Mertie & Harley Stevens Memorial Fund
Mertie & Harley Stevens Memorial Fund is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $932K in total assets. In 2025, it awarded 4 grants totaling $47K. Net investment income was $76K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$932K
+2.2% YoY
Annual Giving
$47K
+46.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$12K
+46.1% YoY
Under IRS private-foundation payout rules, Mertie & Harley Stevens Memorial Fund reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
About Mertie & Harley Stevens Memorial Fund
Based on IRS filings
Mertie & Harley Stevens Memorial Fund is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $932K in total assets. In 2025, it awarded 4 grants totaling $47K. Net investment income was $76K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $931,598 | $911,607 | $881,313 |
| Revenue | $91,191 | $47,917 | $36,116 |
| Expenses | $71,200 | $53,246 | $85,367 |
| Qualifying Distributions | $55,873 | $38,995 | $69,486 |
| Net Investment Income | $76,441 | $32,837 | $22,153 |
| Distributable Amount | $52,589 | $50,875 | $53,585 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Higher Education Coordinating ($45,000), Mission Society ($1,000), Tucker Maxon School ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MISSION SOCIETY OAK CREEK, WI | GENERAL OPERATING | $1,000 |
| ATKINSON MEMORIAL CONG CHURCH OREGON CITY, OR | GENERAL OPERATING | $50 |
| TUCKER MAXON SCHOOL PORTLAND, OR | GENERAL OPERATING | $1,000 |
| HIGHER EDUCATION COORDINATING SALEM, OR | SCHOLARSHIPS | $45,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $16,069 |
Frequently Asked Questions
How large is Mertie & Harley Stevens Memorial Fund?
As of 2025, Mertie & Harley Stevens Memorial Fund holds $932K in total assets with $91K in annual revenue. It awarded 4 grants totaling $47K in 2025.
Where does Mertie & Harley Stevens Memorial Fund operate?
Mertie & Harley Stevens Memorial Fund has awarded grants in Oregon, Wisconsin.
What size grants does Mertie & Harley Stevens Memorial Fund award?
In 2025, Mertie & Harley Stevens Memorial Fund awarded 4 grants totaling $47K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Mertie & Harley Stevens Memorial Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Mertie & Harley Stevens Memorial Fund reported a distributable amount of $53K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mertie & Harley Stevens Memorial Fund's EIN?
Mertie & Harley Stevens Memorial Fund's EIN (Employer Identification Number) is 93-6053655. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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