Civic Intelligence

Alexander & Margaret Stewart Trust

EIN 52-6020260 • Washington, DC

View Organization Page

888 17th Street NW 610Washington, DC 20006
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

30th percentile

-0.5%

Higher net margin than 30% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$78,000

Higher top officer pay than 61% of similar nonprofits.

$50M-$100M nonprofits • Source year 2022

Asset Growth

36th percentile

2.0%

Faster asset growth than 36% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$88,378,904

Up $1,724,022 (+2.0%) from 2023

Liabilities

Down

$0

Down $250 (-100%) from 2023

Net Assets

Up

$88,378,904

Up $1,724,272 (+2.0%) from 2023

Operations
Liabilities / Revenue12th percentileNet Margin30th percentile

Revenue

Up

$4,845,318

Up $7,768,960 (+266%) from 2023

Expenses

Down

$4,869,348

Down $302,791 (-5.9%) from 2023

Net Income

Up

-$24,030

Up $8,071,751 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2011: $96,411,785Liabilities 2011: $2,8892011Assets 2012: $96,846,721Liabilities 2012: $2,8892012Assets 2013: $94,249,339Liabilities 2013: $3,1692013Assets 2014: $88,964,308Liabilities 2014: $3,8752014Assets 2015: $89,706,218Liabilities 2015: $3,1542015Assets 2019: $91,357,474Liabilities 2019: $2502019Assets 2020: $102,786,197Liabilities 2020: $106,196Net Assets 2020: $102,680,0012020Assets 2021: $107,757,507Liabilities 2021: $250Net Assets 2021: $107,757,2572021Assets 2022: $85,957,637Liabilities 2022: $250Net Assets 2022: $85,957,3872022Assets 2023: $86,654,882Liabilities 2023: $250Net Assets 2023: $86,654,6322023Assets 2024: $88,378,904Liabilities 2024: $0Net Assets 2024: $88,378,9042024

Highlighted filing

2024

Assets$88,378,904
Liabilities$0
Net Assets$88,378,904
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $2,588,987Expenses 2011: $5,062,330Net Income 2011: -$2,473,3432011Revenue 2012: $2,093,384Expenses 2012: $4,806,208Net Income 2012: -$2,712,8242012Revenue 2013: $7,564,210Expenses 2013: $5,014,902Net Income 2013: $2,549,3082013Revenue 2014: $4,713,699Expenses 2014: $4,988,336Net Income 2014: -$274,6372014Revenue 2015: $2,586,650Expenses 2015: $4,146,620Net Income 2015: -$1,559,9702015Revenue 2019: $5,162,201Expenses 2019: $4,844,953Net Income 2019: $317,2482019Revenue 2020: $11,464,625Expenses 2020: $4,892,345Net Income 2020: $6,572,2802020Revenue 2021: $8,586,665Expenses 2021: $4,959,871Net Income 2021: $3,626,7942021Revenue 2022: -$1,449,038Expenses 2022: $5,392,435Net Income 2022: -$6,841,4732022Revenue 2023: -$2,923,642Expenses 2023: $5,172,139Net Income 2023: -$8,095,7812023Revenue 2024: $4,845,318Expenses 2024: $4,869,348Net Income 2024: -$24,0302024

Highlighted filing

2024

Revenue$4,845,318
Expenses$4,869,348
Net Income-$24,030
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,378,904
Liabilities
$0
Net assets
$88,378,904
Revenue
$4,845,318
Expenses
$4,869,348
Net income
-$24,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$88.4$0.00$88.4$4.85$4.87$0.02
2023Detailed filing. Detailed filing data is available for this year.$86.7$0.00$86.7$2.92$5.17$8.10
2022Detailed filing. Detailed filing data is available for this year.$86.0$0.00$86.0$1.45$5.39$6.84
2021Detailed filing. Detailed filing data is available for this year.$108$0.00$108$8.59$4.96$3.63
2020Detailed filing. Detailed filing data is available for this year.$103$0.11$103$11.5$4.89$6.57
2019Summary only. Only limited summary data is available for this year.$91.4$0.00$5.16$4.84$0.32
2015Summary only. Only limited summary data is available for this year.$89.7$0.00$2.59$4.15$1.56
2014Summary only. Only limited summary data is available for this year.$89.0$0.00$4.71$4.99$0.27
2013Summary only. Only limited summary data is available for this year.$94.2$0.00$7.56$5.01$2.55
2012Summary only. Only limited summary data is available for this year.$96.8$0.00$2.09$4.81$2.71
2011Summary only. Only limited summary data is available for this year.$96.4$0.00$2.59$5.06$2.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William J BierbowerTrusteePT$78,000-$78,000
George E Hamilton IVTrusteePT$70,008-$70,008
Rockefeller Trust Co N ATrustee-$32,500-$32,500
Filing and Contact Details

Filer

Filer Name
Alexander & Margaret Stewart Trust
EIN
52-6020260
Phone
2027859892
Address
888 17th Street NW 610, Washington, DC 20006

Signing Officer

Name
William J Bierbower
Title
Trustee
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Michael J Cavanaugh PA
Address
5603 Oakmont Avenue, Bethesda, MD 20817
Preparer
Michael J Cavanaugh
Phone
3015649350
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt088378904
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04927950
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt090540652
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012871916
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt066959749
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01358110
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010708987
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04459127
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt089182542
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt090540652
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt05Focus LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt062000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0administrative
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01446 Belmont Street NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd020009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt27.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt078000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt132500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt270008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William J Bierbower
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Rockefeller Trust Co N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2George E Hamilton IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0888 17th Street NW 610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1888 17th Street NW 610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2888 17th Street NW 610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Washington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020006
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120006
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd220006
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04366364
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04366364
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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0888 17th Street NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Washington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0200063321
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0the organization
IRS990PF/StatementsRegardingActyGrp/PhoneNum02027859892
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.STEWART-TRUST.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Trust only makes grants. It has no direct charitable activities.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application can be submitted in letter form. No specific information or materials need be attached.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0WWW.STEWART-TRUST.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Alexander Margaret Stewart Trust
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02027859892
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0888 17th Street NW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0200063321
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grants restricted to public charities described in IRC Sec 509(a)(1), (2), and (3), who provide services in the following areas: prevention of cancer; care of cancer patients; cancer research; support of cancer research & education; care of physically or mentally ill children; rsch & educ for the prevention of childhood diseases.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No specific deadlines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04100543
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0see sched attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0see schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0see schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0see schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020010
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04100543
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/AppliedToCurrentYearAmt0187172
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04179192
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04397895
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04366364
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04210723
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04179192
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt06044
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt06044
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Arnold & Porter
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01594
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01594
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Membership
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Website maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0719
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1815
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21660
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31939
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0191
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0910
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1815
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31939
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1s-net ls-non-UBTI
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1s-non-deduc exps
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-64841
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-64841
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1647
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01748302
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0net incr in unrealized gain/loss on investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt062000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1289609
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt213750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt346000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Administration services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment mgmt fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Medical consultants-grants
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3Rockefeller & Co, Inc - fin mgmt
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt055800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt213750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt318400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1289609
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt327600
TaxesSchedule/TaxesDetail/Amt061232
TaxesSchedule/TaxesDetail/Amt154892
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax - form 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes W/H - forms 1099-DIV
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt054892
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William J Bierbower
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alexander & Margaret Stewart Trust
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0526020260
ReturnHeader/Filer/PhoneNum02027859892
ReturnHeader/Filer/USAddress/AddressLine1Txt0888 17th Street NW 610
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020006
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521268358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael J Cavanaugh PA

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