Nonprofit · EIN 04-6107991
ABBOT & DOROTHY H STEVENS FOUNDATION
Tax-exempt · NORTH ANDOVER, MA 01845
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,543,272 | $1,826,733 | -$283,461 | $19,897,129 | $257,203 | $19,639,926 |
| December 31, 2023 | 990-PF | $534,763 | $1,814,392 | -$1,279,629 | $20,032,164 | $108,777 | $19,923,387 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $461,600
- Net gain from sales of assets
- $1,085,311
- Other income
- -$3,639
Expenses
- Grants and similar amounts paid
- $1,484,000
- Disbursements for charitable purposes
- $1,631,045
- Excise tax on investment income
- $18,731
Balance sheet and other
- Total assets, start of year
- $20,032,164
- Total assets, end of year
- $19,897,129
- Total liabilities, end of year
- $257,203
- Net assets, end of year
- $19,639,926
- Fair market value of assets
- $26,129,234
- Qualifying distributions
- $3,183,045
- Net investment income
- $1,543,272
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA L MINER 356 MAIN STREET, BOXFORD, MA 01921 | TRUSTEE | 0 | $0 |
| DEBORAH D PUTNAM 32 ARBOROUGH ROAD, ROSLINDALE, MA 02131 | TRUSTEE | 0 | $0 |
| CHRISTOPHER W ROGERS 46 OCEAN STREET, NAHANT, MA 01908 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA L MINER 356 MAIN STREET, BOXFORD, MA 01921 | TRUSTEE | 0 | $0 |
| DEBORAH D PUTNAM 32 ARBOROUGH ROAD, ROSLINDALE, MA 02131 | TRUSTEE | 0 | $0 |
| CHRISTOPHER W ROGERS 46 OCEAN STREET, NAHANT, MA 01908 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 111, NORTH ANDOVER, MA 01845-0111
- Signed the 990-PF
- DEBORAH D PUTNAM, TRUSTEE
- Phone
- (978) 688-7211
- Website
- STEVENSFOUNDATION.COM
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 04-6107991
- 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
- 1954
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $19,897,129
- Income (IRS master file)
- $1,784,272
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,543,272 | $1,826,733 | $19,897,129 | XML |
| 990-PF | December 2023 | $534,763 | $1,814,392 | $20,032,164 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 04-6107991).
Questions about ABBOT & DOROTHY H STEVENS FOUNDATION
- What is the EIN of ABBOT & DOROTHY H STEVENS FOUNDATION?
- The employer identification number (EIN) of ABBOT & DOROTHY H STEVENS FOUNDATION is 04-6107991.
- Is ABBOT & DOROTHY H STEVENS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to ABBOT & DOROTHY H STEVENS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ABBOT & DOROTHY H STEVENS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ABBOT & DOROTHY H STEVENS FOUNDATION 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 ABBOT & DOROTHY H STEVENS FOUNDATION 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 ABBOT & DOROTHY H STEVENS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ABBOT & DOROTHY H STEVENS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,543,272, expenses of $1,826,733 and total assets of $19,897,129 at year end.
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