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
Under IRS private-foundation payout rules, Stephen Royce Schedule B Tr reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Warner Home for Little Wanderers Inc ($14,672), Northwestern Medical Center Inc ($14,672).
| Recipient | Purpose | Amount |
|---|---|---|
| WARNER HOME FOR LITTLE WANDERERS INC SAINT ALBANS, VT | UNRESTRICTED GENERAL | $14,672 |
| NORTHWESTERN MEDICAL CENTER INC SAINT ALBANS, VT | UNRESTRICTED GENERAL | $14,672 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $9,841 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Stephen Royce Schedule B Tr?
Stephen Royce Schedule B Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $597K in total assets as of 2024.
How large is Stephen Royce Schedule B Tr?
As of 2024, Stephen Royce Schedule B Tr holds $597K in total assets with $63K in annual revenue. It awarded 2 grants totaling $29K in 2024.
Where does Stephen Royce Schedule B Tr operate?
Stephen Royce Schedule B Tr has awarded grants in Vermont.
What size grants does Stephen Royce Schedule B Tr award?
In 2024, Stephen Royce Schedule B Tr awarded 2 grants totaling $29K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Stephen Royce Schedule B Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephen Royce Schedule B Tr reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stephen Royce Schedule B Tr's EIN?
Stephen Royce Schedule B Tr's EIN (Employer Identification Number) is 04-6023008. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Stephen Royce Schedule B Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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