William & Evelyn Stokes Foundation

Private foundation · Grantmaker Cupertino, CA EIN: 85-2785691

William & Evelyn Stokes Foundation is a private foundation focused on Education, based in Cupertino, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grant totaling $250K. Net investment income was $26K.

Key facts about William & Evelyn Stokes Foundation

In short: William & Evelyn Stokes Foundation gave $250K across 1 grant in 2024 (avg $250K), mostly in Indiana. Source: 2024 IRS Form 990-PF.

EIN
85-2785691
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$250,000
Grants made (2024)
1
Average grant
$250,000
Median grant
$250,000
Total assets
$1,030,726
Primary geography
Indiana (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

-23.3% YoY

Annual Giving

$250K

-20.6% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$250K

+138.1% YoY

Under IRS private-foundation payout rules, William & Evelyn Stokes Foundation reported a distributable amount of $54K for 2024 — the minimum it must pay out in qualifying distributions.

How William & Evelyn Stokes Foundation gives

  • Giving grew 127% from 2021 to 2024. Method
  • In 2024 it paid out 477% of its IRS minimum distribution (the 5% rule). Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2024 grant dollars on its one itemized grant.

Cities

BaltimorePalo AltoMuncie

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K2 grants2021 3 grants2022 3 grants2023 1 grant2024

From 2021 to 2024, annual grant giving ranged from $110K (2021) to $315K (2023). In 2024 it made 1 grant totaling $250K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

9 grants across all recorded years

4<$50K2$50–100K$100–250K3$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 9 (44%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$250,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2021 2022 2023 2024
Metric202420232022
Total Assets$1,030,726$1,343,025$1,683,365
Revenue$24,868$-28,850$102,330
Expenses$274,304$346,798$362,301
Qualifying Distributions$256,565$327,020$331,565
Net Investment Income$25,653$21,222$71,594
Distributable Amount$53,788$61,592$70,065

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

William & Evelyn Stokes Foundation is led by James E Wehrly, Director on every filing since 2021 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • James E Wehrly

    Director

    On filings since 2021

    No compensation reported

Data from IRS Form 990 filings, 2021–2024. "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 William & Evelyn Stokes Foundation

How much does William & Evelyn Stokes Foundation give each year?

William & Evelyn Stokes Foundation gave $250K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $315K across 3 grants.

How large is William & Evelyn Stokes Foundation?

William & Evelyn Stokes Foundation reported $1.0M in total assets on its 2024 IRS Form 990-PF. It paid out $257K in qualifying distributions that year, against a required minimum of $54K (roughly 5% of its investment assets).

What is William & Evelyn Stokes Foundation?

William & Evelyn Stokes Foundation is a private foundation focused on Education, based in Cupertino, CA. It holds $1.0M in total assets as of 2024.

Where does William & Evelyn Stokes Foundation operate?

William & Evelyn Stokes Foundation has awarded grants in California, Indiana, Maryland.

What is William & Evelyn Stokes Foundation's EIN?

William & Evelyn Stokes Foundation's EIN (Employer Identification Number) is 85-2785691. IRS Form 990 filing data is available on this page for 2021–2024.

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

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