The Roy and Barbara Stevens Charitable

Foundation · Grantmaker 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 grant totaling $5K. Net investment income was $522K.

Key facts about The Roy and Barbara Stevens Charitable

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.

EIN
92-6047429
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$5,000
Grants made (2024)
1
Average grant
$5,000
Median grant
$5,000
Total assets
$3,502,781
Primary geography
Florida (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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

1

-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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2024 grant dollars.

States

Cities

MelbourneCocoaPalm Shores

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K3 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Brevard Symphony Orchestra Inc: $5KBrevard Symphony Orchestra Inc$5K

Grant Size Distribution

4 grants across all recorded years

3<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BREVARD SYMPHONY ORCHESTRA INC Melbourne, FLTO PROVIDE FIANCIAL SUPPORT FOR THE ANNUAL FIFTH GRADE CHILDREN'S CONCERTS$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20232024
Metric20242023
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2023–2024

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).

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.

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.

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