Civic Intelligence

William H S Stevens Charitable Trust

990PF • Fiscal year 2022 • EIN 54-6122449

May 01, 2021 to Apr 30, 2022 • Filed on Jun 16, 2022

Organization Profile
P O Box 113Alexandria, VA 22313

(703) 549-6600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

15th percentile

-39%

Higher net margin than 15% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$3,707

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 32.3% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

45th percentile

-2.0%

Faster asset growth than 45% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

87%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$226,465

Down $4,573 (-2.0%) from 2021

Net Assets

Down

$226,465

Down $4,573 (-2.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Up

$11,471

Up $5,322 (+87%) from 2021

Expenses

Down

$15,941

Down $571 (-3.5%) from 2021

Net Income

Up

-$4,470

Up $5,893 (+57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2012: $274,034Liabilities 2012: $02012Assets 2013: $265,969Liabilities 2013: $02013Assets 2014: $262,842Liabilities 2014: $02014Assets 2015: $260,976Liabilities 2015: $02015Assets 2016: $260,603Liabilities 2016: $02016Assets 2020: $241,400Liabilities 2020: $02020Assets 2021: $231,038Liabilities 2021: $0Net Assets 2021: $231,0382021Assets 2022: $226,465Liabilities 2022: $0Net Assets 2022: $226,4652022Assets 2023: $211,913Liabilities 2023: $0Net Assets 2023: $211,9132023Assets 2024: $205,610Liabilities 2024: $0Net Assets 2024: $205,6102024Assets 2025: $198,605Liabilities 2025: $0Net Assets 2025: $198,6052025

Highlighted filing

2022

Assets$226,465
Liabilities$0
Net Assets$226,465
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $70,616Expenses 2012: $12,192Net Income 2012: $58,4242012Revenue 2013: $14,459Expenses 2013: $22,524Net Income 2013: -$8,0652013Revenue 2014: $14,430Expenses 2014: $17,557Net Income 2014: -$3,1272014Revenue 2015: $16,761Expenses 2015: $18,631Net Income 2015: -$1,8702015Revenue 2016: $18,589Expenses 2016: $18,877Net Income 2016: -$2882016Revenue 2020: $8,335Expenses 2020: $16,733Net Income 2020: -$8,3982020Revenue 2021: $6,149Expenses 2021: $16,512Net Income 2021: -$10,3632021Revenue 2022: $11,471Expenses 2022: $15,941Net Income 2022: -$4,4702022Revenue 2023: $7,202Expenses 2023: $21,823Net Income 2023: -$14,6212023Revenue 2024: $10,982Expenses 2024: $17,278Net Income 2024: -$6,2962024Revenue 2025: $11,262Expenses 2025: $18,223Net Income 2025: -$6,9612025

Highlighted filing

2022

Revenue$11,471
Expenses$15,941
Net Income-$4,470
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Jun 16, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BURKE HERBERT BANK TRUST COTrusteePT$3,707-$3,707
Filing and Contact Details

Filer

Filer Name
William H S Stevens Charitable Trust
EIN
54-6122449
Phone
7035496600
Address
P O BOX 113, ALEXANDRIA, VA 22313

Signing Officer

Name
Burke Herbert Bank Trust
Title
Vice President
Phone
7035496600
Signed
2022-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak Arthur Pfaff
Phone
6142327288
Raw XML Appendix379 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SALLIE MAE BK CD 2.60%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt220518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt310224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt529882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt610473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt710777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt941324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1016982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1110247
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt129756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt159581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt164692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WELL FARGO SPECIAL MID CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN FUNDS - NEW WORLD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DOUBLELINE TOTAL RETURN BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES S&P MIDCAP 400/VALUE E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES S&P SMALLCAP 600 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6LORD ABBETT INVEST TR-SHORT DU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7NUEBERGER BERMAN STRATEGIC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PIMCO INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9WELLS FARGO SPECIAL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10HARTFORD INTERNATIONAL OPPORTU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11T. ROWE PRICE DIVIDEND GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12T. ROWE PRICE VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FPA NEW INCOME INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14CLEARBRIDGE LARGE CAP GROWTH F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15TOUCHSTONE FLEXIBLE INCOME FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD SHORT-TERM BOND INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17HARTFORD WORLD BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ALLSPRING SPECIAL MID CAP VALU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ALLSPRING SPECIAL SMALL CAP VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt118260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt225603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt318405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt411334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt528033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt79999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt964273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1019177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1110005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1211209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt159150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt165925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt06113
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05203
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0130
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011471
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011471
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05203
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03707
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03707
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011100
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06113
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06113
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4470
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05203
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0130
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0130
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05203
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06605
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01129
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01129
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015941
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011471
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04841
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04841
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05203
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4470
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0340
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0237
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0226805
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0231038
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0226465
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014377
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014377
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014377
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014469
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt092
IRS990PF/DistributableAmountGrp/TotalTaxAmt092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt024
IRS990PF/FMVAssetsEOYAmt0269952
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0231038
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0226465
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0210989
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0210883
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0254370
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015049
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015582
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015582
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0231038
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0226465
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0269952
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0231038
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0226465
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0231038
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0226465
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0293783
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014395
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0279388
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04407
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014469
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0289376
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0293783
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BURKE HERBERT BANK TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 113
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ALEXANDRIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd022313
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt011100
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt011100
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 113
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ALEXANDRIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022313
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BURKE & HERBERT BANK & TRUST CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum07035496600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22775
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANIMAL WELFARE LEAGUE OF ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LITTLE THEATRE OF ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0PROBATE & TRUST MANAGEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 720366
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14101 EISENHOWER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21435 IDLEWOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HARDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011100
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0470
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02807
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0205
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1135
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NEXT YR TRANSACTIONS POSTED CURRENT YR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12021 RETURN OF CAPITAL ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0691
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1438
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0691
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1438
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1160
OtherIncreasesSchedule/OtherIncreasesDetail/Amt275
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUDNING
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PRIOR YR TRANSACTIONS POSTED CURRENT YR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc22022 RETURN OF CAPITAL ADJ
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BURKE HERBERT BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07035496600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM H S STEVENS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0546122449
ReturnHeader/Filer/PhoneNum07035496600
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 113
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022313
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK ARTHUR PFAFF
ReturnHeader/ReturnTs02022-08-19T11:00:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,465
Liabilities
$0
Net assets
$226,465
Revenue
$11,471
Expenses
$15,941
Net income
-$4,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.11$0.18$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.11$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.07$0.22$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.11$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.06$0.17$0.10
2020Summary only. Only limited summary data is available for this year.$2.41$0.00$0.08$0.17$0.08
2016Summary only. Only limited summary data is available for this year.$2.61$0.00$0.19$0.19$0.00
2015Summary only. Only limited summary data is available for this year.$2.61$0.00$0.17$0.19$0.02
2014Summary only. Only limited summary data is available for this year.$2.63$0.00$0.14$0.18$0.03
2013Summary only. Only limited summary data is available for this year.$2.66$0.00$0.14$0.23$0.08
2012Summary only. Only limited summary data is available for this year.$2.74$0.00$0.71$0.12$0.58