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A K Stephenson Fdn Char Tr Agy at a glance

· Private foundation

A K Stephenson Fdn Char Tr Agy

Its FY2025 filing reports that it accepted unsolicited grant applications.

$194k
Granted FY2025still arriving
36
Grants FY2025still arriving
11
States reached
$52k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Education$1.3M
02FY2025 · 36 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k33 grants · $89k
  • $10k–50k2 grants · $53k
  • $50k–250k1 grant · $52k
$2,000
Median grant
11
States reached
$2.2M
Total assets
Largest grants
RecipientAmount
MIAMI UNIVERSITY$52,000
UNIVERSITY OF CINCINNATI$38,000
OHIO STATE UNIVERSITY$15,000
WRIGHT STATE UNIVERSITY$8,000
CEDARVILLE UNIVERSITY$5,000
UNIVERSITY OF KENTUCKY$4,000
OHIO UNIVERSITY$4,000
PURDUE UNIVERSITY$3,000
MARIETTA COLLEGE$3,000
HOGAN FLYING SERVICE$3,000
UNIVERSITY OF FLORIDA$3,000
UNIVERSITY OF DAYTON$3,000
LOYOLA UNIVERSITY$3,000
BOWLING GREEN STATE UNIVERSITY$3,000
OHIO STATE UNIVERSITY$3,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY24–25) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 94% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%EMBRY RIDDLE AERONAUTICAL UNIVERSITY: $2k → 12%UNIVERSITY OF CENTRAL FLORIDA: $2k → 13%ALABAMA STATE UNIVERSITY: $2k → 18%WASHINGTON UNIVERSITY: $2k → 11%LEE UNIVERSITY: $2k → 13%UNIVERSITY OF SOUTHERN INDIANA: $2k → 15%REID HEALTH SCHOOL OF RADIOLOGY: $2k → 18%ROSE-HULMAN INSTITUTE: $2k → 19%PURDUE UNIVERSITY: $3k → 19%WRIGHT STATE UNIVERSITY: $8k → 9%MIAMI UNIVERSITY: $52k → 12%BOWLING GREEN STATE UNIVERSITY: $3k → 12%MOUNT VERNON NAZARENE UNIVERSITY: $3k → 12%BLUFFTON UNIVERSITY: $2k → 13%UNIVERSITY OF DAYTON: $3k → 14%OHIO NORTHERN UNIVERSITY: $2k → 15%WITTENBERG UNIVERSITY: $2k → 15%OHIO STATE UNIVERSITY: $15k → 15%MARIETTA COLLEGE: $3k → 15%UNIVERSITY OF CINCINNATI: $38k → 16%CASE WESTERN RESERVE UNIVERSITY: $2k → 17%OHIO STATE UNIVERSITY: $3k → 19%OHIO UNIVERSITY: $4k → 22%MARSHALL UNIVERSITY: $2k → 19%LOYOLA UNIVERSITY: $3k → 14%UNIVERSITY OF MISSISSIPPI: $3k → 18%UNIVERSITY OF NORTH DAKOTA: $2k → 13%CENTER COLLEGE: $2k → 15%CEDARVILLE UNIVERSITY: $5k → 9%HOGAN FLYING SERVICE: $3k → 12%UNIVERSITY OF CINCINNATI: $20k → 16%CINCINNATI STATE: $2k → 16%MOUNT ST JOSEPH UNIVERSITY: $2k → 16%XAVIER UNIVERSITY: $2k → 16%CHRIST COLLEGE SCHOOL OF NURSING: $2k → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ND
IL
WI
MI
NY
IN
OH
CA
MO
KY
WV
VA
TN
SC
LA
MS
AL
GA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$1.2M · 53 repeat orgs$62k to everyone else

53 repeat relationships: 30 still active in FY2025, 23 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

53
18

Total granted

$1.2M
$49k

Median revenue growth · since first grant

+17%
+33%

Still filing today

53%
61%

New vs renewed · share of each year

In FY2025, 93% of grant dollars renewed an existing relationship; $13k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24’25
EducationPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • UO
    University of Dayton
    6× · 2019–2025 · $31k · revenue +22%
  • XU
    XAVIER UNIVERSITY
    7× · 2019–2025 · $29k · revenue +9%
  • FS
    FLORIDA SOUTHERN COLLEGE
    5× · 2019–2023 · $23k · revenue +39%

Funded once

  • TO
    THE OHIO STATE UNIVERSITY
    one grant, 2019 · $4k
  • WC
    Wilmington Collegegraduated
    one grant, 2019 · $4k · revenue +72%
  • MA
    MILWAUKEE AREA TECHNICAL COLLEGE
    one grant, 2021 · $4k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
2
Trinity University

Trinity university is an independent co-educational university whose mission is excellence in the interrelated areas of teaching, research and services.

Education
3
Saint Xavier University

Saint xavier university, a catholic institution inspired by the heritage of the sisters of mercy, educates persons to search for truth, think critically, communicate effectively and serve wisely and compassionately in support of human…

Education
4
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
5
Benedictine University

Benedictine University is an inclusive academic community dedicated to teaching and learning, scholarship and service, truth and justice, as inspired by the Catholic intellectual tradition, the social teaching of the Church, and the…

Education
6
Walsh University Inc

Walsh university is an independent, coeducational catholic, liberal arts and sciences institution dedicated to educating its students to become leaders in service to others through a values-based education with an international perspective…

Education
7
Loyola University

Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work…

Education
8
LaGrange College

Education - lagrange college challenges the minds and inspires the souls of its students. founded in 1831 and committed to its relationship with the united methodist church and its wesleyan and liberal arts traditions, the college supports…

Education
9
Delaware Valley University

See schedule o.we are inspired by the ideals of our founder who, in 1896, emphasized respect for all people and ideas, who honored knowledge with practice, progress and the common good. our historical commitment to experiential learning…

—
10
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
11
Dordt University

As an institution of higher education committed to the reformed christian perspective, dordt university equips students, alumni, and the broader community to work effectively toward christ-centered renewal in all aspects of contemporary…

Education
12
Albright College

As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.

Education
How this is measured
The grantee most central to the portfolio’s shape is Muskingum University; the most unlike its peers is Eastern Gateway Community College Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

40 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 40 of the 77 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
40/40
Grantees still filing
32/40
Grew since first funded

Where the money sits, by cause and then by grantee

MIAMI UNIVERSITY: $346,200 · OtherMIAMI UNIVERSITYUNIVERSITY OF CINCINNATI: $156,600 · OtherUNIVERSITY OF CINCINNATIOHIO STATE UNIVERSITY: $109,400 · OtherOHIO STATE UNIVERSITYOHIO UNIVERSITY: $57,900 · OtherOHIO UNIVERSITYTRUSTEES OF PURDUE UNIVERSITY: $34,300 · Other+34 more: $237,700 · Other+34 moreHeidelberg University: $53,400 · EducationHeidelberg UniversityUniversity of Dayton: $31,000 · EducationUniversity of DaytonXAVIER UNIVERSITY: $29,200 · EducationXAVIER UNIVERSITYFLORIDA SOUTHERN COLLEGE: $23,100 · EducationFLORIDA SOUTHERN COLLEGEBaldwin Wallace University: $19,400 · EducationBaldwin Wallace UniversityCedarville University: $14,500 · EducationTHOMAS MORE UNIVERSITY INC: $13,400 · EducationMOUNT ST JOSEPH UNIVERSITY: $13,200 · EducationTHE BOARD OF DIRECTORS OF WITTENBERG COLLEGE: $13,000 · Education+28 more: $152,600 · Education+28 moreEASTERN GATEWAY COMMUNITY COLLEGE FOUNDATION INC: $2,000 · Philanthropy
Other$942,100Education$362,800Philanthropy$2,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHeidelberg University: $53,400 over 5y, 0.0% of budgetUniversity of Dayton: $31,000 over 6y, 0.0% of budgetXAVIER UNIVERSITY: $29,200 over 7y, 0.0% of budgetFLORIDA SOUTHERN COLLEGE: $23,100 over 5y, 0.0% of budgetBaldwin Wallace University: $19,400 over 4y, 0.0% of budgetCedarville University: $14,500 over 3y, 0.0% of budgetTHOMAS MORE UNIVERSITY INC: $13,400 over 5y, 0.0% of budgetMOUNT ST JOSEPH UNIVERSITY: $13,200 over 4y, 0.0% of budgetTHE BOARD OF DIRECTORS OF WITTENBERG COLLEGE: $13,000 over 5y, 0.0% of budgetOtterbein University: $11,900 over 4y, 0.0% of budgetSIENA HEIGHTS UNIVERSITY: $10,500 over 4y, 0.0% of budgetLewis University: $10,500 over 4y, 0.0% of budgetBluffton University: $9,500 over 4y, 0.0% of budgetADRIAN COLLEGE: $8,500 over 3y, 0.0% of budgetCINCINNATI STATE TECHNICAL AND COMMUNITY COLLEGE FOUNDATION: $8,000 over 2y, 0.2% of budgetMarietta College: $8,000 over 3y, 0.0% of budgetOhio Northern University: $7,200 over 3y, 0.0% of budgetCENTRE COLLEGE: $7,000 over 3y, 0.0% of budgetLEE UNIVERSITY: $7,000 over 3y, 0.0% of budgetButler University: $6,500 over 2y, 0.0% of budgetLOYOLA UNIVERSITY OF CHICAGO: $5,200 over 2y, 0.0% of budgetMount Vernon Nazarene University: $5,000 over 2y, 0.0% of budgetMUSKINGUM UNIVERSITY: $5,000 over 2y, 0.0% of budgetEMBRY-RIDDLE AERONAUTICAL UNIVERSITY INC: $5,000 over 2y, 0.0% of budgetCASE WESTERN RESERVE UNIVERSITY: $5,000 over 2y, 0.0% of budgetHanover College: $5,000 over 2y, 0.0% of budgetLIBERTY UNIVERSITY INC: $4,200 over 2y, 0.0% of budgetWASHINGTON UNIVERSITY: $4,000 over 2y, 0.0% of budgetWilmington College: $3,500 over 1y, 0.0% of budgetTrine University: $3,500 over 1y, 0.0% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $3,500 over 1y, 0.0% of budgetSpelman College: $3,500 over 1y, 0.0% of budgetKENTUCKY WESLEYAN COLLEGE: $2,200 over 1y, 0.0% of budgetRose-Hulman Institute of Technology: $2,200 over 1y, 0.0% of budgetCULINARY INSTITUTE OF AMERICA: $2,200 over 1y, 0.0% of budgetOHIO WESLEYAN UNIVERSITY: $2,200 over 1y, 0.0% of budgetOHIO DOMINICAN UNIVERSITY: $2,000 over 1y, 0.0% of budgetMALONE UNIVERSITY: $2,000 over 1y, 0.0% of budgetEASTERN GATEWAY COMMUNITY COLLEGE FOUNDATION INC: $2,000 over 1y, 0.6% of budgetOLIVET NAZARENE UNIVERSITY: $2,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Heidelberg University ↗
  • Who funds University of Dayton ↗
  • Who funds XAVIER UNIVERSITY ↗
  • Who funds FLORIDA SOUTHERN COLLEGE ↗
  • Who funds Baldwin Wallace University ↗
  • Who funds Cedarville University ↗
  • Who funds THOMAS MORE UNIVERSITY INC ↗
  • Who funds MOUNT ST JOSEPH UNIVERSITY ↗
  • Who funds THE BOARD OF DIRECTORS OF WITTENBERG COLLEGE ↗
  • Who funds Otterbein University ↗
  • Who funds SIENA HEIGHTS UNIVERSITY ↗
  • Who funds Lewis University ↗
  • Who funds Bluffton University ↗
  • Who funds ADRIAN COLLEGE ↗
  • Who funds CINCINNATI STATE TECHNICAL AND COMMUNITY COLLEGE FOUNDATION ↗
  • Who funds Marietta College ↗
  • Who funds Ohio Northern University ↗
  • Who funds CENTRE COLLEGE ↗
  • Who funds LEE UNIVERSITY ↗
  • Who funds Butler University ↗
  • Who funds LOYOLA UNIVERSITY OF CHICAGO ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Ohio Foundation o…Council of Independen…Columbus FoundationThe Austin E Knowlton…Ibm International Fou…Berry Marie D Fd H Pf…National Collegiate A…Premier Bank Foundati…Charities Aid Foundat…Ella Weiss Educationa…Tr Uw Chas E Schell E…Ruth M Hughes Scholar…
The Ohio Foundation of Independent CollegesOH24.2× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Ohio Foundation of Independent Colleges · Council of Independent Colleges · Columbus Foundation · The Austin E Knowlton Foundation Inc · Ibm International Foundation · Berry Marie D Fd H Pfdn · National Collegiate Athletic Association · Premier Bank Foundation · Charities Aid Foundation America · Ella Weiss Educational Fund · Tr Uw Chas E Schell Education · Ruth M Hughes Scholarship Trust

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization A K Stephenson Fdn Char Tr Agy funds: left to right is the share of its income from government, bottom to top the share from A K Stephenson Fdn Char Tr Agy. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →median 2%
  • Embry-Riddle Aeronautical University Inc: 2% of income from government
  • Florida Southern College: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
15report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–30%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 77 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on A K Stephenson Fdn Char Tr Agy’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home