William H S Stevens Charitable Trust

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$199K

-3.4% YoY

Annual Giving

$13K

+3.3% YoY

Grant Count

+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.

About William H S Stevens Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $29K (44%)

Virginia $19K (28%)

Maryland $18K (28%)

States

Maryland Oklahoma Virginia

Cities

AlexandriaHagerstownHardyOklahoma City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include American Cancer Society Inc ($9,384), Little Theatre of Alexandria ($3,283), Animal Welfare League of Alexandria ($340).

Recipient	Purpose	Amount
AMERICAN CANCER SOCIETY INC HAGERSTOWN, MD	CHARITABLE	$9,384
ANIMAL WELFARE LEAGUE OF ALEXANDRIA ALEXANDRIA, VA	CHARITABLE	$340
LITTLE THEATRE OF ALEXANDRIA HARDY, VA	CHARITABLE	$3,283

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BURKE HERBERT BANK TRUST CO	TRUSTEE	10	$3,457

Frequently Asked Questions

How large is William H S Stevens Charitable Trust?

As of 2025, William H S Stevens Charitable Trust holds $199K in total assets with $11K in annual revenue. It awarded 3 grants totaling $13K in 2025.

Where does William H S Stevens Charitable Trust operate?

William H S Stevens Charitable Trust has awarded grants in Maryland, Oklahoma, Virginia.

What size grants does William H S Stevens Charitable Trust award?

In 2025, William H S Stevens Charitable Trust awarded 3 grants totaling $13K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is William H S Stevens Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, William H S Stevens Charitable Trust reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.