2024-11-13T10:15:06-08:00 2023-12-31 521268358 Michael J Cavanaugh PA 5603 Oakmont Avenue Bethesda MD 20817 990PF 2023-01-01 526020260 Alexander & Margaret Stewart Trust ALEX 2027859892 888 17th Street NW 610 Washington DC 20006 George E Hamilton IV Trustee 2024-11-12 true true Michael J Cavanaugh P01358180 3015649350 2023 2024-10-15 13:58:12Z X 86654882 X X 1121716 1121716 938274 938274 -4891045 36637155 -92587 -90963 -2923642 1969027 180508 44402 136106 21420 12852 8568 302130 228724 73406 72985 50153 36010 7562 28448 42590 42590 14752 716 14036 670395 344409 303154 4501744 4501744 5172139 344409 4804898 -8095781 1624618 4495386 18928188 18928188 5119 1616 5119 5119 118671 96089 96089 14774900 4927950 4927950 51729595 51975532 51975532 14837469 10722004 10722004 6044 6044 85957637 86654882 86654882 250 250 250 250 X 85957387 86654632 85957387 86654632 85957637 86654882 85957387 -8095781 8793026 86654632 86654632 securities Fidelity acct 7622 P 2001-01-01 2023-07-01 13093668 15307853 -2214185 -2214185 LLC final distribution P 2001-01-01 2023-05-30 1165 1165 1165 securities Fidelity acct 2091 P 2001-01-01 2023-07-01 4026848 4794593 -767745 -767745 securities Fidelity acct 4257 P 2001-01-01 2023-07-01 4446122 4508108 -61986 -61986 securities Fidelity acct 1852 P 2001-01-01 2023-07-01 14841484 15408981 -567497 -567497 LLC interest TIFF Partners V P 2001-01-01 2023-05-19 41265 100892 -59627 -59627 LLC interest TIFF Pvt Eqty Ptrs 2005 P 2001-01-01 2023-09-30 155410 146848 8562 8562 LLC interest TIFF Pvt Eqty Ptrs 2006 P 2001-01-01 2023-09-30 19124 54537 -35413 -35413 P'ships/LLCs K-1 activity-non-UBTI P 2001-01-01 2023-07-01 1206415 -1206415 -1206415 Capital Gain Dividends 12069 -4891072 22582 22582 22582 118671 118671 X 96089 96089 false false false false false true true false true true DC false false false false false true WWW.STEWART-TRUST.ORG the organization 2027859892 888 17th Street NW Washington DC 200063321 false false false false true false false false false false false false false false false false false false false false false false William J Bierbower 888 17th Street NW 610 Washington DC 20006 Trustee 15.00 78000 Rockefeller Trust Co N A 888 17th Street NW 610 Washington DC 20006 Trustee 4.00 32500 George E Hamilton IV 888 17th Street NW 610 Washington DC 20006 Trustee 7.50 70008 NONE 5Focus LLC 1446 Belmont Street NW Washington DC 20009 administrative 60000 The Trust only makes grants. It has no direct charitable activities. 0 66198667 7865704 14218378 88282749 0 88282749 1324241 86958508 4347925 4347925 22582 22582 4325343 4325343 4325343 4804898 4804898 4325343 4658747 4804898 4658747 0 146151 4179192 Alexander Margaret Stewart Trust 888 17th Street NW Washington DC 200063321 2027859892 Application can be submitted in letter form. No specific information or materials need be attached. No specific deadlines Grants 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. see schedule attached see schedule attached see schedule DC 20010 N/A see sched attached 4501744 4501744 14 1121716 14 938274 900099 27 18 -4891072 class action settlement 14 2530 K-1s-net loss UBTI 900000 -34 K-1s-net ls-non-UBTI 14 -93493 K-1s-non-deduc exps -1590 -7 -2922045 -1590 -2923642 false false false false false false false false false false Michael J Cavanaugh P A 21420 12852 0 8568 not required Various corp stocks-Fidelity a/c 2091 13680671 13680671 Various stocks/bonds-Fidelity a/c 4257 8449515 8449515 Rational/Pier88 Conv Sec Various corp stocks-Fidelity a/c 1852 29819349 29819349 Ventyx BioSciences 25997 25997 4927950 4927950 TIFF Real Estate Partners I FMV 47910 47910 GMO Forestry Fund 8-B LP FMV 19475 19475 TIFF Realty/Resources II FMV 23903 23903 NSV New Opportunities Fund LP FMV 4408919 4408919 New Sciences Ventures III FMV 4369034 4369034 NSV 2016 New Opportunities FMV 1277588 1277588 Pier 88 Gwth Equity I LP FMV 40685 40685 Pier 88 Gwth Equity II LP FMV 298257 298257 Pier 88 Gwth Equity III LLC FMV 236233 236233 Machinery and Equipment 6044 6044 Grant software 11340 11340 Insurance 1526 320 1206 Office expenses 1886 396 1490 class action settlement 2530 2530 K-1s-net loss UBTI -34 K-1s-net ls-non-UBTI -93493 -93493 K-1s-non-deduc exps -1590 net incr in unrealized gain/loss on investments 8793026 Administration services 60000 6000 0 54000 Investment mgmt fees 194856 194856 0 0 IT consultant 1274 268 0 1006 Rockefeller & Co, Inc - fin mgmt 46000 27600 0 18400 DC franchise tax on UBTI 250 Excise tax - form 990-PF 22582 Foreign taxes W/H - forms 1099-DIV 50153 50153