Stephen Royce Schedule B Tr

DALLAS, TX EIN: 04-6023008

Stephen Royce Schedule B Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $597K in total assets. In 2024, it awarded 2 grants totaling $29K. Net investment income was $55K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$597K

+3.6% YoY

Annual Giving

$29K

+37.8% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$15K

+37.8% YoY

About Stephen Royce Schedule B Tr

Based on IRS filings

Stephen Royce Schedule B Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $597K in total assets. In 2024, it awarded 2 grants totaling $29K. Net investment income was $55K.

Ready to take the next step with Stephen Royce Schedule B Tr?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Saint Albans

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$38K$77K$115K$153K20202021202220232024
Metric202420232022
Total Assets$597,067$576,124$587,767
Revenue$63,197$20,711$-14,391
Expenses$41,660$32,118$47,458
Qualifying Distributions$33,780$25,312$37,320
Net Investment Income$54,981$12,000$5,026
Distributable Amount$34,046$30,977$31,763

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$17K$25K$33K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

WARNER HOME FOR LITTLE W…$15KNORTHWESTERN MEDICAL CEN…$15K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$10K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$9,841

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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