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.
Key facts about The Robert E Evans and Kathleen K Evans
In short: The Robert E Evans and Kathleen K Evans gave $3K across 13 grants in 2024 (avg $251.923), mostly in Massachusetts. 54% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 04-3427585
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $3,275
- Grants made (2024)
- 13
- Average grant
- $252
- Median grant
- $100
- New grantees (estimate)
- 54% first-time grantees (7 of 13, 2024)
- Total assets
- $181,306
- Primary geography
- Massachusetts (56% 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).
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.
Is The Robert E Evans and Kathleen K Evans open to new grantees?
54%
first-time grantees, 2024
In 2024, 7 of 13 grantees (54%) were first-time recipients. First grants averaged $193; repeat grants $321. How we count
Medians: $100 first-time, $275 repeat.
- 23% of 2024 grantees were also funded in 2023. Method
- Giving fell 87% from 2021 to 2024. Method
- In 2024 it paid out 36% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 13 itemized 2024 grant dollars.
States
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| SALEM COMMUNITY CORP-BRIARWOOD CONTINUING CARE Worcester, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $800 |
| 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 |
| FORDHAM PREPARATORY SCHOOL Bronx, NY | TO FUND CONTINUING CHARITABLE PURPOSES | $400 |
| BOSTON HOME Boston, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $100 |
| MARLBOROUGH PUBLIC LIBRARY Marlborough, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $100 |
| JEWISH HEALTH CARE Worcester, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $100 |
| PARKINSONS DISEASE CENTER Worcester, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $100 |
| TELEGRAM AND GAZZETTE FOUNDATION Worcester, MA | TO FUND CONTINUING CHARITABLE PURPOSES | $50 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Robert E Evans and Kathleen K Evans is led by Kathleen K. Evans, President, Treasurer & Clerk since 2022 (on filings since 2020); none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Kathleen K. Evans
President, Treasurer & Clerk
Treasurer → President, Treasurer & Clerk, 2022
On filings since 2020
1 hr/week
No compensation reported
Amy L. Weinstein
Director
On filings since 2020
1 hr/week
No compensation reported
Matthew B. Evans
Director
On filings since 2020
1 hr/week
No compensation reported
Steven P. Evans
Director
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Robert E. Evans (2020–2021) — President & Clerk
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 The Robert E Evans and Kathleen K Evans
How much does The Robert E Evans and Kathleen K Evans give each year?
The Robert E Evans and Kathleen K Evans gave $3K across 13 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4K across 11 grants.
What is The Robert E Evans and Kathleen K Evans's typical grant size?
The Robert E Evans and Kathleen K Evans's median grant in 2024 was $100, and its average grant was $252, across 13 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Robert E Evans and Kathleen K Evans that year got $193 on average.
Where does The Robert E Evans and Kathleen K Evans give grants?
The Robert E Evans and Kathleen K Evans gives mostly in Massachusetts: 56% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Illinois (17%) and Washington (15%). The most frequent recipient cities were Worcester, MA (5 grants) and Boston, MA (2 grants).
Who are The Robert E Evans and Kathleen K Evans's largest grantees?
The Robert E Evans and Kathleen K Evans's largest 2024 grantees include Salem Community Corp-Briarwood Continuing Care ($800), Fidalgo Rotary Club ($500) and Illinois Wesleyan University ($500), according to its 2024 IRS Form 990-PF. Together they received 55% of its itemized 2024 grant dollars.
How large is The Robert E Evans and Kathleen K Evans?
The Robert E Evans and Kathleen K Evans reported $181K in total assets on its 2024 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Robert E Evans and Kathleen K Evans by hand.
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