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.
Key facts about Stevenson Family Charitable Trust
- EIN
- 04-6629590
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,822,450
- Grants made (2024)
- 89
- Average grant
- $20,477
- Median grant
- $1,000
- New grantees (estimate)
- 12% first-time grantees (11 of 89, 2024)
- Total assets
- $8,608,342
- Primary geography
- Washington (55% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Stevenson Family Charitable Trust funds
By grant dollars, the top recipient states for Stevenson Family Charitable Trust's 89 itemized 2024 grants were Washington (55%), 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). None of its 89 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable Contribution in Line with Mission" (89 grants).
Is Stevenson Family Charitable Trust open to new grantees?
12%
first-time grantees, 2024
In 2024, 11 of 89 grantees (12%) were first-time recipients. First grants averaged $108K; repeat grants $8K. How we count
Medians: $10K 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 IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Stevenson Family Charitable Trust
- How to evaluate Stevenson Family Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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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
Share of all 89 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
379 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include RBC Capital Markets LLC (Donar Advised Fund) ($1,000,000), Isabella Stewart Gardner Museum ($125,000), Smithsonian Institute ($100,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
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
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.