Nonprofit · EIN 20-4617210
STEPHENS FAMILY FOUNDATION INC
Tax-exempt · SHOREWOOD, WI 53211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $422,165 | $290,625 | $131,540 | $10,391,271 | $0 | $10,391,271 |
| December 31, 2024 | 990-PF | $1,207,278 | $761,799 | $445,479 | $9,835,282 | $0 | $9,835,282 |
| December 31, 2023 | 990-PF | $291,175 | $579,944 | -$288,769 | $9,473,091 | $0 | $9,473,091 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $251,402
- Dividends
- $75,592
- Interest
- $74,888
- Net gain from sales of assets
- -$44,878
- Other income
- $65,161
Expenses
- Grants and similar amounts paid
- $251,750
- Disbursements for charitable purposes
- $271,809
- Excise tax on investment income
- $2,616
Balance sheet and other
- Total assets, start of year
- $9,835,282
- Total assets, end of year
- $10,391,271
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,391,271
- Fair market value of assets
- $10,391,271
- Qualifying distributions
- $271,809
- Net investment income
- $215,641
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW C STEPHENS 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | CO-PRESIDENT | 0.25 | $0 |
| JANE E KIM 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | CO-PRESIDENT | 2 | $0 |
| KATHERINE A EURICH 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | TREAS/ASST SEC | 2 | $0 |
| SUNHEE LEE 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | SECRETARY | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW C STEPHENS 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | CO-PRESIDENT | 0.25 | $0 |
| JANE E KIM 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | CO-PRESIDENT | 2 | $0 |
| KATHERINE A EURICH 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | TREAS/ASST SEC | 2 | $0 |
| SUNHEE LEE 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | SECRETARY | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW C STEPHENS 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | CO-PRESIDENT | 0.25 | $0 |
| JANE E KIM 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | CO-PRESIDENT | 2 | $0 |
| KATHERINE A EURICH 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | TREAS/ASST SEC | 2 | $0 |
| SUNHEE LEE 4230 N OAKLAND AVE No 317, SHOREWOOD, WI 53211 | SECRETARY | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 4230 N OAKLAND AVENUE NO 317, SHOREWOOD, WI 53211-2042
- In care of
- % KATHERINE EURICH
- Signed the 990-PF
- Katherine Eurich, Treasurer
- Phone
- (414) 408-9197
- Return prepared by
- Hilker & Associates
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4617210
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $10,391,271
- Income (IRS master file)
- $2,949,349
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $422,165 | $290,625 | $10,391,271 | IRS |
| 990-PF | December 2024 | $1,207,278 | $761,799 | $9,835,282 | IRS |
| 990-PF | December 2023 | $291,175 | $579,944 | $9,473,091 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4617210).
Questions about STEPHENS FAMILY FOUNDATION INC
- What is the EIN of STEPHENS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of STEPHENS FAMILY FOUNDATION INC is 20-4617210.
- Is STEPHENS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to STEPHENS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHENS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHENS FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEPHENS FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of STEPHENS FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does STEPHENS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $422,165, expenses of $290,625 and total assets of $10,391,271 at year end.
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