The Stephen E and Isabella H Stevens
The Stephen E and Isabella H Stevens is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Honolulu, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.3M in total assets. In 2024, it awarded 11 grants totaling $354K. Net investment income was $692K.
Key facts about The Stephen E and Isabella H Stevens
- EIN
- 26-6285459
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $354,170
- Grants made (2024)
- 11
- Average grant
- $32,197
- Median grant
- $5,700
- Total assets
- $6,287,722
- Primary geography
- Hawaii (98% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Stephen E and Isabella H Stevens funds
By grant dollars, the top recipient states for The Stephen E and Isabella H Stevens's 11 itemized 2024 grants were Hawaii (98%). The most frequent recipient cities were Honolulu, HI (5 grants) and Lihue, HI (2 grants). 18% of grants with a stated purpose were for general or operating support.
How The Stephen E and Isabella H Stevens gives
- 64% of 2024 grantees were also funded in 2023. Method
- Giving grew 1317% from 2021 to 2024. Method
- In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Stephen E and Isabella H Stevens
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.3M
+2.4% YoY
Annual Giving
$354K
+78.5% YoY
Grant Count
11
-31.3% YoY
Avg Grant Size
$32K
+159.6% YoY
Under IRS private-foundation payout rules, The Stephen E and Isabella H Stevens reported a distributable amount of $507K for 2024 — the minimum it must pay out in qualifying distributions.
About The Stephen E and Isabella H Stevens
Based on IRS filings
The Stephen E and Isabella H Stevens is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Honolulu, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.3M in total assets. In 2024, it awarded 11 grants totaling $354K. Net investment income was $692K.
Focus Areas
Ready to take the next step with The Stephen E and Isabella H Stevens?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,287,722 | $6,137,810 | $6,218,477 |
| Revenue | $716,037 | $347,593 | $446,794 |
| Expenses | $524,785 | $388,526 | $398,710 |
| Qualifying Distributions | $508,194 | $363,667 | $259,495 |
| Net Investment Income | $691,734 | $350,621 | $423,512 |
| Distributable Amount | $506,831 | $473,155 | $604,985 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
34 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Hawaii Pacific Model United Nations Inc ($160,000), Hawaii Center for Youth Philanthropy ($100,000), University Laboratory School ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HAWAII PACIFIC MODEL UNITED NATIONS INC Honolulu, HI | UNRESTRICTED FUND | $160,000 |
| HAWAII CENTER FOR YOUTH PHILANTHROPY Honolulu, HI | PROGRAM DEVELOPMENT. | $100,000 |
| UNIVERSITY LABORATORY SCHOOL Honolulu, HI | GRANT AWARDED FOR UNIVERSIRY LABORATORY SCHOOL (ULS) - PEACE & PILINA PROGRAM (SY2024-2025) | $25,000 |
| THE LAULIMA CHARITABLE FOUNDATION (VIA LCI) Honolulu, HI | UNRESTRICTED | $23,170 |
| HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS Honolulu, HI | FOR HAIS'S SCHOOLS OF THE FUTURE CONFERENCE DEIB TRACK DEVELOPMENT | $20,500 |
| DREW SCHOOL San Francisco, CA | FOR DREW SCHOOL'S TRAVEL & ACCOMMODATIONS TO THE 2025 DEI CONFRENCE | $5,700 |
| ISLAND SCHOOL Lihue, HI | FOR ISLAND SCHOOL'S TRAVEL & ACCOMMODATIONS TO THE 2025 HAWAII PACMUN CONFERENCE. | $5,500 |
| HANALANI SCHOOLS Mililani, HI | STUDENT SCHOLARSHIP TO THE NATIONAL HIGH SCHOOL MODEL UNITED NATIONS CONFERENCE IN NEW YORK CITY. | $5,000 |
| HAWAII TECHNOLOGY ACADEMY Lihue, HI | FOR HAWAII TECHNOLOGY ACADEMY'S TRAVEL & ACCOMMODATIONS TO THE 2025 DEI CONFERENCE. | $3,400 |
| HAWAII PREPARATORY ACADEMY Waimea, HI | FOR HAWAII PREPARATORY ACADEMY'S TRAVEL & ACCOMMODATIONS TO THE 2025 DEI CONFERENCE | $3,100 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Theodore Rachlin | Trustee | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Stephen E and Isabella H Stevens?
The Stephen E and Isabella H Stevens is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Honolulu, HI. It holds $6.3M in total assets as of 2024.
How large is The Stephen E and Isabella H Stevens?
As of 2024, The Stephen E and Isabella H Stevens holds $6.3M in total assets with $716K in annual revenue. It awarded 11 grants totaling $354K in 2024.
Where does The Stephen E and Isabella H Stevens operate?
The Stephen E and Isabella H Stevens has awarded grants in California, Hawaii, Minnesota.
What size grants does The Stephen E and Isabella H Stevens award?
In 2024, The Stephen E and Isabella H Stevens awarded 11 grants totaling $354K — an average of about $32K per grant, based on its IRS Form 990 filings.
How much is The Stephen E and Isabella H Stevens required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Stephen E and Isabella H Stevens reported a distributable amount of $507K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Stephen E and Isabella H Stevens's EIN?
The Stephen E and Isabella H Stevens's EIN (Employer Identification Number) is 26-6285459. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.