The Roy And Barbara Stevens Charitable Trust Dated July 21 2022
- Assets
- $3.5m
- Revenue
- $576.9k
- Investments
- $3.4m
- Employees
- 0
- Location
- Melbourne, FL
- Founding
- Data as of
- 06/2024
- EIN
- 92-6047429
Organization Overview
The Roy And Barbara Stevens Charitable Trust Dated July 21 2022 is located in Melbourne, FL.
For the year ending 06/2024, Roy And Barbara Stevens Charitable Trust Dated July 21 2022 generated $576.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 2 years, the organization has seen revenues fall by an average of (56.5%) each year. All expenses for the organization totaled $86.5k during the year ending 06/2024. You can explore the organizations financials more deeply in the financial statements section below.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Erik P Shuman Esquire Chair, Co-Trustee | 2 | $0 | |
Jerry Brokaw Secretary, Co-Trustee | 2 | $0 | |
William Harris Co-Trustee | 2 | $0 | |
Brian G Fisher Co-Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $37,866 |
| Dividends & Interest | $59,335 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $474,798 |
| Capital Gain Net Income | $474,798 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $4,947 |
| Total Revenue | $576,946 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $405 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $52,003 |
| Total operating and administrative expenses | $81,463 |
| Contributions, gifts, grants paid | $5,000 |
| Total expenses and disbursements | $86,463 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $139,578 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,238,910 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,502,781 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Roy And Barbara Stevens Charitable Trust Dated July 21 2022 has awarded $85,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA INC PURPOSE: TO PROVIDE FINANCIAL SUPPORT | $50,000 |
THE SALVATION ARMY DOMESTIC VIOLENCE PROGRAM PURPOSE: TO PROVIDE FINANCIAL SUPPORT | $15,000 |
FLORIDA WILDLIFE HOSPITAL PURPOSE: TO PROVIDE FINANCIAL SUPPORT | $20,000 |