William & Evelyn Stokes Foundation
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
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The most common grant size was under $50K: 4 grants of 9 (44%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $250,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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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