Civic Intelligence

The Stuart Hall School Foundation

990 • Fiscal year 2018 • EIN 84-1648803

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.02x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

43%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$9,075,849

Up $1,013,067 (+13%) from 2017

Net Assets

Up

$9,027,289

Up $1,000,274 (+12%) from 2017

Liabilities

Up

$48,560

Up $12,793 (+36%) from 2017

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin83rd percentile

Revenue

Up

$2,397,274

Up $715,009 (+43%) from 2017

Expenses

Down

$1,683,492

Down $144,129 (-7.9%) from 2017

Net Income

Up

$713,782

Up $859,138 (+591%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2018

Assets$9,075,849
Liabilities$48,560
Net Assets$9,027,289
Open 2018 Filing

Operations Trend

Revenue Growth86th 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

2018

Revenue$2,397,274
Expenses$1,683,492
Net Income$713,782
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$4,768,823
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$5,864,414$5,210,592▼ $653,822
Savings and Temporary Cash Investments$108,348$2,080,970▲ $1,972,622
Pledges and Grants Receivable$658,638$678,656▲ $20,018
Other Notes and Loans Receivable, Net$948,535$617,746▼ $330,789
Land, Buildings, and Equipment, Net$454,695$392,638▼ $62,057
Cash and Non-Interest-Bearing Accounts$26,418$93,513▲ $67,095
Total Assets$8,062,782$9,075,849▲ $1,013,067
Other Assets Total$1,734$1,734→ $0
Liabilities
Other Liabilities$35,767$48,560▲ $12,793
Total Liabilities$35,767$48,560▲ $12,793
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,145,819$5,420,779▲ $274,960
Unrestricted Net Assets$1,729,761$2,649,484▲ $919,723
Temporarily Rstr Net Assets$1,151,435$957,026▼ $194,409
Total Net Assets Fund Balance$8,027,015$9,027,289▲ $1,000,274
Total Liabilities and Net Assets / Fund Balance$8,062,782$9,075,849▲ $1,013,067

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$330,751$20,015$350,766
Land$57,000-$57,000
Equipment$4,887$11,819$16,706
Other Securities$2,864,205--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,549,123$264,960▲ $275,132-$5,822,385
2016$5,283,759$3,918▲ $471,224-$5,549,123
2015$5,588,420$3,250▼ $106,001-$5,283,759
2014$5,177,442$627,002▼ $43,054-$5,588,420
2013$4,339,687$578,348▲ $398,029-$5,177,442
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
William ArmstrongChair
Molly BrownVice Chair
Bonnie Fontenot NielsonTrustee
Dana Parks GrayTrustee
David G FrackletonTrustee
Dennis CrossTrustee
Grace Den HartogTrustee
Sally Balch HurmeTrustee
Henry Dw BurtSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,354,405
Program Service Revenue
$0
Investment Income
$17,209
Other Revenue
$25,660
All Other Contributions
$2,256,117
Change in Net Assets
$713,782

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 Traded16$611,979Fair Market Value (FMV)
Total Noncash Contributions16$611,979-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,397,274
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$588,694
Total Revenue per Audited Statements
$2,985,968
Total Revenue per Form 990
$2,397,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,655,137
Other Expenses$28,355
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,655,137--$1,655,137
Fees for Services Other-$16,996-$16,996
Depreciation Depletion-$10,638-$10,638
Office Expenses-$721-$721
Total Functional Expenses$1,655,137$28,355$0$1,683,492

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,985,694
Expenses per Audited Statements$1,683,492
Total Expenses per Form 990$1,683,492
Expenses Not Reported on Form 990$302,202
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stuart Hall SchoolStaunton, VA501(c)(3)School Operations$882,270
Stuart Hall SchoolStaunton, VA501(c)(3)Capital Improvements$588,653
Stuart Hall SchoolStaunton, VA501(c)(3)Scholarships$105,342
Stuart Hall SchoolStaunton, VA501(c)(3)Property and Equipment$78,872
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,660
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$123,948$25,660-$25,660
Total Events$123,948$25,660-$25,660
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$48,560
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 11B

“The board receives and reviews a copy of the form 990 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
Anne Hedman
Title
Chief Business Officer
Phone
5408850356
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Molly Brown
Formed
2003
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Cherry Bekaert Llp
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Amanda Adams
Phone
7043771678
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in charitable remainder interest 2,977.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of 28 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, 2018.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in charitable remainder trust 2,977.”

Raw XML AppendixShowing 400 of 499 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.

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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.
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IRS990/OtherLiabilitiesGrp/BOYAmt035767
IRS990/OtherLiabilitiesGrp/EOYAmt048560
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0948535
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0617746
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05145819
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05420779
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0658638
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0678656
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MOLLY BROWN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01572709
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01787727
IRS990/PYInvestmentIncomeAmt011787
IRS990/PYOtherExpensesAmt039894
IRS990/PYOtherRevenueAmt097769
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-145356
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01827621
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01682265
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0713782
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0108348
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02080970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02354405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01572709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02304202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01868931
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01753634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09853881
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016914
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010894
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03247
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0630
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032589
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64190
IRS990ScheduleA/PublicSupportPY170Pct00.73390
IRS990ScheduleA/PublicSupportTotal170Amt06346071
IRS990ScheduleA/SubstantialContributorsTotAmt03507810
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02354405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01572709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02304202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01868931
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01753634
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09853881
IRS990ScheduleA/TotalSupportAmt09886470
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04500
IRS990ScheduleD/BuildingsGrp/BookValueAmt0330751
IRS990ScheduleD/BuildingsGrp/DepreciationAmt020015
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0350766
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05549123
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0264960
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05822385
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0266830
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0275132
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05283759
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03918
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05549123
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0209778
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0471224
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05588420
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05283759
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0201910
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-106001
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05177442
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0627002
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05588420
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0172970
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-43054
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04339687
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0578348
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05177442
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0138622
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0398029
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0302202
IRS990ScheduleD/DonatedServicesUseFcltsAmt0302202
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04887
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011819
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016706
IRS990ScheduleD/ExpensesNotReportedAmt0302202
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01683492
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt057000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt057000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0283515
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048560
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STUART HALL SCHOOL
IRS990ScheduleD/OtherRevenueAmt02977
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02346387
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12864205
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHURCH SCHOOLS IN THE DIOCESE OF VIRGINIA - POOLED FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TRUSTEES OF THE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.91860
IRS990ScheduleD/RevenueNotReportedAmt0588694
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02397274
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF 28 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, 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN CHARITABLE REMAINDER TRUST 2,977.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03640
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0392638
IRS990ScheduleD/TotalBookValueSecuritiesAmt05210592
IRS990ScheduleD/TotalExpensesPerForm990Amt01683492
IRS990ScheduleD/TotalLiabilityAmt048560
IRS990ScheduleD/TotalRevenuePerForm990Amt02397274
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02985968
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01985694
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt098288
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt098288
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0123948
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0123948
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025660
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025660
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0882270
IRS990ScheduleI/RecipientTable/CashGrantAmt1105342
IRS990ScheduleI/RecipientTable/CashGrantAmt278872
IRS990ScheduleI/RecipientTable/CashGrantAmt3588653
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROPERTY AND EQUIPMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CAPITAL IMPROVEMENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0540505886
IRS990ScheduleI/RecipientTable/RecipientEIN1540505886
IRS990ScheduleI/RecipientTable/RecipientEIN2540505886
IRS990ScheduleI/RecipientTable/RecipientEIN3540505886
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd024401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd124401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd224401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd324401
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/ContributionCnt016
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0611979
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.

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,075,849
Liabilities
$48,560
Net assets
$9,027,289
Revenue
$2,397,274
Expenses
$1,683,492
Net income
$713,782
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