2026-04-29T10:03:54-00:00 2025-12-31 392009139 Hilker & Associates PO Box 511454 Milwaukee WI 532030251 990PF 2025-01-01 204617210 STEPHENS FAMILY FOUNDATION INC % Katherine Eurich STEP 4144089197 4230 N OAKLAND AVENUE No 317 SHOREWOOD WI 53211 Katherine Eurich Treasurer 4144089197 2026-04-29 true David L Hilker P00776200 4142645330 2026-04-24 X 2025 2025-03-06 01:10:19Z X 10391271 X 251402 74888 74888 75592 75592 -44878 2482306 0 65161 65161 422165 215641 27462 27462 11354 59 59 38875 27462 59 251750 271750 290625 27462 271809 131540 188179 81181 39498 39498 9754101 10351773 10351773 9835282 10391271 10391271 0 X 8658580 8909982 1176702 1481289 9835282 10391271 9835282 10391271 9835282 131540 424449 10391271 10391271 1623 sh Shopify D 2025-08-06 2025-08-07 245085 251402 -6317 -6317 Vanguard Total World ETF P 2025-12-15 2025-12-17 612678 1150782 -538104 -538104 1125000 US Treas Note P 2023-08-21 2025-07-31 1125000 1125000 -44878 -544421 2616 2616 2616 3000 3000 3000 384 384 false false false false false false false true true VT WI false false false false false true NONE KATHERINE EURICH 4144089197 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 251750 10036980 60340 0 10097320 10097320 151460 9945860 497293 497293 2616 2616 494677 494677 494677 271809 271809 494677 46213 46213 271809 271809 46213 46213 176655 ANDREW STEPHENS JANE KIM NONE KATHERINE EURICH 4230 N OAKLAND AVENUE No 317 SHOREWOOD WI 53211 4144089197 OPEN LETTER FORMAT NONE NONE Ninewise Publishing Foundation 4840 N Lake Drive Whitefish Bay WI 53217 PC Early Childhood Education 70000 Messengers of Mercy 22392 FM 16W Lindale TX 75771 PC Religious/General 10000 Friends of Dartmouth Equestrian Hinman Mail Center Hanover NH 03755 PC Equestrian Athletics 5000 All-in-Milwaukee 135 W Wells Street Milwaukee WI 53202 PC Education Assistance 10000 Incourage Community 478 E Grand Avenue Wisconsin Rapids WI 54494 PC Community 10000 UMass Amherst Fdn 220 S Pleasant Street Amherst MA 01002 PC Scholarships 10000 Malaika Early Learning 125 W Auer Auer Milwaukee WI 53212 PC Early Education 5000 Big Brothers Big Sisters 778 N Jefferson Street Milwaukee WI 53202 PC Youth Development 40000 Big Brothers Big Sisters 778 N Jefferson Street Milwaukee WI 53202 PC Youth Development 10000 Milwaukee Institute of Art & Design 273 E Erie Street Milwaukee WI 53202 PC Creative Fusion 40000 Messengers of Mercy 22392 FM 16W Lindale TX 75771 PC Religious/General 500 Smith College 10 Elm Street Northampton MA 01063 PC Smith Fund Scholarship 21250 Smith College 10 Elm Street Northampton MA 01063 PC Smith Fund Scholarship 20000 251750 14 74888 14 75592 18 Short Rebate Fee 14 65161 215641 215641 false false false false false false false false false false X X 1 Andrew Stephens Jane Kim PO Box 460 Teton Village WY 830250460 251402 X X 1 1623sh Shopify Inc 251402 2025-08-06 NOT REQUIRED BY THE STATE OF WISCONSIN 19169 shares of ARTISAN GLOBAL OPPORTUNITY FUND 662381 662381 49912 shares of ARTISAN MIDCAP FUND 2389872 2389872 134835 shares of ARTISAN GLOBAL OPPORTUNITY FUND 4834608 4834608 MONEY MARKET FUNDS UBS 2464912 2464912 Licenses Permits 25 25 Bank Fees 34 34 Short Rebate Fee 65161 65161 CHANGE IN UNREALIZED APPRECIATION 424449 Excise Tax on Investment Income 11354