William H S Stevens Charitable Trust

Private foundation · Grantmaker Alexandria, VA EIN: 54-6122449

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.

Key facts about William H S Stevens Charitable Trust

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.

EIN
54-6122449
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$13,007
Grants made (2025)
3
Average grant
$4,336
Median grant
$3,283
Total assets
$198,605
Primary geography
Maryland (72% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$199K

-3.4% YoY

Annual Giving

$13K

+3.3% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$4K

+3.3% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

AlexandriaHardyOklahoma CityHagerstown

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2021 to 2025, annual grant giving ranged from $11K (2022) to $17K (2023). In 2025 it made 3 grants totaling $13K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

American Cancer Society Inc Probate & Trust Management Services: $9KAmerican Cancer Society IncProbate & Trust Management…$9KLittle Theatre of Alexandria: $3KLittle Theatre of Alexandria$3KAnimal Welfare League of Alexandria: $340Animal Welfare League ofAlexandria$340

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

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Cancer Society Inc Probate & Trust Management Services Hagerstown, MDCharitable$9,384
Little Theatre of Alexandria Hardy, VACharitable$3,283
Animal Welfare League of Alexandria Alexandria, VACharitable$340

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$198,605$205,610$211,913
Revenue$11,262$10,982$7,202
Expenses$18,223$17,278$21,823
Qualifying Distributions$14,427$13,893$18,288
Net Investment Income$11,182$10,897$3,848
Distributable Amount$9,854$12,450$12,506

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 18, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 19, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 8, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 13, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS September 11, 2025)
  6. IRS filings on file for fiscal years 2021–2025

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

Burke Herbert Bank Trust CO — Trustee: $3KBurke Herbert Bank…Trustee$3K

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.

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