Nonprofit · EIN 31-1706311
FESTUS & HELEN STACY FOUNDATION INC
Tax-exempt · FT LAUDERDALE, FL 33308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $2,070,280 | $3,653,799 | -$1,583,519 | $61,073,749 | $0 | $61,073,749 |
| October 31, 2024 | 990-PF | $1,983,454 | $4,378,074 | -$2,394,620 | $57,892,337 | $805 | $57,891,532 |
| October 31, 2023 | 990-PF | $2,148,616 | $3,306,050 | -$1,157,434 | $53,475,807 | $4,323 | $53,471,484 |
| October 31, 2021 | 990-PF | $3,649,028 | $3,295,942 | $353,086 | $44,377,406 | $6,589 | $44,370,817 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $760,468
- Interest
- $19,076
- Net gain from sales of assets
- $1,309,701
- Other income
- -$18,965
Expenses
- Grants and similar amounts paid
- $1,746,738
- Compensation of officers, directors and key employees
- $616,668
- Salaries, compensation and benefits (total)
- $271,301
- Disbursements for charitable purposes
- $2,733,684
- Excise tax on investment income
- $20,234
Balance sheet and other
- Total assets, start of year
- $57,892,337
- Total assets, end of year
- $61,073,749
- Total liabilities, end of year
- $0
- Net assets, end of year
- $61,073,749
- Fair market value of assets
- $61,073,749
- Qualifying distributions
- $2,733,684
- Net investment income
- $2,131,878
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SEAN D STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | DIRECTOR,VP | 45 | $260,462 | $23,247 |
| BRETT S STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | DIRECTOR,VP | 45 | $257,125 | $30,238 |
| SHARON FALLS 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | GRANT MNGER Highest-paid employee | 40 | $100,332 | $11,032 |
| VIRLEE S STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | SEC'Y/TREAS. | 20 | $67,416 | $8,345 |
| DOUGLAS A STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | PRESIDENT | 30 | $31,665 | $5,997 |
990-PF for the year ended October 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SEAN D STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | DIRECTOR,VP | 45 | $246,398 | $22,544 |
| BRETT S STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | DIRECTOR,VP | 45 | $243,528 | $29,501 |
| SHARON FALLS 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | GRANT MNGER Highest-paid employee | 40 | $94,883 | $10,513 |
| DOUGLAS A STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | PRESIDENT | 30 | $77,624 | $8,763 |
| VIRLEE S STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | SEC'Y/TREAS. | 20 | $63,600 | $8,046 |
990-PF for the year ended October 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SEAN D STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | DIRECTOR,VP | 45 | $233,130 | $21,138 |
| BRETT S STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | DIRECTOR,VP | 45 | $231,251 | $25,477 |
| SHARON FALLS 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | GRANT MNGER Highest-paid employee | 40 | $89,625 | $9,822 |
| DOUGLAS A STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | PRESIDENT | 30 | $73,225 | $7,811 |
| VIRLEE S STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | SEC'Y/TREAS. | 20 | $18,462 | $7,136 |
990-PF for the year ended October 31, 2021: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRETT S STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | DIRECTOR,VP | 45 | $210,465 | $21,766 |
| SEAN D STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | DIRECTOR,VP | 45 | $210,000 | $16,794 |
| SHARON FALLS 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | GRANT MNGER Highest-paid employee | 40 | $79,177 | $16,889 |
| DOUGLAS A STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | PRESIDENT | 30 | $63,400 | $7,031 |
| VIRLEE S STEPELTON 5110 N FEDL HWY, FT LAUDERDALE, FL 33308 | SEC'Y/TREAS. | 20 | $0 | $4,361 |
Address and contacts
- Address (IRS master file)
- 5110 N FEDERAL HWY STE 100, FT LAUDERDALE, FL 33308-3848
- Signed the 990-PF
- BRETT STEPELTON, DIRECTOR
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1706311
- 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
- 2000
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $61,073,749
- Income (IRS master file)
- $18,163,065
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $2,070,280 | $3,653,799 | $61,073,749 | XML |
| 990-PF | October 2024 | $1,983,454 | $4,378,074 | $57,892,337 | XML |
| 990-PF | October 2023 | $2,148,616 | $3,306,050 | $53,475,807 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $3,649,028 | $3,295,942 | $44,377,406 | XML |
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 31-1706311).
Questions about FESTUS & HELEN STACY FOUNDATION INC
- What is the EIN of FESTUS & HELEN STACY FOUNDATION INC?
- The employer identification number (EIN) of FESTUS & HELEN STACY FOUNDATION INC is 31-1706311.
- Is FESTUS & HELEN STACY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to FESTUS & HELEN STACY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FESTUS & HELEN STACY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FESTUS & HELEN STACY FOUNDATION INC 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 INC 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 INC?
- The 990-PF for the year ended October 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $260,462 (SEAN D STEPELTON, DIRECTOR,VP).
- How much revenue does FESTUS & HELEN STACY FOUNDATION INC have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $2,070,280, expenses of $3,653,799 and total assets of $61,073,749 at year end.
Other nonprofits in FT LAUDERDALE
- MARVIN H WEINER FOUNDATION INC EIN 82-4261194 · last filed 990-PF for 2025
- UNITED WAY OF BROWARD COUNTY EIN 59-0624402 · last filed 990 for 2025
- HARRY T MANGURIAN JR FOUNDATION INC EIN 16-1578255 · last filed 990-PF for 2024
- JAMES AND BEATRICE SALAH CHARITABLE TRUST EIN 54-6882525 · last filed 990-PF for 2024
- DIVINE CONNECTION FOUNDATION EIN 33-2417897 · last filed 990-PF for 2024
- HENRY E HALLER JR FOUNDATION EIN 52-2250015 · last filed 990-PF for 2025
- JERRY TAYLOR & NANCY BRYANT FOUNDATION EIN 52-2134053 · last filed 990-PF for 2025
- HAWK ROCK FOUNDATION EIN 26-1518305 · last filed 990-PF for 2024
All nonprofits in FT LAUDERDALE · Florida · Philanthropy, voluntarism and grantmaking foundations