- Revenue 2023
- $4,523,977
- Expenses 2023
- $10,051,163
Program services were 97.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- B12
- Classification
- 1000
- Street
- 400 FONTAINE ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2023
Mission
THE MISSION OF THE FOUNDATION IS TO RAISE FUNDS IN SUPPORT OF ST. STEPHEN'S AND ST. AGNES SCHOOL, A CHURCH SCHOOL IN THE EPISCOPAL DIOCESE OF VIRGINIA. THE SCHOOL OFFERS A COED COLLEGE PREPARATORY EDUCATION TO STUDENTS IN EARLY SAINTS (3S PROGRAM) THROUGH TWELFTH GRADE WHILE CREATING A CHRISTIAN ENVIRONMENT IN WHICH EACH STUDENT CAN GROW IN MIND, BODY AND SPIRIT.
Activities or mission (Part I)
TO PROMOTE THE WELFARE OF AND PROVIDE SUPPORT TO THE EDUCATIONAL MINISTRY OF ST. STEPHEN'S AND ST. AGNES SCHOOL.
-
THE FOUNDATION MAKES GRANTS TO ST. STEPHEN'S AND ST. AGNES SCHOOL TO ENABLE THE SCHOOL TO PROVIDE SCHOLARSHIPES TO NEEDY STUDENTS AND SUPPORT THE ITS FACULTY. ST. STEPHEN'S AND ST. AGNES CURRENTLY ENROLL 1,219 STUDENTS, WITH MORE THAN $1.9 MILLION IN FINANCIAL ASSISTANCE AWARDED BY THE FOUNDATION
Expenses $9,816,575 · Grants $9,816,575
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
JOHN T SIEGEL JR
CHAIR AND PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
RACHEL JARVIS SHAH
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
BETH CHASE
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
KIRSTEN PRETYMAN ADAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TIM ADAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NATALIE GUNN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HENRY BROADDUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PAT DYSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETER CHADWICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICK FISHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETER MEYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN MUSTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG SHAPERO
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. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $4,523,977
- Expenses
- $10,051,163
- Contributions
- $2,964,915
- Grants paid
- $9,816,575
-
2022
- Revenue
- $6,471,965
- Expenses
- $4,595,194
- Contributions
- $5,292,854
- Grants paid
- $4,370,721
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $11,356,184
- Expenses
- $4,192,676
- Assets (EOY)
- $47,445,810
-
2020 · 990
- Revenue
- $11,205,821
- Expenses
- $4,120,175
- Assets (EOY)
- $47,135,993
-
2019 · 990
- Revenue
- $8,499,821
- Expenses
- $4,075,149
- Assets (EOY)
- $37,337,986
-
2018 · 990
- Revenue
- $4,773,346
- Expenses
- $4,445,598
- Assets (EOY)
- $35,087,105
-
2017 · 990
- Revenue
- $4,732,345
- Expenses
- $4,185,533
- Assets (EOY)
- $34,527,822
-
2016 · 990
- Revenue
- $3,667,589
- Expenses
- $4,129,098
- Assets (EOY)
- $34,290,582
-
2015 · 990
- Revenue
- $3,748,635
- Expenses
- $4,407,124
- Assets (EOY)
- $32,051,253
-
2014 · 990
- Revenue
- $5,382,726
- Expenses
- $3,651,085
- Assets (EOY)
- $33,443,374
-
2013 · 990
- Revenue
- $4,535,516
- Expenses
- $3,511,401
- Assets (EOY)
- $34,418,607
-
2012 · 990
- Revenue
- not reported
- Expenses
- $3,691,337
- Assets (EOY)
- $30,386,334
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
2023 BOARD'S DESIGNATED PLANT FUND GIFT
-
2022 SCHOOL OPERATIONS
-
2023 SCHOLARSHIPS, FACULTY EXPENSES, & AWARDS
-
2022 SCHOLARSHIPS, FACULTY EXPENSES, & AWARDS
-
2023 SCHOOL OPERATIONS
-
2022 CAPITAL EXPENDITURES
-
2023 HEAD'S DISCRETIONARY FUND
Grants received
-
PETERSON FAMILY FOUNDATION II INC
$600,000
2025 RENOVATION OF THE UPPER SCHOOL
-
2024 For grant recipient's exempt purposes
-
2023 For grant recipient's exempt purposes
-
2022 For grant recipient's exempt purposes
-
LETTIE PATE WHITEHEAD FOUNDATION INC
$171,200
2024 For general scholarship support.
-
LETTIE PATE WHITEHEAD FOUNDATION INC
$171,200
2023 For general scholarship support.
-
LETTIE PATE WHITEHEAD FOUNDATION INC
$160,000
2022 For general scholarship support.
-
$108,250
2022 PROGRAM SUPPORT
-
2022 CONTRIBUTION
-
DONOR ADVISED CHARITABLE GIVING
$64,750
2022 EDUCATION
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared as related by
-
LETTIE PATE WHITEHEAD FOUNDATION INC
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2023 return
-
HOLD REAL ESTATE · VA · income $39,555 · assets $922,438
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.