2025-02-03T15:37:35-06:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 200 SOUTH 10TH ST STE 900 RICHMOND VA 23219 990 2023-07-01 841648803 THE STUART HALL SCHOOL FOUNDATION STUA 5408850356 235 W FREDERICK STREET STAUNTON VA 24401 BENJAMIN WAFLE CHAIRMAN OF THE BOARD 5408850356 2025-02-03 1 1 MELANIE MCPEAK P01346034 8046735700 2023 2025-03-06 01:10:19Z BENJAMIN WAFLE 235 W FREDERICK STREET STAUNTON VA 24401 2651244 0 X N/A X 2003 VA 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. 9 9 0 9 0 0 2666540 1751478 0 0 176511 355047 0 0 2843051 2106525 2796182 3031533 0 0 0 0 0 0 0 63840 59606 2860022 3091139 -16971 -984614 8925668 7818194 138531 80673 8787137 7737521 X 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. 0 0 3031533 3031533 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. 3031533 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 VA X THE ORGANIZATION 5402139504 235 WEST FREDERICK STREET STAUNTON VA 24401 X BENJAMIN N WAFLE CHAIR 1.00 X X 0 0 0 STEVE MCALLISTER VICE CHAIR 1.00 X X 0 0 0 DANA PARKS GRAY SECRETARY/TREASURER 1.00 X X 0 0 0 DR JULIA EAST TRUSTEE 1.00 X 0 0 0 JEFF GIGNAC TRUSTEE 1.00 X 0 0 0 SALLY BALCH HURME TRUSTEE 1.00 X 0 0 0 SUSAN SMITH MAKOS TRUSTEE 1.00 X 0 0 0 KATIE MCCONNEL TRUSTEE 1.00 X 0 0 0 BARBARA WARDER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1751478 24089 1751478 314164 314164 365237 220365 365859 178860 -622 41505 40883 40883 2106525 0 0 355047 3031533 3031533 29530 29530 5576 5576 11481 11481 5713 5713 7306 7306 3091139 3031533 59606 0 2057506 1349299 3911963 3904984 346078 320023 331583 60305 457443 271278 2055821 1875753 96857 96857 8925668 7818194 138531 80673 138531 80673 X 557369 646192 8229768 7091329 8787137 7737521 8925668 7818194 X -984614 -4938 -60064 X 0 1 X 1 0 X 1921775 2223408 2898952 2666540 1751479 11462154 1921775 2223408 2898952 2666540 1751479 11462154 2931287 8530867 163549 105317 107125 183109 314164 873264 12335418 0.69160 0.68250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5040472 217984 664369 4594087 5125295 202700 287523 5040472 5806393 11000 -30939 661159 5125295 5694169 11625 315507 214908 5806393 6128032 38402 -230195 242070 5694169 0.01590 0.98410 0.00000 0 0 43290 43290 274728 46741 227987 13565 13564 1 271278 CHURCH SCHOOLS IN THE DIOCESE OF VIRGINIA - POOLED FUND 1875753 F 1875753 DUE TO STUART HALL SCHOOL 80673 80673 X 2463307 -4938 362360 4936 362358 2100949 5576 5576 2106525 3512923 362360 65000 427360 3085563 5576 5576 3091139 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF 24 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE REMAINDER TRUST 4,936. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSES 65,000. 1 STUART HALL SCHOOL 235 WEST FREDERICK STREET STAUNTON VA 24401 540505886 501(C)(3) 2612631 0 SCHOOL OPERATIONS STUART HALL SCHOOL 235 WEST FREDERICK STREET STAUNTON VA 24401 540505886 501(C)(3) 370031 0 SCHOLARSHIPS STUART HALL SCHOOL 235 WEST FREDERICK STREET STAUNTON VA 24401 540505886 501(C)(3) 48870 0 CAPITAL IMPROVEMENTS 1 PART I, LINE 2: EMPLOYEES OF THE GRANTEE CONFIRM RECEIPT AND ENSURE FUNDS ARE USED FOR THE SPECIFIC PURPOSES NOTED BY THIS ORGANIZATION. GRANTS ARE BASED ON DONORS' SPECIFIC INTENT, THE ORGANIZATION'S ENDOWMENT SPENDING POLICY AND REIMBURSEMENTS OF ACTUAL EXPENDITURES. FORM 990, PART VI, SECTION A, LINE 8B THE QUESTION IS NOT APPLICABLE AS THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD CHAIR REVIEWS THE FULL COPY OF THE FORM 990, THEN THE PUBLIC INSPECTION COPY IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT EACH YEAR ACKNOWLEDGING THAT THEY UNDERSTAND AND AGREE TO ABIDE BY THE CONFLICTS OF INTEREST POLICY. IN THE EVENT THAT A BOARD MEMBER HAS A POTENTIAL CONFLICT OF INTEREST DURING THE YEAR, SUCH BOARD MEMBER SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS OR VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 QUESTIONS 15A AND 15B ARE NOT APPLICABLE BECAUSE THE ORGANIZATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CHARITABLE REMAINDER TRUST 4,936. BAD DEBT EXPENSES -65,000.