The Roy and Barbara Stevens Charitable
The Roy and Barbara Stevens Charitable is a private foundation, based in Melbourne, FL. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 1 grant totaling $5K. Net investment income was $522K.
The Roy and Barbara Stevens Charitable at a glance
In short: The Roy and Barbara Stevens Charitable gave $5K across 1 grant in 2024 (avg $5K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $5,000
- -94.1% vs 2023
- Grants made (2024)
- 1
- -66.7% vs 2023
- Average grant
- $5,000
- -82.4% vs 2023
- Median grant
- $5,000
- Total assets
- $3,502,781
- +11.3% vs 2023
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Roy and Barbara Stevens Charitable funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Brevard Symphony Orchestra Inc ($5K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The Roy and Barbara Stevens Charitable gives
- In 2024 it paid out 22% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2023 to 2024, annual grant giving ranged from $5K (2024) to $85K (2023). In 2024 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brevard Symphony Orchestra Inc Melbourne, FL | To provide fiancial support for the annual fifth grade children's concerts | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,502,781 | $576,946 | $86,463 | $5,000 | 1 | $34,106 | $522,463 | $153,523 |
| 2023 | $3,148,250 | $3,052,583 | $152,889 | $85,000 | 3 | $135,595 | $5,608 | $63,475 |
Under IRS private-foundation payout rules, The Roy and Barbara Stevens Charitable reported a distributable amount of $154K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Roy and Barbara Stevens Charitable is led by Erik P. Shuman Esquire, Chair & Co-Trustee on every filing since 2023; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Erik P. Shuman Esquire
Chair & Co-Trustee
On filings since 2023
2 hrs/week
No compensation reported
Jerry Brokaw
Secretary & Co-Trustee
On filings since 2023
2 hrs/week
No compensation reported
William Harris
Co-Trustee
On filings since 2023
2 hrs/week
No compensation reported
Brian G. Fisher
Co-Trustee
New on the 2024 filing
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Roy and Barbara Stevens Charitable
How much does The Roy and Barbara Stevens Charitable give each year?
The Roy and Barbara Stevens Charitable gave $5K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $85K across 3 grants.
How large is The Roy and Barbara Stevens Charitable?
The Roy and Barbara Stevens Charitable reported $3.5M in total assets on its 2024 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $154K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Roy and Barbara Stevens Charitable operate?
The Roy and Barbara Stevens Charitable has awarded grants in Florida.
What is The Roy and Barbara Stevens Charitable's EIN?
The Roy and Barbara Stevens Charitable's EIN (Employer Identification Number) is 92-6047429. IRS Form 990 filing data is available on this page for 2023–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
Live grants for the work The Roy and Barbara Stevens Charitable funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Roy and Barbara Stevens Charitable's focus areas in our free grants database
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