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Nonprofit · EIN 35-6016402

THE WILLIAM B STOKELY JR FOUNDATION

Tax-exempt · KNOXVILLE, TN 37934

Financials

$217K$451K2023$695K$500K2024
Revenue Expenses · by fiscal year end
Financials of THE WILLIAM B STOKELY JR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$695,467$500,492$194,975$3,504,690$9,182$3,495,508
December 31, 2023990-PF$217,074$451,326-$234,252$3,308,581$8,048$3,300,533
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$75,358
Interest
$1,754
Net gain from sales of assets
$618,355

Expenses

Grants and similar amounts paid
$372,450
Salaries, compensation and benefits (total)
$58,344
Disbursements for charitable purposes
$434,401
Excise tax on investment income
$8,765

Balance sheet and other

Total assets, start of year
$3,308,581
Total assets, end of year
$3,504,690
Total liabilities, end of year
$9,182
Net assets, end of year
$3,495,508
Fair market value of assets
$5,406,492
Qualifying distributions
$434,401
Net investment income
$695,467

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM B STOKELY III
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
PRESIDENT, D0$0
KAY H STOKELY
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
EXEC VP, DIR0$0
WILLIAM B STOKELY IV
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
DIRECTOR0$0
STACY S BYERLY
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
DIRECTOR0$0
SHELLEY S PRZEWROCKI
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
DIRECTOR0$0
CLAYTON F STOKELY
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
DIRECTOR0$0
NIKKI STANSELL
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
SECRETARY0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
WILLIAM B STOKELY III
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
PRESIDENT, D0$0
KAY H STOKELY
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
EXEC VP, DIR0$0
WILLIAM B STOKELY IV
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
DIRECTOR0$0
STACY S BYERLY
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
DIRECTOR0$0
SHELLEY S PRZEWROCKI
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
DIRECTOR0$0
CLAYTON F STOKELY
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
DIRECTOR0$0
NIKKI STANSELL
11309 STATION WEST DRIVE SUITE 27, KNOXVILLE, TN 37934
SECTETARY0$0

Address and contacts

Address (IRS master file)
11309 STATION WEST DR STE 27, KNOXVILLE, TN 37934-1677
Signed the 990-PF
WILLIAM B STOKELY III, PRESIDENT, DIRECTOR
Phone
(865) 966-4878
Return prepared by
ADDICKS CPA FIRM 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-6016402
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,504,690
Income (IRS master file)
$1,876,378

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$695,467$500,492$3,504,690XML
990-PFDecember 2023$217,074$451,326$3,308,581XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 35-6016402).

Questions about THE WILLIAM B STOKELY JR FOUNDATION

What is the EIN of THE WILLIAM B STOKELY JR FOUNDATION?
The employer identification number (EIN) of THE WILLIAM B STOKELY JR FOUNDATION is 35-6016402.
Is THE WILLIAM B STOKELY JR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to THE WILLIAM B STOKELY JR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE WILLIAM B STOKELY JR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE WILLIAM B STOKELY JR FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE WILLIAM B STOKELY JR FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE WILLIAM B STOKELY JR FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does THE WILLIAM B STOKELY JR FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $695,467, expenses of $500,492 and total assets of $3,504,690 at year end.

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