Nonprofit · EIN 35-7124435
STEPHENSON FOUNDATION
Also known as BETH F J STEPHENSON ET AL TTEE
Tax-exempt · ATLANTA, GA 30363
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,148,270 | $730,301 | $417,969 | $21,453,492 | $0 | $21,453,492 |
| December 31, 2024 | 990-PF | $862,733 | $1,011,850 | -$149,117 | $21,034,986 | $0 | $21,034,986 |
| December 31, 2023 | 990-PF | $721,910 | $853,340 | -$131,430 | $21,184,103 | $0 | $21,184,103 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $660,921
- Net gain from sales of assets
- $473,632
- Other income
- $13,717
Expenses
- Grants and similar amounts paid
- $655,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $658,200
- Excise tax on investment income
- $14,959
Balance sheet and other
- Total assets, start of year
- $21,034,986
- Total assets, end of year
- $21,453,492
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,453,492
- Fair market value of assets
- $27,369,835
- Qualifying distributions
- $658,200
- Net investment income
- $1,148,270
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 |
|---|---|---|---|
| SCOTT GERARD STEPHENSON 171 17TH STREET NW SUITE 2100, ATLANTA, GA 30363 | TRUSTEE | 1 | $0 |
| BETH FRANCES JOHNSTON STEPHENSON 171 17TH STREET NW SUITE 2100, ATLANTA, GA 30363 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT GERARD STEPHENSON 444 WEST LAKE STREET SUITE 4000, CHICAGO, IL 60606 | TRUSTEE | 1 | $0 |
| BETH FRANCES JOHNSTON STEPHENSON 444 WEST LAKE STREET SUITE 4000, CHICAGO, IL 60606 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT GERARD STEPHENSON 444 WEST LAKE STREET SUITE 4000, CHICAGO, IL 60606 | TRUSTEE | 1 | $0 |
| BETH FRANCES JOHNSTON STEPHENSON 444 WEST LAKE STREET SUITE 4000, CHICAGO, IL 60606 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 171 17TH ST NW STE 2100, ATLANTA, GA 30363-1031
- In care of
- % BETH F JOHNSTON STEPHENSON
- Signed the 990-PF
- BETH STEPHENSON, TRUSTEE
- Phone
- (404) 873-8500
- Return prepared by
- TOPEL FORMAN 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 | 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
- 35-7124435
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $21,453,492
- Income (IRS master file)
- $4,207,183
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,148,270 | $730,301 | $21,453,492 | XML |
| 990-PF | December 2024 | $862,733 | $1,011,850 | $21,034,986 | IRS |
| 990-PF | December 2023 | $721,910 | $853,340 | $21,184,103 | 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 35-7124435).
Questions about STEPHENSON FOUNDATION
- What is the EIN of STEPHENSON FOUNDATION?
- The employer identification number (EIN) of STEPHENSON FOUNDATION is 35-7124435.
- Is STEPHENSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to STEPHENSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHENSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHENSON FOUNDATION 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 STEPHENSON FOUNDATION 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 STEPHENSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does STEPHENSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,148,270, expenses of $730,301 and total assets of $21,453,492 at year end.
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