The John E Stevens Trust

Private foundation · Grantmaker New York, NY EIN: 13-6761801
PhilanthropyFoundations

The John E Stevens Trust is a private foundation focused on Philanthropy, based in New York, NY. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $2.5M in total assets. In 2026, it awarded 1 grant totaling $121K. Net investment income was $125K.

Key facts about The John E Stevens Trust

In short: The John E Stevens Trust gave $121K across 1 grant in 2026 (avg $121K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.

EIN
13-6761801
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$120,551
Grants made (2026)
1
Average grant
$120,551
Median grant
$120,551
Total assets
$2,484,844
Primary geography
Massachusetts (100% of itemized 2026 grant dollars)

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

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$2.5M

-0.1% YoY

Annual Giving

$121K

+53.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$121K

+53.9% YoY

Under IRS private-foundation payout rules, The John E Stevens Trust reported a distributable amount of $141K for 2026 — the minimum it must pay out in qualifying distributions.

How The John E Stevens Trust gives

  • Giving held roughly steady from 2023 to 2026 (+17%). Method
  • In 2026 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 the 2026 grant dollars on its one itemized grant.

Cities

Cambridge

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2021 to 2026, annual grant giving ranged from $78K (2025) to $203K (2021). In 2026 it made 1 grant totaling $121K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2026

Harvard University: $121KHarvard University$121K

The largest 2026 recipient was Harvard University ($121K).

Grant Size Distribution

5 grants across all recorded years

<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Harvard University Cambridge, MAGeneral Fund$120,551

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$2,484,844$2,488,530$2,492,627
Revenue$129,785$89,442$88,129
Expenses$132,501$93,830$121,705
Qualifying Distributions$126,051$86,514$115,930
Net Investment Income$124,535$83,667$82,354
Distributable Amount$141,236$128,728$114,253

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS June 2, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

The John E Stevens Trust is led by L. Francis Huck, Trustee on every filing since 2021 — the only officer listed, and uncompensated.

Officers on the 2026 filing

  • L. Francis Huck

    Trustee

    On filings since 2021

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2026. "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 The John E Stevens Trust

How much does The John E Stevens Trust give each year?

The John E Stevens Trust gave $121K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $78K across 1 grant.

How large is The John E Stevens Trust?

The John E Stevens Trust reported $2.5M in total assets on its 2026 IRS Form 990-PF. It paid out $126K in qualifying distributions that year, against a required minimum of $141K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is The John E Stevens Trust?

The John E Stevens Trust is a private foundation focused on Philanthropy, based in New York, NY. It holds $2.5M in total assets as of 2026.

Where does The John E Stevens Trust operate?

The John E Stevens Trust has awarded grants in Massachusetts.

What is The John E Stevens Trust's EIN?

The John E Stevens Trust's EIN (Employer Identification Number) is 13-6761801. IRS Form 990 filing data is available on this page for 2021–2026.

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

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