William H S Stevens Charitable Trust
William H S Stevens Charitable Trust is a private foundation, based in Alexandria, VA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $199K in total assets. In 2025, it awarded 3 grants totaling $13K. Net investment income was $11K.
William H S Stevens Charitable Trust at a glance
In short: William H S Stevens Charitable Trust gave $13K across 3 grants in 2025 (avg $4K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,007
- +3.3% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $4,336
- +3.3% vs 2024
- Median grant
- $3,283
- Total assets
- $198,605
- -3.4% vs 2024
- Primary geography
- Maryland (72% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who William H S Stevens Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was American Cancer Society Inc Probate & Trust Management Services ($9K). Together the top 3 received $13K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How William H S Stevens Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+17%). Method
- In 2025 it paid out 146% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $11K (2022) to $17K (2023). In 2025 it made 3 grants totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Inc Probate & Trust Management Services Hagerstown, MD | Charitable | $9,384 |
| Little Theatre of Alexandria Hardy, VA | Charitable | $3,283 |
| Animal Welfare League of Alexandria Alexandria, VA | Charitable | $340 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $198,605 | $11,262 | $18,223 | $13,007 | 3 | $14,427 | $11,182 | $9,854 |
| 2024 | $205,610 | $10,982 | $17,278 | $12,588 | 3 | $13,893 | $10,897 | $12,450 |
| 2023 | $211,913 | $7,202 | $21,823 | $17,199 | 3 | $18,288 | $3,848 | $12,506 |
| 2022 | $226,465 | $11,471 | $15,941 | $11,100 | 3 | $11,100 | $6,605 | $14,377 |
| 2021 | $231,038 | $6,149 | $16,512 | $12,000 | 3 | — | $1,637 | $13,348 |
Under IRS private-foundation payout rules, William H S Stevens Charitable Trust reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William H S Stevens Charitable Trust's only listed officer is Burke Herbert Bank Trust CO, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Burke Herbert Bank Trust CO
Trustee
On filings since 2022
10 hrs/week
$4K (2022) → $3K (2025)
Former officers (1)
- Former: Burk & Herbert Bank & Trust (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Burke Herbert Bank Trust CO (Trustee).
Frequently asked questions about William H S Stevens Charitable Trust
How much does William H S Stevens Charitable Trust give each year?
William H S Stevens Charitable Trust gave $13K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 3 grants.
What is William H S Stevens Charitable Trust's typical grant size?
William H S Stevens Charitable Trust's median grant in 2025 was $3,283, and its average grant was $4,336, across 3 grants on its 2025 IRS Form 990-PF.
Where does William H S Stevens Charitable Trust give grants?
William H S Stevens Charitable Trust gives mostly in Maryland: 72% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (28%).
Does William H S Stevens Charitable Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on William H S Stevens Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (3 grants).
How large is William H S Stevens Charitable Trust?
William H S Stevens Charitable Trust reported $199K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).
What is William H S Stevens Charitable Trust's EIN?
William H S Stevens Charitable Trust's EIN (Employer Identification Number) is 54-6122449. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 18, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 19, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 8, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 13, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS September 11, 2025)
- IRS filings on file for fiscal years 2021–2025
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