The South Carolina State Capitol

Form 990-PFTax year 2025EIN 58-6424620

Stephens Family Foundation

A private foundation in Piedmont, SC. Its return for tax year 2025 lists 11 grants and $561,524 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Jerry Stephens
245 Abenaki Way
Piedmont, SC 29673
(843) 408-8456
Form and materials
Written request outlining need for assistance along with documentation of cost/unmet need.
Deadlines
See statement for line 2b
Restrictions
See statement for line 2b

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $561,524

    Grants listed
    11
    Assets, end of year
    $0
  • Tax year 2024

    $134,500

    Grants listed
    11
    Assets, end of year
    $271,470
  • Tax year 2023

    $121,025

    Grants listed
    12
    Assets, end of year
    $299,002
  • Tax year 2022

    $102,700

    Grants listed
    14
    Assets, end of year
    $323,086
  • Tax year 2021

    $14,027

    Grants listed
    6
    Assets, end of year
    $412,201
  • Tax year 2020

    $14,250

    Grants listed
    12
    Assets, end of year
    $201,023
  • Tax year 2019

    $13,000

    Grants listed
    12
    Assets, end of year
    $207,646
  • Tax year 2018

    $14,300

    Grants listed
    6
    Assets, end of year
    $302,000

Grants paid in 2025

11 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Rocco's Heartland Rescue IncPiedmont, SC

    Charitable

    $324,024
  2. Lake Oconee AcademyGreensboro, GA

    Charitable

    $135,000
  3. Save A PetForsyth, GA

    Charitable

    $30,000
  4. Emory UniversityAtlanta, GA

    Charitable

    $25,000
  5. Opportunities for Kids IncAtlanta, GA

    Charitable

    $20,000
  6. Lakeside Church at Lake OconeeGreensboro, GA

    Charitable

    $10,000
  7. Individual

    Charitable

    $5,000
  8. Too Broke Girls Animal RescueLaurens, SC

    Charitable

    $5,000
  9. Airsong's Angels IncBox Springs, GA

    Charitable

    $2,500
  10. Lucky Dog Rescue RanchUvalda, GA

    Charitable

    $2,500
  11. Individual

    Charitable

    $2,500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Animals5 grants $364,02470% of the total
  2. Education1 grant $135,00026% of the total
  3. Sports and recreation1 grant $20,0004% of the total

By State

Grants to organizations with a US address, latest year.

  1. South Carolina2 grants $329,024
  2. Georgia7 grants $225,000

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Jerry L StephensTRUSTEE Hours 0Pay $0
  • Linda Sheryl BurgessTRUSTEE Hours 0Pay $0
  • Wendy S KingTRUSTEE Hours 0Pay $0
  • Dawn M KennedyTRUSTEE Hours 0Pay $0

The return

More foundations

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Same main cause (animals), giving between a quarter and four times this foundation’s where possible, nearby first.

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  2. Dodie Anderson Charitable FoundationSpartanburg, SC 6 grants Preselected only $430,000 giving
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