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.
Mertie & Harley Stevens Memorial Fund at a glance
In short: Mertie & Harley Stevens Memorial Fund gave $47K across 4 grants in 2025 (avg $12K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $47,050
- +46.1% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $11,763
- +46.1% vs 2024
- Median grant
- $1,000
- Total assets
- $931,598
- +2.2% vs 2024
- Primary geography
- Oregon (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Mertie & Harley Stevens Memorial Fund funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Mission Society ($1K). Together the top 3 received $2K.
Organizations only. It also paid 1 individual scholarship ($45,000), which are not listed by name.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 18 grants of 20 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Mertie & Harley Stevens Memorial Fund gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $32K (2024) to $59K (2023). In 2025 it made 4 grants totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $45,000 |
| Mission Society Oak Creek, WI | General Operating | $1,000 |
| Tucker Maxon School Portland, OR | General Operating | $1,000 |
| Atkinson Memorial Cong Church Oregon City, OR | General Operating | $50 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $931,598 | $91,191 | $71,200 | $47,050 | 4 | $55,873 | $76,441 | $52,589 |
| 2024 | $911,607 | $47,917 | $53,246 | $32,200 | 4 | $38,995 | $32,837 | $50,875 |
| 2023 | $881,313 | $36,116 | $85,367 | $59,467 | 4 | $69,486 | $22,153 | $53,585 |
| 2022 | $924,355 | $104,703 | $72,247 | $45,884 | 4 | $55,321 | $87,896 | $55,338 |
| 2021 | $891,263 | $44,497 | $79,743 | $53,833 | 4 | — | $24,525 | $57,627 |
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.
Leadership & Key People
Officers and directors from IRS filings
Mertie & Harley Stevens Memorial Fund's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$15K (2023) → $16K (2025)
Former officers (1)
- Former: US Bank (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $16K, to US Bank N a (Trustee).
Frequently asked questions about Mertie & Harley Stevens Memorial Fund
How much does Mertie & Harley Stevens Memorial Fund give each year?
Mertie & Harley Stevens Memorial Fund gave $47K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 4 grants.
What is Mertie & Harley Stevens Memorial Fund's typical grant size?
Mertie & Harley Stevens Memorial Fund's median grant in 2025 was $1,000, and its average grant was $11,763, across 4 grants on its 2025 IRS Form 990-PF.
Where does Mertie & Harley Stevens Memorial Fund give grants?
Mertie & Harley Stevens Memorial Fund gives mostly in Oregon: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Mertie & Harley Stevens Memorial Fund give general operating support?
Yes: 75% of Mertie & Harley Stevens Memorial Fund's 2025 grants with a stated purpose (3 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Mertie & Harley Stevens Memorial Fund?
Mertie & Harley Stevens Memorial Fund reported $932K in total assets on its 2025 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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