Funders › Wisconsin

Stephens Family Foundation Inc

Shorewood, WI · EIN 20-4617210. Reported 77 grants totalling $2,514,325 to 27 recipients across tax years 2021-2025. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$21,250median grant
$2,514,325granted, 2021-2025
27recipients, as named on its returns
73%of grantees funded again the next year
$10.4Massets, 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. Stephens Family Foundation Inc 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 $21,250. Half of everything it gave fell between $10,000 and $40,000; the smallest was $500 and the largest $250,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
1 grant
$1,000 - $5,000
2 grants
$5,000 - $10,000
9 grants
$10,000 - $25,000
28 grants
$25,000 - $50,000
22 grants
$50,000 - $100,000
10 grants
$100,000 and Up
5 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
University School of MilwaukeeMequon, WI$300,050542024
University School of Milwaukee - McpMequon, WI$263,779222022
Incourage CommunityWisconsin Rapids, WI$260,000222025
United Community CenterMilwaukee, WI$220,000442024
Ninewise Publishing FoundationWhitefish Bay, WI$200,000432025
Milwaukee Institute of Art & DesignMilwaukee, WI$170,000752025
University School of Milwaukee - ScholarshipsMequon, WI$139,996112023
Smith CollegeNorthampton, MA$120,000652025
Milwaukee Youth Arts CenterMilwaukee, WI$100,000222022
Big Brothers Big SistersMilwaukee, WI$90,000322025
Carelton College Parents FundNorthfield, MN$86,000432023
Big Brothersbig Sisters of MilwaukeeMilwaukee, WI$85,000322023
First Stage TheatreMilwaukee, WI$80,000332023
Messengers of MercyLindale, TX$60,500652025
Malaika Early Learning CenterMilwaukee, WI$60,000332023
All-in-MilwaukeeMilwaukee, WI$50,000552025
Boys & Girls Club of MilwaukeeMilwaukee, WI$50,000332023
Big Brothers Big Sisters of MilwaukeeMilwaukee, WI$40,000112021
United Performing Arts FundMilwaukee, WI$40,000222022
Fox Point Lutheran ChurchFox Point, WI$32,000332024
Carelton CollegeNorthfield, MN$25,000112024
Umass Amherst FdnAmherst, MA$15,000222025
Fox Point LutheranFox Point, WI$11,000112021
Amherst CollegeAmherst, MA$5,000112023
Friends of Dartmouth EquestrianHanover, NH$5,000112025
Malaika Early LearningMilwaukee, WI$5,000112025
Positive AttitudeWhitefish Bay, WI$1,000112021

19 of 27 (70%) received money in more than one year over the 5 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 73%, across 4 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 26 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Philanthropy & Grantmaking
12 grants
Education
5 grants
Human Services
4 grants
Youth Development
3 grants
Arts & Culture
2 grants

Giving by year

Tax yearGrantsTotalMedian grant
202116$513,205$22,500
202217$477,824$21,250
202316$547,246$27,500
202415$724,300$30,000
202513$251,750$10,000

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

87% of its giving went to organizations in Wisconsin. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

Wisconsin
$2.2M
Massachusetts
$140K
Minnesota
$111K
Texas
$60K
New Hampshire
$5K

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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 a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

American Endowment Foundation9 shared recipientsFidelity Investments Charitable Gift Fund9 shared recipientsDonor Advised Charitable Giving Inc8 shared recipientsNational Philanthropic Trust8 shared recipientsUnited Way of Greater Milwaukee &7 shared recipientsCharities Aid Foundation America7 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $21,250. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in Wisconsin.
  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.

Where these numbers come from

Everything above is taken from Stephens Family Foundation Inc's own Form 990-PF filings, which the IRS publishes in bulk. We used 5 returns (tax years 2021-2025). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: 4230 N Oakland Avenue No 317, Shorewood, WI, 53211. 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 20-4617210 · 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.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.