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Nonprofiteer
← STUART HALL SCHOOL FOUNDATION

Form 990 for tax year 2024

Filed by STUART HALL SCHOOL FOUNDATION.

Totals

Total revenue
$4,695,169
Total expenses
$3,450,812
Contributions and grants received
$4,430,622
Grants paid
$3,392,694
Program service revenue
$0
Investment income
$264,547
Other revenue
$0
Total assets, end of year
$9,004,707
Total liabilities, end of year
$64,259
Net assets or fund balances, end of year
$8,940,448
Program services expenses (Part IX)
$3,392,694
Management and general expenses
$58,118
Fundraising expenses
$0
Program service expenses (Part III)
$3,392,694

Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,430,622

  • 1g · Noncash contributions included above

    $86,923

  • 3 · Investment income

    total $263,615 · excluded $263,615

  • 7a · Gross sales of assets other than inventory

    securities $1,284,562

  • 7b · Less cost or other basis and sales expenses

    securities $1,283,630

  • 7c · Gain or loss

    securities $932

  • 7d · Net gain or loss

    total $932 · excluded $932

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,392,694 · program services $3,392,694

  • 11c · Fees: accounting

    total $32,576 · management and general $32,576

  • 11f · Fees: investment management

    total $5,272 · management and general $5,272

  • 11g · Fees: other

    total $12,011 · management and general $12,011

  • 13 · Office expenses

    total $875 · management and general $875

  • 22 · Depreciation, depletion and amortization

    total $7,384 · management and general $7,384

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,349,299 · end of year $530,532

  • 2 · Savings and temporary cash investments

    beginning of year $3,904,984 · end of year $3,502,696

  • 3 · Pledges and grants receivable

    beginning of year $320,023 · end of year $2,623,120

  • 10a · Land, buildings and equipment: cost or other basis

    $337,332

  • 10b · Land, buildings and equipment: accumulated depreciation

    $67,689

  • 10c · Land, buildings and equipment, net

    beginning of year $271,278 · end of year $269,643

  • 12 · Investments: other securities

    beginning of year $1,875,753 · end of year $1,981,859

  • 15 · Other assets

    beginning of year $96,857 · end of year $96,857

  • 17 · Accounts payable and accrued expenses

    end of year $368

  • 25 · Other liabilities

    beginning of year $80,673 · end of year $63,891

  • 27 · Net assets without donor restrictions

    beginning of year $646,192 · end of year $762,819

  • 28 · Net assets with donor restrictions

    beginning of year $7,091,329 · end of year $8,177,629

Mission and programs · 2024

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $3,392,694 · Grants $3,392,694

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Steve McAllister

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Katie McConnel

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Dana Parks Gray

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Dr Julia East

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jeff Gignac

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Sally Balch Hurme

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Susan Smith Makos

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Cate Dell Dussek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Barbara Warder

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
10 April 2026
IRS schema version
2024v5.5
Source object
202601039349300940

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