Oswald Stevens Charitable Foundation

Private foundation · Grantmaker Tarrytown, NY EIN: 26-3919143

Oswald Stevens Charitable Foundation is a private foundation, based in Tarrytown, NY. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $440K in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $16K.

Key facts about Oswald Stevens Charitable Foundation

In short: Oswald Stevens Charitable Foundation gave $25K across 2 grants in 2024 (avg $13K), mostly in New York. Source: 2024 IRS Form 990-PF.

EIN
26-3919143
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$25,000
Grants made (2024)
2
Average grant
$12,500
Median grant
$12,500
Total assets
$440,138
Primary geography
New York (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$440K

+25.3% YoY

Annual Giving

$25K

+0.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$13K

+0.0% YoY

Under IRS private-foundation payout rules, Oswald Stevens Charitable Foundation reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.

How Oswald Stevens Charitable Foundation gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 142% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

New York

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2021 2 grants2022 2 grants2023 2 grants2024

From 2021 to 2024, annual grant giving ranged from $25K (2021) to $25K (2024). In 2024 it made 2 grants totaling $25K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Loyola School: $15KLoyola School$15KAnimal Medical Center: $10KAnimal Medical Center$10K

The largest 2024 recipient was Loyola School ($15K). Together the top 2 received $25K.

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 8 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Loyola School New York, NYGeneral Donation$15,000
Animal Medical Center New York, NYGeneral Donation$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2021 2022 2023 2024
Metric202420232022
Total Assets$440,138$351,366$361,646
Revenue$116,592$15,977$14,837
Expenses$27,513$26,193$26,139
Qualifying Distributions$25,000$25,000$25,000
Net Investment Income$15,829$12,594$4,597
Distributable Amount$17,548$17,999$18,861

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Oswald Stevens Charitable Foundation is led by Anil Stevens, Trustee on every filing since 2021 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Anil Stevens

    Trustee

    On filings since 2021

    No compensation reported

Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Oswald Stevens Charitable Foundation

How much does Oswald Stevens Charitable Foundation give each year?

Oswald Stevens Charitable Foundation gave $25K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $25K across 2 grants.

How large is Oswald Stevens Charitable Foundation?

Oswald Stevens Charitable Foundation reported $440K in total assets on its 2024 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).

Where does Oswald Stevens Charitable Foundation operate?

Oswald Stevens Charitable Foundation has awarded grants in New York.

What is Oswald Stevens Charitable Foundation's EIN?

Oswald Stevens Charitable Foundation's EIN (Employer Identification Number) is 26-3919143. IRS Form 990 filing data is available on this page for 2021–2024.

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

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