Civic Intelligence

The Stuart Hall School Foundation

990 • Fiscal year 2015 • EIN 84-1648803

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

Organization ProfileN/A
235 W Frederick StreetStaunton, VA 24401

(540) 885-0356

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

6.3%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$6,518,437

Up $628,310 (+11%) from 2014

Net Assets

Up

$6,479,353

Up $589,226 (+10%) from 2014

Liabilities

Up

$39,084

Up $39,084 from 2014

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin86th percentile

Revenue

Up

$1,868,180

Up $111,015 (+6.3%) from 2014

Expenses

Up

$1,234,467

Up $125,747 (+11%) from 2014

Net Income

Down

$633,713

Down $14,732 (-2.3%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2015

Assets$6,518,437
Liabilities$39,084
Net Assets$6,479,353
Open 2015 Filing

Operations Trend

Revenue Growth58th 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

2015

Revenue$1,868,180
Expenses$1,234,467
Net Income$633,713
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$2,751,707
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$4,208,397$4,564,866▲ $356,469
Other Notes and Loans Receivable, Net$1,359,663$1,214,317▼ $145,346
Pledges and Grants Receivable$60,000$602,958▲ $542,958
Land, Buildings, and Equipment, Net$89,333$86,333▼ $3,000
Cash and Non-Interest-Bearing Accounts$171,000$48,229▼ $122,771
Total Assets$5,890,127$6,518,437▲ $628,310
Other Assets Total$1,734$1,734→ $0
Liabilities
Other Liabilities$0$39,084▲ $39,084
Total Liabilities$0$39,084▲ $39,084
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,631,554$5,258,556▲ $627,002
Unrestricted Net Assets$821,460$872,851▲ $51,391
Temporarily Rstr Net Assets$437,113$347,946▼ $89,167
Total Net Assets Fund Balance$5,890,127$6,479,353▲ $589,226
Total Liabilities and Net Assets / Fund Balance$5,890,127$6,518,437▲ $628,310

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$77,343$42,676$120,019
Equipment$0$11,188$11,188
Land$8,990-$8,990
Other Land Buildings$0$3,286$3,286
Other Securities$4,503,768--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$5,177,442$627,002▼ $43,054$172,970$5,588,420
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
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
$1,868,931
Program Service Revenue
$0
Investment Income
$-751
Other Revenue
$0
All Other Contributions
$1,868,931
Change in Net Assets
$633,713

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$604,919Fair Market Value (FMV)
Total Noncash Contributions7$604,919-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,868,180
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$203,645
Total Revenue per Audited Statements
$2,071,825
Total Revenue per Form 990
$1,868,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,213,057
Other Expenses$21,410
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,213,057--$1,213,057
Fees for Services Other-$16,842-$16,842
Depreciation Depletion-$3,000-$3,000
Office Expenses-$1,568-$1,568
Total Functional Expenses$1,213,057$21,410$0$1,234,467

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,482,599
Expenses per Audited Statements$1,234,467
Total Expenses per Form 990$1,234,467
Expenses Not Reported on Form 990$248,132
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stuart Hall SchoolStaunton, VA501(c)(3)Support for School$1,213,057
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Stuart Hall School$39,084
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

“To protect the privacy of donors, the public disclosure copy of the 990 is reviewed by the trustees of the foundation prior to filing. 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

Filer Name
The Stuart Hall School Foundation
EIN
84-1648803
Phone
5408850356
Address
235 W FREDERICK STREET, STAUNTON, VA 24401

Signing Officer

Name
Henry Dw Burt
Title
Secretary
Phone
5408850356
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry Dw Burt
Formed
2003
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Cherry Bekaert Llp
Address
1111 METROPOLITAN AVE STE 1000, CHARLOTTE, NC 28204
Preparer
Janice a Ratica
Phone
7043771678
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, 2015.”

Raw XML AppendixShowing 400 of 495 raw XML fields

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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt01868931
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LINDA BAKER
IRS990/BooksInCareOfDetail/PhoneNum05402139504
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 210
IRS990/BooksInCareOfDetail/USAddress/CityNm0STAUNTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024401
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0171000
IRS990/CashNonInterestBearingGrp/EOYAmt048229
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01868931
IRS990/CYGrantsAndSimilarPaidAmt01213057
IRS990/CYInvestmentIncomeAmt0-751
IRS990/CYOtherExpensesAmt021410
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0633713
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01234467
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01868180
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03000
IRS990/DepreciationDepletionGrp/TotalAmt03000
IRS990/Desc0PROVIDING SUPPORT TO THE TAX-EXEMPT COMMUNITY, INCLUDING THOSE THAT PROMOTE A CULTURE OF HIGH EXPECTATION, ATTENTION TO CHARACTER, CHALLENGING ACADEMIC PROGRAMS, AND CONTINUING PROFESSIONAL DEVELOPMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01213057
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt016842
IRS990/FeesForServicesOtherGrp/TotalAmt016842
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0SARA BATTIN
IRS990/Form990PartVIISectionAGrp/PersonNm1ELIZABETH WHITE BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm2ROGER BOWEN
IRS990/Form990PartVIISectionAGrp/PersonNm3MOLLY BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS DAHL
IRS990/Form990PartVIISectionAGrp/PersonNm5GLENNIE SMITH FORBES
IRS990/Form990PartVIISectionAGrp/PersonNm6SALLY BALCH HURME
IRS990/Form990PartVIISectionAGrp/PersonNm7THOMAS TULLIDGE JR
IRS990/Form990PartVIISectionAGrp/PersonNm8DENISE WOOLDRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm9SUSAN YATES
IRS990/Form990PartVIISectionAGrp/PersonNm10ANNETTE SMITH PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm11DENNIS CROSS
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm13PAIGE LESTER PRUETT
IRS990/Form990PartVIISectionAGrp/PersonNm14THE HONORABLE DON WILSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY/TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1655
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt01213057
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01213057
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01213057
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0881872
IRS990/GrossReceiptsAmt02751707
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0904
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0904
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04208397
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04564866
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt057150
IRS990/LandBldgEquipBasisNetGrp/BOYAmt089333
IRS990/LandBldgEquipBasisNetGrp/EOYAmt086333
IRS990/LandBldgEquipCostOrOtherBssAmt0143483
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0883527
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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/NetAssetsOrFundBalancesBOYAmt05890127
IRS990/NetAssetsOrFundBalancesEOYAmt06479353
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1655
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1655
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-44487
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0604919
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01568
IRS990/OfficeExpensesGrp/TotalAmt01568
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01734
IRS990/OtherAssetsTotalGrp/EOYAmt01734
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt039084
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01359663
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01214317
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04631554
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05258556
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt060000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0602958
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HENRY DW BURT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01753634
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01092093
IRS990/PYInvestmentIncomeAmt03531
IRS990/PYOtherExpensesAmt016627
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0648445
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01108720
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01757165
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0633713
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01868931
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01753634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02242202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01372850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01721117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08958734
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0577
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01329
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03789
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72900
IRS990ScheduleA/PublicSupportPY170Pct00.72400
IRS990ScheduleA/PublicSupportTotal170Amt06534035
IRS990ScheduleA/SubstantialContributorsTotAmt02424699
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01868931
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01753634
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02242202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01372850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01721117
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08958734
IRS990ScheduleA/TotalSupportAmt08962523
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/BoardDesignatedBalanceEOYPct00.05000
IRS990ScheduleD/BuildingsGrp/BookValueAmt077343
IRS990ScheduleD/BuildingsGrp/DepreciationAmt042676
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0120019
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05177442
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0627002
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05588420
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-43054
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0172970
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04339687
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0578348
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05177442
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0398029
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0138622
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02574625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01617636
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04339687
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0267385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0119959
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01991142
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0663051
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02574625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035920
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0115488
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01301726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0822834
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02243403
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0198340
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt079497
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0248132
IRS990ScheduleD/DonatedServicesUseFcltsAmt0248132
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011188
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011188
IRS990ScheduleD/ExpensesNotReportedAmt0248132
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01234467
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt08990
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt08990
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-44487
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03286
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03286
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt039084
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STUART HALL SCHOOL
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt061098
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14503768
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHURCH SCHOOLS IN THE DIOCESE OF VIRGINIA - POOLED FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TRUSTEES OF THE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.94000
IRS990ScheduleD/RevenueNotReportedAmt0203645
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01868180
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, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt086333
IRS990ScheduleD/TotalBookValueSecuritiesAmt04564866
IRS990ScheduleD/TotalExpensesPerForm990Amt01234467
IRS990ScheduleD/TotalLiabilityAmt039084
IRS990ScheduleD/TotalRevenuePerForm990Amt01868180
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02071825
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01482599
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01213057
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0540505886
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd024401
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,518,437
Liabilities
$39,084
Net assets
$6,479,353
Revenue
$1,868,180
Expenses
$1,234,467
Net income
$633,713
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