Stevenson Family Charitable Trust
The Stevenson Family Charitable Trust is a private foundation based in Cambridge, Massachusetts. Its 2024 filing reports grants to charitable organizations including museums, arts organizations, educational institutions, and a healthcare organization.
Stevenson Family Charitable Trust at a glance
In short: Stevenson Family Charitable Trust gave $1.8M across 89 grants in 2024 (avg $20K), mostly in Washington. 11% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,822,450
- +155.1% vs 2023
- Grants made (2024)
- 89
- -8.2% vs 2023
- Average grant
- $20,477
- +178.0% vs 2023
- Median grant
- $1,000
- Total assets
- $8,608,342
- -14.1% vs 2023
- New grantees (estimate)
- 11% first-time grantees (10 of 89, 2024)
- Primary geography
- Washington (55% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Stevenson Family Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 5 Revere St, Cambridge, MA 02138
Phone: (617) 480-2752
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Stevenson Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was RBC Capital Markets LLC (Donar Advised Fund) ($1.0M). Together the top 10 received $1.6M.
Grant Size Distribution
379 grants across all recorded years
The most common grant size was under $50K: 360 grants of 379 (95%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars by recipient state were distributed as follows: Washington, 55%; Massachusetts, 29%; California, 6%; District of Columbia, 6%; and New Hampshire, 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 89 itemized grants.
States
Cities
Is Stevenson Family Charitable Trust open to new grantees?
11%
first-time grantees, 2024
In 2024, 10 of 89 grantees (11%) were first-time recipients. First grants averaged $118K; repeat grants $8K. How we count
Medians: $15K first-time, $1K repeat.
- 81% of 2024 grantees were also funded in 2023. Method
- Giving grew 453% from 2021 to 2024. Method
- In 2024 it paid out 379% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $330K (2021) to $1.8M (2024). In 2024 it made 89 grants totaling $1.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| RBC Capital Markets LLC (Donar Advised Fund) Seattle, WA | Charitable Contribution in Line with Mission | $1,000,000 |
| Isabella Stewart Gardner Museum Boston, MA | Charitable Contribution in Line with Mission | $125,000 |
| Smithsonian Institute Washington, DC | Charitable Contribution in Line with Mission | $100,000 |
| Upstream USA Oakland, CA | Charitable Contribution in Line with Mission | $100,000 |
| Wbur Boston, MA | Charitable Contribution in Line with Mission | $100,000 |
| Museum of Science Boston, MA | Charitable Contribution in Line with Mission | $50,000 |
| New Bedford Symphony Orchestra New Bedford, MA | Charitable Contribution in Line with Mission | $34,000 |
| New Bedford Whaling Museum New Bedford, MA | Charitable Contribution in Line with Mission | $26,000 |
| Boston Ballet Boston, MA | Charitable Contribution in Line with Mission | $25,000 |
| Massachusetts Foundation for the Humanities and Public Policy Northampton, MA | Charitable Contribution in Line with Mission | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $8,608,342 | $543,722 | $1,952,514 | $1,822,450 | 89 | $1,830,904 | $447,816 | $483,047 |
| 2023 | $10,018,616 | $633,476 | $807,229 | $714,530 | 97 | $719,802 | $1,968,874 | $482,375 |
| 2022 | $10,192,727 | $7,681,175 | $987,248 | $927,115 | 44 | $933,152 | $210,779 | $189,892 |
| 2021 | $3,649,590 | $534,582 | $353,841 | $329,680 | 67 | $351,041 | $510,421 | — |
| 2020 | $3,476,794 | $430,089 | $406,442 | $374,634 | 82 | — | $173,281 | $174,042 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grants included support for organizations working in varied areas. For example, Upstream USA says its mission is to make patient-centered contraceptive care basic healthcare and more accessible. The Museum of Science says it aims to inspire a lifelong love of science and make science accessible and engaging. The New Bedford Symphony Orchestra describes its mission as providing arts education and low-cost concerts, while Proctor Academy describes a focus on a diverse learning and living community.
Grantmaking
In 2024, the trust made 89 grants totaling $1,822,450. Grant amounts ranged from $30 to $1,000,000, with a median grant of $1,000.
Among the largest grants were $1,000,000 to RBC Capital Markets LLC (Donor Advised Fund); $125,000 to Isabella Stewart Gardner Museum; $100,000 each to the Smithsonian Institution, Upstream USA, and WBUR; and $50,000 to the Museum of Science. Other grants included $34,000 to New Bedford Symphony Orchestra and $25,000 each to Boston Ballet, Massachusetts Foundation for the Humanities and Public Policy, Proctor Academy, and Summer Search Boston.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Howard H Stevenson as trustee and Fredericka O Stevenson as co-trustee.
Stevenson Family Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Fredericka O. Stevenson
Co-Trustee
Trustee → Co-Trustee, 2022
On filings since 2020
No compensation reported
Howard H. Stevenson
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Stevenson Family Charitable Trust
How much does Stevenson Family Charitable Trust give each year?
Stevenson Family Charitable Trust gave $1.8M across 89 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $715K across 97 grants.
What is Stevenson Family Charitable Trust's typical grant size?
Stevenson Family Charitable Trust's median grant in 2024 was $1,000, and its average grant was $20,477, across 89 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Stevenson Family Charitable Trust that year got $118K on average.
Where does Stevenson Family Charitable Trust give grants?
Stevenson Family Charitable Trust gives mostly in Washington: 55% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (29%) and California (6%). The most frequent recipient cities were Boston, MA (22 grants), New Bedford, MA (10 grants), Washington, DC (9 grants) and Cambridge, MA (7 grants).
Who are Stevenson Family Charitable Trust's largest grantees?
Stevenson Family Charitable Trust's largest 2024 grantees include RBC Capital Markets LLC (Donar Advised Fund) ($1,000,000), Isabella Stewart Gardner Museum ($125,000) and Smithsonian Institute ($100,000), according to its 2024 IRS Form 990-PF. Together they received 67% of its itemized 2024 grant dollars.
How large is Stevenson Family Charitable Trust?
Stevenson Family Charitable Trust reported $8.6M in total assets on its 2024 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $483K (roughly 5% of its investment assets).
What does Stevenson Family Charitable Trust fund?
No mission statement for the trust is provided. Its 2024 grants included support for organizations working in varied areas. For example, Upstream USA says its mission is to make patient-centered contraceptive care basic healthcare and more accessible. See mission & focus areas ↑
How do I apply for a grant from Stevenson Family Charitable Trust?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Stevenson Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Stevenson Family Charitable Trust funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/stevenson-family-charitable-trust-morg_0d661e00caa5413d85c71ca186ce9602
BibTeX
@misc{grantable_046629590_2026,
author = {{Grantable}},
title = {{Stevenson Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/stevenson-family-charitable-trust-morg_0d661e00caa5413d85c71ca186ce9602},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Stevenson Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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