The Stephens Endowment | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Stephens Endowment. Data shown is extracted from Form 990-PF filings.
EIN: 56-0633355
Foundation Overview
Based in Morganton, NC, The Stephens Endowment has awarded 82 grants totaling $810,250 to organizations in North Carolina, Georgia and 2 other states across the US. Individual grants range from $1,000 to $40,000, with a median award of $5,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 of 12 recipients (25%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
68% of grants are awarded in North Carolina, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within North Carolina, funding concentrates in Morganton (64%), Wake Forest (23%), Thomasville (5%).
Funding Trajectory
Stable funding levels with 3% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Stephens Endowment's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Baptist Children's Homes Of Nc | $4,000 | Thomasville, NC, US | Operations | 2024 |
| Christ Classical Academy | $5,000 | Morganton, NC, US | Operations | 2024 |
| Emmanuel University | $12,000 | Franklin Springs, GA, US | Operations | 2024 |
| Engage Hope Ministries | $1,000 | Plano, TX, US | Operations | 2024 |
| Mission Dignity - Guidstone | $3,000 | Dallas, TX, US | Operations | 2024 |
| Southeastern Baptist Theological Seminary | $20,000 | Wake Forest, NC, US | Operations | 2024 |
| Summit Community Church | $12,000 | Morganton, NC, US | Operations | 2024 |
| The Outreach Center | $2,000 | Morganton, NC, US | Operations | 2024 |
| Bible Broadcasting Network | $1,000 | Charlotte, NC, US | Operations | 2024 |
| Burke United Christian Ministries | $5,000 | Morganton, NC, US | Operations | 2024 |
| Catawba River Baptist Endowment | $1,000 | Morganton, NC, US | Operations | 2024 |
| Pregnancy Care Center | $1,000 | Morganton, NC, US | Operations | 2024 |
| Baptist Children's Homes Of Nc | $1,000 | Thomasville, NC, US | Operations | 2023 |
| Christ Classical Academy | $7,000 | Morganton, NC, US | Operations | 2023 |
| Emmanuel University | $15,000 | Franklin Springs, GA, US | Operations | 2023 |
| Engage Hope Ministries | $1,250 | Plano, TX, US | Operations | 2023 |
| Southeastern Baptist Theological Seminary | $20,000 | Wake Forest, NC, US | Operations | 2023 |
| Mission Dignity - Guidstone | $3,000 | Dallas, TX, US | Operations | 2023 |
| The Outreach Center | $4,000 | Morganton, NC, US | Operations | 2023 |
| Summit Community Church | $2,000 | Morganton, NC, US | Operations | 2023 |
| The Outreach Center | $3,000 | Morganton, NC, US | Operations | 2022 |
| Catawba River Baptist Endowment | $1,000 | Morganton, NC, US | Operations | 2022 |
| Christ Classical Academy | $5,000 | Morganton, NC, US | Operations | 2022 |
| Emmanuel College | $5,000 | Franklin Springs, GA, US | Operations | 2022 |
| Engage Hope Ministries | $18,000 | Plano, TX, US | Operations | 2022 |
| Southeastern Baptist Theological Seminary | $22,000 | Wake Forest, NC, US | Operations | 2022 |
| Summit International Fund | $2,000 | Morganton, NC, US | Operations | 2022 |
| The Outreach Center | $3,000 | Morganton, NC, US | Operations | 2022 |
| Catawba River Baptist Endowment | $1,000 | Morganton, NC, US | Operations | 2022 |
| Christ Classical Academy | $5,000 | Morganton, NC, US | Operations | 2022 |
| Emmanuel College | $5,000 | Franklin Springs, GA, US | Operations | 2022 |
| Engage Hope Ministries | $18,000 | Plano, TX, US | Operations | 2022 |
| Southeastern Baptist Theological Seminary | $22,000 | Wake Forest, NC, US | Operations | 2022 |
| Summit International Fund | $2,000 | Morganton, NC, US | Operations | 2022 |
| The Outreach Center | $3,000 | Morganton, NC, US | Operations | 2022 |
| Catawba River Baptist Endowment | $1,000 | Morganton, NC, US | Operations | 2022 |
| Christ Classical Academy | $5,000 | Morganton, NC, US | Operations | 2022 |
| Emmanuel College | $5,000 | Franklin Springs, GA, US | Operations | 2022 |
| Engage Hope Ministries | $18,000 | Plano, TX, US | Operations | 2022 |
| Southeastern Baptist Theological Seminary | $22,000 | Wake Forest, NC, US | Operations | 2022 |
| Summit International Fund | $2,000 | Morganton, NC, US | Operations | 2022 |
| The Outreach Center | $3,000 | Morganton, NC, US | Operations | 2022 |
| Catawba River Baptist Endowment | $1,000 | Morganton, NC, US | Operations | 2022 |
| Christ Classical Academy | $5,000 | Morganton, NC, US | Operations | 2022 |
| Emmanuel College | $5,000 | Franklin Springs, GA, US | Operations | 2022 |
| Engage Hope Ministries | $18,000 | Plano, TX, US | Operations | 2022 |
| Southeastern Baptist Theological Seminary | $22,000 | Wake Forest, NC, US | Operations | 2022 |
| Summit International Fund | $2,000 | Morganton, NC, US | Operations | 2022 |
| The Outreach Center | $3,000 | Morganton, NC, US | Operations | 2022 |
| Catawba River Baptist Endowment | $1,000 | Morganton, NC, US | Operations | 2022 |
| Christ Classical Academy | $5,000 | Morganton, NC, US | Operations | 2022 |
| Emmanuel College | $5,000 | Franklin Springs, GA, US | Operations | 2022 |
| Engage Hope Ministries | $18,000 | Plano, TX, US | Operations | 2022 |
| Southeastern Baptist Theological Seminary | $22,000 | Wake Forest, NC, US | Operations | 2022 |
| Summit International Fund | $2,000 | Morganton, NC, US | Operations | 2022 |
| Christ Classical Academy | $6,000 | Morganton, NC, US | Operations | 2021 |
| Emmanuel College | $15,000 | Franklin Springs, GA, US | Operations | 2021 |
| Southeastern Baptist Theological Seminary | $15,000 | Wake Forest, NC, US | Operations | 2021 |
| Engage Hope Ministries | $14,000 | Plano, TX, US | Operations | 2021 |
| Baptist Children's Homes Of Nc | $1,000 | Thomasville, NC, US | Operations | 2021 |
| Catawba River Baptist Association | $1,000 | Morganton, NC, US | Operations | 2021 |
| Love A Child Inc | $1,000 | Fort Myers, FL, US | Operations | 2021 |
| Missiondignity-guidestone | $1,000 | Dallas, TX, US | Operations | 2021 |
| Summit Community Church | $1,000 | Morganton, NC, US | Operations | 2021 |
| Christ Classical Academy | $5,000 | Connelly Springs, NC, US | Operations | 2020 |
| Emmanuel College | $25,000 | Franklin Springs, GA, US | Operations | 2020 |
| Southeastern Baptist Theological Seminary | $37,000 | Wake Forest, NC, US | Operations | 2020 |
| Christ Classical Academy | $5,000 | Connelly Springs, NC, US | Operations | 2020 |
| Emmanuel College | $25,000 | Franklin Springs, GA, US | Operations | 2020 |
| Southeastern Baptist Theological Seminary | $37,000 | Wake Forest, NC, US | Operations | 2020 |
| Emmanuel College | $20,000 | Franklin Springs, GA, US | Operations | 2019 |
| Southeastern Baptist Theological Seminary | $34,000 | Wake Forest, NC, US | Operations | 2019 |
| Christ Classical Academy | $3,000 | Connelly Springs, NC, US | Operations | 2019 |
| Engage Hope Ministries | $2,000 | Plano, TX, US | Operations | 2019 |
| Summit Community Church | $20,000 | Morganton, NC, US | Operations | 2017 |
| Christ Classical Academy | $12,000 | Morganton, NC, US | Operations | 2017 |
| Emmanuel College | $25,000 | Franklin Springs, GA, US | Operations | 2017 |
| Southeastern Baptist Theological Seminary | $40,000 | Wake Forest, NC, US | Operations | 2017 |
| Catawba River Baptist Association | $5,000 | Morganton, NC, US | Operations | 2016 |
| Christ Classical Academy | $10,000 | Morganton, NC, US | Operations | 2016 |
| Emmanuel College | $25,000 | Franklin Springs, GA, US | Operations | 2016 |
| Southeastern Baptist Theological Seminary | $25,000 | Wake Forest, NC, US | Operations | 2016 |
Foundations Similar to The Stephens Endowment
Discover 5 foundations with comparable assets ($1,202,783-$1,231,518), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Copen Family Foundation
EIN: 55-0779472 | 52 grants awarded |
$1,213,502
(≈ Similar) |
$4,000
median grant |
Charlotte, NC
Same state |
|
|
Glenn & Stacey Eisenberg
EIN: 81-4916922 | 85 grants awarded |
$1,222,292
(≈ Similar) |
$3,500
median grant |
Charlotte, NC
Same state |
|
|
Mims Charitable Foundation Trust
EIN: 56-6207750 | 44 grants awarded |
$1,203,511
(≈ Similar) |
$10,000
median grant |
Chapel Hill, NC
Same state |
|
|
Fa Furniture Foundation
EIN: 56-6044941 | 126 grants awarded |
$1,202,783
(≈ Similar) |
$2,500
median grant |
High Point, NC
Same state |
|
|
Jesse David & Katie Bundy Scholarship
EIN: 56-6501861 | 75 grants awarded |
$1,231,518
(≈ Similar) |
$5,400
median grant |
High Point, NC
Same state |
|
Related Foundation Resources in NC:
Contact Information
Official contact details for The Stephens Endowment as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 56-0633355 |
| Website | N/A |
| Address | 101 RIVERWOODS DR Morganton, NC 28655-0012 |
Key People (3)
Board members, trustees, and key staff who oversee The Stephens Endowment's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Gerald K Stephens |
|---|---|
| Vice President | G Kenneth Stephens |
| Secretary | Jean T Stephens |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Stephens Endowment is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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