FundersWisconsin

A K Stephenson Fdn Char Tr Agy

Milwaukee, WI · EIN 31-1386444. Reported 122 grants totalling $760,600 to 57 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$3,000median grant
$760,600granted, 2021-2024
57organizations funded
72%of grantees funded again the next year
$3,531,249assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. A K Stephenson Fdn Char Tr Agy did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $3,000. Half of everything it gave fell between $2,000 and $4,000; the smallest was $2,000 and the largest $61,500. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
92 grants
$5,000 - $10,000
15 grants
$10,000 - $25,000
8 grants
$25,000 - $50,000
6 grants
$50,000 - $100,000
1 grant

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Miami UniversityOxford, OH$176,000442024
University of CincinnatiCincinnati, OH$59,900222024
Ohio State UniversitySteubenville, OH$48,500432024
Heidelberg UniversityTiffin, OH$47,700332023
Ohio UniversityAthens, OH$44,700442024
Ohio State University Agricultural Technical InstituteWooster, OH$29,700112021
Purdue UniversityGoshen, IN$26,900442024
University of KentuckyLexington, KY$24,000332024
Northern Kentucky UniversityHighland Heights, KY$20,500432023
Xavier UniversityCincinnati, OH$16,000442024
Bowling Green State UniversityBowling Green, OH$13,200332023
University of DaytonDayton, OH$12,400332023
Florida Southern CollegeLakeland, FL$11,900332023
Lewis UniversityRomeoville, IL$10,500442024
Siena Heights UniversityAdrian, MI$10,500442024
Indiana UniversityBloomington, IN$10,200442024
Cedarville UniversityCedarville, OH$9,500222024
Adrian CollegeAdrian, MI$8,500332023
Wright State UniversityDayton, OH$8,500222024
Louisiana State UniversityBaton Rouge, LA$8,200332023
Thomas Moore UniversityCrestview Hills, KY$8,200332023
Bluffton UniversityBluffton, OH$7,500332024
Marshall UniversityHuntington, WV$7,500332024
West Virginia UniversityMorgantown, WV$7,500332024
Wittenberg UniversitySpringfield, OH$7,500332024
Baldwin Wallace UniversityBerea, OH$6,700222022
Butler UniversityIndianapolis, IN$6,500222022
Dayton Barber CollegeMiamisburg, OH$6,500222022
Otterbein UniversityWesterville, OH$6,200222022
Cincinnati StateCincinnati, OH$6,000112024
Medical University of South CarolinaCharleston, SC$6,000222024
Good Samaritan College of NursingCincinnati, OH$5,200222022
Alabama State UniversityMontgomery, AL$5,000222024
Hanover CollegeHanover, IN$5,000222024
Lee UniversityCleveland, TN$5,000222024
Marietta CollegeMarietta, OH$5,000222024
Muskingum UniversityNew Concord, OH$5,000222024
Milwaukee Area Technical CollegeMilwaukee, WI$3,500112021
Mt St Joseph UniversityCincinnati, OH$3,500112021
Spelman CollegeAtlanta, GA$3,500112021
Trine UniversityAngola, IN$3,500112021
Case Western Reserve UniversityCleveland, OH$3,000112024
Center CollegeDanville, KY$3,000112024
Embry Riddle AeronauticalDaytona Beach, FL$3,000112024
Hocking CollegeNelsonville, OH$3,000112023
Ivy Tech Community CollegeIndianapolis, IN$3,000112024
Mt St JosephCincinnati, OH$3,000112024
Ohio Northern UniversityAda, OH$3,000112024
Rose-Hulman InstituteTerre Haute, IN$3,000112024
Thomas More UniversityCrestview Hills, KY$3,000112024
University of Southern IndianaEvansville, IN$3,000112024
University of ToledoToledo, OH$3,000112022
Christ College School of NursingCincinnati, OH$2,000112024
Eastern Gateway Comm College FdnSteubenville, OH$2,000112023
Jazz Bennett & Wa Univ School of Law in St LouisOxford, OH$2,000112023
University of North DakotaGrand Forks, ND$2,000112024
Washington UniversitySt Louis, MO$2,000112024

35 of 57 (61%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 72%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What kind of organizations it funds

By the recipient's own IRS classification, for the 69 grants where we could identify the organization. These are assigned categories, not our guesses.

Education
67 grants
Medical Research
2 grants

Giving by year

Tax yearGrantsTotalMedian grant
202126$211,600$3,500
202229$216,500$3,500
202332$170,500$2,000
202435$162,000$3,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 72% of this one's giving went to organizations in Ohio. If you are outside its footprint, that matters more than how well your programme fits.

Ohio
$546K
Indiana
$61K
Kentucky
$59K
Michigan
$19K
West Virginia
$15K
Florida
$15K
Illinois
$10K
Louisiana
$8K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund32 shared recipientsDonor Advised Charitable Giving Inc29 shared recipientsAmerican Online Giving Foundation Inc27 shared recipientsVanguard Charitable Endowment Program25 shared recipientsNational Philanthropic Trust22 shared recipientsAmerican Endowment Foundation20 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $3,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Ohio.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding education in OhioEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from A K Stephenson Fdn Char Tr Agy's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: Po Box 0634, Milwaukee, WI, 53201. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 31-1386444 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

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