | $450,000 |
| Wounded Warrior Jacksonville, FL | Provide Comfort to Injured Veterans | $50,000 |
| St Jude Childrens Research Hospital Memphis, TN | Provide Help Hope and Opportunity to Needy | $50,000 |
| WTLS Womens Shelter Orange, CA | Help Individueal Escape Domestic Violence | $20,000 |
| Gary Sinise Foundation Nashville, TN | Support Veterans and First Responders in Need | $10,000 |
| Los Angeles Mission Los Angeles, CA | Provide Services to Those in Need | $10,000 |
| Strength in Support Laguna Hills, CA | Provide Mental Health Services to Veterans | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $10,057,053 | $1,401,002 | $610,534 | $600,000 | 7 | $600,000 | $262,468 | $608,588 |
| 2024 | $9,266,585 | $1,207,575 | $454,217 | $450,000 | 7 | $450,000 | $222,958 | $490,477 |
| 2023 | $8,513,227 | $1,240,178 | $349,525 | $347,500 | 7 | $347,500 | $221,753 | $385,598 |
| 2022 | $7,622,574 | $1,311,153 | $253,817 | $250,000 | 7 | $253,817 | $56,736 | $345,043 |
| 2021 | $6,365,238 | $1,099,346 | $185,850 | $184,000 | 7 | $184,000 | $75,696 | $328,321 |
| 2020 | $5,451,742 | $565,216 | $195,925 | $194,000 | 9 | — | $59,944 | $242,615 |
Under IRS private-foundation payout rules, The Stephens Family Foundation reported a distributable amount of $609K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Stephens Family Foundation is led by Ronald L. Stephens, President on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Ronald L. Stephens
President
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Stephens Family Foundation
How much does The Stephens Family Foundation give each year?
The Stephens Family Foundation gave $600K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $450K across 7 grants.
What is The Stephens Family Foundation's typical grant size?
The Stephens Family Foundation's median grant in 2025 was $20,000, and its average grant was $85,714, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Stephens Family Foundation give grants?
The Stephens Family Foundation gives mostly in California: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (10%) and Florida (8%).
Does The Stephens Family Foundation give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on The Stephens Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are The Stephens Family Foundation's largest grantees?
The Stephens Family Foundation's largest 2025 grantees include California Masonic Foundation ($450,000), Wounded Warrior ($50,000) and St Jude Childrens Research Hospital ($50,000), according to its 2025 IRS Form 990-PF. Together they received 92% of its itemized 2025 grant dollars.
How large is The Stephens Family Foundation?
The Stephens Family Foundation reported $10.1M in total assets on its 2025 IRS Form 990-PF. It paid out $600K in qualifying distributions that year, against a required minimum of $609K (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 is The Stephens Family Foundation's EIN?
The Stephens Family Foundation's EIN (Employer Identification Number) is 47-2596890. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 4, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Stephens Family Foundation funds
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