Civic Intelligence

The Stuart Hall School Foundation

990 • Fiscal year 2014 • EIN 84-1648803

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization ProfileN/A
235 W Frederick Street24401

(540) 885-0356

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

0.7%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$5,890,127

Up $1,066,426 (+22%) from 2013

Net Assets

Up

$5,890,127

Up $1,066,426 (+22%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin87th percentile

Revenue

$1,757,165

No earlier filing loaded for comparison.

Expenses

Up

$1,108,720

Up $316,373 (+40%) from 2013

Net Income

$648,445

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $2,542,153Liabilities 2011: $0Net Assets 2011: $2,542,1532011Assets 2012: $3,092,133Liabilities 2012: $0Net Assets 2012: $3,092,1332012Assets 2013: $4,823,701Liabilities 2013: $0Net Assets 2013: $4,823,7012013Assets 2014: $5,890,127Liabilities 2014: $0Net Assets 2014: $5,890,1272014Assets 2015: $6,518,437Liabilities 2015: $39,084Net Assets 2015: $6,479,3532015Assets 2016: $7,699,984Liabilities 2016: $13,025Net Assets 2016: $7,686,9592016Assets 2017: $8,062,782Liabilities 2017: $35,767Net Assets 2017: $8,027,0152017Assets 2018: $9,075,849Liabilities 2018: $48,560Net Assets 2018: $9,027,2892018Assets 2019: $8,388,442Liabilities 2019: $539,862Net Assets 2019: $7,848,5802019Assets 2020: $7,580,868Liabilities 2020: $65,030Net Assets 2020: $7,515,8382020Assets 2021: $8,530,431Liabilities 2021: $62,545Net Assets 2021: $8,467,8862021Assets 2022: $8,911,368Liabilities 2022: $822Net Assets 2022: $8,910,5462022Assets 2023: $8,925,668Liabilities 2023: $138,531Net Assets 2023: $8,787,1372023Assets 2024: $7,818,194Liabilities 2024: $80,673Net Assets 2024: $7,737,5212024

Highlighted filing

2014

Assets$5,890,127
Liabilities$0
Net Assets$5,890,127
Open 2014 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,722,788Expenses 2011: $770,054Net Income 2011: $952,7342011Expenses 2012: $860,0632012Expenses 2013: $792,3472013Revenue 2014: $1,757,165Expenses 2014: $1,108,720Net Income 2014: $648,4452014Revenue 2015: $1,868,180Expenses 2015: $1,234,467Net Income 2015: $633,7132015Revenue 2016: $2,331,291Expenses 2016: $1,010,468Net Income 2016: $1,320,8232016Revenue 2017: $1,682,265Expenses 2017: $1,827,621Net Income 2017: -$145,3562017Revenue 2018: $2,397,274Expenses 2018: $1,683,492Net Income 2018: $713,7822018Revenue 2019: $3,194,919Expenses 2019: $4,513,081Net Income 2019: -$1,318,1622019Revenue 2020: $1,890,901Expenses 2020: $2,063,767Net Income 2020: -$172,8662020Revenue 2021: $2,399,851Expenses 2021: $1,309,300Net Income 2021: $1,090,5512021Revenue 2022: $3,586,651Expenses 2022: $2,402,174Net Income 2022: $1,184,4772022Revenue 2023: $2,843,051Expenses 2023: $2,860,022Net Income 2023: -$16,9712023Revenue 2024: $2,106,525Expenses 2024: $3,091,139Net Income 2024: -$984,6142024

Highlighted filing

2014

Revenue$1,757,165
Expenses$1,108,720
Net Income$648,445
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$2,008,265
Mission and Program Overview

Mission

The foundation is dedicated to providing support to exempt organizations, including stuart hall school, which prepares youth of all faiths for success in colleges and universities worldwide, and for engaged healthy lives of intellectual curiosity, responsible citizenship, creative expression, ethical leadership, and compassionate service.

The foundation is organized to promote the welfare of organizations that qualify as exempt organizations, as well as to make distributions to such organizations. The foundation's purpose may include supporting the educational ministry and mission of stuart hall school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,140,632$4,208,397▲ $1,067,765
Other Notes and Loans Receivable, Net$1,506,503$1,359,663▼ $146,840
Cash and Non-Interest-Bearing Accounts$57,313$171,000▲ $113,687
Land, Buildings, and Equipment, Net$78,683$89,333▲ $10,650
Pledges and Grants Receivable$38,836$60,000▲ $21,164
Total Assets$4,823,701$5,890,127▲ $1,066,426
Other Assets Total$1,734$1,734→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,959,281$4,631,554▲ $672,273
Unrestricted Net Assets$698,062$821,460▲ $123,398
Temporarily Rstr Net Assets$166,358$437,113▲ $270,755
Total Net Assets Fund Balance$4,823,701$5,890,127▲ $1,066,426
Total Liabilities and Net Assets / Fund Balance$4,823,701$5,890,127▲ $1,066,426

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$80,343$39,676$120,019
Equipment$0$11,188$11,188
Land$8,990-$8,990
Other Land Buildings$0$3,286$3,286
Other Securities$3,954,003--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$4,339,687$578,348▲ $398,029$138,622$5,177,442
2012$2,574,625$1,617,636▲ $267,385$119,959$4,339,687
2011$1,991,142$663,051▲ $35,920$115,488$2,574,625
2010$1,301,726$822,834▲ $198,340$79,497$2,243,403
2009$958,230$21,177▲ $102,620$12,223$1,038,966
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
William ArmstrongChairman
Paige Lester PruettVice Chair
Annette Smith ParkerTrustee
Denise WooldridgeTrustee
Dennis CrossTrustee
Elizabeth White BakerTrustee
Glennie Smith ForbesTrustee
Molly BrownTrustee
Roger BowenTrustee
Sally Balch HurmeTrustee
Sara BattinTrustee
Susan YatesTrustee
Thomas DahlTrustee
Thomas Tullidge JrTrustee
The Honorable Don WilsonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,753,634
Program Service Revenue
$0
Investment Income
$3,531
Other Revenue
$0
All Other Contributions
$1,753,634
Change in Net Assets
$648,445

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded7$659,798Fair Market Value (FMV)
Total Noncash Contributions7$659,798-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,757,165
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$417,981
Total Revenue per Audited Statements
$2,175,146
Total Revenue per Form 990
$1,757,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,092,093
Other Expenses$16,627
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,092,093--$1,092,093
Fees for Services Other-$11,432-$11,432
Depreciation Depletion-$2,999-$2,999
Office Expenses-$2,196-$2,196
Total Functional Expenses$1,092,093$16,627$0$1,108,720

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,108,720
Total Expenses per Audited Statements$1,108,720
Total Expenses per Form 990$1,108,720
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
54-0505886-501(c)(3)Support for School$1,092,093
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The question is not applicable as there are no committees with the authority to act on behalf of the governing board.”

Form 990, Part VI, Section B, Line 11

“The public disclosure copy of the 990 is reviewed by the trustees of the foundation prior to the 990 being filed to protect the privacy of donors. Upon request, trustees may receive a full copy of the 990 to review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board members 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 board member has a potential conflict of interest during the year, such board member shall recuse himself/herself from all discussions or vote on the matter.”

Form 990, Part VI, Section B, Line 15

“Questions 15a and 15b are not applicable because the organization has no employees.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financial statements and the organization's conflict of interest policy are made available for public inspection upon request.”

Filing and Contact Details

Filer

EIN
84-1648803
Phone
5408850356

Signing Officer

Name
Don Wilson
Title
Secretary/treasurer
Phone
5408850356
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Wilson
Formed
2003
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Preparer
Aaron T Ellison
Phone
8046735700
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of 21 individual funds established to support the educational ministry, faculty salary enhancement, and student financial aid of exempt organizations under section 501(c)(3).”

PART X, LINE 2:

“Management has evaluated the effect of guidance surrounding uncertain tax positions and concluded that the foundation had no significant financial statement exposure to uncertain tax positions at june 30, 2014. The foundation's tax returns for the tax years from 2010 through 2013 are subject to examination by the internal revenue service.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION IS DEDICATED TO PROVIDING SUPPORT TO EXEMPT ORGANIZATIONS, INCLUDING STUART HALL SCHOOL, WHICH PREPARES YOUTH OF ALL FAITHS FOR SUCCESS IN COLLEGES AND UNIVERSITIES WORLDWIDE, AND FOR ENGAGED HEALTHY LIVES OF INTELLECTUAL CURIOSITY, RESPONSIBLE CITIZENSHIP, CREATIVE EXPRESSION, ETHICAL LEADERSHIP, AND COMPASSIONATE SERVICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04823701
IRS990/NetAssetsOrFundBalancesEOYAmt05890127
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02901
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02901
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0417981
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0659798
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02196
IRS990/OfficeExpensesGrp/TotalAmt02196
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01734
IRS990/OtherAssetsTotalGrp/EOYAmt01734
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01506503
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01359663
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03959281
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04631554
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt038836
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt060000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DON WILSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02242202
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0777648
IRS990/PYInvestmentIncomeAmt0389
IRS990/PYOtherExpensesAmt014699
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01450244
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0792347
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02242591
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0648445
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01753634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02242202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01372850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01721117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0799252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07889055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0577
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0287571
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0290456
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72400
IRS990ScheduleA/PublicSupportPY170Pct00.76760
IRS990ScheduleA/PublicSupportTotal170Amt05921746
IRS990ScheduleA/SubstantialContributorsTotAmt01967309
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01753634
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02242202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01372850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01721117
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0799252
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07889055
IRS990ScheduleA/TotalSupportAmt08179511
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.06000
IRS990ScheduleD/BuildingsGrp/BookValueAmt080343
IRS990ScheduleD/BuildingsGrp/DepreciationAmt039676
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0120019
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04339687
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0578348
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05177442
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0398029
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0138622
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02574625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01617636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04339687
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0267385
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0119959
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01991142
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0663051
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02574625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035920
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0115488
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01301726
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0822834
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02243403
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0198340
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt079497
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt030838
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0958230
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt021177
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01038966
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0102620
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt012223
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011188
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011188
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01108720
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt08990
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt08990
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0417981
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03286
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03286
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0254394
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13954003
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHURCH SCHOOLS IN THE DIOCESE OF VIRGINIA - POOLED FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TRUSTEES OF THE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.89000
IRS990ScheduleD/RevenueNotReportedAmt0417981
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01757165
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF 21 INDIVIDUAL FUNDS ESTABLISHED TO SUPPORT THE EDUCATIONAL MINISTRY, FACULTY SALARY ENHANCEMENT, AND STUDENT FINANCIAL AID OF EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2014. THE FOUNDATION'S TAX RETURNS FOR THE TAX YEARS FROM 2010 THROUGH 2013 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.05000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt089333
IRS990ScheduleD/TotalBookValueSecuritiesAmt04208397
IRS990ScheduleD/TotalExpensesPerForm990Amt01108720
IRS990ScheduleD/TotalRevenuePerForm990Amt01757165
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02175146
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01108720
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01092093
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0540505886
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/City0STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/State0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode024401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EMPLOYEES OF THE GRANTEE CONFIRM RECEIPT AND ENSURE FUNDS ARE USED FOR THE SPECIFIC PURPOSES NOTED BY THIS ORGANIZATION. GRANTS ARE BASED ON DONORS' SPECIFIC INTENT, THE ORGANIZATION'S ENDOWMENT SPENDING POLICY AND REIMBURSEMENTS OF ACTUAL EXPENDITURES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt07
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0659798
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE QUESTION IS NOT APPLICABLE AS THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PUBLIC DISCLOSURE COPY OF THE 990 IS REVIEWED BY THE TRUSTEES OF THE FOUNDATION PRIOR TO THE 990 BEING FILED TO PROTECT THE PRIVACY OF DONORS. UPON REQUEST, TRUSTEES MAY RECEIVE A FULL COPY OF THE 990 TO REVIEW PRIOR TO FILING.

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,890,127
Liabilities
$0
Net assets
$5,890,127
Revenue
$1,757,165
Expenses
$1,108,720
Net income
$648,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.82$0.08$7.74$2.11$3.09$0.98
2023Detailed filing. Detailed filing data is available for this year.$8.93$0.14$8.79$2.84$2.86$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$3.59$2.40$1.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.53$0.06$8.47$2.40$1.31$1.09
2020Detailed filing. Detailed filing data is available for this year.$7.58$0.07$7.52$1.89$2.06$0.17
2019Detailed filing. Detailed filing data is available for this year.$8.39$0.54$7.85$3.19$4.51$1.32
2018Detailed filing. Detailed filing data is available for this year.$9.08$0.05$9.03$2.40$1.68$0.71
2017Detailed filing. Detailed filing data is available for this year.$8.06$0.04$8.03$1.68$1.83$0.15
2016Detailed filing. Detailed filing data is available for this year.$7.70$0.01$7.69$2.33$1.01$1.32
2015Detailed filing. Detailed filing data is available for this year.$6.52$0.04$6.48$1.87$1.23$0.63
2014Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$1.76$1.11$0.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.00$4.82$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$0.86
2011Summary only. Only limited summary data is available for this year.$2.54$0.00$2.54$1.72$0.77$0.95