Nathaniel & Elizabeth P Stevens Fdn
- Assets
- $16.6m
- Revenue
- $585.0k
- Investments
- $15.6m
- Employees
- 0
- Location
- North Andover, MA
- Founding
- 01/1944
- Data as of
- 12/2022
- EIN
- 04-2236996
Organization Overview
Nathaniel & Elizabeth P Stevens Fdn is located in North Andover, MA. The organization was established in 1944. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Nathaniel & Elizabeth P Stevens Fdn is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Nathaniel & Elizabeth P Stevens Fdn generated $585.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (23.7%) each year. All expenses for the organization totaled $1.6m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Nathaniel & Elizabeth P Stevens Fdn has awarded 11 individual grants totaling $571,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joshua L Miner Trustee | 0 | $80,000 | |
Christopher W Rogers Trustee | 0 | $0 | |
Emily A Donnan Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $300,163 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $71,924 |
| Capital Gain Net Income | $71,924 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $212,934 |
| Total Revenue | $585,021 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $80,000 |
| Other employee salaries and wages | $80,598 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $48,577 |
| Depreciation | $0 |
| Occupancy | $17,260 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $83,073 |
| Total operating and administrative expenses | $389,279 |
| Contributions, gifts, grants paid | $1,181,180 |
| Total expenses and disbursements | $1,570,459 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $21,138 |
| Savings and temporary cash investments | $964,648 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $16,594,424 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $20,942 |
| Total liabilities | $20,942 |
Grants Awarded
Over the last fiscal year, Nathaniel & Elizabeth P Stevens Fdn has awarded $163,500 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
APPALACHIAN MOUNTAIN CLUB PURPOSE: LAWRENCE AND LOWELL PROGRAMMING | $30,000 |
YOUTH DEVELOPMENT ORGANIZATION PURPOSE: CAPITAL SUPPORT FOR THE RENOVATION | $50,000 |
TOP NOTCH SCHOLARS PURPOSE: OPERATING AND PROGRAMMING SUPPORT | $30,000 |
THE GOVERNOR'S ACADEMY PURPOSE: PLUS PROGRAM FOR LAWRENCE STUDENTS | $37,500 |
BREAD & ROSES HERITAGE COMMITTEE PURPOSE: CAPACITY BUILDING AND PLANNING PROCE | $16,000 |