Festus & Helen Stacy Foundation Inc

Ft Lauderdale, FL
Tax-exempt since May 2000
EIN: 31-1706311

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.98M (2024)

Expenses

$4.38M (2024)

Total Assets

$57.9M (2024)

Total Liabilities

$805 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2024

Revenue

$1,983,454

Expenses

$4,378,074

Net Income

-$2,394,620

Net Assets

$57,891,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,123	0.1%
Dividends	$844,354	42.6%
Sales of Assets	$1,207,888	60.9%
Other Income	-$69,911

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,285,638	75.0%
Compensation of Officers*	$631,150	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$57,892,337
Total Liabilities	$805
Net Assets	$57,891,532

Compensation

Key Employees and Officers	Compensation	Other
Sean D Stepelton (Director,Vp)	$246,398	$22,544
Brett S Stepelton (Director,Vp)	$243,528	$29,501
Sharon Falls (Grant Mnger)	$94,883	$10,513
Douglas A Stepelton (President)	$77,624	$8,763
Virlee S Stepelton (Sec'y/Treas.)	$63,600	$8,046

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990-PF

Filed on Sept. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$2,148,616

Expenses

$3,306,050

Net Income

-$1,157,434

Net Assets

$53,471,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,269	0.2%
Dividends	$842,928	39.2%
Sales of Assets	$1,384,586	64.4%
Other Income	-$83,167

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,491,879	75.4%
Compensation of Officers*	$556,068	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$53,475,807
Total Liabilities	$4,323
Net Assets	$53,471,484

Compensation

Key Employees and Officers	Compensation	Other
Sean D Stepelton (Director,Vp)	$233,130	$21,138
Brett S Stepelton (Director,Vp)	$231,251	$25,477
Sharon Falls (Grant Mnger)	$89,625	$9,822
Douglas A Stepelton (President)	$73,225	$7,811
Virlee S Stepelton (Sec'y/Treas.)	$18,462	$7,136

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990-PF

Filed on Sept. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2022

Revenue

$2,620,036

Expenses

$3,558,632

Net Income

-$938,596

Net Assets

$54,021,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,033	0.2%
Dividends	$854,541	32.6%
Sales of Assets	$1,811,449	69.1%
Other Income	-$50,987

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,758,544	77.5%
Compensation of Officers*	$531,494	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$54,026,289
Total Liabilities	$4,576
Net Assets	$54,021,713

Compensation

Key Employees and Officers	Compensation	Other
Sean D Stepelton (Director,Vp)	$240,600	$18,855
Brett S Stepelton (Director,Vp)	$221,172	$23,317
Sharon Falls (Grant Mnger)	$85,223	$18,146
Douglas A Stepelton (President)	$69,723	$7,440
Virlee S Stepelton (Sec'y/Treas.)	$0	$3,940

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990-PF

Filed on Sept. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$3,649,028

Expenses

$3,295,942

Net Income

$353,086

Net Assets

$44,370,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$93	0.0%
Dividends	$854,139	23.4%
Sales of Assets	$2,837,227	77.8%
Other Income	-$42,431

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,614,983	79.3%
Compensation of Officers*	$483,865	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$44,377,406
Total Liabilities	$6,589
Net Assets	$44,370,817

Compensation

Key Employees and Officers	Compensation	Other
Brett S Stepelton (Director,Vp)	$210,465	$21,766
Sean D Stepelton (Director,Vp)	$210,000	$16,794
Sharon Falls (Grant Mnger)	$79,177	$16,889
Douglas A Stepelton (President)	$63,400	$7,031
Virlee S Stepelton (Sec'y/Treas.)	$0	$4,361

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990-PF

Filed on Sept. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2020

Revenue

$1,942,119

Expenses

$3,383,273

Net Income

-$1,441,154

Net Assets

$43,989,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,341	1.1%
Interest Revenue	$4,304	0.2%
Dividends	$1,039,008	53.5%
Sales of Assets	$883,530	45.5%
Other Income	-$6,064

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,646,904	78.2%
Compensation of Officers*	$480,367	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,995,739
Total Liabilities	$6,208
Net Assets	$43,989,531

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2019

Revenue

$2,747,718

Expenses

$3,139,257

Net Income

-$391,539

Net Assets

$45,430,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$267,563	9.7%
Interest Revenue	$41,081	1.5%
Dividends	$1,237,223	45.0%
Sales of Assets	$1,166,102	42.4%
Other Income	$35,749	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,417,839	77.0%
Compensation of Officers*	$441,692	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$45,442,126
Total Liabilities	$11,441
Net Assets	$45,430,685

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2015

Revenue

$4,424,115

Expenses

$3,184,891

Net Income

$1,239,224

Net Assets

$46,315,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$458,075	10.4%
Interest Revenue	$2,225	0.1%
Dividends	$1,413,361	31.9%
Sales of Assets	$2,372,868	53.6%
Other Income	$177,586	4.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,434,998	76.5%
Compensation of Officers*	$377,705	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,315,341
Total Liabilities	-$350
Net Assets	$46,315,691

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2014

Revenue

$5,463,464

Expenses

$3,158,952

Net Income

$2,304,512

Net Assets

$45,076,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$437,157	8.0%
Interest Revenue	$118,196	2.2%
Dividends	$1,375,114	25.2%
Sales of Assets	$3,443,923	63.0%
Other Income	$89,074	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,186,283	69.2%
Compensation of Officers*	$360,475	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$45,076,467
Total Liabilities	$0
Net Assets	$45,076,467

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2013

Revenue

$4,338,648

Expenses

$3,167,982

Net Income

$1,170,666

Net Assets

$42,771,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$436,907	10.1%
Interest Revenue	$9,656	0.2%
Dividends	$1,391,982	32.1%
Sales of Assets	$1,984,735	45.7%
Other Income	$515,368	11.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,288,651	72.2%
Compensation of Officers*	$354,280	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,772,305
Total Liabilities	$350
Net Assets	$42,771,955

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Revenue

$763,535

Expenses

$2,446,946

Net Income

-$1,683,411

Net Assets

$41,601,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$436,907	57.2%
Interest Revenue	$573	0.1%
Dividends	$1,316,851	> 100%
Sales of Assets	$0
Other Income	-$26,745

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,769,229	72.3%
Compensation of Officers*	$336,749	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$41,601,289
Total Liabilities	$0
Net Assets	$41,601,289

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$2,487,371

Expenses

$2,894,927

Net Income

-$407,556

Net Assets

$43,284,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$437,907	17.6%
Interest Revenue	$1,503	0.1%
Dividends	$1,128,459	45.4%
Sales of Assets	$911,447	36.6%
Other Income	$8,055	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,132,342	73.7%
Compensation of Officers*	$365,900	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,284,700
Total Liabilities	$0
Net Assets	$43,284,700

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Oct.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Oct.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Oct.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Festus & Helen Stacy Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.98M (2024)

Expenses $4.38M (2024)

Total Assets $57.9M (2024)

Total Liabilities $805 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.98M (2024)

Expenses

$4.38M (2024)

Total Assets

$57.9M (2024)

Total Liabilities

$805 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001