William H S Stevens Charitable Tr

Alexandria, VA
Tax-exempt since April 1975
EIN: 54-6122449

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$11.3k (2025)

Expenses

$18.2k (2025)

Total Assets

$199k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2025

Revenue

$11,262

Expenses

$18,223

Net Income

-$6,961

Net Assets

$198,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,300	64.8%
Sales of Assets	$3,962	35.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,427	79.2%
Compensation of Officers*	$3,457	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$198,605
Total Liabilities	$0
Net Assets	$198,605

Compensation

Key Employees and Officers	Compensation	Other
Burke Herbert Bank Trust Co (Trustee)	$3,457	$0

990-PF

Filed on Sept. 11, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2024

Revenue

$10,982

Expenses

$17,278

Net Income

-$6,296

Net Assets

$205,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,628	69.5%
Sales of Assets	$3,354	30.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,893	80.4%
Compensation of Officers*	$3,297	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$205,610
Total Liabilities	$0
Net Assets	$205,610

Compensation

Key Employees and Officers	Compensation	Other
Burke Herbert Bank Trust Co (Trustee)	$3,297	$0

990-PF

Filed on Aug. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2023

Revenue

$7,202

Expenses

$21,823

Net Income

-$14,621

Net Assets

$211,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$853	11.8%
Dividends	$4,288	59.5%
Sales of Assets	$2,061	28.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,288	83.8%
Compensation of Officers*	$3,317	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$211,913
Total Liabilities	$0
Net Assets	$211,913

Compensation

Key Employees and Officers	Compensation	Other
Burke Herbert Bank Trust Co (Trustee)	$3,317	$0

990-PF

Filed on Sept. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending April
2022

Revenue

$11,471

Expenses

$15,941

Net Income

-$4,470

Net Assets

$226,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$130	1.1%
Dividends	$6,113	53.3%
Sales of Assets	$5,203	45.4%
Other Income	$25	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,100	69.6%
Compensation of Officers*	$3,707	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$226,465
Total Liabilities	$0
Net Assets	$226,465

Compensation

Key Employees and Officers	Compensation	Other
Burke Herbert Bank Trust Co (Trustee)	$3,707	$0

990-PF

Filed on Aug. 19, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2021

Revenue

$6,149

Expenses

$16,512

Net Income

-$10,363

Net Assets

$231,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$243	4.0%
Dividends	$4,523	73.6%
Sales of Assets	$1,383	22.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,000	72.7%
Compensation of Officers*	$3,417	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$231,038
Total Liabilities	$1
Net Assets	$231,037

Compensation

Key Employees and Officers	Compensation	Other
Burk & Herbert Bank & Trust (Trustee)	$3,417	$0

990-PF

Filed on Aug. 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending April
2020

Revenue

$8,335

Expenses

$16,733

Net Income

-$8,398

Net Assets

$241,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$353	4.2%
Dividends	$6,268	75.2%
Sales of Assets	$1,714	20.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,000	71.7%
Compensation of Officers*	$3,436	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$241,400
Total Liabilities	$0
Net Assets	$241,400

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2016

Revenue

$18,589

Expenses

$18,877

Net Income

-$288

Net Assets

$260,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,365	34.2%
Sales of Assets	$12,224	65.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,120	74.8%
Compensation of Officers*	$3,482	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$260,603
Total Liabilities	$0
Net Assets	$260,603

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2015

Revenue

$16,761

Expenses

$18,631

Net Income

-$1,870

Net Assets

$260,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$145	0.9%
Dividends	$6,467	38.6%
Sales of Assets	$10,149	60.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,279	76.6%
Compensation of Officers*	$2,964	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$260,976
Total Liabilities	$0
Net Assets	$260,976

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2014

Revenue

$14,430

Expenses

$17,557

Net Income

-$3,127

Net Assets

$262,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$115	0.8%
Dividends	$6,805	47.2%
Sales of Assets	$7,510	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,747	61.2%
Compensation of Officers*	$1,037	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$262,842
Total Liabilities	$0
Net Assets	$262,842

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2013

Revenue

$14,459

Expenses

$22,524

Net Income

-$8,065

Net Assets

$265,969

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.1%
Dividends	$8,344	57.7%
Sales of Assets	$6,102	42.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,605	78.2%
Compensation of Officers*	$1,151	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$265,969
Total Liabilities	$0
Net Assets	$265,969

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2012

Revenue

$70,616

Expenses

$12,192

Net Income

$58,424

Net Assets

$274,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$9,047	12.8%
Sales of Assets	$61,546	87.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,708	79.6%
Compensation of Officers*	$1,204	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$274,034
Total Liabilities	$0
Net Assets	$274,034

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending April
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated December 5, 2025

William H S Stevens Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $11.3k (2025)

Expenses $18.2k (2025)

Total Assets $199k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2011

No Extracted Financial Data

Document Links

Revenue

$11.3k (2025)

Expenses

$18.2k (2025)

Total Assets

$199k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending April
2025

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2004

Fiscal Year Ending April
2003

Fiscal Year Ending April
2002