Nonprofit · EIN 04-3427585
THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC
Tax-exempt · HOLDEN, MA 01520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,326 | $4,807 | -$481 | $180,825 | $0 | $180,825 |
| December 31, 2024 | 990-PF | $4,221 | $4,531 | -$310 | $181,306 | $0 | $181,306 |
| December 31, 2023 | 990-PF | $3,231 | $4,756 | -$1,525 | $181,616 | $0 | $181,616 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,326
Expenses
- Grants and similar amounts paid
- $3,480
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,480
- Excise tax on investment income
- $19
Balance sheet and other
- Total assets, start of year
- $181,306
- Total assets, end of year
- $180,825
- Total liabilities, end of year
- $0
- Net assets, end of year
- $180,825
- Fair market value of assets
- $194,992
- Qualifying distributions
- $3,480
- Net investment income
- $2,668
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN K EVANS 37 HARVEST CIRCLE, HOLDEN, MA 01520 | PRESIDENT/TREASURER/CLERK | 1 | $0 |
| AMY L WEINSTEIN 281 MIDDLE HIGHWAY, BARRINGTON, RI 02806 | DIRECTOR | 1 | $0 |
| STEVEN P EVANS 2540 WEST COYOTE CREEK DRIVE, ANTHEM, AZ 85086 | DIRECTOR | 1 | $0 |
| MATTHEW B EVANS 29 MANHATTAN AVENUE, TUCKAHOE, NY 10707 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN K EVANS 37 HARVEST CIRCLE, HOLDEN, MA 01520 | PRESIDENT/TREASURER/CLERK | 1 | $0 |
| AMY L WEINSTEIN 281 MIDDLE HIGHWAY, BARRINGTON, RI 02806 | DIRECTOR | 1 | $0 |
| STEVEN P EVANS 2540 WEST COYOTE CREEK DRIVE, ANTHEM, AZ 85086 | DIRECTOR | 1 | $0 |
| MATTHEW B EVANS 29 MANHATTAN AVENUE, TUCKAHOE, NY 10707 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN K EVANS 37 HARVEST CIRCLE, HOLDEN, MA 01520 | PRESIDENT/TREASURER/CLERK | 1 | $0 |
| AMY L WEINSTEIN 281 MIDDLE HIGHWAY, BARRINGTON, RI 02806 | DIRECTOR | 1 | $0 |
| STEVEN P EVANS 2540 WEST COYOTE CREEK DRIVE, ANTHEM, AZ 85086 | DIRECTOR | 1 | $0 |
| MATTHEW B EVANS 29 MANHATTAN AVENUE, TUCKAHOE, NY 10707 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 37 HARVEST CIR, HOLDEN, MA 01520-3401
- Signed the 990-PF
- KATHLEEN K EVANS, TREASURER
- Phone
- (508) 829-4571
- Return prepared by
- O'CONNOR MALONEY & CO CPA'S
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3427585
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $180,825
- Income (IRS master file)
- $4,326
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,326 | $4,807 | $180,825 | XML |
| 990-PF | December 2024 | $4,221 | $4,531 | $181,306 | IRS |
| 990-PF | December 2023 | $3,231 | $4,756 | $181,616 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 04-3427585).
Questions about THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC
- What is the EIN of THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC is 04-3427585.
- Is THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE ROBERT E & KATHLEEN K EVANS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,326, expenses of $4,807 and total assets of $180,825 at year end.
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