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.
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.
Ready to take the next step with William H S Stevens Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
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
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.
Here's the math on researching William H S Stevens Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in William H S Stevens Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Points of Light Foundation
Atlanta, GA
Points of Light supports community improvement projects and organizations advancing volunteering and civic engagement. Its 2025 grants ranged from $20,000 to $300,000, with a median of $90,000, and went to recipients across multiple U.S. states; its Family Volunteer Day grants are specifically for U.S. schools and nonprofits.
Assets
$16.5M
Grants
103
Total Given
$10.1M
Carlson Family Foundation
Chapel Hill, NC
The Carlson Family Foundation supports organizations working in areas including addiction recovery, environmental education, public schools, early education, cancer, and rare diseases. In 2025, its 100 grants ranged from $30 to $78,568, with a median of $10,000; it funded recipients in North Carolina and other states, with the largest share of grant dollars going to North Carolina. The foundation funds only preselected organizations and does not accept unsolicited requests.
Assets
$19.0M
Grants
100
Total Given
$1.1M
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
Patterson Foundation
St. Paul, MN
The Patterson Foundation supports nonprofits in oral health, animal health and assistance dogs, occupational and physical rehabilitation, and agricultural youth leadership in Patterson Companies’ service areas in the United States and Canada. Its 2024 grants ranged from $100 to $652,837, with a median award of $3,000. It accepts unsolicited requests through an online letter of inquiry, and invites full applications after approving an inquiry.
Assets
$31.5M
Grants
119
Total Given
$1.4M
United Way of the National Capital Area
Vienna, VA
United Way of the National Capital Area funds local nonprofits working on community health, youth opportunity, financial stability, and related needs such as food access, education, and employment. Its 2025 grants ranged from $5,048 to $515,285, with a median of $11,348, and supported organizations in Washington, D.C., parts of Virginia, and parts of Maryland; eligible nonprofits apply through an annual online partnership process.
Assets
$48.8M
Grants
210
Total Given
$6.6M
Paul and Jill Kaneb Family Charitable Foundation
Vero Beach, FL
Assets
—
Grants
18
Total Given
$1.5M
EQT Foundation
Canonsburg, PA
The EQT Foundation funds community enrichment, education and workforce development, and environmental and arts-related work, prioritizing communities within EQT Corporation’s operating footprint, especially in Pennsylvania and West Virginia. Its 2024 median grant was $10,000, though awards ranged from $100 to $800,000; it invites eligible nonprofits and institutions to apply through its website.
Assets
$26.2M
Grants
367
Total Given
$6.3M
The Horn Foundation
Santa Monica, CA
The Horn Foundation supports education and environmental projects, along with organizations addressing related social and environmental challenges, with 2024 grants ranging from $500 to $550,000 and a median of $15,000. Its 2024 giving went mainly to recipients in New York, California, Washington, D.C., Massachusetts, and North Carolina. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$57.0M
Grants
61
Total Given
$3.2M
The Cooper Health System a New Jersey Non-Profit Corporation
Camden, NJ
The Cooper Health System supports organizations serving health care, research, education, and community needs, primarily in New Jersey, with some grants in Pennsylvania and Florida. Its 2024 grants ranged from $6,000 to $1 million, with a median of $10,000. The available information does not state whether it accepts unsolicited requests.
Assets
$2.7B
Grants
15
Total Given
$1.3M
Carrico Family Foundation
Medford, OR
The Carrico Family Foundation funds children, education, health care, youth programs, human services, community improvement, and some capital projects, with projects expected to directly benefit residents of Jackson and Josephine counties, Oregon. Its website says awards average $2,000–$10,000, though recent grants ranged from $1,500 to $350,000. It accepts applications during its annual application period; the website says they must be postmarked by June 20.
Assets
$31.3M
Grants
71
Total Given
$3.0M
Casey Family Foundation
Genoa, NV
The Casey Family Foundation supports a range of charitable organizations; its 2025 grants ranged from $500 to $50,000, with a median of $2,500. Based in Nevada, it awarded the largest shares of its 2025 grants in Massachusetts, California, Michigan, Maine, and Vermont. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$3.7M
Grants
36
Total Given
$240K
More Funders in Virginia
William H S Stevens Charitable Trust down — hundreds of funders to go?