Nonprofit · EIN 92-6047429
ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022
Also known as ERIK P SHUMAN TTEE
Tax-exempt · MELBOURNE, FL 32901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990-PF | $576,946 | $86,463 | $490,483 | $3,502,781 | $0 | $3,502,781 |
| June 30, 2023 | 990-PF | $3,052,583 | $152,889 | $2,899,694 | $3,148,250 | $0 | $3,148,250 |
Financial details: 990-PF for the year ended June 30, 2024
Revenue
- Dividends
- $59,335
- Interest
- $37,866
- Net gain from sales of assets
- $474,798
- Other income
- $4,947
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $34,106
- Excise tax on investment income
- $7,262
Balance sheet and other
- Total assets, start of year
- $3,148,250
- Total assets, end of year
- $3,502,781
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,502,781
- Fair market value of assets
- $3,502,781
- Qualifying distributions
- $34,106
- Net investment income
- $571,999
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIK P SHUMAN ESQUIRE C/O GRAY ROBINSON PA 1795 W NASA, BLVD, MELBOURNE, FL 32901 | CHAIR, CO-TRUSTEE | 2 | $0 |
| JERRY BROKAW C/O GRAY ROBINSON PA 1795 W NASA, BLVD, MELBOURNE, FL 32901 | SECRETARY, CO-TRUSTEE | 2 | $0 |
| WILLIAM HARRIS C/O GRAY ROBINSON PA 1795 W NASA, BLVD, MELBOURNE, FL 32901 | CO-TRUSTEE | 2 | $0 |
| BRIAN G FISHER C/O GRAY ROBINSON PA 1795 W NASA, BLVD, MELBOURNE, FL 32901 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIK P SHUMAN ESQUIRE C/O GRAY ROBINSON PA 1795 W NASA, BLVD, MELBOURNE, FL 32901 | CHAIR, CO-TRUSTEE | 2 | $0 |
| JERRY BROKAW C/O GRAY ROBINSON PA 1795 W NASA, BLVD, MELBOURNE, FL 32901 | SECRETARY, CO-TRUSTEE | 2 | $0 |
| WILLIAM HARRIS C/O GRAY ROBINSON PA 1795 W NASA, BLVD, MELBOURNE, FL 32901 | CO-TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1795 W NASA BLVD, MELBOURNE, FL 32901-2611
- In care of
- % GRAY ROBINSON
- Signed the 990-PF
- ERIK P SHUMAN, CHAIR, CO-TRUSTEE
- Phone
- (321) 727-8100
- Return prepared by
- CRI ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Check at the IRS |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 92-6047429
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2023
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,431,392
- Income (IRS master file)
- $2,285,309
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2024 | $576,946 | $86,463 | $3,502,781 | XML |
| 990-PF | June 2023 | $3,052,583 | $152,889 | $3,148,250 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 92-6047429).
Questions about ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022
- What is the EIN of ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022?
- The employer identification number (EIN) of ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022 is 92-6047429.
- Is ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2024.
- Who are the officers and directors of ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022?
- The 990-PF for the year ended June 30, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROY AND BARBARA STEVENS CHARITABLE TR DATED JULY 21 2022 have?
- On its 990-PF for the year ended June 30, 2024 it reported revenue of $576,946, expenses of $86,463 and total assets of $3,502,781 at year end.
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