Civic Intelligence

The Stuart Hall School Foundation

990 • Fiscal year 2025 • EIN 84-1648803

Jul 01, 2024 to Jun 30, 2025 • Filed on Apr 10, 2026

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

18th percentile

0.01x

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

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

15th percentile

0.01x

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

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

123%

Faster revenue growth than 95% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$9,004,707

Up $1,186,513 (+15%) from 2024

Net Assets

Up

$8,940,448

Up $1,202,927 (+16%) from 2024

Liabilities

Down

$64,259

Down $16,414 (-20%) from 2024

Revenue

Up

$4,695,169

Up $2,588,644 (+123%) from 2024

Expenses

Up

$3,450,812

Up $359,673 (+12%) from 2024

Net Income

Up

$1,244,357

Up $2,228,971 (+226%) from 2024

Historical Trend

Balance Sheet Trend

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: $7,737,5212024Assets 2025: $9,004,707Liabilities 2025: $64,259Net Assets 2025: $8,940,4482025

Highlighted filing

2025

Assets$9,004,707
Liabilities$64,259
Net Assets$8,940,448

Operations Trend

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: -$984,6142024Revenue 2025: $4,695,169Expenses 2025: $3,450,812Net Income 2025: $1,244,3572025

Highlighted filing

2025

Revenue$4,695,169
Expenses$3,450,812
Net Income$1,244,357
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 10, 2026
Return Version
2024v5.5
Gross Receipts
$5,978,799
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$3,904,984$3,502,696▼ $402,288
Pledges and Grants Receivable$320,023$2,623,120▲ $2,303,097
Investments Other Securities$1,875,753$1,981,859▲ $106,106
Cash and Non-Interest-Bearing Accounts$1,349,299$530,532▼ $818,767
Land, Buildings, and Equipment, Net$271,278$269,643▼ $1,635
Total Assets$7,818,194$9,004,707▲ $1,186,513
Other Assets Total$96,857$96,857→ $0
Liabilities
Other Liabilities$80,673$63,891▼ $16,782
Accounts Payable and Accrued Expenses-$368-
Total Liabilities$80,673$64,259▼ $16,414
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,091,329$8,177,629▲ $1,086,300
Net Assets Without Donor Restrictions$646,192$762,819▲ $116,627
Total Net Assets Fund Balance$7,737,521$8,940,448▲ $1,202,927
Total Liabilities and Net Assets / Fund Balance$7,818,194$9,004,707▲ $1,186,513

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$226,352$54,125$280,477
Land$43,290-$43,290
Equipment$1$13,564$13,565
Other Securities$1,981,859--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,594,087-▲ $252,669-$3,997,189
2023$5,040,472-▲ $217,984-$4,594,087
2022$5,125,295-▲ $202,700-$5,040,472
2021$5,806,393$11,000▼ $30,939-$5,125,295
2020$5,694,169$11,625▲ $315,507-$5,806,393
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$4,430,622
Program Service Revenue
$0
Investment Income
$264,547
Other Revenue
$0
All Other Contributions
$4,430,622
Change in Net Assets
$1,244,357

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$86,923Fair Market Value
Total Noncash Contributions8$86,923-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,689,897
Revenue Not Reported on Financial Statements
$5,272
Revenue Not Reported on Form 990
$400,564
Total Revenue per Audited Statements
$5,090,461
Total Revenue per Form 990
$4,695,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,392,694
Other Expenses$58,118
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,392,694--$3,392,694
Fees for Services Accounting-$32,576-$32,576
Fees for Services Other-$12,011-$12,011
Depreciation Depletion-$7,384-$7,384
Fees for Service Investment Mgmnt Fees-$5,272-$5,272
Office Expenses-$875-$875
Total Functional Expenses$3,392,694$58,118$0$3,450,812

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,887,534
Total Expenses per Form 990$3,450,812
Expenses per Audited Statements$3,445,540
Expenses Not Reported on Form 990$441,994
Expenses Not Reported on Financial Statements$5,272
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stuart Hall SchoolStaunton, VA501(c)(3)Scholarships$1,683,177
Stuart Hall SchoolStaunton, VA501(c)(3)School Operations$1,254,213
Stuart Hall SchoolStaunton, VA501(c)(3)Capital Improvements$455,304
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$63,891
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 7A

The stuart hall school board of governors appoints and fills vacancies for four of the organization's nine trustee positions.

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 chair reviews the full copy of the form 990, then the public inspection copy is provided to the full board 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
Steve Mcallister
Title
Chairman of the Board
Phone
5408850356
Signed
2026-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Mcallister
Formed
2003
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
200 SOUTH 10TH ST STE 900, RICHMOND, VA 23219
Preparer
Melanie Mcpeak
Phone
8046735700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in charitable remainder trust 5,892. Bad debt expenses -60,000.

Financial Statement Notes

PART V, LINE 4:

The foundation's endowment consists of 24 individual funds established for a variety of purposes including both donor-restricted endowment funds and funds designated by the board to function as endowments. Net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions.

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, 2025.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in charitable remainder trust 5,892.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Bad debt expenses 60,000.

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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/NetGainOrLossInvestmentsGrp/ExclusionAmt0932
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0932
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012678
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0646192
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0762819
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt086923
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0875
IRS990/OfficeExpensesGrp/TotalAmt0875
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt096857
IRS990/OtherAssetsTotalGrp/EOYAmt096857
IRS990/OtherChangesInNetAssetsAmt0-54108
IRS990/OtherLiabilitiesGrp/BOYAmt080673
IRS990/OtherLiabilitiesGrp/EOYAmt063891
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0320023
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02623120
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE MCALLISTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01751478
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03031533
IRS990/PYInvestmentIncomeAmt0355047
IRS990/PYOtherExpensesAmt059606
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-984614
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03091139
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02106525
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01244357
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03904984
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03502696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04430622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01751479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02666540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02898952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02223408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013971001
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0263615
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0314164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0183109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0107125
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0105317
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0973330
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76010
IRS990ScheduleA/PublicSupportPY170Pct00.69160
IRS990ScheduleA/PublicSupportTotal170Amt011358965
IRS990ScheduleA/SubstantialContributorsTotAmt02612036
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04430622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01751479
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02666540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02898952
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02223408
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013971001
IRS990ScheduleA/TotalSupportAmt014944331
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/BoardDesignatedBalanceEOYPct00.03254
IRS990ScheduleD/BuildingsGrp/BookValueAmt0226352
IRS990ScheduleD/BuildingsGrp/DepreciationAmt054125
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0280477
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04594087
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03997189
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0849567
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0252669
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05040472
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04594087
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0664369
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0217984
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05125295
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05040472
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0287523
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0202700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05806393
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt011000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05125295
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0661159
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30939
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05694169
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt011625
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05806393
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0214908
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0315507
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0381994
IRS990ScheduleD/DonatedServicesUseFcltsAmt0381994
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013564
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013565
IRS990ScheduleD/ExpensesNotReportedAmt0441994
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05272
IRS990ScheduleD/ExpensesSubtotalAmt03445540
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05272
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05272
IRS990ScheduleD/LandGrp/BookValueAmt043290
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt043290
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012678
IRS990ScheduleD/OtherExpensesIncludedAmt060000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt063891
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STUART HALL SCHOOL
IRS990ScheduleD/OtherRevenueAmt05892
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01981859
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHURCH SCHOOLS IN THE DIOCESE OF VIRGINIA - POOLED FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.96746
IRS990ScheduleD/RevenueNotReportedAmt0400564
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05272
IRS990ScheduleD/RevenueSubtotalAmt04689897
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF 24 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
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, 2025.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN CHARITABLE REMAINDER TRUST 5,892.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3BAD DEBT EXPENSES 60,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0269643
IRS990ScheduleD/TotalBookValueSecuritiesAmt01981859
IRS990ScheduleD/TotalExpensesPerForm990Amt03450812
IRS990ScheduleD/TotalLiabilityAmt063891
IRS990ScheduleD/TotalRevenuePerForm990Amt04695169
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05090461
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03887534
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01254213
IRS990ScheduleI/RecipientTable/CashGrantAmt11683177
IRS990ScheduleI/RecipientTable/CashGrantAmt2455304
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
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
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt08
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt086923
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0NUMBER OF INDIVIDUAL DONORS.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.00$0.06$8.94$4.70$3.45$1.24
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