Nonprofit · EIN 87-3874035
DONNA AND JIM STEPHENSON FOUNDATION
Tax-exempt · PONTE VEDRA, FL 32082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $157,232 | $1,322,732 | -$1,165,500 | $1,925,603 | $0 | $1,925,603 |
| December 31, 2023 | 990-PF | $103,401 | $1,464,305 | -$1,360,904 | $2,726,604 | $0 | $2,726,604 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $115
- Dividends
- $18,548
- Interest
- $100
- Net gain from sales of assets
- $138,469
Expenses
- Grants and similar amounts paid
- $1,300,804
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,302,039
- Excise tax on investment income
- $1,934
Balance sheet and other
- Total assets, start of year
- $2,726,604
- Total assets, end of year
- $1,925,603
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,925,603
- Fair market value of assets
- $2,970,357
- Qualifying distributions
- $1,302,039
- Net investment income
- $157,117
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA STEPHENSON 423 PONTE VEDRA BLVD, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 0 | $0 |
| JAMES E STEPHENSON 423 PONTE VEDRA BLVD, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA STEPHENSON 423 PONTE VEDRA BLVD, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 0 | $0 |
| JAMES E STEPHENSON 423 PONTE VEDRA BLVD, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 423 PONTE VEDRA BLVD, PONTE VEDRA, FL 32082-2818
- In care of
- % JAMES E STEPHENSON
- Signed the 990-PF
- JAMES E STEPHENSON, TRUSTEE
- Phone
- (770) 819-5504
- Return prepared by
- CBIZ ADVISORS LLC
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 | Not 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
- 87-3874035
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,925,603
- Income (IRS master file)
- $436,933
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $157,232 | $1,322,732 | $1,925,603 | IRS |
| 990-PF | December 2023 | $103,401 | $1,464,305 | $2,726,604 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-3874035).
Questions about DONNA AND JIM STEPHENSON FOUNDATION
- What is the EIN of DONNA AND JIM STEPHENSON FOUNDATION?
- The employer identification number (EIN) of DONNA AND JIM STEPHENSON FOUNDATION is 87-3874035.
- Is DONNA AND JIM STEPHENSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to DONNA AND JIM STEPHENSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONNA AND JIM STEPHENSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONNA AND JIM STEPHENSON FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONNA AND JIM STEPHENSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DONNA AND JIM STEPHENSON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does DONNA AND JIM STEPHENSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $157,232, expenses of $1,322,732 and total assets of $1,925,603 at year end.
Other nonprofits in PONTE VEDRA
- SONTAG FOUNDATION INC EIN 59-3634325 · last filed 990-PF for 2024
- THE JIM AND TABITHA FURYK FOUNDATION INC EIN 30-0659382 · last filed 990-PF for 2024
- KOREN-SCHRADER FAMILY FOUNDATION EIN 46-1605390 · last filed 990-PF for 2024
- JPM FOUNDATION EIN 93-4369113 · last filed 990-PF for 2025
- THE LINMATA FOUNDATION INC EIN 41-2634503 · last filed 990-PF for 2025
- ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION EIN 41-3068968 · last filed 990-PF for 2025
- PMK FOUNDATION EIN 30-6337233 · last filed 990-PF for 2025
- R HALSEY & LISHA S WISE FAMILY FOUNDATION INC EIN 27-4291720 · last filed 990-PF for 2025
All nonprofits in PONTE VEDRA · Florida · Philanthropy, voluntarism and grantmaking foundations