STERN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
STERN FAMILY FOUNDATION (EIN 22-3697066)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-09
IRS object ID
202323139349100942
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-09T13:17:09-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133747570PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118 EAST 41ST STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100176270ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223697066EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STERN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTERBusinessNameControlTxt
Phone2123023400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1514 MAITLAND AVENUEAddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP076662918ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD STERNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2123023400PhoneNum
Signature2023-11-01SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONALDPersonFirstNm
Person LastSTERNPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2023-11-01PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$242,762FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$236InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$236InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$250,236TotalRevAndExpnssAmt
Total Net Invst Incm$236TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$279,457ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$279,457ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$279,457TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$279,457TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,221ExcessRevenueOverExpensesAmt
Net Investment Income$236NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$271,983SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$242,762SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$242,762SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$271,983TotalAssetsBOYAmt
Total Assets EOY$242,762TotalAssetsEOYAmt
Total Assets EOYFMV$242,762TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$271,983RetainedEarningBOYAmt
Retained Earning EOY$242,762RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$271,983TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$242,762TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$271,983TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$242,762TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$271,983TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,221ExcessRevenueOverExpensesAmt
Subtotal$242,762SubtotalAmt
Tot Net Ast Or Fund Balances EOY$242,762TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Subtotal$3SubtotalAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Tax Due$3TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRONALD STERNIndividualWithBooksNm
Phone2123023400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1514 MAITLAND AVENUEAddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP076662918ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD STERN
514 MAITLAND AVENUETEANECKNJ076662918TRUSTEE1.00$0$0$0
BETH STERN
514 MAITLAND AVENUETEANECKNJ076662918TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$108,880AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$108,880TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$108,880AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,633CashDeemedCharitableAmt
Net Vl Noncharitable Assets$107,247NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,362MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,362MinimumInvestmentReturnAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$5,359DistributableBeforeAdjAmt
Distributable Before Ded$5,359DistributableBeforeDedAmt
Distributable As Adjusted$5,359DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$279,457ExpensesAndContributionsAmt
Qualifying Distributions$279,457QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,359DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$419,227ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$429,914ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$350,917ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$365,206ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$237,861ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,803,125TotalExcessDistributionCyovAmt
Qualifying Distributions$279,457QualifyingDistributionsAmt
Applied To Current Year$5,359AppliedToCurrentYearAmt
Remaining Distri From Corpus$274,098RemainingDistriFromCorpusAmt
Total Corpus$2,077,223TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$419,227ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,657,996ExcessDistriCyovToNextYrAmt
Excess From Year4$429,914ExcessFromYear4Amt
Excess From Year3$350,917ExcessFromYear3Amt
Excess From Year2$365,206ExcessFromYear2Amt
Excess From Year1$237,861ExcessFromYear1Amt
Excess From Current Year$274,098ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD AND BETH STERNContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF KIRYAT SANZ
261 WEST 35TH ST- STE 803NEW YORKNY100011900ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$50,000
MISC ORGANIZED CHARITIES
514 MAITLAND AVENUETEANECKNJ076662918ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$45,475
GINDI MAIMONIDES ACADEMY
8511 BEVERLY PLACELOS ANGELESCA900481937ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$27,216
CONGREGATION BNAI YESHURUN
1025 SOUTH ORANGE AVENUESHORT HILLSNJ070783135ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$24,866
EMUNAH OF AMERICA INC
500 7TH AVENUE 8TH FLNEW YORKNY100184502ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$20,000
AMERICAN FRIENDS OF NETIV ARYEH
18 ORCHARD HILL DRIVEMONSEYNY109521507ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$15,000
AMERICAN FRIENDS OF KIEV JEWISH COM
2 BURRIS COURTAIRMONTNY109524513ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$15,000
CENTRAL FUND OF ISRAEL
461 CENTRAL AVENUECEDARHURSTNY115162008ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$10,000
SHALOM TORAH CENTERS
PO BOX 1545LAKEWOODNJ087011017ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$10,000
CONGREGATION BETH AARON OF TEANECK
950 QUEEN ANNE ROADTEANECKNJ076664626ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$10,000
YESHIVA BAIS MORDECHAI
1443 PALISADES AVENUETEANECKNJ076663505ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$8,000
CONGREGATION TEHILA LDUVID
1334 47TH STBROOKLYNNY112192611ACTIVECHARITABLE. RELIGIOUS & EDUCATIONAL$7,500
BRIS AVROHOM
910 SALEM AVENUEHILLSIDENJ072053010ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$7,000
BEIS MIDRASH OF QUEENS
17 FORT GEORGE HL APT 7JNEW YORKNY100402516ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$7,000
ORECH LSHABBOS INC
1355 52ND STREETBROOKLYNNY112193803ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$4,400
BELEV ECHAD INC
1766 2ND AVENUENEW YORKNY101283604ACTIVECHARITABLE. RELIGIOUS & EDUCATIONAL$3,600
CHABAD OF BUFFALO
2450 NORTH FOREST ROADGETZVILLENY140681224ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$3,000
BELEV ECHAD LEACHDUT INC
84 ADAMS STLAKEWOODNJ087012303ACTIVECHARITABLE. RELIGIOUS & EDUCATIONAL$3,000
AHAVAS CHESED
166 HEWES STREETBROOKLYNNY112118484ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$2,800
JUST ONE LIFE INC
587 5TH AVE 702NEW YORKNY100178754ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,800
YAD L ACHIM PEYLEI ISRAEL
172 LEE AVENUEBROOKLYNNY112118048ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,800
PROJECT YECHI
554 CHURCHILL ROADTEANECKNJ076662900ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,000
KOLEL ZIDITSHOIV INC
626 WYTHE PLACEBROOKLYNNY112496981ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$279,457TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$236ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$236ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$236TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRONALD AND BETH STERNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1514 MAITLAND AVENUEAddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP076662918ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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