2025-10-30T13:58:45-07:00 2024-12-31 521268358 Michael J Cavanaugh PA 5603 Oakmont Avenue Bethesda MD 20817 990PF 2024-01-01 526020260 Alexander & Margaret Stewart Trust ALEX 2027859892 888 17th Street NW 610 Washington DC 20006 William J Bierbower Trustee 2025-10-30 true true Michael J Cavanaugh P01358180 3015649350 2024 2025-03-06 01:10:19Z X 88378904 X X 765139 765139 1321359 1321359 2825308 33919792 2825308 -66488 -64841 4845318 4846965 180508 44402 136106 1594 1594 18440 11064 7376 411359 323409 87950 116124 54892 34121 7165 26956 894 188 706 5765 632 5133 768805 441752 265821 4100543 4100543 4869348 441752 4366364 -24030 4405213 18928188 7907016 7907016 57298 5119 57298 57298 96089 18739 18739 4927950 51975532 66555160 66555160 5178233 5178233 10722004 8662458 8662458 6044 6044 86654882 88378904 88378904 250 250 0 X 86654632 88378904 86654632 88378904 86654882 88378904 86654632 -24030 1748302 88378904 88378904 securities Fidelity acct 2091 P 2001-01-01 2024-07-01 13993620 12463449 1530171 1530171 securities Fidelity acct 4257 P 2001-01-01 2024-07-01 2250188 2158038 92150 92150 securities Fidelity acct 1852 P 2001-01-01 2024-07-01 17638304 15696455 1941849 1941849 P'shps/LLCs K-1 activity-non-UBTI P 2001-01-01 2024-07-01 776542 -776542 -776542 Capital Gain Dividends 37680 2825308 61232 61232 61232 102292 102292 X 41060 41060 false false false false false false 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 20.00 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 62000 The Trust only makes grants. It has no direct charitable activities. 0 66959749 12871916 10708987 90540652 0 90540652 1358110 89182542 4459127 4459127 61232 61232 4397895 4397895 4397895 4366364 4366364 4397895 4179192 4366364 4179192 0 187172 4210723 Alexander Margaret Stewart Trust 888 17th Street NW Washington DC 200063321 2027859892 WWW.STEWART-TRUST.ORG 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 4100543 4100543 14 765139 14 1321359 900099 18 2825308 K-1s-net ls-non-UBTI 14 -64841 K-1s-non-deduc exps -1647 4846965 -1647 4845318 false false false false false false false false false false Michael J Cavanaugh P A 18440 11064 0 7376 not required 550,876 Fidelity Total Bond Fund 5178233 5178233 Various corp stocks-Fidelity a/c 2091 14268129 14268129 Various stocks/bonds-Fidelity a/c 4257 9555050 9555050 Various corp stocks-Fidelity a/c 1852 42708931 42708931 Ventyx BioSciences 23050 23050 TIFF Real Estate Partners I FMV 43299 43299 GMO Forestry Fund 8-B LP FMV TIFF Realty/Resources II FMV 3804 3804 NSV New Opportunities Fund LP FMV 3498497 3498497 New Sciences Ventures III FMV 3525432 3525432 NSV 2016 New Opportunities FMV 1027249 1027249 Pier 88 Gwth Equity I LP FMV 36740 36740 Pier 88 Gwth Equity II LP FMV 295730 295730 Pier 88 Gwth Equity III LLC FMV 231707 231707 Machinery and Equipment 6044 6044 Arnold & Porter 1594 0 0 1594 Insurance 910 191 719 Membership 815 815 Office expenses 2101 441 1660 Website maintenance 1939 1939 K-1s-net ls-non-UBTI -64841 -64841 K-1s-non-deduc exps -1647 net incr in unrealized gain/loss on investments 1748302 Administration services 62000 6200 0 55800 Investment mgmt fees 289609 289609 0 0 Medical consultants-grants 13750 0 0 13750 Rockefeller & Co, Inc - fin mgmt 46000 27600 0 18400 Excise tax - form 990-PF 61232 Foreign taxes W/H - forms 1099-DIV 54892 54892