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. 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
Share of all 1 itemized 2024 grant dollars.
States
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| BREVARD SYMPHONY ORCHESTRA INC Melbourne, FL | TO PROVIDE FIANCIAL SUPPORT FOR THE ANNUAL FIFTH GRADE CHILDREN'S CONCERTS | $5,000 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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.
Here's the math on researching The Roy and Barbara Stevens Charitable by hand.
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