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Nonprofit · EIN 20-6712263

FESTUS & HELEN STACY FOUNDATION II

Tax-exempt · FT LAUDERDALE, FL 33308

Financials

$708K$995K2020$977K$1.2M2022$654K$1.1M2023$1.3M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of FESTUS & HELEN STACY FOUNDATION II by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$1,257,429$1,629,467-$372,038$14,154,213$0$14,154,213
October 31, 2024990-PF$654,365$1,098,209-$443,844$13,574,430$0$13,574,430
October 31, 2023990-PF$977,177$1,206,361-$229,184$12,728,650$0$12,728,650
October 31, 2021990-PF$707,844$995,088-$287,244$11,146,944$0$11,146,944
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$210,329
Net rental income
$875,029
Net gain from sales of assets
$172,071

Expenses

Grants and similar amounts paid
$1,482,541
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,507,744
Excise tax on investment income
$4,114

Balance sheet and other

Total assets, start of year
$13,574,430
Total assets, end of year
$14,154,213
Total liabilities, end of year
$0
Net assets, end of year
$14,154,213
Fair market value of assets
$22,402,769
Qualifying distributions
$1,507,744
Net investment income
$382,400

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-PF for the year ended October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DOUGLAS A STEPELTON
5110 N FEDL HWY, FT LAUDERDALE, FL 33308
PRESIDENT2$0
BRETT S STEPELTON
5110 N FEDL HWY, FT LAUDERDALE, FL 33308
SECRETARY7$0
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
DOUGLAS A STEPELTON
5110 N FEDL HWY, FT LAUDERDALE, FL 33308
PRESIDENT2$0
BRETT S STEPELTON
5110 N FEDL HWY, FT LAUDERDALE, FL 33308
SECRETARY7$0
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
DOUGLAS A STEPELTON
5110 N FEDL HWY, FT LAUDERDALE, FL 33308
PRESIDENT2$0
BRETT S STEPELTON
5110 N FEDL HWY, FT LAUDERDALE, FL 33308
SECRETARY7$0
990-PF for the year ended October 31, 2021: 2 people
NameTitleHours / weekCompensation
DOUGLAS A STEPELTON
5110 N FEDL HWY, FT LAUDERDALE, FL 33308
PRESIDENT2$0
BRETT S STEPELTON
5110 N FEDL HWY, FT LAUDERDALE, FL 33308
SECRETARY7$0

Address and contacts

Address (IRS master file)
5110 N FEDERAL HWY STE 100, FT LAUDERDALE, FL 33308-3848
In care of
% DOUGLAS STEPELTON
Signed the 990-PF
BRETT STEPELTON, SECRETARY
Phone
(954) 776-3386
Return prepared by
TEMPLETON & COMPANY LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
20-6712263
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$14,154,213
Income (IRS master file)
$1,507,158

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$1,257,429$1,629,467$14,154,213XML
990-TOctober 2025–––IRS
990-PFOctober 2024$654,365$1,098,209$13,574,430XML
990-TOctober 2024–––IRS
990-PFOctober 2023$977,177$1,206,361$12,728,650XML
990-TOctober 2023–––IRS
990-PFOctober 2022–––IRS
990-TOctober 2022–––IRS
990-PFOctober 2021$707,844$995,088$11,146,944XML
990-TOctober 2021–––IRS
990-PFOctober 2020–––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 20-6712263).

Questions about FESTUS & HELEN STACY FOUNDATION II

What is the EIN of FESTUS & HELEN STACY FOUNDATION II?
The employer identification number (EIN) of FESTUS & HELEN STACY FOUNDATION II is 20-6712263.
Is FESTUS & HELEN STACY FOUNDATION II tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to FESTUS & HELEN STACY FOUNDATION II tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FESTUS & HELEN STACY FOUNDATION II file?
Form 990-PF. Private foundations file every year.
When is the next return of FESTUS & HELEN STACY FOUNDATION II due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FESTUS & HELEN STACY FOUNDATION II last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of FESTUS & HELEN STACY FOUNDATION II?
The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does FESTUS & HELEN STACY FOUNDATION II have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $1,257,429, expenses of $1,629,467 and total assets of $14,154,213 at year end.

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