The Robert E Evans and Kathleen K Evans
The Robert E Evans and Kathleen K Evans is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOLDEN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $181K in total assets. In 2024, it awarded 13 grants totaling $3K. Net investment income was $3K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$181K
-0.2% YoY
Annual Giving
$3K
-7.5% YoY
Grant Count
13
+18.2% YoY
Avg Grant Size
$251.923
-21.7% YoY
Under IRS private-foundation payout rules, The Robert E Evans and Kathleen K Evans reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
About The Robert E Evans and Kathleen K Evans
Based on IRS filings
The Robert E Evans and Kathleen K Evans is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOLDEN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $181K in total assets. In 2024, it awarded 13 grants totaling $3K. Net investment income was $3K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $181,306 | $181,616 | $183,141 |
| Revenue | $4,221 | $3,231 | $32,798 |
| Expenses | $4,531 | $4,756 | $4,364 |
| Qualifying Distributions | $3,275 | $3,540 | $3,505 |
| Net Investment Income | $2,994 | $2,063 | $944 |
| Distributable Amount | $9,084 | $8,844 | $8,313 |
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
74 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Salem Community Corp-briarwood Continuing Care ($800), Fidalgo Rotary Club ($500), Illinois Wesleyan University ($500).
| Recipient | Purpose | Amount |
|---|---|---|
| FIDALGO ROTARY CLUB ANACORTES, WA | TO FUND CONTINUING CHARITABLE PURPOSES | $500 |
| ILLINOIS WESLEYAN UNIVERSITY BLOOMINGTON, IL | TO FUND CONTINUING EDUCATION PURPOSES | $500 |
| ROLLING RIDGE NORTH ANDOVER, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $500 |
| SALEM COMMUNITY CORP-BRIARWOOD CONTINUING CARE WORCESTER, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $800 |
| SALVATION ARMY WORCESTER, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $25 |
| TELEGRAM AND GAZZETTE FOUNDATION WORCESTER, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $50 |
| WGBH BOSTON, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $50 |
| BOSTON HOME BOSTON, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $100 |
| MARLBOROUGH PUBLIC LIBRARY MARLBOROUGH, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $100 |
| FORDHAM PREPARATORY SCHOOL BRONX, NY | TO FUND CONTINUING CHARITABLE PURPOSES | $400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHLEEN K EVANS | PRESIDENT/TREASURER/CLERK | 1 | — |
| AMY L WEINSTEIN | DIRECTOR | 1 | — |
| STEVEN P EVANS | DIRECTOR | 1 | — |
| MATTHEW B EVANS | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Robert E Evans and Kathleen K Evans?
The Robert E Evans and Kathleen K Evans is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOLDEN, MA. It holds $181K in total assets as of 2024.
How large is The Robert E Evans and Kathleen K Evans?
As of 2024, The Robert E Evans and Kathleen K Evans holds $181K in total assets with $4K in annual revenue. It awarded 13 grants totaling $3K in 2024.
Where does The Robert E Evans and Kathleen K Evans operate?
The Robert E Evans and Kathleen K Evans has awarded grants in Arkansas, Arizona, California, Illinois, Massachusetts, Maine, New York, Pennsylvania, Rhode Island, Tennessee, Washington.
What size grants does The Robert E Evans and Kathleen K Evans award?
In 2024, The Robert E Evans and Kathleen K Evans awarded 13 grants totaling $3K — an average of about $251.923 per grant, based on its IRS Form 990 filings.
How much is The Robert E Evans and Kathleen K Evans required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robert E Evans and Kathleen K Evans reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Robert E Evans and Kathleen K Evans's EIN?
The Robert E Evans and Kathleen K Evans's EIN (Employer Identification Number) is 04-3427585. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.