Mertie & Harley Stevens Memorial Fund

Foundation · Grantmaker MILWAUKEE, WI EIN: 93-6053655

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $233K (98%)

Wisconsin $5K (2%)

States

Oregon Wisconsin

Cities

EugeneOak CreekOregon CityPortlandSalem

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.