R a Stevens Family Foundation
R a Stevens Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.4M in total assets. In 2025, it awarded 18 grants totaling $288K. Net investment income was $576K.
Key facts about R a Stevens Family Foundation
In short: R a Stevens Family Foundation gave $288K across 18 grants in 2025 (avg $16K), mostly in Wisconsin. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 39-6711913
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $288,200
- Grants made (2025)
- 18
- Average grant
- $16,011
- Median grant
- $10,000
- New grantees (estimate)
- 6% first-time grantees (1 of 18, 2025)
- Total assets
- $4,416,012
- Primary geography
- Wisconsin (99% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.4M
+6.4% YoY
Annual Giving
$288K
+36.5% YoY
Grant Count
18
-10.0% YoY
Avg Grant Size
$16K
+51.7% YoY
Under IRS private-foundation payout rules, R a Stevens Family Foundation reported a distributable amount of $265K for 2025 — the minimum it must pay out in qualifying distributions.
Is R a Stevens Family Foundation open to new grantees?
6%
first-time grantees, 2025
In 2025, 1 of 18 grantees (6%) were first-time recipients. First grants averaged $6K; repeat grants $17K. How we count
Medians: $6K first-time, $10K repeat.
- 89% of 2025 grantees were also funded in 2024. Method
- Giving grew 61% from 2022 to 2025. Method
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 18 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
97 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MILWAUKEE REP Milwaukee, WI | GENERAL OPERATIONS | $75,000 |
| SHARP LITERACY Milwaukee, WI | GENERAL OPERATIONS | $30,000 |
| HISTORIC HAYMARKET Milwaukee, WI | MKE PUBLIC MUSEUM CAPITAL CAMPAIGN | $25,000 |
| SOJOURNER FAMILY PEACE CENTER Milwaukee, WI | GENERAL OPERATIONS | $25,000 |
| ST JOAN ANTIDA Milwaukee, WI | GENERAL OPERATIONS | $25,000 |
| NOTRE DAME MIDDLE SCHOOL Milwaukee, WI | GENERAL OPERATIONS | $16,200 |
| ELMBROOK SENIOR TAXI Brookfield, WI | GENERAL OPERATIONS | $15,000 |
| ACTS HOUSING Milwaukee, WI | GENERAL OPERATIONS | $10,000 |
| ADVOCATES OF OZAUKEE COUNTY INC Saukville, WI | GENERAL OPERATIONS | $10,000 |
| KATHY'S HOUSE INC Wauwatosa, WI | GENERAL OPERATIONS | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,416,012 | $4,150,849 | $4,159,916 |
| Revenue | $593,171 | $222,899 | $92,116 |
| Expenses | $321,552 | $231,821 | $155,432 |
| Qualifying Distributions | $300,717 | $212,959 | $141,658 |
| Net Investment Income | $575,534 | $203,435 | $120,921 |
| Distributable Amount | $264,895 | $255,252 | $230,343 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
R a Stevens Family Foundation is led by Carolyn J. Scott, Executive Director on every filing since 2020; 2 of 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Carolyn J. Scott
Executive Director
On filings since 2020
2.5 hrs/week
$6K (2025)
Joseph Jay Scott
Trustee
New on the 2025 filing
1 hr/week
$6K (2025)
Rita A. Stevens
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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
Frequently asked questions about R a Stevens Family Foundation
How much does R a Stevens Family Foundation give each year?
R a Stevens Family Foundation gave $288K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $211K across 20 grants.
What is R a Stevens Family Foundation's typical grant size?
R a Stevens Family Foundation's median grant in 2025 was $10,000, and its average grant was $16,011, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from R a Stevens Family Foundation that year got $6K on average.
Where does R a Stevens Family Foundation give grants?
R a Stevens Family Foundation gives mostly in Wisconsin: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (13 grants).
Does R a Stevens Family Foundation give general operating support?
Yes: 94% of R a Stevens Family Foundation's 2025 grants with a stated purpose (17 of 18) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are R a Stevens Family Foundation's largest grantees?
R a Stevens Family Foundation's largest 2025 grantees include Milwaukee Rep ($75,000), Sharp Literacy ($30,000) and Historic Haymarket ($25,000), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is R a Stevens Family Foundation?
R a Stevens Family Foundation reported $4.4M in total assets on its 2025 IRS Form 990-PF. It paid out $301K in qualifying distributions that year, against a required minimum of $265K (roughly 5% of its investment assets).
What is R a Stevens Family Foundation?
R a Stevens Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukee, WI. It holds $4.4M in total assets as of 2025.
What is R a Stevens Family Foundation's EIN?
R a Stevens Family Foundation's EIN (Employer Identification Number) is 39-6711913. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching R a Stevens Family Foundation by hand.
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