Private Foundation

THE ROY AND BARBARA STEVENS CHARITABLE TRUST DATED JULY 21 2022

THE ROY AND BARBARA STEVENS CHARITABLE TRUST DATED JULY 21 2022, of MELBOURNE, FL, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $577K in revenue, $86K in expenses, $3.5M in total assets. IRS filings disclose 4 grants awarded by this foundation, totaling roughly $90K.

EIN: 926047429 MELBOURNE, FL Latest filing: 2024

Total Revenue$577K

Total Expenses$86K

Total Assets$3.5M

Grants Given4

Grant Total$90K

Filing Years2023–2024

Sample Grants Given

BREVARD SYMPHONY ORCHESTRA INC

MELBOURNE, FL · 2023

TO PROVIDE FIANCIAL SUPPORT FOR THE ANNUAL FIFTH GRADE CHILDREN'S CONCERTS

$5,000

EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA INC

MELBOURNE, FL

TO PROVIDE FINANCIAL SUPPORT

$50,000

FLORIDA WILDLIFE HOSPITAL

PALM SHORES, FL

TO PROVIDE FINANCIAL SUPPORT

$20,000

THE SALVATION ARMY DOMESTIC VIOLENCE PROGRAM

COCOA, FL

TO PROVIDE FINANCIAL SUPPORT

$15,000

Showing up to 5 of 4 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Brian G Fisher

CHAIR, CO-TRUSTEE Erik P Shuman Esquire

SECRETARY, CO-TRUSTEE Jerry Brokaw

CO-TRUSTEE William Harris

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO PROVIDE FINANCIAL SUPPORT

$85,000 3 grants

TO PROVIDE FIANCIAL SUPPORT FOR THE ANNUAL FIFTH GRADE CHILDREN'S CONCERTS

$5,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$577K	$86K	$3.5M
2023	$3.1M	$153K	$3.1M

Between 2023 and 2024, reported annual revenue declined from $3.1M to $577K (-81%), with total assets most recently reported at $3.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE ROY AND BARBARA STEVENS CHARITABLE TRUST DATED JULY 21 2022

Complete financials, all 4 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports