STEPHENS FAMILY FOUNDATION INC

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Plain text STEPHENS FAMILY FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/stephens-family-foundation-inc-204617210. Retrieved 2026-10-29.

APA furp.org. (n.d.). STEPHENS FAMILY FOUNDATION INC [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 29, 2026, from https://furp.org/org/stephens-family-foundation-inc-204617210

MLA “STEPHENS FAMILY FOUNDATION INC.” furp.org, tax years 2010–2025, https://furp.org/org/stephens-family-foundation-inc-204617210. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $422K · expenses $291K · assets $10.4M

EIN
20-4617210
Address
4230 N OAKLAND AVENUE NO 317, SHOREWOOD, WI 53211-2042
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
May 2008 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Andrew C Stephens CO-PRESIDENT2010-2025 0 $0 reported 1
Jane E Kim CO-PRESIDENT2010-2025 2 $0 reported 1
Katherine A Eurich TREAS/ASST SEC2010-2025 2 $0 reported 1
Sunhee Lee SECRETARY2010-2025 0 $0 reported 1

People by year

2025 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2019 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2018 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2017 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2016 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2014 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2013 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC2 $0-- $01
SUNHEE LEE SECRETARY0 $0-- $01
2012 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT0 $0-- $01
JANE E KIM CO-PRESIDENT3 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC4 $0-- $01
SUNHEE LEE SECRETARY1 $0-- $01
2011 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT2 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC4 $0-- $01
SUNHEE LEE SECRETARY1 $0-- $01
2010 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANDREW C STEPHENS CO-PRESIDENT2 $0-- $01
JANE E KIM CO-PRESIDENT2 $0-- $01
KATHERINE A EURICH TREAS/ASST SEC4 $0-- $01
SUNHEE LEE SECRETARY1 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 13 grants to organizations · $252K
2024 · 15 grants to organizations · $724K
2023 · 16 grants to organizations · $547K
2022 · 17 grants to organizations · $478K
2021 · 16 grants to organizations · $513K
2020 · 17 grants to organizations · $563K
2019 · 18 grants to organizations · $375K
2018 · 15 grants to organizations · $376K
2017 · 10 grants to organizations · $301K
2016 · 13 grants to organizations · $275K
2015 · 15 grants to organizations · $224K
2014 · 11 grants to organizations · $151K
2013 · 11 grants to organizations · $181K
2012 · 9 grants to organizations · $126K
2011 · 9 grants to organizations · $140K
2010 · 11 grants to organizations · $122K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2025 · 1 contributor · $251K
#ContributorTypeCity, stateTotalNoncashSource
1 Andrew Stephens Jane Kim Person Teton Village, WY $251,402$251,402 Form 990PF Sch. B, 2025 · filing
2024 · 1 contributor · $250K
#ContributorTypeCity, stateTotalNoncashSource
1 Andrew Stephens Jane Kim Person Whitefish Bay, WI $249,976$249,976 Form 990PF Sch. B, 2024 · filing
2017 · 1 contributor · $3.7M
#ContributorTypeCity, stateTotalNoncashSource
1 Andrew Stephens Jane Kim Person Whitefish Bay, WI $3,738,413$3,738,413 Form 990PF Sch. B, 2017 · filing
2015 · 1 contributor · $0
#ContributorTypeCity, stateTotalNoncashSource
1 Andrew Jane Stephens Person Whitefish Bay, WI $0- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $1.7M
#ContributorTypeCity, stateTotalNoncashSource
1 Andrew Jane Stephens Person Whitefish Bay, WI $1,703,048$1,703,048 Form 990PF Sch. B, 2014 · filing
2010 · 1 contributor · $79K
#ContributorTypeCity, stateTotalNoncashSource
1 Andrew Stephens Jane Kim Person Whitefish Bay, WI $78,612- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$422,165$290,625 $10,391,271$10,391,271 $251,402- ---
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,207,278$761,799 $9,835,282$9,835,282 $249,976- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$291,175$579,944 $9,473,091$9,473,091 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$57,709$480,971 $8,881,489$8,881,489 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$997,139$535,202 $11,872,892$11,872,892 $400- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$670,439$568,466 $11,591,141$11,591,141 $400- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$543,643$399,513 $9,771,370$9,771,370 -- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$625,242$379,977 $8,311,492$8,311,492 -- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$4,017,017$302,657 $9,092,406$9,092,406 $3,738,413- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$143,704$278,738 $5,219,747$5,219,747 -- ---
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$652,661$244,910 $5,273,888$5,273,888 -- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$2,151,264$153,653 $4,866,137$4,866,137 $1,703,048- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$166,922$181,160 $2,868,526$2,868,526 -- ---
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$99,139$126,910 $2,882,764$2,882,764 -- ---
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$4,917$140,864 $2,910,535$2,910,535 -- ---
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$82,178$125,297 $3,046,482$3,046,482 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SCHALLOCK FOUNDATIONWIT22 $408,879$465,882 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
NABILA FOUNDATIONWIT22 $410,553$591,944 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
RAMONA L ENGLISH FOUNDATIONWIT22 $410,300$561,639 TRUSTEE$48,272 Same NTEE code T22, revenue within 2x, same state
PAUL S SYMCHYCH CHARITABLE FOUNDATIONWIT22 $391,158$765,517 Trustee, Trust advisor$285,331 Same NTEE code T22, revenue within 2x, same state
RICHARD G LAMBERT MD FOUNDATION FOR THE UNIVERSITY OF CHICAGO INCWIT22 $395,675$598,218 TRUSTEE$63,190 Same NTEE code T22, revenue within 2x, same state
CLAPPER FAMILY CHARITABLE TRWIT22 $421,620$42,150 TRUSTEE$1,885 Same NTEE code T22, revenue within 2x, same state
STEINBERG FAMILY FOUNDATION INCINT22 $415,917$432,893 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
SMITH FAMILY FOUNDATION INCNJT22 $422,522$261,044 President$0 Same NTEE code T22, revenue within 2x, similar name
SHETH FAMILY FOUNDATION INCGAT22 $402,466$124,345 Trustee$0 Same NTEE code T22, revenue within 2x, similar name
JJP FAMILY FOUNDATION INCCOT22 $406,512$304,631 President, Treasurer$0 Same NTEE code T22, revenue within 2x, similar name
RNR FAMILY FOUNDATION INCMIT22 $445,695$677,397 PRESIDENT$15,000 Same NTEE code T22, revenue within 2x, similar name
SIPPLE FAMILY FOUNDATION INCNYT22 $394,842$202,923 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
STINCHCOMB FAMILY FOUNDATION INCGAT22 $459,904$222,426 PT PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
BULL FAMILY FOUNDATION INCFLT22 $410,327$2,315,389 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
GABA FAMILY FOUNDATION INCCAT22 $442,545$447,140 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
KLEIN FAMILY FOUNDATION INCCTT22 $446,217$415,968 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
BARRY FAMILY FOUNDATION INCFLT22 $454,146$160,722 PRESIDENT, SECRETARY$0 Same NTEE code T22, revenue within 2x, similar name
POOLE FAMILY FOUNDATION INCNYT22 $455,811$188,141 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
BOUSTEAD FAMILY FOUNDATION INCNYT22 $402,581$293,118 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
HENDERSON FAMILY FOUNDATION INCFLT22 $449,309$491,963 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
LABOWE FAMILY FOUNDATION INCCAT22 $421,075$492,486 Director$0 Same NTEE code T22, revenue within 2x, similar name
WILKES FAMILY FOUNDATION INCMDT22 $427,005$430,506 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
HARDEE FAMILY FOUNDATION INCFLT22 $406,776$205,292 Director$18,000 Same NTEE code T22, revenue within 2x, similar name
ALETTO FAMILY FOUNDATION INCINT22 $405,110$120,633 OFFICER$0 Same NTEE code T22, revenue within 2x, similar name
TIMMIS FAMILY FOUNDATION INCFLT22 $455,542$1,073,738 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JP RIDDLE CHARITABLE Private foundation$829,9361 12021–2021 RIDDLE FAMILY FOUNDATION
SHAW FAMILY FOUNDATION Private foundation$20,0001 12024–2024 SECHLER FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $290,625 spent · pay $0 · grants $251,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $251,750 86.6%
Interest $27,462 9.4%
Taxes $11,354 3.9%
Other expenses $59 0.0%
Total$290,625100%

View the filing

2024 · Form 990PF · $761,799 spent · pay $0 · grants $724,300 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $724,300 95.1%
Interest $32,548 4.3%
Taxes $4,926 0.6%
Other expenses $25 0.0%
Total$761,799100%

View the filing

2023 · Form 990PF · $579,944 spent · pay $0 · grants $547,246 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $547,246 94.4%
Interest $30,473 5.3%
Taxes $2,200 0.4%
Other expenses $25 0.0%
Total$579,944100%

View the filing

2022 · Form 990PF · $480,971 spent · pay $0 · grants $477,824 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $477,824 99.3%
Taxes $3,097 0.6%
Other expenses $50 0.0%
Total$480,971100%

View the filing

2021 · Form 990PF · $535,202 spent · pay $0 · grants $513,205 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $513,205 95.9%
Taxes $17,450 3.3%
Fees: other professional $4,147 0.8%
Fees: accounting $400 0.1%
Total$535,202100%

View the filing

2020 · Form 990PF · $568,466 spent · pay $0 · grants $563,424 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $563,424 99.1%
Fees: other professional $2,642 0.5%
Taxes $2,000 0.4%
Fees: accounting $400 0.1%
Total$568,466100%

View the filing

2019 · Form 990PF · $399,513 spent · pay $0 · grants $375,208 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $375,208 93.9%
Taxes $19,905 5.0%
Fees: other professional $4,000 1.0%
Fees: accounting $400 0.1%
Total$399,513100%

View the filing

2018 · Form 990PF · $379,977 spent · pay $0 · grants $375,982 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $375,982 98.9%
Taxes $3,595 0.9%
Fees: accounting $400 0.1%
Total$379,977100%

View the filing

2017 · Form 990PF · $302,657 spent · pay $0 · grants $300,557 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $300,557 99.3%
Taxes $1,700 0.6%
Fees: accounting $400 0.1%
Total$302,657100%

View the filing

2016 · Form 990PF · $278,738 spent · pay $0 · grants $274,638 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $274,638 98.5%
Taxes $3,700 1.3%
Fees: accounting $400 0.1%
Total$278,738100%

View the filing

2015 · Form 990PF · $244,910 spent · pay $0 · grants $224,296 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $224,296 91.6%
Taxes $20,214 8.3%
Fees: accounting $400 0.2%
Total$244,910100%

View the filing

2014 · Form 990PF · $153,653 spent · pay $0 · grants $150,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $150,750 98.1%
Taxes $2,503 1.6%
Fees: accounting $400 0.3%
Total$153,653100%

View the filing

2013 · Form 990PF · $181,160 spent · pay $0 · grants $180,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $180,750 99.8%
Fees: accounting $400 0.2%
Other expenses $10 0.0%
Total$181,160100%

View the filing

2012 · Form 990PF · $126,910 spent · pay $0 · grants $126,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $126,500 99.7%
Fees: accounting $400 0.3%
Other expenses $10 0.0%
Total$126,910100%

View the filing

2011 · Form 990PF · $140,864 spent · pay $0 · grants $140,454 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $140,454 99.7%
Fees: accounting $400 0.3%
Other expenses $10 0.0%
Total$140,864100%

View the filing

2010 · Form 990PF · $125,297 spent · pay $0 · grants $122,242 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $122,242 97.6%
Other expenses $2,655 2.1%
Fees: accounting $400 0.3%
Total$125,297100%

View the filing

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