Nonprofit · EIN 54-6122449
WILLIAM H S STEVENS CHARITABLE TR
Tax-exempt · ALEXANDRIA, VA 22313
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $19,142 | $18,271 | $871 | $199,458 | $0 | $199,458 |
| April 30, 2025 | 990-PF | $11,262 | $18,223 | -$6,961 | $198,605 | $0 | $198,605 |
| April 30, 2024 | 990-PF | $10,982 | $17,278 | -$6,296 | $205,610 | $0 | $205,610 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $7,187
- Net gain from sales of assets
- $11,955
Expenses
- Grants and similar amounts paid
- $13,122
- Compensation of officers, directors and key employees
- $3,546
- Disbursements for charitable purposes
- $14,472
- Excise tax on investment income
- $265
Balance sheet and other
- Total assets, start of year
- $198,605
- Total assets, end of year
- $199,458
- Total liabilities, end of year
- $0
- Net assets, end of year
- $199,458
- Fair market value of assets
- $292,717
- Qualifying distributions
- $14,472
- Net investment income
- $19,142
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE HERBERT BANK TRUST CO P O BOX 113, ALEXANDRIA, VA 22313 | TRUSTEE | 10 | $3,546 |
990-PF for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE HERBERT BANK TRUST CO P O BOX 113, ALEXANDRIA, VA 22313 | TRUSTEE | 10 | $3,457 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE HERBERT BANK TRUST CO P O BOX 113, ALEXANDRIA, VA 22313 | TRUSTEE | 10 | $3,297 |
Address and contacts
- Address (IRS master file)
- PO BOX 113, ALEXANDRIA, VA 22313-0113
- In care of
- % BURKE-HERBERT BK & TR CO
- Signed the 990-PF
- BURKE HERBERT BANK TRUST, Vice President
- Phone
- (703) 549-6600
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 54-6122449
- Exempt since
- 1975
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $199,458
- Income (IRS master file)
- $67,164
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $19,142 | $18,271 | $199,458 | XML |
| 990-PF | April 2025 | $11,262 | $18,223 | $198,605 | XML |
| 990-PF | April 2024 | $10,982 | $17,278 | $205,610 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-6122449).
Questions about WILLIAM H S STEVENS CHARITABLE TR
- What is the EIN of WILLIAM H S STEVENS CHARITABLE TR?
- The employer identification number (EIN) of WILLIAM H S STEVENS CHARITABLE TR is 54-6122449.
- Is WILLIAM H S STEVENS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1975.
- Which annual return does WILLIAM H S STEVENS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM H S STEVENS CHARITABLE TR due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM H S STEVENS CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of WILLIAM H S STEVENS CHARITABLE TR?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $3,546 (BURKE HERBERT BANK TRUST CO, TRUSTEE).
- How much revenue does WILLIAM H S STEVENS CHARITABLE TR have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $19,142, expenses of $18,271 and total assets of $199,458 at year end.
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