The Robert E Evans and Kathleen K Evans

HOLDEN, MA EIN: 04-3427585

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$181K

-0.2% YoY

Annual Giving

$3K

-7.5% YoY

Grant Count

13

+18.2% YoY

Avg Grant Size

$251.923

-21.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23K$46K$69K$92K20202021202220232024
Metric202420232022
Total Assets$181,306$181,616$183,141
Revenue$4,221$3,231$32,798
Expenses$4,531$4,756$4,364
Qualifying Distributions$3,275$3,540$3,505
Net Investment Income$2,994$2,063$944
Distributable Amount$9,084$8,844$8,313

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$15K$23K$31K24 grants202016 grants202110 grants202211 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SALEM COMMUNITY CORP-BRI…$800FIDALGO ROTARY CLUB$500ILLINOIS WESLEYAN UNIVER…$500ROLLING RIDGE$500FORDHAM PREPARATORY SCHOOL$400BOSTON HOME$100MARLBOROUGH PUBLIC LIBRARY$100JEWISH HEALTH CARE$100PARKINSONS DISEASE CENTER$100TELEGRAM AND GAZZETTE FO…$50

Grant Size Distribution

74 grants across all recorded years

74<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Robert E Evans and Kathleen K Evans fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KATHLEEN K EVANSPRESIDENT/TREASURER/CLERK1
AMY L WEINSTEINDIRECTOR1
STEVEN P EVANSDIRECTOR1
MATTHEW B EVANSDIRECTOR1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

11states
+3 more states

Cities

AnacortesAuburnBecketBeverlyBloomingtonBoltonBostonBronxBrooklineChicagoDekalbFraminghamHardwickHersheyHoldenLittle RockMarlboroughMemphisNeedhamNew York

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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