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Nonprofit · EIN 84-1648803

STUART HALL SCHOOL FOUNDATION

Tax-exempt · STAUNTON, VA 24401

Financials

$2.8M$2.9M2022$2.1M$3.1M2023$4.7M$3.5M2024
Revenue Expenses · by fiscal year end
Financials of STUART HALL SCHOOL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,695,169$3,450,812$1,244,357$9,004,707$64,259$8,940,448
June 30, 2024990$2,106,525$3,091,139-$984,614$7,818,194$80,673$7,737,521
June 30, 2023990$2,843,051$2,860,022-$16,971$8,925,668$138,531$8,787,137
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,430,622
Program service revenue
$0
Investment income
$264,547
Net gain from sales of assets
$932
Other revenue
$0

Expenses

Grants and similar amounts paid
$3,392,694
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$32,576
Depreciation
$7,384
Program services (functional)
$3,392,694
Management and general (functional)
$58,118

Balance sheet and other

Total assets, start of year
$7,818,194
Total assets, end of year
$9,004,707
Total liabilities, end of year
$64,259
Net assets, end of year
$8,940,448
Land, buildings and equipment
$269,643
Net assets without donor restrictions
$762,819
Net assets with donor restrictions
$8,177,629
Gross receipts
$5,978,799
Employees
0
Volunteers
9
Year formed
2003
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
STEVE MCALLISTERCHAIR
Trustee or director, Officer
1$0
KATIE MCCONNELVICE CHAIR
Trustee or director, Officer
1$0
DANA PARKS GRAYSECRETARY/TREASURER
Trustee or director, Officer
1$0
DR JULIA EASTTRUSTEE
Trustee or director
1$0
JEFF GIGNACTRUSTEE
Trustee or director
1$0
SALLY BALCH HURMETRUSTEE
Trustee or director
1$0
SUSAN SMITH MAKOSTRUSTEE
Trustee or director
1$0
CATE DELL DUSSEKTRUSTEE
Trustee or director
1$0
BARBARA WARDERTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
BENJAMIN N WAFLECHAIR
Trustee or director, Officer
1$0
STEVE MCALLISTERVICE CHAIR
Trustee or director, Officer
1$0
DANA PARKS GRAYSECRETARY/TREASURER
Trustee or director, Officer
1$0
DR JULIA EASTTRUSTEE
Trustee or director
1$0
JEFF GIGNACTRUSTEE
Trustee or director
1$0
SALLY BALCH HURMETRUSTEE
Trustee or director
1$0
SUSAN SMITH MAKOSTRUSTEE
Trustee or director
1$0
KATIE MCCONNELTRUSTEE
Trustee or director
1$0
BARBARA WARDERTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
DAVID G FRACKELTONCHAIR
Trustee or director, Officer
1$0
BENJAMIN N WAFLEVICE CHAIR
Trustee or director, Officer
1$0
DANA PARKS GRAYSECRETARY/TREASURER
Trustee or director, Officer
1$0
SALLY BALCH HURMETRUSTEE
Trustee or director
1$0
SUSAN SMITH MAKOSTRUSTEE
Trustee or director
1$0
BONNIE FONTENOT NIELSONTRUSTEE
Trustee or director
1$0
BARBARA WARDERTRUSTEE
Trustee or director
1$0
CATHERINE PARKS LOEVNERTRUSTEE
Trustee or director
1$0
MARY K STERNTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
235 W FREDERICK ST, STAUNTON, VA 24401-3327
In care of
% JAN CHASE
Principal officer (990 for 2024)
STEVE MCALLISTER, 235 W FREDERICK STREET, STAUNTON, VA 24401
Signed the 990
STEVE MCALLISTER, CHAIRMAN OF THE BOARD
Phone
(540) 885-0356
Return prepared by
CHERRY BEKAERT ADVISORY LLC

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
84-1648803
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2005
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B112)
Assets (IRS master file)
$9,004,707
Income (IRS master file)
$5,978,799

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,695,169$3,450,812$9,004,707XML
990June 2024$2,106,525$3,091,139$7,818,194XML
990June 2023$2,843,051$2,860,022$8,925,668XML
990June 2022$3,586,651$2,402,174$8,911,368IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-1648803).

Questions about STUART HALL SCHOOL FOUNDATION

What is the EIN of STUART HALL SCHOOL FOUNDATION?
The employer identification number (EIN) of STUART HALL SCHOOL FOUNDATION is 84-1648803.
Is STUART HALL SCHOOL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to STUART HALL SCHOOL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does STUART HALL SCHOOL FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of STUART HALL SCHOOL FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STUART HALL SCHOOL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of STUART HALL SCHOOL FOUNDATION?
The 990 for the year ended June 30, 2025 names STEVE MCALLISTER.
Who are the officers and directors of STUART HALL SCHOOL FOUNDATION?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does STUART HALL SCHOOL FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,695,169, expenses of $3,450,812 and total assets of $9,004,707 at year end.

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