Nonprofit · EIN 52-6020260
ALEXANDER AND MARGARET STEWART TRUST
Also known as BIERBOWER WILLIAM ET AL TTEE
Tax-exempt · WASHINGTON, DC 20006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,845,318 | $4,869,348 | -$24,030 | $88,378,904 | $0 | $88,378,904 |
| December 31, 2023 | 990-PF | -$2,923,642 | $5,172,139 | -$8,095,781 | $86,654,882 | $250 | $86,654,632 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,321,359
- Interest
- $765,139
- Net gain from sales of assets
- $2,825,308
- Other income
- -$66,488
Expenses
- Grants and similar amounts paid
- $4,100,543
- Compensation of officers, directors and key employees
- $180,508
- Disbursements for charitable purposes
- $4,366,364
- Excise tax on investment income
- $61,232
Balance sheet and other
- Total assets, start of year
- $86,654,882
- Total assets, end of year
- $88,378,904
- Total liabilities, end of year
- $0
- Net assets, end of year
- $88,378,904
- Fair market value of assets
- $88,378,904
- Qualifying distributions
- $4,366,364
- Net investment income
- $4,846,965
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William J Bierbower 888 17th Street NW 610, Washington, DC 20006 | Trustee | 20 | $78,000 |
| George E Hamilton IV 888 17th Street NW 610, Washington, DC 20006 | Trustee | 7.5 | $70,008 |
| Rockefeller Trust Co N A 888 17th Street NW 610, Washington, DC 20006 | Trustee | 4 | $32,500 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William J Bierbower 888 17th Street NW 610, Washington, DC 20006 | Trustee | 15 | $78,000 |
| George E Hamilton IV 888 17th Street NW 610, Washington, DC 20006 | Trustee | 7.5 | $70,008 |
| Rockefeller Trust Co N A 888 17th Street NW 610, Washington, DC 20006 | Trustee | 4 | $32,500 |
Address and contacts
- Address (IRS master file)
- 888 17TH ST NW STE 610, WASHINGTON, DC 20006-3321
- Signed the 990-PF
- William J Bierbower, Trustee
- Phone
- (202) 785-9892
- Website
- WWW.STEWART-TRUST.ORG
- Return prepared by
- Michael J Cavanaugh PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-6020260
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1951
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $88,378,904
- Income (IRS master file)
- $35,939,802
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,845,318 | $4,869,348 | $88,378,904 | XML |
| 990-PF | December 2023 | -$2,923,642 | $5,172,139 | $86,654,882 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-6020260).
Questions about ALEXANDER AND MARGARET STEWART TRUST
- What is the EIN of ALEXANDER AND MARGARET STEWART TRUST?
- The employer identification number (EIN) of ALEXANDER AND MARGARET STEWART TRUST is 52-6020260.
- Is ALEXANDER AND MARGARET STEWART TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to ALEXANDER AND MARGARET STEWART TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALEXANDER AND MARGARET STEWART TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALEXANDER AND MARGARET STEWART TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALEXANDER AND MARGARET STEWART TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ALEXANDER AND MARGARET STEWART TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $78,000 (William J Bierbower, Trustee).
- How much revenue does ALEXANDER AND MARGARET STEWART TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,845,318, expenses of $4,869,348 and total assets of $88,378,904 at year end.
Other nonprofits in WASHINGTON
- AARP EIN 95-1985500 · last filed 990 for 2024
- RISANT HEALTH INC EIN 92-3467590 · last filed 990 for 2024
- AMERICAN NATIONAL RED CROSS EIN 53-0196605 · last filed 990 for 2025
- GAVI ALLIANCE EIN 98-0593375 · last filed 990 for 2024
- GEORGETOWN UNIVERSITY EIN 53-0196603 · last filed 990 for 2025
- NATIONAL ASSOCIATION OF LETTER CARRIERS EIN 53-0114650 · last filed 990-N for 2025
- SMITHSONIAN INSTITUTE EIN 53-0206027 · last filed 990 for 2025
- CHILDRENS HOSPITAL EIN 53-0196580 · last filed 990 for 2025