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.
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
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 |
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 include Hawaii Pacific Model United Nations Inc ($160,000), Hawaii Center for Youth Philanthropy ($100,000), University Laboratory School ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DREW SCHOOL SAN FRANCISCO, CA | FOR DREW SCHOOL'S TRAVEL & ACCOMMODATIONS TO THE 2025 DEI CONFRENCE | $5,700 |
| HANALANI SCHOOLS MILILANI, HI | STUDENT SCHOLARSHIP TO THE NATIONAL HIGH SCHOOL MODEL UNITED NATIONS CONFERENCE IN NEW YORK CITY. | $5,000 |
| HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS HONOLULU, HI | FOR HAIS'S SCHOOLS OF THE FUTURE CONFERENCE DEIB TRACK DEVELOPMENT | $20,500 |
| HAWAII CENTER FOR YOUTH PHILANTHROPY HONOLULU, HI | PROGRAM DEVELOPMENT. | $100,000 |
| HAWAII PACIFIC MODEL UNITED NATIONS INC HONOLULU, HI | UNRESTRICTED FUND | $160,000 |
| HAWAII PREPARATORY ACADEMY WAIMEA, HI | FOR HAWAII PREPARATORY ACADEMY'S TRAVEL & ACCOMMODATIONS TO THE 2025 DEI CONFERENCE | $3,100 |
| HAWAII TECHNOLOGY ACADEMY LIHUE, HI | FOR HAWAII TECHNOLOGY ACADEMY'S TRAVEL & ACCOMMODATIONS TO THE 2025 DEI CONFERENCE. | $3,400 |
| ISLAND SCHOOL LIHUE, HI | FOR ISLAND SCHOOL'S TRAVEL & ACCOMMODATIONS TO THE 2025 HAWAII PACMUN CONFERENCE. | $5,500 |
| PARKER SCHOOL KAMUELA, HI | FOR PARKER SCHOOL'S TRAVEL & ACCOMMODATIONS TO THE 2025 DEI CONFERENCE | $2,800 |
| UNIVERSITY LABORATORY SCHOOL HONOLULU, HI | GRANT AWARDED FOR UNIVERSIRY LABORATORY SCHOOL (ULS) - PEACE & PILINA PROGRAM (SY2024-2025) | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in The Stephen E and Isabella H Stevens's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Hamakua Institute
NINOLE, HI
Assets
—
Grants
0
Total Given
—
Frost Family Foundation
HONOLULU, HI
Assets
$8.1M
Grants
10
Total Given
$345K
Harry Chow and Nee Chang Chock Wong
HONOLULU, HI
Assets
$13.6M
Grants
25
Total Given
$715K
Kanaka Aupuni a Niihau Aloha
KEKAHA, HI
Assets
$1.9M
Grants
1
Total Given
$150K
Wailea Community Association
WAILEA, HI
Assets
$4.1M
Grants
3
Total Given
$138K
Altres Foundation
HONOLULU, HI
Assets
—
Grants
78
Total Given
$514K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Stephen E and Isabella H Stevens on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Stephen E and Isabella H Stevens to a real strategy.