The Roy and Barbara Stevens Charitable

MELBOURNE, FL EIN: 92-6047429

The Roy and Barbara Stevens Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $5K. Net investment income was $522K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.5M

+11.3% YoY

Annual Giving

$5K

-94.1% YoY

Grant Count

-66.7% YoY

Avg Grant Size

$5K

-82.4% YoY

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.

About The Roy and Barbara Stevens Charitable

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with The Roy and Barbara Stevens Charitable?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $90K (100%)

States

Florida

Cities

CocoaMelbournePalm Shores

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$3,502,781	$3,148,250
Revenue	$576,946	$3,052,583
Expenses	$86,463	$152,889
Qualifying Distributions	$34,106	$135,595
Net Investment Income	$522,463	$5,608
Distributable Amount	$153,523	$63,475

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Brevard Symphony Orchestra Inc ($5,000).

Recipient	Purpose	Amount
BREVARD SYMPHONY ORCHESTRA INC MELBOURNE, FL	TO PROVIDE FIANCIAL SUPPORT FOR THE ANNUAL FIFTH GRADE CHILDREN'S CONCERTS	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ERIK P SHUMAN ESQUIRE	CHAIR, CO-TRUSTEE	2	—
JERRY BROKAW	SECRETARY, CO-TRUSTEE	2	—
WILLIAM HARRIS	CO-TRUSTEE	2	—
BRIAN G FISHER	CO-TRUSTEE	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Roy and Barbara Stevens Charitable?

The Roy and Barbara Stevens Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MELBOURNE, FL. It holds $3.5M in total assets as of 2024.

How large is The Roy and Barbara Stevens Charitable?

As of 2024, The Roy and Barbara Stevens Charitable holds $3.5M in total assets with $577K in annual revenue. It awarded 1 grants totaling $5K in 2024.

Where does The Roy and Barbara Stevens Charitable operate?

The Roy and Barbara Stevens Charitable has awarded grants in Florida.

What size grants does The Roy and Barbara Stevens Charitable award?

In 2024, The Roy and Barbara Stevens Charitable awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is The Roy and Barbara Stevens Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Roy and Barbara Stevens Charitable reported a distributable amount of $154K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.