The Stevens Family Foundation Inc

FORT MYERS, FL EIN: 93-4508158

The Stevens Family Foundation Inc is a private foundation, based in FORT MYERS, FL. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $519K in total assets. In 2024, it awarded 5 grants totaling $23K. Net investment income was $43K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$519K

+3.5% YoY

Annual Giving

$23K

Grant Count

Avg Grant Size

$5K

Under IRS private-foundation payout rules, The Stevens Family Foundation Inc reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About The Stevens Family Foundation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $18K (78%)

Virginia $5K (22%)

States

Florida Virginia

Cities

AlexandriaFort Myers

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$518,833	$501,187
Revenue	$44,835	$501,187
Expenses	$26,706	—
Qualifying Distributions	$23,000	—
Net Investment Income	$43,076	$1,187
Distributable Amount	$25,676	$1,370

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Cooperative ($10,000), Cleo Foundation ($5,000), Ronald Mcdonald House ($3,000).

Recipient	Purpose	Amount
COLLABORATORY FORT MYERS, FL	CHARITABLE PROGRAMS	$2,500
PACE CENTER FOR GIRLS FORT MYERS, FL	CHARITABLE PROGRAMS	$2,500
RONALD MCDONALD HOUSE FORT MYERS, FL	CHARITABLE PROGRAMS	$3,000
CLEO FOUNDATION ALEXANDRIA, VA	CHARITABLE PROGRAMS	$5,000
COMMUNITY COOPERATIVE FORT MYERS, FL	CHARITABLE PROGRAMS	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MARK A STEVENS	PRESIDENT	—	—
NICOLE L STEVENS	VICE PRESIDENT	—	—
NATHANIEL S LAQUIS	VICE PRESIDENT	—	—

Frequently Asked Questions

How large is The Stevens Family Foundation Inc?

As of 2024, The Stevens Family Foundation Inc holds $519K in total assets with $45K in annual revenue. It awarded 5 grants totaling $23K in 2024.

Where does The Stevens Family Foundation Inc operate?

The Stevens Family Foundation Inc has awarded grants in Florida, Virginia.

What size grants does The Stevens Family Foundation Inc award?

In 2024, The Stevens Family Foundation Inc awarded 5 grants totaling $23K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is The Stevens Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Stevens Family Foundation Inc reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Stevens Family Foundation Inc's EIN?

The Stevens Family Foundation Inc's EIN (Employer Identification Number) is 93-4508158. IRS Form 990 filing data is available on this page for 2023–2024.