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Nonprofit · EIN 04-2236996

NATHANIEL & ELIZABETH P STEVENS FDN

Tax-exempt · NORTH ANDOVER, MA 01845

Financials

$635K$1.7M2023$1.5M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of NATHANIEL & ELIZABETH P STEVENS FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,461,310$1,635,803-$174,493$16,744,521$0$16,744,521
December 31, 2023990-PF$634,661$1,705,387-$1,070,726$15,525,579$22,823$15,502,756
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$393,328
Net gain from sales of assets
$862,334
Other income
$205,648

Expenses

Grants and similar amounts paid
$1,222,950
Compensation of officers, directors and key employees
$111,000
Salaries, compensation and benefits (total)
$86,090
Disbursements for charitable purposes
$1,283,847
Excise tax on investment income
$15,261

Balance sheet and other

Total assets, start of year
$15,525,579
Total assets, end of year
$16,744,521
Total liabilities, end of year
$0
Net assets, end of year
$16,744,521
Fair market value of assets
$22,046,825
Qualifying distributions
$2,364,847
Net investment income
$1,252,776

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
SANDRA CANNELLA
ONE JOHNSON STREET, NORTH ANDOVER, MA 01845
OFFICE MANAG
Highest-paid employee
0$86,090
JOSHUA L MINER
356 MAIN STREET, BOXFORD, MA 01921
TRUSTEE0$80,000
DEBORAH PUTNAM
32 ARBOROUGH ROAD, ROSLINDALE, MA 02131
TRUSTEE0$31,000
CHRISTOPHER W ROGERS
46 OCEAN STREET, NAHANT, MA 01908
TRUSTEE0$0
EMILY A DONNAN
20 CENTRAL STREET, WINCHESTER, MA 01890
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SANDRA CANNELLA
ONE JOHNSON STREET, NORTH ANDOVER, MA 01845
OFFICE MANAG
Highest-paid employee
0$83,013
JOSHUA L MINER
356 MAIN STREET, BOXFORD, MA 01921
TRUSTEE0$80,000
CHRISTOPHER W ROGERS
46 OCEAN STREET, NAHANT, MA 01908
TRUSTEE0$0
EMILY A DONNAN
20 CENTRAL STREET, WINCHESTER, MA 01890
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 111, NORTH ANDOVER, MA 01845-0111
Signed the 990-PF
DEBORAH PUTNAM, TRUSTEE
Phone
(978) 688-7211
Return prepared by
ABEL ROGERS & SULLIVAN

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-2236996
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1944
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$16,744,521
Income (IRS master file)
$1,673,903

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,461,310$1,635,803$16,744,521XML
990-PFDecember 2023$634,661$1,705,387$15,525,579XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2236996).

Questions about NATHANIEL & ELIZABETH P STEVENS FDN

What is the EIN of NATHANIEL & ELIZABETH P STEVENS FDN?
The employer identification number (EIN) of NATHANIEL & ELIZABETH P STEVENS FDN is 04-2236996.
Is NATHANIEL & ELIZABETH P STEVENS FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
Are donations to NATHANIEL & ELIZABETH P STEVENS FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NATHANIEL & ELIZABETH P STEVENS FDN file?
Form 990-PF. Private foundations file every year.
When is the next return of NATHANIEL & ELIZABETH P STEVENS FDN due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATHANIEL & ELIZABETH P STEVENS FDN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of NATHANIEL & ELIZABETH P STEVENS FDN?
The 990-PF for the year ended December 31, 2024 lists 5 people; 3 received compensation from the organization, the highest $86,090 (SANDRA CANNELLA, OFFICE MANAG).
How much revenue does NATHANIEL & ELIZABETH P STEVENS FDN have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,461,310, expenses of $1,635,803 and total assets of $16,744,521 at year end.

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