Stevenson Family Charitable Trust
The Stevenson Family Charitable Trust is a private foundation based in Cambridge, Massachusetts. Established in March 1990, the organization operates as a grantmaking foundation with a focus on supporting nonprofits across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.6M
-14.1% YoY
Annual Giving
$1.8M
+155.1% YoY
Grant Count
89
-8.2% YoY
Avg Grant Size
$20K
+178.0% YoY
Under IRS private-foundation payout rules, Stevenson Family Charitable Trust reported a distributable amount of $483K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Community Health
- Health and Wellness
Grantmaking
Grant Range
& Activity:**
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Massachusetts
- District of Columbia
- Maine
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving (as of most recent filing):
- Total assets: $8,608,342
- Total annual giving: $1,822,450
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,608,342 | $10,018,616 | $10,192,727 |
| Revenue | $543,722 | $633,476 | $7,681,175 |
| Expenses | $1,952,514 | $807,229 | $987,248 |
| Qualifying Distributions | $1,830,904 | $719,802 | $933,152 |
| Net Investment Income | $447,816 | $1,968,874 | $210,779 |
| Distributable Amount | $483,047 | $482,375 | $189,892 |
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 2024
Grant Size Distribution
244 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Isabella Stewart Gardner Museum ($125,000), Museum of Science ($50,000), Boston Ballet ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 152 COMMONWEALTH FOUNDATION BOSTON, MA | CHARITABLE CONTRIBUTION IN LINE WITH MISSION | $500 |
| AARP FOUNDATION LONG BEACH, CA | CHARITABLE CONTRIBUTION IN LINE WITH MISSION | $100 |
| ACLU FOUNDATION WASHINGTON, DC | CHARITABLE CONTRIBUTION IN LINE WITH MISSION | $500 |
| ADOLESCENT CONSULTATION SERVICES INC CAMBRIDGE, MA | CHARITABLE CONTRIBUTION IN LINE WITH MISSION | $1,000 |
| AFS-USA NEW YORK, NY | CHARITABLE CONTRIBUTION IN LINE WITH MISSION | $1,000 |
| ALMA DEL MAR FOUNDATION NEW BEDFORD, MA | CHARITABLE CONTRIBUTION IN LINE WITH MISSION | $1,000 |
| AMNESTY INTERNATIONAL USA NEW YORK, NY | CHARITABLE CONTRIBUTION IN LINE WITH MISSION | $100 |
| ASSOCIATES OF THE BOSTON PUBLIC LIBRARY BOSTON, MA | CHARITABLE CONTRIBUTION IN LINE WITH MISSION | $250 |
| BELMONT DAY SCHOOL BELMONT, MA | CHARITABLE CONTRIBUTION IN LINE WITH MISSION | $20,000 |
| BETHEL HISTORICAL SOCIETY BETHEL, ME | CHARITABLE CONTRIBUTION IN LINE WITH MISSION | $250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HOWARD H STEVENSON | TRUSTEE | — | — |
| FREDERICKA O STEVENSON | CO-TRUSTEE | — | — |
Frequently Asked Questions
What does Stevenson Family Charitable Trust fund?
The foundation's primary funding priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Community Health • Health and Wellness
How do I apply for a grant from Stevenson Family Charitable Trust?
**Grant Size & Activity:** • Typical grant awards range from $15 to $1,000,000 • Total annual giving: $1,822,450 (based on most recent IRS 990 filing from 2024)
Where does Stevenson Family Charitable Trust make grants?
The foundation primarily funds organizations in: • Massachusetts • District of Columbia • Maine
What size grants does Stevenson Family Charitable Trust award?
In 2024, Stevenson Family Charitable Trust awarded 89 grants totaling $1.8M — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Stevenson Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stevenson Family Charitable Trust reported a distributable amount of $483K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stevenson Family Charitable Trust's EIN?
Stevenson Family Charitable Trust's EIN (Employer Identification Number) is 04-6629590. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Stevenson Family Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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