Civic Intelligence

The Stuart Hall School Foundation

990 • Fiscal year 2020 • EIN 84-1648803

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 19, 2021

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

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.03x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

21st percentile

-9.1%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

7th percentile

-9.6%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-41%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,580,868

Down $807,574 (-9.6%) from 2019

Net Assets

Down

$7,515,838

Down $332,742 (-4.2%) from 2019

Liabilities

Down

$65,030

Down $474,832 (-88%) from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin21st percentile

Revenue

Down

$1,890,901

Down $1,304,018 (-41%) from 2019

Expenses

Down

$2,063,767

Down $2,449,314 (-54%) from 2019

Net Income

Up

-$172,866

Up $1,145,296 (+87%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2020

Assets$7,580,868
Liabilities$65,030
Net Assets$7,515,838
Open 2020 Filing

Operations Trend

Revenue Growth10th 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

2020

Revenue$1,890,901
Expenses$2,063,767
Net Income-$172,866
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 19, 2021
Return Version
2019v5.2
Gross Receipts
$3,577,205
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
Savings and Temporary Cash Investments$5,418,713$5,343,822▼ $74,891
Pledges and Grants Receivable$711,852$769,414▲ $57,562
Cash and Non-Interest-Bearing Accounts$457,105$657,268▲ $200,163
Other Notes and Loans Receivable, Net$442,000--
Land, Buildings, and Equipment, Net$383,563$374,489▼ $9,074
Investments Other Securities$893,282$353,948▼ $539,334
Total Assets$8,388,442$7,580,868▼ $807,574
Other Assets Total$81,927$81,927→ $0
Liabilities
Other Liabilities$539,862$61,467▼ $478,395
Accounts Payable and Accrued Expenses-$3,563-
Total Liabilities$539,862$65,030▼ $474,832
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,887,951$6,571,254▼ $316,697
Net Assets Without Donor Restrictions$960,629$944,584▼ $16,045
Total Net Assets Fund Balance$7,848,580$7,515,838▼ $332,742
Total Liabilities and Net Assets / Fund Balance$8,388,442$7,580,868▼ $807,574

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$313,437$37,329$350,766
Land$57,000-$57,000
Equipment$4,052$12,654$16,706

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,128,032$38,402▼ $230,195-$5,694,169
2018$5,822,385$227,682▲ $273,895-$6,128,032
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
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
David G FrackeltonChair
Benjamin N WafleVice Chair
Barbara WarderTrustee
Bonnie Fontenot NielsonTrustee
Dennis CrossTrustee
Grace KingTrustee
Sally Balch HurmeTrustee
Steve McallisterTrustee
Dana Parks GraySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,921,775
Program Service Revenue
$0
Investment Income
$-36,949
Other Revenue
$6,075
All Other Contributions
$1,905,125
Change in Net Assets
$-172,866

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,860,335
Revenue Not Reported on Financial Statements
$30,566
Revenue Not Reported on Form 990
$178,036
Total Revenue per Audited Statements
$2,038,371
Total Revenue per Form 990
$1,890,901
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,973,183
Other Expenses$90,584
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,973,183--$1,973,183
Fees for Service Investment Mgmnt Fees-$30,566-$30,566
Fees for Services Accounting-$19,332-$19,332
Other Expenses-$15,650-$15,650
Fees for Services Other-$14,792-$14,792
Depreciation Depletion-$9,075-$9,075
Office Expenses-$1,169-$1,169
Total Functional Expenses$1,973,183$90,584$0$2,063,767

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,371,113
Total Expenses per Form 990$2,063,767
Expenses per Audited Statements$2,033,201
Expenses Not Reported on Form 990$337,912
Expenses Not Reported on Financial Statements$30,566
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stuart Hall SchoolStaunton, VA501(c)(3)Capital Improvements$959,407
Stuart Hall SchoolStaunton, VA501(c)(3)School Operations$736,681
Stuart Hall SchoolStaunton, VA501(c)(3)Scholarships$277,095
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,075
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$22,725$6,075-$6,075
Total Events$22,725$6,075-$6,075
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$61,467
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
David Frackelton
Title
Chairman of the Board
Phone
5408850356
Signed
2021-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Frackelton
Formed
2003
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Cherry Bekaert Llp
Address
200 SOUTH 10TH ST STE 900, RICHMOND, VA 23219
Preparer
Amanda Adams
Phone
8046735700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in charitable remainder trust -129.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of 29 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, 2020.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in charitable remainder trust -129.”

Raw XML AppendixShowing 400 of 483 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/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01169
IRS990/OfficeExpensesGrp/TotalAmt01169
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt081927
IRS990/OtherAssetsTotalGrp/EOYAmt081927
IRS990/OtherChangesInNetAssetsAmt0-129
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015650
IRS990/OtherExpensesGrp/TotalAmt015650
IRS990/OtherLiabilitiesGrp/BOYAmt0539862
IRS990/OtherLiabilitiesGrp/EOYAmt061467
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0442000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0711852
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0769414
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID FRACKELTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02752631
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04450685
IRS990/PYInvestmentIncomeAmt0227406
IRS990/PYOtherExpensesAmt062396
IRS990/PYOtherRevenueAmt0214882
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1318162
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04513081
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03194919
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-172866
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05418713
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05343822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01921775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02752631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02354405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01572709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02304202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010905722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0163549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0233351
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016914
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010894
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03247
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0427955
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75820
IRS990ScheduleA/PublicSupportPY170Pct00.76910
IRS990ScheduleA/PublicSupportTotal170Amt08592826
IRS990ScheduleA/SubstantialContributorsTotAmt02312896
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01921775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02752631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02354405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01572709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02304202
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010905722
IRS990ScheduleA/TotalSupportAmt011333677
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/BoardDesignatedBalanceEOYPct00.04250
IRS990ScheduleD/BuildingsGrp/BookValueAmt0313437
IRS990ScheduleD/BuildingsGrp/DepreciationAmt037329
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0350766
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06128032
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt038402
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05694169
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0242070
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-230195
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05822385
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0227682
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06128032
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0195930
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0273895
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05549123
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0264960
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05822385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0266830
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0275132
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05283759
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05549123
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0209778
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0471224
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05588420
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05283759
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0201910
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-106001
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0337912
IRS990ScheduleD/DonatedServicesUseFcltsAmt0337912
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04052
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012654
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016706
IRS990ScheduleD/ExpensesNotReportedAmt0337912
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030566
IRS990ScheduleD/ExpensesSubtotalAmt02033201
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030566
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030566
IRS990ScheduleD/LandGrp/BookValueAmt057000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt057000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-159747
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt061467
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STUART HALL SCHOOL
IRS990ScheduleD/OtherRevenueAmt0-129
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95750
IRS990ScheduleD/RevenueNotReportedAmt0178036
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030566
IRS990ScheduleD/RevenueSubtotalAmt01860335
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF 29 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, 2020.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN CHARITABLE REMAINDER TRUST -129.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0374489
IRS990ScheduleD/TotalExpensesPerForm990Amt02063767
IRS990ScheduleD/TotalLiabilityAmt061467
IRS990ScheduleD/TotalRevenuePerForm990Amt01890901
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02038371
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02371113
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016650
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06075
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06075
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0736681
IRS990ScheduleI/RecipientTable/CashGrantAmt1277095
IRS990ScheduleI/RecipientTable/CashGrantAmt2959407
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CAPITAL IMPROVEMENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2STUART HALL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0540505886
IRS990ScheduleI/RecipientTable/RecipientEIN1540505886
IRS990ScheduleI/RecipientTable/RecipientEIN2540505886
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2235 WEST FREDERICK STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2STAUNTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd024401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd124401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd224401
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
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 BOARD RECEIVES AND REVIEWS A COPY OF THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3QUESTIONS 15A AND 15B ARE NOT APPLICABLE BECAUSE THE ORGANIZATION HAS NO EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN CHARITABLE REMAINDER TRUST -129.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,580,868
Liabilities
$65,030
Net assets
$7,515,838
Revenue
$1,890,901
Expenses
$2,063,767
Net income
-$172,866
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