Alexander & Margaret Stewart Trust

WASHINGTON, DC EIN: 52-6020260

Alexander & Margaret Stewart Trust is a private foundation, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $88.4M in total assets. In 2024, it awarded 1 grants totaling $4.1M. Net investment income was $4.4M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$88.4M

+2.0% YoY

Annual Giving

$4.1M

-8.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4.1M

-8.9% YoY

Under IRS private-foundation payout rules, Alexander & Margaret Stewart Trust reported a distributable amount of $4.4M for 2024 — the minimum it must pay out in qualifying distributions.

About Alexander & Margaret Stewart Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $21.8M (100%)

States

District of Columbia

Cities

See Schedule

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Open Grants

1 open opportunity from Alexander & Margaret Stewart Trust

Foundation

Alexander and Margaret Stewart Trust Grant

Alexander & Margaret Stewart Trust

Amount

More than US $10,000

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include see schedule attached ($4,100,543).

Recipient	Purpose	Amount
see schedule attached see schedule, DC	see sched attached	$4,100,543

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
William J Bierbower	Trustee	20	$78,000
Rockefeller Trust Co N A	Trustee	4	$32,500
George E Hamilton IV	Trustee	7.5	$70,008

Frequently Asked Questions

How large is Alexander & Margaret Stewart Trust?

As of 2024, Alexander & Margaret Stewart Trust holds $88.4M in total assets with $4.8M in annual revenue. It awarded 1 grants totaling $4.1M in 2024.

Where does Alexander & Margaret Stewart Trust operate?

Alexander & Margaret Stewart Trust has awarded grants in District of Columbia.

What size grants does Alexander & Margaret Stewart Trust award?

In 2024, Alexander & Margaret Stewart Trust awarded 1 grants totaling $4.1M — an average of about $4.1M per grant, based on its IRS Form 990 filings.

How much is Alexander & Margaret Stewart Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alexander & Margaret Stewart Trust reported a distributable amount of $4.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alexander & Margaret Stewart Trust's EIN?

Alexander & Margaret Stewart Trust's EIN (Employer Identification Number) is 52-6020260. IRS Form 990 filing data is available on this page for 2020–2024.