Donna And Jim Stephenson Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Donna And Jim Stephenson Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 87-3874035

Foundation Overview

Based in Ponte Vedra Beach, FL, Donna And Jim Stephenson Foundation has awarded 22 grants totaling $4,063,726 to organizations in Virginia, Pennsylvania and 5 other states across the US. Individual grants range from $2,000 to $1,000,000, with a median award of $50,000.

Latest Tax Year
2023
Total Giving (all years)
$4,063,726
Total Assets
$3,337,385
Median Grant (all grants)
$50,000

Latest Form 990-PF Snapshot

Total Grants
18
Median Grant
$50,000
% Median Grant Decline
-33% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Emerging Foundation: 89%

16 of 18 recipients (89%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.

Geographic Focus
Georgia

Grants are geographically diversified with 32% in Georgia and funding distributed across 7 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Georgia, funding concentrates in Atlanta (71%), Alpharetta (29%).

Funding Trajectory
+19%

Stable funding levels with 19% change over 1 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes + 3 others

Diversified giving across multiple program areas with primary emphasis on general purposes (46%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Donna And Jim Stephenson Foundation'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
Americans For Prosperity Foundation $150,000 Arlington, VA, US Solution-based Education Programs 2023
Foundation For Individual Rights And Expression (Fire) $50,000 Philadelphia, PA, US Restoration Of Free Speech 2023
Historic Oakland Foundation $2,000 Atlanta, GA, US Cemetery Preservation 2023
Honduras Outreach International $2,000 Alpharetta, GA, US Community Development Programs 2023
Independent Institute $99,395 Oakland, CA, US Programs For Advancement Of Peaceful, Prosperous, And Free Societies 2023
Job Creators Network Foundation (Jcnf) $25,000 Addison, TX, US Free Enterprise And Entrepreneurship Education 2023
Shepard Center Foundation $992,750 Atlanta, GA, US Research, Medical Care, And Rehabilitation 2023
The Federalist Society $10,000 Washington, DC, US Protection Of Freedom And Individual Rights 2023
The Policy Circle $100,718 Dallas, TX, US Women Impact Programs 2023
Americans For Prosperity Foundation $150,000 Arlington, VA, US Solution-based Education Programs 2023
Foundation For Individual Rights And Expression (Fire) $50,000 Philadelphia, PA, US Restoration Of Free Speech 2023
Historic Oakland Foundation $2,000 Atlanta, GA, US Cemetery Preservation 2023
Honduras Outreach International $2,000 Alpharetta, GA, US Community Development Programs 2023
Independent Institute $99,395 Oakland, CA, US Programs For Advancement Of Peaceful, Prosperous, And Free Societies 2023
Job Creators Network Foundation (Jcnf) $25,000 Addison, TX, US Free Enterprise And Entrepreneurship Education 2023
Shepard Center Foundation $992,750 Atlanta, GA, US Research, Medical Care, And Rehabilitation 2023
The Federalist Society $10,000 Washington, DC, US Protection Of Freedom And Individual Rights 2023
The Policy Circle $100,718 Dallas, TX, US Women Impact Programs 2023
Stand Together Trust $100,000 Arlington, VA, US Stand Together Trust's Mission Is To Empower The American People To Develop And Apply Solutions To The Country's Greatest Challenges. 2022
Job Creator Network Foundation $50,000 Addison, TX, US Job Creators Network Foundation's Mission Is To Bring Together Job Creators From Large And Small Companies To Educate Americans On What Business Needs To Restore Dynamic Job Growth. 2022
The Policy Circle $50,000 Wilmette, IL, US The Policy Circle's Mission Is To Boost Women's Understanding Of The Impact Of Public Policy And Equip Them To Become Leaders Who Restore Civil Society Through Public Policies That Promote Freedom And Personal Responsibility. 2022
Shepard Center $1,000,000 Atlanta, GA, US Shepard Center's Mission Is To Help People With Temporary Or Permanent Disability Caused By Injury Or Disease. 2022

Foundations Similar to Donna And Jim Stephenson Foundation

Discover 5 foundations with comparable assets ($3,327,008-$3,373,898), similar grant patterns, and geographic focus in FL 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

EIN: 20-4920710 | 15 grants awarded
$3,337,022
(≈ Similar)
$25,000
median grant
Pompano Beach, FL
Same state
100%
Excellent match

EIN: 88-4357284 | 6 grants awarded
$3,327,008
(≈ Similar)
$64,920
median grant
Coral Gables, FL
Same state
100%
Excellent match

EIN: 27-6597194 | 28 grants awarded
$3,350,187
(≈ Similar)
$47,193
median grant
St Petersburg, FL
Same state
100%
Excellent match

EIN: 45-6165156 | 77 grants awarded
$3,362,597
(≈ Similar)
$25,936
median grant
St Petersburg, FL
Same state
100%
Excellent match

EIN: 47-2441438 | 72 grants awarded
$3,373,898
(≈ Similar)
$36,650
median grant
Naples, FL
Same state
99%
Excellent match

Contact Information

Official contact details for Donna And Jim Stephenson Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 87-3874035
Website N/A
Address 423 PONTE VEDRA BLVD Ponte Vedra Beach, FL 32082-0000

Key People (2)

Board members, trustees, and key staff who oversee Donna And Jim Stephenson Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Donna Stephenson
Trustee James E Stephenson

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 Donna And Jim Stephenson Foundation 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

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.