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 McAllisterSTEVE MCALLISTER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Katie McConnelKATIE MCCONNEL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Dana Parks GrayDANA PARKS GRAY
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Dr Julia EastDR JULIA EAST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeff GignacJEFF GIGNAC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sally Balch HurmeSALLY BALCH HURME
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susan Smith MakosSUSAN SMITH MAKOS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cate Dell DussekCATE DELL DUSSEK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Barbara WarderBARBARA 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
-
$1,683,177
SCHOLARSHIPS
-
$1,254,213
SCHOOL OPERATIONS
-
$455,304
CAPITAL IMPROVEMENTS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601039349300940
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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