Stephen Royce Schedule B Tr
Stephen Royce Schedule B Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $614K in total assets. In 2025, it awarded 2 grants totaling $38K. Net investment income was $61K.
Stephen Royce Schedule B Tr at a glance
In short: Stephen Royce Schedule B Tr gave $38K across 2 grants in 2025 (avg $19K), mostly in Vermont. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $37,702
- +28.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $18,851
- +28.5% vs 2024
- Median grant
- $18,851
- Total assets
- $614,285
- +2.9% vs 2024
- Primary geography
- Vermont (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Stephen Royce Schedule B Tr funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Warner Home for Little Wanderers Inc ($19K). Together the top 2 received $38K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Stephen Royce Schedule B Tr gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 118% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $21K (2023) to $38K (2025). In 2025 it made 2 grants totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Warner Home for Little Wanderers Inc Saint Albans, VT | Unrestricted General | $18,851 |
| Northwestern Medical Center Inc Saint Albans, VT | Unrestricted General | $18,851 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $614,285 | $68,505 | $51,462 | $37,702 | 2 | $42,358 | $60,517 | $35,966 |
| 2024 | $597,067 | $63,197 | $41,660 | $29,344 | 2 | $33,780 | $54,981 | $34,046 |
| 2023 | $576,124 | $20,711 | $32,118 | $21,302 | 2 | $25,312 | $12,000 | $30,977 |
| 2022 | $587,767 | $-14,391 | $47,458 | $33,132 | 2 | $37,320 | $5,026 | $31,763 |
| 2021 | $649,608 | $139,104 | $42,431 | $29,126 | 2 | $33,837 | $130,452 | $35,749 |
| 2020 | $552,246 | $48,671 | $40,655 | $29,350 | 2 | — | $41,993 | $30,671 |
| 2019 | $544,234 | $35,564 | $33,410 | $23,200 | 2 | — | $30,621 | $29,879 |
Under IRS private-foundation payout rules, Stephen Royce Schedule B Tr reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stephen Royce Schedule B Tr's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$11K (2021) → $10K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to Bank of America (Trustee).
Frequently asked questions about Stephen Royce Schedule B Tr
How much does Stephen Royce Schedule B Tr give each year?
Stephen Royce Schedule B Tr gave $38K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 2 grants.
How large is Stephen Royce Schedule B Tr?
Stephen Royce Schedule B Tr reported $614K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).
Where does Stephen Royce Schedule B Tr operate?
Stephen Royce Schedule B Tr has awarded grants in Vermont.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Stephen Royce Schedule B Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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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