2023-05-09T12:14:55-00:00 2022-12-31 392009139 Hilker & Associates PO Box 511454 Milwaukee WI 53202 990PF 2022-01-01 204617210 STEPHENS FAMILY FOUNDATION INC % Katherine Eurich STEP 4148993454 4230 N OAKLAND AVENUE No 317 SHOREWOOD WI 53211 Katherine Eurich Treasurer 4148993454 2023-05-10 true Katherine Eurich true David L Hilker P00776200 4142645330 2023-04-27 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 8881489 X 385 385 34283 34283 7102 1427507 7102 15939 15939 57709 57709 3097 50 50 3147 0 50 477824 477824 480971 0 477874 -423262 57709 857678 114659 114659 11015214 8766830 8766830 11872892 8881489 8881489 0 X 8408604 8408604 3464288 472885 11872892 8881489 11872892 8881489 11872892 -423262 11449630 2568141 8881489 45002.16sh Artisan Global Opportunities Fund D 2017-12-28 2022-12-14 1228898 1172306 56592 56592 2606sh Vanguard Total World Stock Fund P 2020-06-01 2022-03-08 191460 248099 -56639 -56639 7102 802 802 802 1800 1800 1800 998 998 false false false false false false false true true VT WI false false false false false true NONE KATHERINE EURICH 4148993454 4230 N OAKLAND AVENUE No 317 SHOREWOOD WI 53211 false false false false false false false false false false false false false false false false false false false false false ANDREW C STEPHENS 4230 N OAKLAND AVE No 317 SHOREWOOD WI 53211 CO-PRESIDENT 000.25 0 JANE E KIM 4230 N OAKLAND AVE No 317 SHOREWOOD WI 53211 CO-PRESIDENT 002.00 0 KATHERINE A EURICH 4230 N OAKLAND AVE No 317 SHOREWOOD WI 53211 TREAS/ASST SEC 002.00 0 SUNHEE LEE 4230 N OAKLAND AVE No 317 SHOREWOOD WI 53211 SECRETARY 000.25 0 NONE NONE CONTRIBUTIONS TO QUALIFIED CHARITIES 477824 9102743 486169 0 9588912 9588912 143834 9445078 472254 472254 802 802 471452 471452 471452 477874 477874 471452 311498 477874 311498 166376 305076 ANDREW STEPHENS JANE KIM NONE KATHERINE EURICH 4230 N OAKLAND AVENUE No 317 SHOREWOOD WI 53211 4148993454 OPEN LETTER FORMAT NONE NONE Messengers of Mercy 22392 FM 16W Lindale TX 75771 Religious/General Fund 10000 Big BrothersBig Sisters of Milwaukee 788 N Jefferson Street Milwaukee WI 53202 Mentor 2.0 Program 40000 University School of Milwaukee 2100 Fairy Chasm Road Mequon WI 53092 Education/Common Bond 32000 University School of Milwaukee - MCP 2100 Fairy Chasm Road Mequon WI 53092 Education/Scholarships 132574 All In Milwaukee 135 W Wells Street suite 100 Milwaukee WI 53202 Education Assistance 10000 Milwaukee Institute of Art & Design 273 E Erie Street Milwaukee WI 53202 Education 30000 Malaika Early Learning Center 125 W Auer Avenue Milwaukee WI 53212 Early Childhood Education 5000 Boys & Girls Club of Milwaukee 1558 n 6th Street Milwaukee WI 53212 Youth Development Programs 10000 Carelton College Parents Fund One North College Street Northfield MN 55057 Education/Financial Aid 25000 Milwaukee Institute of Art & Design 273 E Erie Street Milwaukee WI 53202 Creative Fusion Sponsorship 5000 Carelton College Parents Fund One North College Street Northfield MN 55057 Education 1000 Milwaukee Youth Arts Center 325 W Walnut Street Milwaukee WI 53212 Education 50000 United Performing Arts Fund 301 W Wisconsin Avenue Milwaukee WI 53203 First Stage Theatre 20000 First Stage Theatre 325 W Walnut Street Milwaukee WI 53212 General Campaign 25000 United Community Center 1028 S 9th Street Milwaukee WI 53204 Education 50000 Fox Point Lutheran Church 7510 N Santa Monica Blvd Fox Point WI 53217 Religious/General Fund 11000 Smith College 10 Elm Street Northampton MA 01063 Smith Fund Scholarships 21250 477824 14 385 14 34283 18 7102 Short Rebate Fee 14 15939 57709 57709 false false false false false false false false false false X NOT REQUIRED BY THE STATE OF WISCONSIN 16719 shares of ARTISAN GLOBAL OPPORTUNITY FUND 430351 430351 44519 shares of ARTISAN MIDCAP FUND 1489613 1489613 118108 shares of ARTISAN GLOBAL OPPORTUNITY FUND 3119243 3119243 MONEY MARKET FUNDS UBS 998160 998160 2800000 shares of US TREASURY BILLS 2729463 2729463 CHANGE IN UNREALIZED APPRECIATION 2568141 Bank Fees 50 50 Short Rebate Fee 15939 15939 Excise Tax on Investment Income 3097