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Mertie & Harley Stevens Memorial Fund is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1971. The principal officer is Us Bank. It holds total assets of $932K. Annual income is reported at $392K. The foundation is governed by 1 officer or trustee. Tax records are available from 2017 to 2024. The foundation primarily funds organizations in Oregon and Wisconsin. According to available records, Mertie & Harley Stevens Memorial Fund has made 16 grants totaling $197K, with a median grant of $1K. Annual giving has decreased from $46K in 2022 to $32K in 2024. Grantmaking activity was highest in 2023 with $119K distributed across 8 grants. Individual grants have ranged from N/A to $57K, with an average award of $12K. The foundation has supported 5 unique organizations. Grants have been distributed to organizations in Oregon and Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$1K
Average Grant
$11K
Largest Grant
$44K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Mertie & Harley Stevens Memorial Fund is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 16 grants. Its grantmaking reaches organizations primarily in OR, WI.
Mertie & Harley Stevens Memorial Fund has distributed a total of $197K across 16 grants. The median grant size is $1K, with an average of $12K. Individual grants have ranged from N/A to $57K.
The application deadline is CONTACT OREGON STUDENT ASSISTANCE COMMISSION. Graduates of clackamas county accredited high schools, gpa high school seniors, 3.50+, college students, 3.00+, oregon public colleges or schools listed at osac website, code 83, apply compete annually.
Mertie & Harley Stevens Memorial Fund is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $15K | $0 | $15K |
Total Giving
N/A
Total Assets
$932K
Fair Market Value
N/A
Net Worth
$932K
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
16
Total Giving
$197K
Average Grant
$12K
Median Grant
$1K
Unique Recipients
5
Most Common Grant
$1K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Oregon Student Assistance CommissionSCHOLARSHIPS | Eugene, OR | $30K | 2024 |
| Mission SocietyGENERAL OPERATING | Oak Creek, WI | $1K | 2024 |
| Tucker Maxon SchoolGENERAL OPERATING | Portland, OR | $1K | 2024 |
| Atkinson Memorial Cong ChurchGENERAL OPERATING | Oregon City, OR | N/A | 2024 |
| OsacSCHOLARSHIPS | Eugene, OR | $44K | 2022 |