Alexander & Margaret Stewart Trust

WASHINGTON, DC EIN: 52-6020260

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$88.4M

+2.0% YoY

Annual Giving

$4.1M

-8.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$4.1M

-8.9% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$6M$9M$13M20202021202220232024
Metric202420232022
Total Assets$88,378,904$86,654,882$85,957,637
Revenue$4,845,318$-2,923,642$-1,449,038
Expenses$4,869,348$5,172,139$5,392,435
Qualifying Distributions$4,366,364$4,804,898$5,024,480
Net Investment Income$4,405,213$1,624,618$840,212
Distributable Amount$4,397,895$4,325,343$4,698,116

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$4M$5M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

see schedule attached$4.1M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Alexander & Margaret Stewart Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

William J BierbowerTrustee$78KGeorge E Hamilton IVTrustee$70KRockefeller Trust Co…Trustee$33K

From 2024 filing

NameTitleHoursCompensation
William J BierbowerTrustee20$78,000
Rockefeller Trust Co N ATrustee4$32,500
George E Hamilton IVTrustee7.5$70,008

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

See Schedule

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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