Alexander And Margaret Stewart Trust
- Assets
- $0.0
- Revenue
- $8.6m
- Investments
- $99.0m
- Employees
- 0
- Location
- Washington, DC
- Founding
- 05/1951
- Data as of
- 12/2021
- EIN
- 52-6020260
Organization Overview
Alexander And Margaret Stewart Trust is located in Washington, DC. The organization was established in 1951. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Alexander And Margaret Stewart Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Alexander And Margaret Stewart Trust generated $8.6m in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 18.5% each year . All expenses for the organization totaled $5.0m during the year ending 12/2021. While expenses have increased by 0.8% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE TRUST ONLY MAKES GRANTS. IT HAS NO DIRECT CHARITABLE ACTIVITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William J Bierbower Trustee | 15 | $78,000 | |
Rockefeller Trust Co N A Trustee | 4 | $32,500 | |
George E Hamilton IV Trustee | 7.5 | $70,008 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,197 |
| Dividends & Interest | $1,981,727 |
| Profit on Inventory Sales | $0 |
| Other Income | -$473,822 |
| Total Revenue | $8,586,665 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $169,836 |
| Pension plans, employee benefits | $0 |
| Depreciation | $260 |
| Occupancy | $38,014 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $769,807 |
| Contributions, gifts, grants paid | $4,190,064 |
| Total expenses and disbursements | $4,959,871 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $17,958,350 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $250 |