Nathaniel & Elizabeth P Stevens
Nathaniel & Elizabeth P Stevens is a private foundation, based in NORTH ANDOVER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.7M in total assets. In 2024, it awarded 1 grants totaling $1.2M. Net investment income was $1.1M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.7M
+7.9% YoY
Annual Giving
$1.2M
-8.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.2M
-8.4% YoY
Under IRS private-foundation payout rules, Nathaniel & Elizabeth P Stevens reported a distributable amount of $994K for 2024 — the minimum it must pay out in qualifying distributions.
About Nathaniel & Elizabeth P Stevens
Based on IRS filings
Nathaniel & Elizabeth P Stevens is a private foundation, based in NORTH ANDOVER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $16.7M in total assets. In 2024, it awarded 1 grants totaling $1.2M. Net investment income was $1.1M.
Ready to take the next step with Nathaniel & Elizabeth P Stevens?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,744,521 | $15,525,579 | $16,594,424 |
| Revenue | $1,461,310 | $634,661 | $585,021 |
| Expenses | $1,635,803 | $1,705,387 | $1,570,459 |
| Qualifying Distributions | $2,364,847 | $1,558,198 | $1,572,122 |
| Net Investment Income | $1,097,910 | $305,041 | $261,525 |
| Distributable Amount | $993,508 | $929,415 | $964,812 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached Schedule ($1,222,950).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED SCHEDULE VARIOUS, MA | CHARITABLE PURPOSE | $1,222,950 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSHUA L MINER | TRUSTEE | — | $80,000 |
| CHRISTOPHER W ROGERS | TRUSTEE | — | — |
| EMILY A DONNAN | TRUSTEE | — | — |
| DEBORAH PUTNAM | TRUSTEE | — | $31,000 |
Frequently Asked Questions
How large is Nathaniel & Elizabeth P Stevens?
As of 2024, Nathaniel & Elizabeth P Stevens holds $16.7M in total assets with $1.5M in annual revenue. It awarded 1 grants totaling $1.2M in 2024.
Where does Nathaniel & Elizabeth P Stevens operate?
Nathaniel & Elizabeth P Stevens has awarded grants in Massachusetts.
What size grants does Nathaniel & Elizabeth P Stevens award?
In 2024, Nathaniel & Elizabeth P Stevens awarded 1 grants totaling $1.2M — an average of about $1.2M per grant, based on its IRS Form 990 filings.
How much is Nathaniel & Elizabeth P Stevens required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Nathaniel & Elizabeth P Stevens reported a distributable amount of $994K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Nathaniel & Elizabeth P Stevens's EIN?
Nathaniel & Elizabeth P Stevens's EIN (Employer Identification Number) is 04-2236996. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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