The Robert E Evans and Kathleen K Evans

HOLDEN, MA EIN: 04-3427585

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

AnacortesAuburnBecketBeverlyBloomingtonBoltonBostonBronxBrooklineChicagoDekalbFraminghamHardwickHersheyHoldenLittle RockMarlboroughMemphisNeedhamNew York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23K$46K$69K$92K20202021202220232024
Metric202420232022
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

$0$8K$15K$23K$31K24 grants202016 grants202110 grants202211 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SALEM COMMUNITY CORP-BRI…$800FIDALGO ROTARY CLUB$500ILLINOIS WESLEYAN UNIVER…$500ROLLING RIDGE$500FORDHAM PREPARATORY SCHOOL$400BOSTON HOME$100MARLBOROUGH PUBLIC LIBRARY$100JEWISH HEALTH CARE$100PARKINSONS DISEASE CENTER$100TELEGRAM AND GAZZETTE FO…$50

Grant Size Distribution

74 grants across all recorded years

74<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
FIDALGO ROTARY CLUB ANACORTES, WATO FUND CONTINUING CHARITABLE PURPOSES$500
ILLINOIS WESLEYAN UNIVERSITY BLOOMINGTON, ILTO FUND CONTINUING EDUCATION PURPOSES$500
ROLLING RIDGE NORTH ANDOVER, MATO FUND CONTINUING CHARITABLE PURPOSES$500
SALEM COMMUNITY CORP-BRIARWOOD CONTINUING CARE WORCESTER, MATO FUND CONTINUING CHARITABLE PURPOSES$800
SALVATION ARMY WORCESTER, MATO FUND CONTINUING CHARITABLE PURPOSES$25
TELEGRAM AND GAZZETTE FOUNDATION WORCESTER, MATO FUND CONTINUING CHARITABLE PURPOSES$50
WGBH BOSTON, MATO FUND CONTINUING CHARITABLE PURPOSES$50
BOSTON HOME BOSTON, MATO FUND CONTINUING CHARITABLE PURPOSES$100
MARLBOROUGH PUBLIC LIBRARY MARLBOROUGH, MATO FUND CONTINUING CHARITABLE PURPOSES$100
FORDHAM PREPARATORY SCHOOL BRONX, NYTO FUND CONTINUING CHARITABLE PURPOSES$400

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KATHLEEN K EVANSPRESIDENT/TREASURER/CLERK1
AMY L WEINSTEINDIRECTOR1
STEVEN P EVANSDIRECTOR1
MATTHEW B EVANSDIRECTOR1

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.

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