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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
STALLARD FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)19324 BLUEGRASS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ABINGDON, VA24210
A Employer identification number

84-2839977
B Telephone number (see instructions)

(276) 676-0507
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$2,475,290J 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) 265,954
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,386 1  
4 Dividends and interest from securities... 47,640 47,640  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 212,437
b Gross sales price for all assets on line 6a 928,529
7 Capital gain net income (from Part IV, line 2)... 212,437
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........ 532,417 260,078  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
310      
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,925      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,711 11,711    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,062 298    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-144      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,864 12,009   0
25 Contributions, gifts, grants paid....... 238,350 238,350
26 Total expenses and disbursements. Add lines 24 and 25 268,214 12,009   238,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 264,203
b Net investment income (if negative, enter -0-) 248,069
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 22,796 4,095 4,095
2 Savings and temporary cash investments.........   19,984 19,984
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,032,449 Click to see attachment
List of Attached Documents:
// Content
1,405,867 		2,166,593
c Investments—corporate bonds (attach schedule)....... 388,409 Click to see attachment
List of Attached Documents:
// Content
277,911 		282,803
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)..........     1,815
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,443,654 1,707,857 2,475,290
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)    
23 Total liabilities (add lines 17 through 22).........   0
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........... 1,443,654 1,707,857
25 Net assets with donor restrictions............    
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)..... 1,443,654 1,707,857
30 Total liabilities and net assets/fund balances (see instructions). 1,443,654 1,707,857
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
1,443,654
2
Enter amount from Part I, line 27a .....................
2
264,203
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,707,857
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,707,857
Form 990-PF (2024)
Form 990-PF (2024)
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 ALPHABET INC 02079K305 P 2023-08-30 2024-03-18
b U.S. TREASURY NOTE 91282CFN6 P 2023-10-10 2024-09-30
c COCA COLA XXX-XX-XXXX P 2019-09-16 2024-03-18
d HONEYWELL INTERNATIONAL INC 43851610 P 2011-06-28 2024-12-10
e MONDELEZ INTERNATIONAL INC XXX-XX-XXXX P 2023-03-16 2024-03-18
ZOETIS INC 98978V103 P 2017-11-03 2024-02-26
DANAHER CORP XXX-XX-XXXX P 2024-09-13 2024-12-10
VANECK VECTORS GOLD MINERS ETF 92189 P 2023-06-05 2024-05-31
COCA COLA XXX-XX-XXXX P 2019-09-16 2024-03-18
ISHARES CORE S&P 500 ETF XXX-XX-XXXX P 2023-06-05 2024-10-14
MORGAN STANLEY XXX-XX-XXXX P 2017-10-23 2024-01-11
LINDE PLC NEW G54950103 P 2017-10-05 2024-12-10
ISHARES CORE S&P SMALL-CAP ETF 46428 P 2024-02-26 2024-10-14
VANECK VECTORS GOLD MINERS ETF 92189 P 2023-10-10 2024-05-31
COMCAST CORP 20030N101 P 2014-06-26 2024-04-10
ISHARES CORE S&P 500 ETF XXX-XX-XXXX P 2023-06-05 2024-12-10
MORGAN STANLEY XXX-XX-XXXX P 2017-10-23 2024-01-11
TE CONNECTIVITY PLC G87052109 P 2011-06-28 2024-10-01
ISHARES EDGE MSCI USA QUALITY P 2023-06-28 2024-03-18
VANECK VECTORS GOLD MINERS ETF 92189 P 2023-10-20 2024-05-31
COMCAST CORP 20030N101 P 2014-06-26 2024-04-10
ISHARES S&P 500 VALUE ETF XXX-XX-XXXX P 2022-07-08 2024-10-14
MORGAN STANLEY XXX-XX-XXXX P 2017-10-23 2024-03-18
TE CONNECTIVITY PLC G87052109 P 2011-06-28 2024-10-01
ISHARES CORE MSCI EAFE ETF 46432F842 P 2024-02-26 2024-12-10
VANGUARD REAL ESTATE ETF XXX-XX-XXXX P 2024-09-17 2024-10-24
CONOCOPHILLIPS 20825C104 P 2019-12-05 2024-12-10
ISHARES S&P 500 VALUE ETF XXX-XX-XXXX P 2022-07-08 2024-12-10
NORTHROP GRUMMAN CORP 666807102 P 2019-06-21 2024-12-10
ISHARES CORE MSCI EMERGING P 2024-02-26 2024-11-12
VANGUARD REAL ESTATE ETF XXX-XX-XXXX P 2024-08-27 2024-12-16
CONOCOPHILLIPS 20825C104 P 2019-12-05 2024-12-10
ISHARES S&P SMALL-CAP 600 VALUE P 2023-09-15 2024-10-14
PHILIP MORRIS INTERNATIONAL INC 7181 P 2011-06-28 2024-02-26
JP MORGAN CHASE & CO 46625H100 P 2024-01-11 2024-12-10
VANGUARD REAL ESTATE ETF XXX-XX-XXXX P 2024-08-27 2024-12-16
COSTCO WHOLESALE CORP 22160K105 P 2016-04-13 2024-07-30
ISHARES CORE MSCI EMERGING P 2023-10-23 2024-11-12
PHILIP MORRIS INTERNATIONAL INC 7181 P 2011-06-28 2024-02-26
PIMCO INCOME FUND 72201F490 P 2024-03-18 2024-12-10
VANGUARD REAL ESTATE ETF XXX-XX-XXXX P 2024-09-17 2024-12-16
COSTCO WHOLESALE CORP 22160K105 P 2016-04-13 2024-07-30
ELI LILLY & CO XXX-XX-XXXX P 2016-11-23 2024-02-26
PHILIP MORRIS INTERNATIONAL INC 7181 P 2011-06-28 2024-09-17
PIMCO INCOME FUND 72201F490 P 2024-09-17 2024-12-10
VISA INC 92826C839 P 2024-12-10 2024-12-16
COSTCO WHOLESALE CORP 22160K105 P 2016-04-13 2024-12-10
ELI LILLY & CO XXX-XX-XXXX P 2016-11-23 2024-02-26
SPDR SER TR S&P OIL & GAS EXPL 78468 P 2023-01-19 2024-08-27
SELECT SECTOR SPDR TR 81369Y886 P 2024-08-27 2024-10-02
ALPHABET INC 02079K305 P 2017-01-13 2024-03-18
DANAHER CORP XXX-XX-XXXX P 2015-09-01 2024-12-10
MCDONALD S CORP XXX-XX-XXXX P 2018-06-07 2024-03-18
SELECT SECTOR SPDR TR 81369Y506 P 2023-01-19 2024-08-27
SELECT SECTOR SPDR TR 81369Y886 P 2024-08-27 2024-10-02
AMGEN INC XXX-XX-XXXX P 2023-01-19 2024-03-18
EOG RESOURCES INC 26875P101 P 2023-01-19 2024-10-01
MCDONALD S CORP XXX-XX-XXXX P 2018-06-07 2024-10-14
THERMO FISHER SCIENTIFIC INC 8835561 P 2023-03-16 2024-03-18
SYSCO CORP XXX-XX-XXXX P 2023-03-16 2024-02-26
APPLE INC XXX-XX-XXXX P 2013-06-24 2024-02-26
HOME DEPOT INC/THE XXX-XX-XXXX P 2015-06-10 2024-12-10
MCDONALD S CORP XXX-XX-XXXX P 2018-06-07 2024-12-10
U.S. TREASURY NOTE 91282CEU1 P 2023-10-03 2024-12-10
THERMO FISHER SCIENTIFIC INC 8835561 P 2024-09-13 2024-12-10
BALL CORP XXX-XX-XXXX P 2017-03-20 2024-02-26
HOME DEPOT INC/THE XXX-XX-XXXX P 2015-06-10 2024-12-10
MERCK & CO INC 58933Y105 P 2018-09-27 2024-09-13
WAL MART STORES INC XXX-XX-XXXX P 2023-03-16 2024-09-17
UNITED STATES TREAS NT 912828B66 P 2023-09-05 2024-02-15
BALL CORP XXX-XX-XXXX P 2017-03-21 2024-02-26
HONEYWELL INTERNATIONAL INC 43851610 P 2011-06-28 2024-10-14
MERCK & CO INC 58933Y105 P 2018-09-27 2024-10-14
WAL MART STORES INC XXX-XX-XXXX P 2023-03-16 2024-10-22
UNITED STATES TREAS NT 912828X70 P 2023-10-20 2024-04-30
CISCO SYSTEMS INC 17275R102 P 2015-11-20 2024-02-26
HONEYWELL INTERNATIONAL INC 43851610 P 2011-06-28 2024-12-10
MERCK & CO INC 58933Y105 P 2018-09-27 2024-10-14
WAL MART STORES INC XXX-XX-XXXX P 2023-03-16 2024-10-30
(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 749   675 74
b 25,000   24,736 264
c 12,087   10,865 1,222
d 1,142   275 867
e 10,664   10,011 653
4,925   1,708 3,217
941   1,094 -153
20,413   18,328 2,085
2,947   2,644 303
14,664   10,752 3,912
3,783   2,124 1,659
15,565   5,721 9,844
28,715   26,299 2,416
4,223   3,326 897
15,125   10,225 4,900
15,169   10,752 4,417
4,323   2,427 1,896
5,211   1,234 3,977
10,281   8,381 1,900
10,559   9,026 1,533
2,969   2,008 961
4,986   3,489 1,497
882   506 376
26,057   6,169 19,888
9,253   8,991 262
19,335   19,781 -446
18,613   10,832 7,781
35,077   24,424 10,653
6,702   4,523 2,179
46,800   43,778 3,022
7,633   7,673 -40
3,599   2,095 1,504
25,135   21,746 3,389
3,174   2,302 872
5,115   3,551 1,564
7,727   7,765 -38
7,367   1,364 6,003
49,249   41,665 7,584
3,084   2,236 848
347   342 5
3,487   3,660 -173
819   152 667
2,318   200 2,118
6,240   3,288 2,952
24,653   25,000 -347
15,808   15,491 317
9,914   1,515 8,399
9,272   801 8,471
15,895   16,111 -216
9,003   8,369 634
2,996   831 2,165
6,824   1,662 5,162
5,028   3,052 1,976
15,818   15,717 101
8,760   8,137 623
13,603   13,141 462
10,078   10,545 -467
6,195   3,392 2,803
11,594   11,029 565
10,948   10,031 917
4,541   364 4,177
10,603   2,778 7,825
6,035   3,392 2,643
49,650   48,119 1,531
1,080   1,221 -141
16,297   9,718 6,579
1,696   444 1,252
2,305   1,349 956
8,781   5,095 3,686
75,000   74,142 858
3,158   1,873 1,285
10,850   2,753 8,097
18,901   11,600 7,301
4,057   2,316 1,741
15,000   14,735 265
4,374   2,488 1,886
10,280   2,478 7,802
1,538   944 594
4,080   2,316 1,764
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       74
b       264
c       1,222
d       867
e       653
      3,217
      -153
      2,085
      303
      3,912
      1,659
      9,844
      2,416
      897
      4,900
      4,417
      1,896
      3,977
      1,900
      1,533
      961
      1,497
      376
      19,888
      262
      -446
      7,781
      10,653
      2,179
      3,022
      -40
      1,504
      3,389
      872
      1,564
      -38
      6,003
      7,584
      848
      5
      -173
      667
      2,118
      2,952
      -347
      317
      8,399
      8,471
      -216
      634
      2,165
      5,162
      1,976
      101
      623
      462
      -467
      2,803
      565
      917
      4,177
      7,825
      2,643
      1,531
      -141
      6,579
      1,252
      956
      3,686
      858
      1,285
      8,097
      7,301
      1,741
      265
      1,886
      7,802
      594
      1,764
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 2 212,437
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 16,298
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 3,448
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  
3 Add lines 1 and 2........................... 3 3,448
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,448
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 4,552
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,552 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
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 arrowVA
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowROBERT F STALLARD Telephone no.right arrow (276) 676-0507

Located atright arrow19324 BLUEGRASS DRIVEABINGDONVA ZIP+4right arrow24211
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(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
 
 
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 2024? .............
1d
 
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
Yes
 
If "Yes," list the years right arrow2019, 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
Yes
 
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
ROBERT F STALLARD PRESIDENT
000.00 		0 0 0
19324 BLUEGRASS DRIVE
ABINGDON,VA24211
JEANNIE A STALLARD SECRETARY
000.00 		0 0 0
19324 BLUEGRASS DRIVE
ABINGDON,VA24211
LACY L STALLARD DIRECTOR
000.00 		0 0 0
60 CYPRESS STREET
CHARLESTON,SC29403
J ROBERT STALLARD DIRECTOR
000.00 		0 0 0
102B S LEACH STREET
GREENVILLE,SC29601
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  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
2,293,514
b
Average of monthly cash balances.......................
1b
71,472
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,364,986
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,364,986
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,475
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,329,511
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
116,476
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
116,476
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,448
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,448
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
113,028
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
113,028
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
113,028
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
238,350
b
Program-related investments—total from Part VIII-B..................
1b
 
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
238,350
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 113,028
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:2019, 20, 20 1,467
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 9,735
d From 2022...... 11,771
e From 2023...... 25,812
f Total of lines 3a through e ........ 47,318
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 238,350
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 113,028
e Remaining amount distributed out of corpus 125,322
5 Excess distributions carryover applied to 2024.    
(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 5 172,640
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		1,467
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...... 		1,467
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		172,640
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 9,735
c Excess from 2022.... 11,771
d Excess from 2023.... 25,812
e Excess from 2024.... 125,322
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
ROBERT F STALLARD
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ROBERT F STALLARD
19324 BLUEGRASS DRIVE
ABINGDON,VA24211
(276) 676-0507
bThe form in which applications should be submitted and information and materials they should include:
 
cAny submission deadlines:
 
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
 
Form 990-PF (2024)
Form 990-PF (2024)
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

ABINGDON UNITED METHODIST CHURCH

101 E MAIN ST
ABINGDON,VA24210 		NONE PC OPERATIONS 15,000

COLLEGE OF CHARLESTON FOUNDATION

66 GEORGE ST
CHARLESTON,SC29424 		NONE PC OPERATIONS 15,000

DEE NORTON CHILD ADVOCACY CENTER

1061 KING STREET
CHARLESTON,SC29403 		NONE PC OPERATIONS 5,000

FIRST TEE UPSTATE SOUTH CAROLINA

3515 PELHAM RD STE 201
GREENVILLE,SC29615 		NONE PC OPERATIONS 15,000

HIGHLANDS COMMUNITY SERVICES

610 CAMPUS DRIVE
ABINGDON,VA24210 		NONE PC CHILDREN'S ADVOCACY CENTER 10,000

JASMINE ROAD

PO BOX 25452
GREENVILLE,SC29616 		NONE PC OPERATIONS 5,000

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		NONE PC RELIEF FROM HURRICANE HELENE 100,000

SPOLETO FESTIVAL

14 GEORGE STREET
CHARLESTON,SC29401 		NONE PC OPERATIONS 5,000

UVA WISE FOUNDATION

1 COLLEGE AVENUE
WISE,VA24293 		NONE PC ROBERT F STALLARD FELLOWSHIP FUND 50,000

VA CREEPER TRAIL CONSERVANCY

300 GREEN SPRING RD
ABINGDON,VA24210 		NONE PC TRAIL SUPPORT 10,000

VIRGINIA TECH

902 PRICES FORK ROAD
BLACKSBURG,VA24061 		NONE PC ENGINEERING DEPT 2,000

VIRGINIA TECH HOKIE SCHOLARSHIP

902 PRICES FORK ROAD
BLACKSBURG,VA24061 		NONE PC HOKIE SCHOLARSHIP 1,350

WESTMINSTER PRESBYTERIAN CHURCH

2343 KNOB CREEK RD
JOHNSON CITY,TN37604 		NONE PC OPERATIONS 5,000
Total .................................right arrow 3a 238,350
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 6,386  
4 Dividends and interest from securities ....     14 47,640  
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 ............ 		    14 212,437  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   266,463  
13Total. Add line 12, columns (b), (d), and (e)..................
13
266,463
(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.)
3 CHARITABLE PURPOSE
4 CHARITABLE PURPOSE
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
STALLARD FAMILY FOUNDATION
 
Employer identification number

84-2839977
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
STALLARD FAMILY FOUNDATION
  		Employer identification number
84-2839977
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ROBERT F STALLARD
19324 BLUEGRASS DR
 
ABINGDON, VA24210

$ 111,049


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JEANNIE A STALLARD
19324 BLUEGRASS DR
 
ABINGDON, VA24210

$ 154,905


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
STALLARD FAMILY FOUNDATION
  		Employer identification number

84-2839977
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 STOCK DONATION $ 111,497 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 STOCK DONATION $ 156,190 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
STALLARD FAMILY FOUNDATION
  		Employer identification number

84-2839977
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
STALLARD FAMILY FOUNDATION
EIN:
84-2839977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 1,925      

TY 2024 InvestmentsCorpBondsSchedule
Name:
STALLARD FAMILY FOUNDATION
EIN:
84-2839977
Name of Bond End of Year Book Value End of Year Fair Market Value
912828B66    
912828X70    
91282CFN6    
91282CEU1 96,238 99,396
INSTL CL    
72201F490 155,430 157,257
72201R205 26,243 26,150

TY 2024 InvestmentsCorpStockSchedule
Name:
STALLARD FAMILY FOUNDATION
EIN:
84-2839977
Name of Stock End of Year Book Value End of Year Fair Market Value
ABT 13,786 28,278
ABBV 13,468 15,993
ADBE 6,790 22,234
GOOGL 16,628 75,720
AMGN    
APH 8,433 13,890
AAPL 114,323 169,034
ADP 3,088 19,906
BDX 9,254 15,200
BLK 5,849 30,753
CVX 19,203 23,754
CSCO 8,295 17,760
C 4,450 6,054
KO    
CMCSA    
COP    
COST 5,304 32,069
CRWD 6,219 6,843
DHR 7,164 28,694
DE 11,109 10,593
DIS 8,183 9,910
LLY 2,669 30,880
EDG    
FCX 13,408 11,424
HD 13,868 48,624
HON 11,013 45,178
ITW 9,697 19,017
INTC 7,020 6,015
IW 32,255 44,151
QUAL 33,259 44,520
ME    
KKR 9,943 28,842
MMC 6,699 36,535
MA 21,007 28,961
MCD 8,479 14,495
MRK    
MSFT 8,623 92,309
MDIZ    
MS    
NOC 12,923 18,772
PM 6,577 12,035
PSX    
ROP    
CRM 15,340 35,105
XLE    
NOW 14,820 26,503
TEL    
TMO    
TJX 10,693 36,243
V 156,984 189,624
WMT    
WM 10,738 33,901
ZTS 8,537 20,366
BALL    
DOCU 6,860 8,994
IJH 227,200 249,240
PSX 10,457 11,393
ROP 26,310 25,993
XDP    
SYY    
VLO 18,630 16,550
GDX 41,510 33,774
FTXFX 25,000 26,123
IJR 146,814 166,608
UBVFX 25,000 23,679
IJS    
ACN 8,467 52,769
AZN 10,122 10,156
CB 4,751 11,052
IEFA 35,963 35,140
LIN 4,904 12,560
TGVIX 25,000 21,817
IEMG    
CEMFX 112,781 110,560

TY 2024 InvestmentsOtherSchedule2
Name:
STALLARD FAMILY FOUNDATION
EIN:
84-2839977
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCRUED INCOME AT COST   1,815

TY 2024 LegalFeesSchedule
Name:
STALLARD FAMILY FOUNDATION
EIN:
84-2839977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEE 310      


TY 2024 OtherExpensesSchedule
Name:
STALLARD FAMILY FOUNDATION
EIN:
84-2839977
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OTHER -144      


TY 2024 OtherProfessionalFeesSchedule
Name:
STALLARD FAMILY FOUNDATION
EIN:
84-2839977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNT MANAGEMENT FEE 11,706 11,706    
MISCELLANEOUS INVESTMENT FEE 5 5    


TY 2024 TaxesSchedule
Name:
STALLARD FAMILY FOUNDATION
EIN:
84-2839977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 298 298    
FEDERAL TAX PAYMENTS 15,739      
VA STATE CORPORATION COMMISSION 25