philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Stuart Hall School Foundation FY2021 filing

Tax-deductible

Staunton, VA501(c)(3)EducationEIN 84-1648803

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.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $391K a year · 13% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
51 mo
of spending, in cash
Looks good: 51.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $694K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$63K
0.7% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
+27% vs prior year
Spent
$1.3M
To programs
95%
Net assets
$8.5M
By yearFY2020–FY2025
Revenue
$2.4M
FY2021▲ +27%
Revenue by fiscal year
FY2020$1.9M
FY2021$2.4M
FY2022$3.6M
FY2023$2.8M
FY2024$2.1M
FY2025$4.7M
Expenses
$1.3M
FY2021▼ -37%
Expenses by fiscal year
FY2020$2.1M
FY2021$1.3M
FY2022$2.4M
FY2023$2.9M
FY2024$3.1M
FY2025$3.5M
Net assets
$8.5M
FY2021▲ +13%
Net assets by fiscal year
FY2020$7.5M
FY2021$8.5M
FY2022$8.9M
FY2023$8.8M
FY2024$7.7M
FY2025$8.9M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2025 (typical filing lag)
Legal name (IRS)Hdr · item CStuart Hall School Foundation
EINHdr · item D84-1648803
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFFeb 2005
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CStaunton, VA
NTEE classificationIRS BMFEducation (B112)

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.95 Management & general $0.05
Program services95%$1.2M
Management & general5%$68K
Total functional expensesLn 25$1.3M

Finances

Money in and out, what it owns and owes

Spent on programs
95%
of spending reaches programs
Months of spending covered by cash
57.5mo
months of spending covered by cash and easy-to-sell investments
Surplus or deficit
+45%
as % of revenue, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Total assets
$8.5M
FY2021▲ +13%
Total assets by fiscal year
FY2020$7.6M
FY2021$8.5M
FY2022$8.9M
FY2023$8.9M
FY2024$7.8M
FY2025$9.0M
Total liabilities
$63K
FY2021▼ -4%
Total liabilities by fiscal year
FY2020$65K
FY2021$63K
FY2022$822
FY2023$139K
FY2024$81K
FY2025$64K
Revenue less expensesPt I · Ln 19$1.1M
Total assetsPt X · Ln 16$8.5M
Spent on programsPt IX · col B95%
Voting members of governing bodyPt I · Ln 39
Independent voting membersPt I · Ln 49

Balance Sheet

Part X · end of year
CashLn 1$5.6M
Total assetsLn 16$8.5M
Total liabilitiesLn 26$63K
Total net assetsLn 32$8.5M
Months of cash on handcomputed51.2

Statement of Revenue

Part VIII
Contributions & grants$2.2M · 93%
Investment income$176K · 7%
Contributions & grants93%$2.2M
Investment income7%$176K
Total revenueLn 12$2.4M

Money in detail

Form 990 · FY2021 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $6.3M · Operating expenses/yr $1.3M
57.5 months
Where the money goes
Program services
Program services $1.2M · Total expenses $1.3M
95%
Management & General
Management & general $68K · Total expenses $1.3M
5%
Fundraising
Fundraising $0 · Total expenses $1.3M
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $2.1M
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $2.2M · Total revenue $2.4M
93%
Government reliance
Government grants — · Total revenue $2.4M
—
Earned-income share
Program service revenue $0 · Total revenue $2.4M
0%
Investment reliance
Investment income $176K · Total revenue $2.4M
+7%
Program self-sufficiency
Program service revenue $0 · Total expenses $1.3M
0%
Growth & trend
Revenue change from last year
This year $2.4M · Prior year $1.9M
+27%
Net assets change over the year
End of year $8.5M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $2.4M · Expenses $1.3M
+45%
Debts compared to what it owns
Total liabilities — · Total assets $8.5M
—
Net assets compared to what it owns
Net assets $8.5M · Total assets $8.5M
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $687K · Total assets (Pt X, ln 16) $8.5M
8%
People & payroll
Highest Reported Total Compensation
Individual David G Frackelton · Reported title CHAIR · Highest reported compensation $0 · Total expenses $1.3M
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $1.3M
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Spent on programs 95%——
Spent on management, % of spending 5%——
Fundraising cost, % of gifts 0%——
Revenue growth 27%——
Investment manager fees, % of assets 0.3%——
Accounting fees, % of spending 1%——

Straight from the Form 990 — descriptive, not an evaluation. A share is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Dana Parks Gray
Secretary/Treasurer
$0Pt VII · Sec A
Grace King
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Stuart Hall School Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Governance & Policies

Part VI
  • 9Voting board membersPt VI · Ln 1a
  • 9Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Supports and distributes funds to qualifying exempt organizations, potentially including Stuart Hall School.

Provided by the organization

This section is blank until Stuart Hall School Foundation claims this page.

Know this organization? Claim it to add your story

Mission & Programs · Part III

Where the work happens

1 program service account for $1.2M of program spending, described in the organization's own filed words · FY2020.
01

Providing 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.

$1.2Mprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Vanguard Charitable Endowment ProgramFY2024$135K
Fidelity Investments Charitable Gift FundFY2024$131K
Lettie Pate Whitehead Foundation INCFY2024$124K
American Endowment FoundationFY2024$100K
Donor Advised Charitable Giving INCFY2024$79K
The Community Foundation INCFY2024$54K
Johnson Charitable Gift FundFY2024$50K
Community Foundation of the Central Blue RidgeFY2024$15K
Total grants receivedfrom 9 funders$694K
See all 9 funders →
Grants paid · 18 grants · $14.8M · 2019–2024
Stuart Hall SchoolVA · FY2024$1,683,177
Stuart Hall SchoolVA · FY2024$1,254,213
Stuart Hall SchoolVA · FY2024$455,304
Stuart Hall SchoolVA · FY2023$2,612,631
Stuart Hall SchoolVA · FY2023$370,031
Stuart Hall SchoolVA · FY2023$48,870
Stuart Hall SchoolVA · FY2022$2,065,695
Stuart Hall SchoolVA · FY2022$400,855
Stuart Hall SchoolVA · FY2022$329,632
Stuart Hall SchoolVA · FY2021$1,454,769
Stuart Hall SchoolVA · FY2021$522,828
Stuart Hall SchoolVA · FY2021$355,281
Stuart Hall SchoolVA · FY2020$744,440
Stuart Hall SchoolVA · FY2020$344,020
Stuart Hall SchoolVA · FY2020$153,287
Stuart Hall SchoolVA · FY2019$959,407
Stuart Hall SchoolVA · FY2019$736,681
Stuart Hall SchoolVA · FY2019$277,095

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest $4.7M$3.5M+123% 990 PDF
FY2024 $2.1M$3.1M-26% 990 PDF
FY2023 $2.8M$2.9M-21% 990 PDF
FY2022 $3.6M$2.4M+49% 990 PDF
FY2021 Viewing $2.4M$1.3M+27% 990 PDF
FY2020 $1.9M$2.1M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2021

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $2,399,851 across 5 lines filed
VIII-1f All other contributions, gifts and grants$2,223,408
VIII-1h Total contributions, gifts and grants$2,223,408
VIII-3 Investment incomeExcluded from tax $105,317$105,317
VIII-7 Net gain or loss on sales of assetsExcluded from tax $71,126$71,126
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $176,443$2,399,851
Part IX · Statement of functional expenses $1,309,300 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $1,241,747$1,241,747
IX-11c Accounting feesManagement $17,340$17,340
IX-11f Investment management feesManagement $23,903$23,903
IX-11g Other fees for servicesManagement $14,630$14,630
IX-13 Office expensesManagement $2,605$2,605
IX-22 Depreciation, depletion and amortizationManagement $9,075$9,075
IX-25 Total functional expensesPrograms $1,241,747 · Management $67,553 · Fundraising $0$1,309,300
Part X · Balance sheet $8,530,431 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $657,268$1,532,764
X-2 Savings and temporary cash investmentsStart of year $5,343,822$4,057,366
X-3 Pledges and grants receivableStart of year $769,414$405,257
X-10c Land, buildings and equipment, netStart of year $374,489$1,766,012
X-12 Other securitiesStart of year $353,948$687,105
X-15 Other assetsStart of year $81,927$81,927
X-16 Total assetsStart of year $7,580,868$8,530,431
X-17 Accounts payable and accrued expensesStart of year $3,563$85
X-25 Other liabilitiesStart of year $61,467$62,460
X-26 Total liabilitiesStart of year $65,030$62,545
X-27 Net assets without donor restrictionsStart of year $944,584$843,434
X-28 Net assets with donor restrictionsStart of year $6,571,254$7,624,452
X-32 Total net assets or fund balancesStart of year $7,515,838$8,467,886
X-33 Total liabilities and net assetsStart of year $7,580,868$8,530,431
Part XI · Reconciliation of net assets $8,467,886 net assets at year end
XI-1 Total revenue$2,399,851
XI-2 Total expenses$1,309,300
XI-3 Revenue less expenses$1,090,551
XI-4 Net assets at start of year$7,515,838
XI-5 Net unrealized gains (losses) on investments$182,123
XI-9 Other changes in net assets−$320,626
XI-10 Net assets at end of year$8,467,886

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

Similar organizations you could support

Closest in mission — by what they do
Prince Hall Grand Chapter Oes FoundationGA
Seneca R-7 Schools Foundation INCMO
Meta FoundationCA
Ashley Hall FoundationSC
Isd No 197 Educational FoundationMN
St Margarets School FoundationVA
See all organizations like Stuart Hall School Foundation →

Run this organization? Claim this page

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Export with similar orgs (CSV)
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.