The Gerald D and Helen M Stephens Foundation

Private foundation · EIN 37-1224611 · since 1988·Maryland, Ohio, Wisconsin·Updated 13 October 2026

At a glance

$2.1M
Annual giving, 2025 tax year
From the Form 990-PF filing
$10,000 to $600k
Grant range
From grants in the 990-PF filings
$550k
Typical grant (median)
4 grants in the latest filing
Invitation only
Unsolicited applications are not accepted

This funder does not accept unsolicited applications. The foundation chooses the organisations it funds itself.

Key takeaways

  • The foundation makes contributions only to organisations it has preselected and does not accept unsolicited requests, and the filing does not say how organisations are selected or invited, so a cold proposal is unlikely to get a hearing.
  • Its recorded grants span educational, medical, wildlife, disability and cultural causes, and no formal eligibility conditions or selection criteria are set out, but every grant dollar it gave to organisations went to groups it had funded in an earlier filing, so this is a relationship-led funder.
  • About 8 in 10 of its grants fall between $10,000 and $600,000, and half of its grants to organisations were $50,000 or less, so a modest request is the most realistic starting point, although its largest grant was $1,000,000.
  • Nothing in the filing sets out timing, and its grants have mainly gone to Wisconsin, Maryland and Ohio, but no geographic focus is stated, so that pattern should not be treated as a rule about who may apply.

Overview

The Gerald D and Helen M Stephens Foundation is a US private foundation based in Wilmington, DE.

What they fund

Profile derived from the foundation's IRS Form 990-PF filings (TY2025, TY2024, TY2023) and web pages about the foundation (thejournal-news.net), with every statement checked against those sources. Sources read on 7 October 2026.

Priority Areas

The foundation is described as having supported many organisations and causes. Its recorded grants have gone to university foundations and universities, a medical-centre foundation, a disability-services organisation and a book festival. Recorded purposes include university building improvements and an indoor football practice facility, urology and aortic surgery research, a black bear research endowment, a centennial campaign and unrestricted support. These grants span educational, medical, wildlife, disability and cultural organisations, alongside general support. The sources describe broad support but set out no formal eligibility conditions, geographic rule or selection criteria.

Geographic Focus

No geographic focus is stated; the filings show grants mainly in Wisconsin, Maryland and Ohio.

How to apply

The foundation makes contributions only to preselected charitable organisations and does not accept unsolicited requests; the filing does not describe how organisations are selected or invited.

Application success factors

  • Repeat giving: In its TY2025 filing, 100% of its grant dollars to organisations went to organisations it had also funded in its TY2023 or TY2024 filing.
  • Grant size: Across its TY2023, TY2024 and TY2025 filings, half of its 12 grants to organisations were $50,000 or less.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2023–2025.

Grant dollars by state

Wisconsin62%
Maryland28%
Ohio7%
Illinois3%
Georgia<1%
  • The largest single recipient received 61% of grant dollars to organisations.
  • In tax year 2025, 100% of grant dollars went to organisations The Gerald D and Helen M Stephens Foundation had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.

Grants

4 grants in the latest filing analysed · median $550k

The largest grants to organisations in the foundation’s latest filing:

  • University of Wisconsin Foundation · Grainger Hall Capital Improvement Fund
    $1,000,0002025 tax year
  • University of Wisconsin Foundation · Football Indoor Practice Facility Fund
    $600,0002025 tax year
  • Johns Hopkins University · Brady Urology - SLICE
    $500,0002025 tax year
  • Savannah Book Festival · General & Unrestricted
    $10,0002025 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

  • Jo Lee Stephens — Director
  • Jeffrey Stephens — Director, President
  • Angela M Larson — Director, Treasurer, Vice President
  • Jenni Krupiarz — Director, Secretary

From the latest Form 990-PF filing

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2023 tax year$159,027$60,000$39,589,453Filing for 2023 tax year
2024 tax year$1,599,890$1,447,825$51,579,109Filing for 2024 tax year
2025 tax year$2,300,167$2,110,000$68,720,904Filing for 2025 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.

Sources

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Contact

  • Wilmington, DE