Nathaniel & Elizabeth P Stevens

NORTH ANDOVER, MA EIN: 04-2236996

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Various

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$650K$1M$2M$3M20202021202220232024
Metric202420232022
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

$0$334K$667K$1M$1M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED SCHEDULE$1.2M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JOSHUA L MINERTRUSTEE$80KDEBORAH PUTNAMTRUSTEE$31K

From 2024 filing

NameTitleHoursCompensation
JOSHUA L MINERTRUSTEE$80,000
CHRISTOPHER W ROGERSTRUSTEE
EMILY A DONNANTRUSTEE
DEBORAH PUTNAMTRUSTEE$31,000

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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