Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE STACKPOLE-HALL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)250 DEPOT STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT MARYS, PA15857
A Employer identification number

25-6006650
B Telephone number (see instructions)

(814) 834-1845
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$30,616,916J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 16 16  
4 Dividends and interest from securities... 887,494 887,494  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 433,547
b Gross sales price for all assets on line 6a 771,000
7 Capital gain net income (from Part IV, line 2)... 433,547
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,321,057 1,321,057  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 200,230 60,069   140,161
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 47,852 14,356   33,496
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,075 923   2,153
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,250 3,675   8,575
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
69,953 60,763   9,190
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
30,459 14,643   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 37,311 11,193   26,118
21 Travel, conferences, and meetings....... 22,494 6,748   15,746
22 Printing and publications.......... 470 141   329
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35,614 10,684   23,822
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 459,708 183,195   259,590
25 Contributions, gifts, grants paid....... 1,167,831 1,192,856
26 Total expenses and disbursements. Add lines 24 and 25 1,627,539 183,195   1,452,446
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -306,482
b Net investment income (if negative, enter -0-) 1,137,862
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 35,810 53,474 53,474
3 Accounts receivable right arrow17,405
Less: allowance for doubtful accounts right arrow   14,067 17,405 17,405
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,521 5,103 5,103
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,415,858 Click to see attachment
List of Attached Documents:
// Content
30,454,281 		30,454,281
14 Land, buildings, and equipment: basis right arrow22,178
Less: accumulated depreciation (attach schedule) right arrow22,178      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
86,653 		Click to see attachment
List of Attached Documents:
// Content
86,653
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,468,256 30,616,916 30,616,916
Liabilities 17 Accounts payable and accrued expenses.......... 11,086 18,795
18 Grants payable................. 176,152 151,127
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
86,653
23 Total liabilities (add lines 17 through 22)......... 187,238 256,575
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 18,402,438 20,470,517
25 Net assets with donor restrictions............ 8,878,580 9,889,824
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 27,281,018 30,360,341
30 Total liabilities and net assets/fund balances (see instructions). 27,468,256 30,616,916
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
27,281,018
2
Enter amount from Part I, line 27a .....................
2
-306,482
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,385,805
4
Add lines 1, 2, and 3 ..........................
4
30,360,341
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,360,341
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a   P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 771,000   337,453 433,547
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       433,547
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 433,547
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 15,816
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 15,816
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,816
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 18,181
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,181
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,365
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,365 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.STACKPOLEHALL.ORG
14
The books are in care ofright arrowBARBARA GLATT Telephone no.right arrow (814) 834-1845

Located atright arrow250 DEPOT STREETSAINT MARYSPA ZIP+4right arrow15857
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WILLIAM CONRAD CHAIRMAN (1/1/23 - 11/1/23)
1.00 		6,000 0 0
250 DEPOT STREET
ST MARYS,PA15857
HEATHER CONRAD TRUSTEE
1.00 		5,000 0 0
250 DEPOT STREET
ST MARYS,PA15857
FRANCIS GRANDINETTI TRUSTEE
1.00 		5,000 0 0
250 DEPOT STREET
ST MARYS,PA15857
MEGAN HALL TRUSTEE
1.00 		5,000 0 0
250 DEPOT STREET
ST MARYS,PA15857
LAUREY TURNER TRUSTEE
1.00 		5,000 0 0
250 DEPOT STREET
ST MARYS,PA15857
ALEXANDER SHEBLE-HALL CHAIRMAN (11/1/23 - 12/31/23)
1.00 		4,500 0 0
250 DEPOT STREET
ST MARYS,PA15857
BEATRICE TERBOVICH TRUSTEE
1.00 		5,000 0 0
250 DEPOT STREET
ST MARYS,PA15857
JENNIFER DIPPOLD EXECUTIVE DIRECTOR
40.00 		87,670 31,302 0
250 DEPOT STREET
ST MARYS,PA15857
BARBARA GLATT SECRETARY/TREASURER
40.00 		64,060 4,943 0
250 DEPOT STREET
ST MARYS,PA15857
RORY SHEBLE-HALL TRUSTEE
1.00 		5,000 0 0
250 DEPOT STREET
ST MARYS,PA15857
FRANK KAUL TRUSTEE
1.00 		0 0 0
250 DEPOT STREET
ST MARYS,PA15857
DEVON TURNER-RILEY TRUSTEE
1.00 		5,000 0 0
250 DEPOT STREET
ST MARYS,PA15857
RICHARD MASSON TRUSTEE
1.00 		0 0 0
250 DEPOT STREET
ST MARYS,PA15857
KYLAN TURNER TRUSTEE
1.00 		3,000 0 0
250 DEPOT STREET
ST MARYS,PA15857
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
29,041,970
b
Average of monthly cash balances.......................
1b
79,461
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,121,431
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
29,121,431
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
436,821
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,684,610
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,434,231
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,434,231
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,816
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,816
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,418,415
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,418,415
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,418,415
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,452,446
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,452,446
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,418,415
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 596,470
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,452,446
a Applied to 2022, but not more than line 2a 596,470
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 855,976
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		562,439
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MS JENNIFER DIPPOLD STACKPOLE HALL
250 DEPOT STREET
ST MARYS,PA15857
(814) 834-1845
bThe form in which applications should be submitted and information and materials they should include:
APPLICANTS SHOULD SUBMIT REQUESTS IN WRITING VIA EMAIL TO INCLUDE A BRIEF BACKGROUND OF ORGANIZATIONS, DETAILED DESCRIPTION OF THE PROJECT FOR WHICH THE GRANT IS BEING SOUGHT, AND EXPLANATION OF WHO WILL BE RESPONSIBLE FOR CARRYING OUT PROJECT GOALS AND DEFINITION OF THEIR QUALIFICATIONS, MOST RECENT AUDITED FINANCIALS STATEMENTS, PROJECT BUDGET -INCLUDE SOURCES OF SUPPORT, LISTING OF CURRENT OFFICERS, DIRECTORS, AND ADMINISTRATIVE STAFF, AND A STATEMENT IDENTIFYING THE SPECIFIC AMOUNT BEING REQUESTED FROM THE STACKPOLE HALL FOUNDATION.VISIT WWW.STACKPOLEHALL.ORG FOR APPLICATION PROCESS.
cAny submission deadlines:
ANYTIME DURING THE YEAR WITH QUARTERLY DEADLINES OF JAN 1, APRIL 1, JULY 1, AND OCT 1.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ALL THINGS BEING EQUAL, THE QUALIFIED INSTITUTION, ORGANIZATION OR SERVICE AVAILABLE, SHOULD BE TO THE ADVANTAGE OF PEOPLE OF ELK COUNTY, PENNSYLVANIA AS THE FIRST PRIORITY.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BOYS AND GIRLS CLUB OF ST MARYS

19 N ST MARYS STREET
ST MARYS,PA15857 		  PC 2023 SUMMER JOBS PROGRAM 13,022

BOYS AND GIRLS CLUB OF ST MARYS

19 N ST MARYS STREET
ST MARYS,PA15857 		  PC UNRESTRICTED GRANT 6,000

BUCKSGAHUDA AND WESTERN RAILROAD

127 PARKWAY ROAD
ST MARYS,PA15857 		  PC CAPITOL PROJECT 21,542

BUCKTAIL COUNCIL BSA

209 FIRST STREET
DUBOIS,PA15801 		  PC FINAL 2022 DISTRIBUTION 16,386

BUCKTAIL COUNCIL BSA

209 FIRST STREET
DUBOIS,PA15801 		  PC INITIAL 2023 DISTRIBUTION 13,953

CENCLEAR

627 WOOD STREET
CLARION,PA16214 		  PC PRE-K COUNTS CLASSROOM AND FAMILY CENTER 75,000

CITY OF ST MARYS

19 N ST MARYS STREET
ST MARYS,PA15857 		  PC 2023 SUMMER JOBS PROGRAM 31,774

COMMUNITY EDUCATION CENTER

4 ERIE AVE STE
ST MARYS,PA15857 		  PC 2023 SUMMER JOBS PROGRAM 4,281

COMMUNITY ENTRY SERVICES

20 PIONEER LANE PO BOX 4259
JACKSON,WY83001 		  PC JACKSON PROGRAMS - J. SAALFIELD 15,000

COMMUNITY NURSES INC

757 JOHNSONBURG ROAD SUITE 200
ST MARYS,PA15857 		  PC IN MEMORY OF DON FLEMING 500

DICKINSON CENTER INC

43 SERVIDEA DRIVE
RIDGWAY,PA15853 		  PC 2023 SUMMER JOBS PROGRAM 1,259

DICKINSON CENTER INC

43 SERVIDEA DRIVE
RIDGWAY,PA15853 		  PC ST. MARYS BUILDING PROJECT 125,000

ELCAM INC

189 W CREEK RD
ST MARYS,PA15857 		  PC 2023 SUMMER JOBS PROGRAM 4,257

ELK COUNTY CATHOLIC SCHOOL SYSTEM

114 QUEENS ROAD
ST MARYS,PA15857 		  PC 2023 SUMMER JOBS PROGRAM 9,394

ELK COUNTY COMMUNITY FOUNDATION - CFNA

32 S ST MARYS STREET
ST MARYS,PA15857 		  PC 2023 SUMMER JOBS PROGRAM 2,276

ELK COUNTY CONSERVATION DISTRICT

850 WASHINGTON STREET
ST MARYS,PA15857 		  PC H.S. STUDENT EDUCATION PROJECT 17,731

ELK COUNTY COUNCIL ON THE ARTS

237 MAIN ST
RIDGWAY,PA15853 		  PC 2023 SUMMER JOBS PROGRAM 4,110

ELK COUNTY HUMANE SOCIETY

1029 E ESCHBACH RD
ST MARYS,PA15857 		  PC UNRESTRICTED GRANT 1,000

EPISCOPAL DIOCESE OF NW PA

145 WEST SIXTH STREET
ERIE,PA16501 		  PC FINAL 2022 DISTRIBUTION 40,966

EPISCOPAL DIOCESE OF NW PA

145 WEST SIXTH STREET
ERIE,PA16501 		  PC INITIAL 2023 DISTRIBUTION 34,884

FAMILY HOUSE INC

5001 BAUM BLVD 545
PITTSBURGH,PA15213 		  PC NORTHWESTERN PA NEIGHBORS FUND 21,000

FOX TOWNSHIP

PO BOX 184
KERSEY,PA15846 		  PC 2023 SUMMER JOBS PROGRAM 16,383

FRIENDS OF TWIN LAKES

114 LYNCH ROAD
ST MARYS,PA15857 		  PC CAMPGROUND BATHHOUSE ROOF 7,329

GANNON UNIVERSITY

109 W SIXTH STREET
ERIE,PA16541 		  PC DIVERSITY PROJECT 10,000

GRACE EPISCOPAL CHURCH

216 CENTER STREET
RIDGWAY,PA15853 		  PC FINAL 2022 DISTRIBUTION 53,256

GRACE EPISCOPAL CHURCH

216 CENTER STREET
RIDGWAY,PA15853 		  PC INITIAL 2023 DISTRIBUTION 45,351

GUARDIAN ANGEL CENTER INC

364 MAIN STREET
KERSEY,PA15846 		  PC UNRESTRICTED GRANT IN MEMORY OF JUDY GLATT 500

HOTCHKISS SCHOOL

11 INTERLAKEN RD
LAKEVILLE,CT06039 		  PC FINAL 2022 DISTRIBUTION 16,386

HOTCHKISS SCHOOL

11 INTERLAKEN RD
LAKEVILLE,CT06039 		  PC INITIAL 2023 DISTRIBUTION 13,953

JOHNSONBURG AREA SCHOOL DISTRICT

315 HIGH SCHOOL ROAD
JOHNSONBURG,PA15845 		  PC 2023 SUMMER JOBS PROGRAM 14,356

JOHNSONBURG BOROUGH

100 MAIN STREET
JOHNSONBURG,PA15845 		  PC 2023 SUMMER JOBS PROGRAM 1,498

JOHNSONBURG FIRE DEPARTMENT

99 CLARION ROAD
JOHNSONBURG,PA15845 		  PC LOAN INTEREST FOR FIRE TRUCK 31,186

JOHNSONBURG PUBLIC LIBRARY

520 MARKET STREET
ST MARYS,PA15845 		  PC UNRESTRICTED GRANT 1,000

JONES TOWNSHIP

PO BOX 25
WILCOX,PA15870 		  PC 2023 SUMMER JOBS PROGRAM 10,181

KEYSTONE RURAL HEALTH CONSORTIA

81 CLARION ROAD
JOHNSONBURG,PA15845 		  PC KRHC CLOSET 5,000

LOCK HAVEN UNIVERSITY FOUNDATION

10 SUSQEHANNA AVENUE
LOCK HAVEN,PA17745 		  PC DIVERSITY PROJECT 10,000

LUTHERAN HOME AT KANE

100 HIGH POINT DRIVE
KANE,PA16735 		  PC ALZHEIMER UNIT 100,000

MERCYHURST COLLEGE

501 E 38TH STREET
ERIE,PA16546 		  PC DIVERSITY GRANT 10,000

NORTHERN TIER COMMUNITY ACTION

PO BOX 389
EMPORIUM,PA15834 		  PC 2023 SUMMER JOBS PROGRAM 2,247

PA PARKS AND FOREST FOUNDATION

704 LISBURN ROAD SUITE 102
CAMP HILL,PA17011 		  PC TRAIL UPGRADES & MOWER - MOSHANNON ST. FOREST 14,000

PENN HIGHLANDS ELK

763 JOHNSONBURG ROAD
ST MARYS,PA15857 		  PC WOUND CARE CENTER EXAM CHAIRS 22,500

PENN HIGHLANDS ELK

763 JOHNSONBURG ROAD
ST MARYS,PA15857 		  PC 2023 SUMMER JOBS PROGRAM 7,198

PENN HIGHLANDS ELK

763 JOHNSONBURG ROAD
ST MARYS,PA15857 		  PC FINAL 2022 DISTRIBUTION 16,386

PENN HIGHLANDS ELK

763 JOHNSONBURG ROAD
ST MARYS,PA15857 		  PC INITIAL 2023 DISTRIBUTION 13,953

PENN STATE DUBOIS

1 COLLEGE PI
DUBOIS,PA15801 		  PC DIVERSITY PROJECT 10,000

RIDGWAY AREA SCHOOL DISTRICT

62 SCHOOL DR
RIDGWAY,PA15853 		  PC 2023 SUMMER JOBS PROGRAM 7,093

RIDGWAY BOROUGH

108 MAIN STREET SUITE 2
RIDGWAY,PA15853 		  PC O.B. GRANT PARK PROJECT 75,000

RIDGWAY LITTLE LEAGUE

GRANT ROAD
RIDGWAY,PA15853 		  PC 2023 SUMMER JOBS PROGRAM 281

RIDGWAY PUBLIC LIBRARY

329 CENTER STREET
RIDGWAY,PA15853 		  PC 2023 SUMMER JOBS PROGRAM 1,560

RIDGWAY PUBLIC LIBRARY

329 CENTER STREET
RIDGWAY,PA15853 		  PC UNRESTRICTED GRANT 1,000

RIDGWAY YMCA

34 NORTH BROAD STREET
RIDGWAY,PA15853 		  PC 2023 SUMMER JOBS PROGRAM 16,229

SALVATION ARMY-ELK COUNTY

245 MAIN STREET
RIDGWAY,PA15853 		  PC ELK COUNTY ASSISTANCE 10,000

ST AGNES EPISCOPAL CHURCH

209 NORTH ST MARYS STREET
ST MARYS,PA15857 		  PC FINAL 2022 DISTRIBUTION 16,386

ST AGNES EPISCOPAL CHURCH

209 NORTH ST MARYS STREET
ST MARYS,PA15857 		  PC INITIAL 2023 DISTRIBUTION 13,953

ST MARYS AMBULANCE SERVICE INC

773 JOHNSONBURG ROAD
ST MARYS,PA15857 		  PC STAIR CHAIRS 42,946

ST MARYS AREA SCHOOL DISTRICT

977 SOUTH ST MARYS ROAD
ST MARYS,PA15857 		  PC 2023 SUMMER JOBS PROGRAM 10,934

ST MARYS AREA UNITED WAY

44 SOUTH ST MARYS ROAD
ST MARYS,PA15857 		  PC UNRESTRICTED GRANT 10,000

ST MARYS PUBLIC LIBRARY

127 CENTER STREET
ST MARYS,PA15857 		  PC UNRESTRICTED GRANT 1,000

ST MARYS PUBLIC LIBRARY

127 CENTER STREET
ST MARYS,PA15857 		  PC 2023 SUMMER JOBS PROGRAM 6,154

ST PHILIPS CHURCH

1629 BEAVER GRADE ROAD
MOON TOWNSHIP,PA15108 		  PC UNRESTRICTED 25,000

UNIVERSITY OF PITTSBURGH BRADFORD

300 CAMPUS DRIVE
BRADFORD,PA16701 		  PC DIVERSITY PROJECT 10,000

WATER MISSIONS INTERNATIONAL

1150 MOLLY GREENE WAY BUILDING 1605
CHARLESTON,PA29405 		  PC UNRESTRICTED 10,000

WESTERN PA CONSERVANCY

159 MAIN ST
RIDGWAY,PA15853 		  PC 2023 SUMMER JOBS PROGRAM 1,983

WESTERN PA CONSERVANCY

159 MAIN ST
RIDGWAY,PA15853 		  PC BENNETTS VALLEY SR. CENTER RAIN GARDEN 10,000

WILCOX PUBLIC LIBRARY

PO BOX 58
WILCOX,PA15870 		  PC UNRESTRICTED GRANT 1,000

YALE UNIVERSITY

BOX 208214
NEW HAVEN,CT06520 		  PC FINAL 2022 DISTRIBUTION 16,386

YALE UNIVERSITY

BOX 208214
NEW HAVEN,CT06520 		  PC INITIAL 2023 DISTRIBUTION 13,953
Total .................................right arrow 3a 1,192,856
bApproved for future payment

VARIOUS RESTRICTED ORGANIZATIONS
VARIOUS
ST MARYS,PA15857 		  PC FUND B GRANTS 151,127
Total ................................. right arrow 3b 151,127
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 16  
4 Dividends and interest from securities ....     18 887,494  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 433,547  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDONATIONS 		    03 0  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,321,057 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,321,057
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE STACKPOLE-HALL FOUNDATION
EIN:
25-6006650
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX RETURN PREPARATION 12,250 3,675   8,575

TY 2023 InvestmentsOtherSchedule2
Name:
THE STACKPOLE-HALL FOUNDATION
EIN:
25-6006650
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MONEY MARKET FMV 334,744 334,744
TOTAL BOND MARKET INDEX FUND FMV 4,046,144 4,046,144
INTERMEDIATE CORPORATE BOND FMV 601,061 601,061
SHORT TERM INVESTMENT GRADE BOND FMV 688,957 688,957
500 INDEX FUND FMV 8,316,354 8,316,354
TOTAL INTERNATIONAL STOCK INDEX FUND FMV 9,023,049 9,023,049
EXTENDED MARKET INDEX FUND FMV 2,424,330 2,424,330
TOTAL INTERNATIONAL BOND ADMIRAL FMV 1,273,352 1,273,352
LONG TERM INVESTMENT GRADE BOND FMV 243,803 243,803
PRIMECAP CORE FUND FMV 1,853,886 1,853,886
EQUITY INCOME FUND ADMIRAL FMV 736,251 736,251
US GROWTH FUND ADMIRAL FMV 609,235 609,235
EXPLORER FUND ADMIRAL FMV 303,115 303,115

TY 2023 LegalFeesSchedule
Name:
THE STACKPOLE-HALL FOUNDATION
EIN:
25-6006650
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,075 923   2,153


TY 2023 OtherAssetsSchedule
Name:
THE STACKPOLE-HALL FOUNDATION
EIN:
25-6006650
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT-OF-USE ASSET - OPERATING LEASE 0 86,653 86,653


TY 2023 OtherExpensesSchedule
Name:
THE STACKPOLE-HALL FOUNDATION
EIN:
25-6006650
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER 35,614 10,684   23,822


TY 2023 OtherIncreasesSchedule
Name:
THE STACKPOLE-HALL FOUNDATION
EIN:
25-6006650
Description Amount
UNREALIZED GAIN ON INVESTMENTS 3,385,805


TY 2023 OtherLiabilitiesSchedule
Name:
THE STACKPOLE-HALL FOUNDATION
EIN:
25-6006650
Description Beginning of Year - Book Value End of Year - Book Value
LEASE LIABILITY - OPERATING 0 86,653


TY 2023 OtherProfessionalFeesSchedule
Name:
THE STACKPOLE-HALL FOUNDATION
EIN:
25-6006650
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 56,824 56,824   0
CONSULTING & PLANNING 13,129 3,939   9,190


TY 2023 TaxesSchedule
Name:
THE STACKPOLE-HALL FOUNDATION
EIN:
25-6006650
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 15,816 0   0
FOREIGN TAX 14,643 14,643   0