Liabilities / Assets
18th percentile
Higher debt load relative to assets than 18% of similar nonprofits.
990 • Fiscal year 2016 • EIN 54-6054009
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
18th percentile
Higher debt load relative to assets than 18% of similar nonprofits.
Liabilities / Revenue
46th percentile
Higher debt load relative to revenue than 46% of similar nonprofits.
Net Margin
12th percentile
Higher net margin than 12% of similar nonprofits.
Top Officer Pay
7th percentile
Higher top officer pay than 7% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
10th percentile
Faster revenue growth than 10% of similar nonprofits.
Assets
Down$32,051,253
Down $1,392,121 (-4.2%) from 2015
Net Assets
Down$30,993,315
Down $1,950,526 (-5.9%) from 2015
Liabilities
Up$1,057,938
Up $558,405 (+112%) from 2015
Revenue
Down$3,748,635
Down $1,634,091 (-30%) from 2015
Expenses
Up$4,407,124
Up $756,039 (+21%) from 2015
Net Income
Down-$658,489
Down $2,390,130 (-138%) from 2015
The mission of the foundation is to raise funds in support of st. Stephen's and st. Agnes school, a church school in the episcopal diocese of virginia. The school offers a coed college preparatory education to students in early saints (3s program) through twelfth grade while creating a christian environment in which each student can grow in mind, body and spirit.
To promote the welfare of and provide support to the educational ministry of st. Stephen's and st. Agnes school.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $18,038,858 | $17,375,487 | ▼ $663,371 |
| Investments Other Securities | $12,732,934 | $13,392,610 | ▲ $659,676 |
| Savings and Temporary Cash Investments | $1,811,324 | $825,494 | ▼ $985,830 |
| Pledges and Grants Receivable | $748,107 | $361,307 | ▼ $386,800 |
| Accounts Receivable | $25,860 | $25,326 | ▼ $534 |
| Land, Buildings, and Equipment, Net | $27,964 | $22,276 | ▼ $5,688 |
| Total Assets | $33,443,374 | $32,051,253 | ▼ $1,392,121 |
| Other Assets Total | $58,327 | $48,753 | ▼ $9,574 |
| Liabilities | |||
| Other Liabilities | $498,000 | $1,054,882 | ▲ $556,882 |
| Accounts Payable and Accrued Expenses | $1,533 | $3,056 | ▲ $1,523 |
| Total Liabilities | $499,533 | $1,057,938 | ▲ $558,405 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $18,769,747 | $18,486,636 | ▼ $283,111 |
| Unrestricted Net Assets | $7,083,449 | $6,921,031 | ▼ $162,418 |
| Temporarily Rstr Net Assets | $7,090,645 | $5,585,648 | ▼ $1,504,997 |
| Total Net Assets Fund Balance | $32,943,841 | $30,993,315 | ▼ $1,950,526 |
| Total Liabilities and Net Assets / Fund Balance | $33,443,374 | $32,051,253 | ▼ $1,392,121 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $22,276 | $6,162 | $28,438 |
| Other Securities | $1,257,095 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2015 | $28,389,947 | $86,779 | ▼ $27,667 | $287,804 | $26,847,822 |
| 2014 | $29,362,707 | $10,868 | ▼ $172,077 | - | $28,389,947 |
| 2013 | $25,928,458 | $680,518 | ▲ $3,656,917 | - | $29,362,707 |
| 2012 | $22,954,963 | $2,243,372 | ▲ $1,653,926 | - | $25,928,458 |
| 2011 | $22,883,656 | $1,063,885 | ▲ $90,660 | - | $22,954,963 |
| Name | Title |
|---|---|
| peter KEEFE | chair and PRESIDENT |
| Clara Ferraro | Trustee |
| Clayton Perfall | Trustee |
| David Charlton | Trustee |
| Gregory Desautels | Trustee |
| JOAN FeRRILL | Trustee |
| John Siegel | Trustee |
| Kristen Prettman Adams | Trustee |
| Philip Herget | Trustee |
| Stephen Movius | Trustee |
| Thomas Sargeant | Trustee |
| marcus Peacock | trUSTEE |
| Valerie Burke | Trustee/secretary |
| Beth Chase | Trustee/treasurer |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 16 | $130,292 | Fair Market Value (FMV) |
| Total Noncash Contributions | 16 | $130,292 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $3,986,587 |
| Other Expenses | $420,537 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $3,986,587 | - | - | $3,986,587 |
| Other Expenses | - | $48,500 | - | $48,500 |
| Fees for Services Other | - | $20,446 | - | $20,446 |
| Depreciation Depletion | - | $5,688 | - | $5,688 |
| Total Functional Expenses | $3,986,587 | $420,537 | $0 | $4,407,124 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $4,937,709 |
| Expenses per Audited Statements | $4,407,124 |
| Total Expenses per Form 990 | $4,407,124 |
| Expenses Not Reported on Form 990 | $530,585 |
| Expenses Not Reported on Financial Statements | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Church Schools in the Diocese - St Stephens & St Agnes School | Alexandria, VA | 501(c)(3) | School Operations | $1,723,843 |
| Church Schools in the Diocese - St Stephens & St Agnes School | Alexandria, VA | 501(c)(3) | Scholarships, Faculty Expenses & Awards | $1,661,392 |
| Church Schools in the Diocese - St Stephens & St Agnes School | Alexandria, VA | 501(c)(3) | Capital Expenditures | $601,352 |
| Line Item | Amount |
|---|---|
| Gaming Gross Income | $6,506 |
| Gaming Direct Expenses | $3,253 |
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to St. Stephens & St. Agnes School | $1,054,882 |
“This question is not applicable as there are no committees with the authority to act on behalf of the governing body.”
“Prior to filing the form 990, management reviews the entire form, while the board is provided with a public disclosure copy of the form 990 to review. A full copy of the 990 will be made available to the board prior to filing, and will be kept at the business manager's office.”
“The trustees are required to sign a statement each year acknowledging that they understand and agree to abide by the conflicts of interest policy. In the event that a trustee has a potential conflict of interest during the year, such trustee shall recuse himself/herself from all discussions or vote on the matter.”
“FORM 990, PART VI, SECTION B, QUESTIONS 15a and 15b are not applicable because there are no employees of the foundation. INDIVIDUALS WHO PERFORM SERVICES FOR THE foundation are employeD BY St. Stephen's & St. Agnes School. The School's compensation policies are followed when determining compensation.”
“Governing documents, financial statements and the organization's conflict of interest policy are made available for public inspection upon request.”
“Change in value of split-interest agreements -9,574.”
“The organization did not change both the selection and oversight process during the tax year.”
“The Foundation's endowment consists of 65 individual funds established for a variety of purposes TO ST. STEPHEN'S AND ST. AGNES SCHOOL TO HELP SUPPORT THE EDUCATIONAL MINISTRY, FACULTY SALARY ENHANCEMENT, AND STUDENT FINANCIAL AID.”
“Management has evaluated the effect of guidance surrounding uncertain tax positions and concluded that the foundation had no significant finanical statement exposure to uncertain tax positions at june 30, 2016.”
“Changes in value of split-interest agreements -9,574.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 1533 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 3056 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 25860 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 25326 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROMOTE THE WELFARE OF AND PROVIDE SUPPORT TO THE EDUCATIONAL MINISTRY OF ST. STEPHEN'S AND ST. AGNES SCHOOL. |
| IRS990/AllOtherContributionsAmt | 0 | 2415895 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Beth Chase |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7037512700 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 400 Fontaine Street |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Alexandria |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 22302 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 2415895 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 3986587 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1329487 |
| IRS990/CYOtherExpensesAmt | 0 | 420537 |
| IRS990/CYOtherRevenueAmt | 0 | 3253 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -658489 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 4407124 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3748635 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 5688 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 5688 |
| IRS990/Desc | 0 | THE FOUNDATION MAKES GRANTS TO ST. STEPHEN'S AND ST. AGNES SCHOOL TO ENABLE THE SCHOOL TO PROVIDE SCHOLARSHIPS TO NEEDY STUDENTS AND SUPPORT ITS FACULTY. ST STEPHEN'S AND ST. AGNES CURRENTLY ENROLL 1,124 STUDENTS, WITH MORE THAN $4.5 MILLION IN FINANCIAL AID AWARDED. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 3986587 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 20446 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 20446 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DAVID CHARLTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Clara Ferraro |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Kristen Prettman Adams |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | STEPHEN MOVIUS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CLAYTON PERFALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | THOMAS SARGEANT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Gregory Desautels |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JOAN FeRRILL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | PHILIP HERGET |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | marcus Peacock |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | John Siegel |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | BETH CHASE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | VALERIE BURKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | peter KEEFE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | trUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE/TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE/SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | chair and PRESIDENT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1976 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 594368 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GamingDirectExpensesAmt | 0 | 3253 |
| IRS990/GamingGrossIncomeAmt | 0 | 6506 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 14 |
| IRS990/GrantAmt | 0 | 3986587 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 3986587 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 3986587 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 8165749 |
| IRS990/GrossReceiptsAmt | 0 | 11323269 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 14 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 735119 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 735119 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 12732934 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 13392610 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 18038858 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 17375487 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 1 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 6162 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 27964 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 22276 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 28438 |
| IRS990/LegalDomicileStateCd | 0 | VA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 7571381 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE MISSION OF THE FOUNDATION IS TO RAISE FUNDS IN SUPPORT OF ST. STEPHEN'S AND ST. AGNES SCHOOL, A CHURCH SCHOOL IN THE EPISCOPAL DIOCESE OF VIRGINIA. THE SCHOOL OFFERS a coed college preparatory education to students IN JUNIOR KINDERGARTEN THROUGH TWELFTH GRADE WHILE CREATING A CHRISTIAN ENVIRONMENT IN WHICH EACH STUDENT CAN GROW IN MIND, BODY AND SPIRIT. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 32943841 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 30993315 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 594368 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 594368 |
| IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3253 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 3253 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -1282463 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NoncashContributionsAmt | 0 | 130292 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 58327 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 48753 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -9574 |
| IRS990/OtherExpensesGrp/Desc | 0 | COMMISSIONS AND FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | Bad Debt Expense |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 345903 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 48500 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 345903 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 48500 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 498000 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1054882 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 18769747 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 18486636 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 748107 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 361307 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Beth Chase |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 2549350 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 3399372 |
| IRS990/PYInvestmentIncomeAmt | 0 | 2828275 |
| IRS990/PYOtherExpensesAmt | 0 | 251713 |
| IRS990/PYOtherRevenueAmt | 0 | 5101 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1731641 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 3651085 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 5382726 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -658489 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1811324 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 825494 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 2415895 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2549350 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2832614 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4565356 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3567232 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 15930447 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 735119 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 625303 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1309946 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1300695 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 681192 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 4652255 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 14660 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.74500 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.73010 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 15334892 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 595555 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 2415895 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2549350 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2832614 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4565356 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3567232 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 15930447 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 20582702 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.13790 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 28389947 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 86779 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 26847822 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 1313433 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -27667 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 287804 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 29362707 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 10868 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 28389947 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 811551 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -172077 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 25928458 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 680518 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 29362707 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 903186 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 3656917 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 22954963 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 2243372 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 25928458 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 923803 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1653926 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 22883656 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 1063885 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 22954963 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 1083238 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 90660 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 530585 |
| IRS990ScheduleD/DonatedServicesUseFcltsAmt | 0 | 530585 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 22276 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 6162 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 28438 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 530585 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 4407124 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -1282463 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 1054882 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO ST. STEPHENS & ST. AGNES SCHOOL |
| IRS990ScheduleD/OtherRevenueAmt | 0 | -9574 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 11535841 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 599674 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 1257095 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | EQUITY MANAGED PARTNERSHIPS |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | CSDV POOLED ASSETS |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | HEDGE FUNDS |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.68860 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -761452 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 3748635 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The Foundation's endowment consists of 65 individual funds established for a variety of purposes TO ST. STEPHEN'S AND ST. AGNES SCHOOL TO HELP SUPPORT THE EDUCATIONAL MINISTRY, FACULTY SALARY ENHANCEMENT, AND STUDENT FINANCIAL AID. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO SIGNIFICANT FINANICAL STATEMENT EXPOSURE TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2016. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENTS -9,574. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part V, Line 4: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part X, Line 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part XI, Line 2d - Other Adjustments: |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.17350 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 22276 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 13392610 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 4407124 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1054882 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 3748635 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 2987183 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 4937709 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 1723843 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 1661392 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 601352 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 2 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | SCHOOL OPERATIONS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | SCHOLARSHIPS, FACULTY EXPENSES & AWARDS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | CAPITAL EXPENDITURES |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | CHURCH SCHOOLS IN THE DIOCESE - ST STEPHENS & ST AGNES SCHOOL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | CHURCH SCHOOLS IN THE DIOCESE - ST STEPHENS & ST AGNES SCHOOL |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.