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· Private foundation

Dr Stephens Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$250k
Granted FY2023
5
Grants FY2023
1
States reached
$50k
Largest
01What it funds
0172% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2023.

Philanthropy$5.0MHealth$220kArts & Culture$49kEducation$24kHuman Services$3kCivil Rights$3kRecreation & Sports$3kEnvironment$500Other$0
02FY2023 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

$50,000
Median grant
1
States reached
$86k
Total assets
Largest grants
RecipientAmount
Individual grant recipient$50,000
Individual grant recipient$50,000
Individual grant recipient$50,000
Individual grant recipient$50,000
Individual grant recipient$50,000
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:

Its human-services grants (FY20–20, $250) land where the poverty rate runs at 7%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%DZI FOUNDATION: $250 → 7%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.
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.

3%of every dollar goes to organizations it has funded before.
$150k · 10 repeat orgs$5.3M to everyone else

10 repeat relationships: 0 still active in FY2023, 10 since wound down; 5 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
24

Total granted

$150k
$5.0M

Median revenue growth · since first grant

+15%
+54%

Still filing today

30%
25%

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $250k went to new ones.

50%100%’18’19’20’23
RenewedFirst-time

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

’18’19’20’23
Arts & CultureHuman ServicesSocial ScienceHealthEducationOther
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

  • IG
    Individual grant recipient
    2× · 2018–2019 · $47k
  • IG
    Individual grant recipient
    2× · 2019–2020 · $45k
  • SF
    SAN FRANCISCO MUSEUM OF MODERN ART
    2× · 2018–2019 · $43k · revenue +15%

Funded once

  • SC
    STEPHENS CHARITABLE DONOR ADVISOR FUND
    one grant, 2020 · $3.8M
  • PS
    PATRICIA STEPHENS DONOR ADVISOR FUND
    one grant, 2020 · $958k
  • BI
    BUCK INSTITUTE FOR RESEARCH ON AGINGgraduated
    one grant, 2019 · $200k · revenue +58%
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
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
2
San Francisco Film Society

SFFILM is a nonprofit organization whose mission ensures independent voices in film are welcomed, heard, and given the resources to thrive. SFFILM connects and inspires audiences, students and teachers, and filmmakers through our film…

—
3
San Francisco Friends School

At san francisco friends school, students learn in a community grounded in the quaker values of reflection, integrity, peaceful problem-solving and stewardship. our teachers challenge students with a dynamic curriculum that inspires…

Education
4
California Institute for Immunology and Immunotherapy

To harness the power of the human immune system and advanced computing technologies to create and translate scientific discoveries into next generation vaccines and therapies for prevention, control and cure of chronic diseases, enabling…

Health
5
Siff

Siff is a seattle-based 501(c)(3) arts nonprofit dedicated to the creation of vibrant experiences and spaces that champion film discovery and arts education.

Youth Development
6
San Francisco Bay Bird Observatory

The San Francisco Bay Bird Observatory is dedicated to the conservation of birds and their habitats through science and outreach.

Environment
7
The International School of San Francisco

Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…

Education
8
Sf Partnership

SF Partnership is an organization comprised of SF's leading employers dedicated to supporting an equitable, resilient, and vibrant economy shared by all people working and living in San Francisco. Through education, advocacy, and research,…

—
9
New York School of Interior Design

New york school of interior design provides the most innovative, immersive, and transformative interior design education in the world, demonstrating the impact of professionally designed interiors on the health, happiness, and well-being…

Education
10
Asian Art Museum Foundation of San Francisco

The asian art museum celebrates, preserves, and promotes asian and asian american art and cultures for local and global audiences. we provide a dynamic forum for exchanging ideas, inviting collaboration, and fueling imagination to deepen…

Arts & Culture
11
The Long Now Foundation

The Long Now Foundation is a globally-recognized champion of long-term thinking and responsibility, operating within the context of the next and last 10,000 years a timespan we call the long now.

Education
12
California Institute for BioMedical Research

Our mission is to build a unique institute that bridges basic research and drug discovery, and that attracts the best and brightest scientists, physicians and students to work together synergistically to find cures for neglected human…

—
How this is measured
The grantee most central to the portfolio’s shape is Kqed Inc; the most unlike its peers is Educational Fund to Stop Gun Violence. 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

9 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. 9 of the 39 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)
2
Early backer (in before they grew)
9/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

STEPHENS CHARITABLE DONOR ADVISOR FUND: $3,807,768 · OtherSTEPHENS CHARITABLE DONOR ADVISOR FUNDPATRICIA STEPHENS DONOR ADVISOR FUND: $957,516 · OtherPATRICIA STEPHENS DONOR ADVISOR FUND+31 more: $426,992 · Other+31 moreBUCK INSTITUTE FOR RESEARCH ON AGING: $200,158 · Social ScienceSAN FRANCISCO MUSEUM OF MODERN ART: $42,500 · Arts & Culture+1 more: $1,400 · Arts & CultureDYSAUTONOMIA FOUNDATION INC DBA FAMILIAL DYSAUTONOMIA FOUNDATION: $2,000 · HealthDZI FOUNDATION: $250 · Human ServicesFriends and Foundation of the San Francisco Public Library: $60 · Education
Other$5,192,276Social Science$200,158Arts & Culture$43,900Health$2,000Human Services$250Education$60

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

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetBUCK INSTITUTE FOR RESEARCH ON AGING: $200,158 over 1y, 0.5% of budgetSAN FRANCISCO MUSEUM OF MODERN ART: $42,500 over 2y, 0.0% of budgetSt Helena Montessori School Inc: $8,000 over 1y, 0.2% of budgetEducational Fund to Stop Gun Violence: $3,000 over 3y, 0.1% of budgetDYSAUTONOMIA FOUNDATION INC DBA FAMILIAL DYSAUTONOMIA FOUNDATION: $2,000 over 1y, 0.1% of budgetKQED INC: $1,400 over 3y, 0.0% of budgetTHE REGENERATION PROJECT: $500 over 1y, 0.1% of budgetDZI FOUNDATION: $250 over 1y, 0.0% of budgetFriends and Foundation of the San Francisco Public Library: $60 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 BUCK INSTITUTE FOR RESEARCH ON AGING ↗
  • Who funds SAN FRANCISCO MUSEUM OF MODERN ART ↗
  • Who funds St Helena Montessori School Inc ↗
  • Who funds Educational Fund to Stop Gun Violence ↗
  • Who funds DYSAUTONOMIA FOUNDATION INC DBA FAMILIAL DYSAUTONOMIA FOUNDATION ↗
  • Who funds KQED INC ↗
  • Who funds THE REGENERATION PROJECT ↗
  • Who funds DZI FOUNDATION ↗
  • Who funds Friends and Foundation of the San Francisco Public Library ↗

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.

Morgan Stanley Global Impact Funding Trust IncIN10.6× affinity5 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · Network for Good · National Philanthropic Trust · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 Dr Stephens Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Dr Stephens Charitable Foundation. Bigger dots raise more.

2022
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–60%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Dr Stephens Charitable Foundation?

    Find your warmest path to Dr Stephens Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 39 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Possibly out of date. A more recent filing (FY2024) is on record and reports no grant expense, so the figures above are from FY2023, the most recent year this funder made grants.

    Source object · view filing

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