Funder DirectoryMERTIE & HARLEY STEVENS MEMORIAL FUND
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Private foundation (trust)EIN 936053655Est. 1971-04

MERTIE & HARLEY STEVENS MEMORIAL FUND

MILWAUKEE, WI 532010634

Accepts unsolicited proposals

Total Assets

$1.1M

FY 2023

Annual Giving

$32K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$50–$30K

Typical

Deadlines

Contact oregon student assistance comm…

Applications

Financial Snapshot

2023 filing

Total Revenue

$48K

Total Expenses

$53K

Qualifying Distributions

$39K

Distributable Amount

$51K

Min. Investment Return

$50K

Payout rate 77%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.77%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $50 through median $1K to maximum $30K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $59K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

16 grants

OSAC
$105K
2 grants
OREGON STUDENT ASSISTANCE COMMISSION
$88K
2 grants
MISSION SOCIETY
$4K
4 grants
TUCKER MAXON SCHOOL
$4K
4 grants
ATKINSON MEMORIAL CONG CHURCH
$200
4 grants

Grant Size Distribution

16 grants

<$10K
12
grants
$10–50K
1
grants
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Oregon
$197K
98% of total
Wisconsin
$4K
2% of total

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MERTIE & HARLEY STEVENS MEMORIAL FUND — Grants, Financials & Contact | Grantivo