The Robert E Evans and Kathleen K Evans
The Robert E Evans and Kathleen K Evans is a private foundation based in Holden, Massachusetts. It supports charitable and educational organizations through grants; its 2025 filing states that contributions are made only to preselected charitable organizations.
The Robert E Evans and Kathleen K Evans at a glance
In short: The Robert E Evans and Kathleen K Evans gave $3K across 11 grants in 2025 (avg $316.364), mostly in Massachusetts. 18% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,480
- +6.3% vs 2024
- Grants made (2025)
- 11
- -15.4% vs 2024
- Average grant
- $316
- +25.6% vs 2024
- Median grant
- $200
- Total assets
- $180,825
- -0.3% vs 2024
- New grantees (estimate)
- 18% first-time grantees (2 of 11, 2025; small sample)
- Primary geography
- Massachusetts (54% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Robert E Evans and Kathleen K Evans
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 37 Harvest Circle, Holden, MA 01520
Phone: (508) 829-4571
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Robert E Evans and Kathleen K Evans funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Salem Community Corp-Briarwood Continuing Care ($1K). Together the top 10 received $3K.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 61 grants of 61 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in Massachusetts (54%), New York (17%), Washington (14%), and Illinois (14%).
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Is The Robert E Evans and Kathleen K Evans open to new grantees?
18%
first-time grantees, 2025
In 2025, 2 of 11 grantees (18%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $115; repeat grants $361. How we count
Medians: $115 first-time, $250 repeat.
- 36% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 37% 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 (2019–2025). 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 2019 to 2025, annual grant giving ranged from $3K (2024) to $31K (2020). In 2025 it made 11 grants totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Salem Community Corp-Briarwood Continuing Care Worcester, MA | To Fund Continuing Charitable Purposes | $1,000 |
| Fidalgo Rotary Club Anacortes, WA | To Fund Continuing Charitable Purposes | $500 |
| Illinois Wesleyan University Bloomington, IL | To Fund Continuing Education Purposes | $500 |
| Fordham Preparatory School Bronx, NY | To Fund Continuing Charitable Purposes | $400 |
| Worcester Art Museum Worcester, MA | To Fund Continuing Charitable Purposes | $250 |
| Cerebal Palsy Alliance New York, NY | To Fund Continuing Charitable Purposes | $200 |
| Wachusett Food Pantry Sterling, MA | To Fund Continuing Charitable Purposes | $200 |
| Holden Woman's Club Holden, MA | To Fund Continuing Charitable Purposes | $150 |
| Holden Town of Holden, MA | To Fund Continuing Charitable Purposes | $130 |
| Ecotarium Museum Worcester, MA | To Fund Continuing Charitable Purposes | $100 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $180,825 | $4,326 | $4,807 | $3,480 | 11 | $3,480 | $1,341 | $9,404 |
| 2024 | $181,306 | $4,221 | $4,531 | $3,275 | 13 | $3,275 | $2,994 | $9,084 |
| 2023 | $181,616 | $3,231 | $4,756 | $3,540 | 11 | $3,540 | $2,063 | $8,844 |
| 2022 | $183,141 | $32,798 | $4,364 | $3,505 | 10 | $3,505 | $944 | $8,313 |
| 2021 | $154,707 | $75,639 | $26,847 | $24,665 | 16 | $24,665 | $376 | $7,558 |
| 2020 | $105,915 | $83,670 | $33,002 | $30,645 | 24 | — | $346 | $3,008 |
| 2019 | $55,247 | $265 | $23,465 | $23,345 | 20 | — | $265 | $3,249 |
Under IRS private-foundation payout rules, The Robert E Evans and Kathleen K Evans reported a distributable amount of $9K for 2025 — 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 foundation is provided. Its 2025 grants included support for organizations involved in continuing care, education, arts, food assistance, and other charitable purposes. For example, Illinois Wesleyan University says its mission is to provide a liberal arts education that fosters creativity, critical thinking, effective communication, strength of character, and a spirit of inquiry. The Worcester Art Museum describes its mission as connecting people, communities, and cultures through experiences of art.
Grantmaking
In 2025, the foundation made 11 grants totaling $3,480. Grants ranged from $50 to $1,000, with a median grant of $200. Larger grants included $1,000 to Salem Community Corp-Briarwood Continuing Care, $500 each to Fidalgo Rotary Club and Illinois Wesleyan University, and $400 to Fordham Preparatory School. Other recipients included the Worcester Art Museum ($250), Cerebral Palsy Alliance ($200), and Wachusett Food Pantry ($200).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kathleen K Evans as president, treasurer, and clerk. It lists Amy L Weinstein, Steven P Evans, and Matthew B Evans as directors.
The Robert E Evans and Kathleen K Evans is led by Kathleen K. Evans, President, Treasurer & Clerk since 2022 (on filings since 2019); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kathleen K. Evans
President, Treasurer & Clerk
Treasurer → President, Treasurer & Clerk, 2022
On filings since 2019
1 hr/week
No compensation reported
Amy L. Weinstein
Director
On filings since 2019
1 hr/week
No compensation reported
Matthew B. Evans
Director
On filings since 2019
1 hr/week
No compensation reported
Steven P. Evans
Director
On filings since 2019
1 hr/week
No compensation reported
Former officers (1)
- Former: Robert E. Evans (2019–2021) — President & Clerk
Data from IRS Form 990 filings, 2019–2025. "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 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 13 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 2025 was $200, and its average grant was $316, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Robert E Evans and Kathleen K Evans that year got $115 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: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (17%) and Washington (14%). The most frequent recipient cities were Worcester, MA (4 grants) and Holden, 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 2025 grantees include Salem Community Corp-Briarwood Continuing Care ($1,000), Fidalgo Rotary Club ($500) and Illinois Wesleyan University ($500), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 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 2025 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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Robert E Evans and Kathleen K Evans fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations involved in continuing care, education, arts, food assistance, and other charitable purposes. See mission & focus areas ↑
How do I apply for a grant from The Robert E Evans and Kathleen K Evans?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does The Robert E Evans and Kathleen K Evans 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
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 20, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Robert E Evans and Kathleen K Evans funds
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