STERN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STERN FAMILY FOUNDATION (EIN 22-3697066)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349103420
Schema version
2021v4.0
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)
Return2022-11-15T12:08:08-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONALDPersonFirstNm
Person LastSTERNPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2022-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$271,983FMVAssetsEOYAmt
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$57InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$57InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$250,057TotalRevAndExpnssAmt
Total Net Invst Incm$57TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,315AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,315AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,315AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$93TaxesRevAndExpnssAmt
Taxes Net Invst Incm$93TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$93TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,408TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,408TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,408TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$242,713ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$242,713ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$245,121TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,408TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$245,121TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,936ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$267,047SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$271,983SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$271,983SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$267,047TotalAssetsBOYAmt
Total Assets EOY$271,983TotalAssetsEOYAmt
Total Assets EOYFMV$271,983TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$267,047RetainedEarningBOYAmt
Retained Earning EOY$271,983RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$267,047TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$271,983TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$267,047TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$271,983TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$267,047TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,936ExcessRevenueOverExpensesAmt
Subtotal$271,983SubtotalAmt
Tot Net Ast Or Fund Balances EOY$271,983TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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$147,414AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$147,414TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$147,414AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,211CashDeemedCharitableAmt
Net Vl Noncharitable Assets$145,203NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,260MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,260MinimumInvestmentReturnAmt
Distributable Before Adj$7,260DistributableBeforeAdjAmt
Distributable Before Ded$7,260DistributableBeforeDedAmt
Distributable As Adjusted$7,260DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$245,121ExpensesAndContributionsAmt
Qualifying Distributions$245,121QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,260DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$291,109ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$419,227ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$429,914ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$350,917ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$365,206ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,856,373TotalExcessDistributionCyovAmt
Qualifying Distributions$245,121QualifyingDistributionsAmt
Applied To Current Year$7,260AppliedToCurrentYearAmt
Remaining Distri From Corpus$237,861RemainingDistriFromCorpusAmt
Total Corpus$2,094,234TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$291,109ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,803,125ExcessDistriCyovToNextYrAmt
Excess From Year4$419,227ExcessFromYear4Amt
Excess From Year3$429,914ExcessFromYear3Amt
Excess From Year2$350,917ExcessFromYear2Amt
Excess From Year1$365,206ExcessFromYear1Amt
Excess From Current Year$237,861ExcessFromCurrentYearAmt

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 (21 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
TRUSTEES OF COLUMBIA UNIVERSITY
622 WEST 113TH STREETNEW YORKNY100257982ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$39,701
MISC ORGANIZED CHARITIES
514 MAITLAND AVENUETEANECKNJ076662918ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$34,373
CONGREGATION BNAI YESHURUN
1025 SOUTH ORANGE AVENUESHORT HILLSNJ070783135ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$17,939
AMERICAN FRIENDS OF NETIV ARYEH
18 ORCHARD HILL DRIVEMONSEYNY109521507ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$16,000
BRIS AVROHOM
910 SALEM AVENUEHILLSIDENJ072053010ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$13,300
TZILO SHEL HEICHAL (KOLLEL KOTEL)
60 BRIARWOOD LANELAWRENCENY115592106ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$11,000
BEIS MIDRASH OF QUEENS
17 FORT GEORGE HL APT 7JNEW YORKNY100402516ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$11,000
SHALOM TORAH CENTERS
PO BOX 1545LAKEWOODNJ087011017ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$10,000
YESHIVA BAIS MORDECHAI
1443 PALISADES AVENUETEANECKNJ076663505ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$9,000
AHAVAS CHESED
166 HEWES STREETBROOKLYNNY112118484ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$6,300
AMERICAN FRIENDS OF KIEV JEWISH COM
2 BURRIS COURTAIRMONTNY109524513ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$5,000
ORECH LSHABBOS INC
1355 52ND STREETBROOKLYNNY112193803ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$4,400
CHABAD OF BUFFALO
2450 NORTH FOREST ROADGETZVILLENY140681224ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$3,000
YESHIVA FARM SETTLEMENT SCHOOL
100 CROTON LAKE ROADMOUNT KISCONY105490000ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$2,500
BAIS LUBAVITCH
PO BOX 153GETZVILLENY140680153ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$2,500
KHAL CHASIDEI SKVERE INC
1334 47TH STREETBROOKLYNNY112192611ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,800
YAD L ACHIM PEYLEI ISRAEL
172 LEE AVENUEBROOKLYNNY112118048ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,800
PROJECT YECHI
554 CHURCHILL ROADTEANECKNJ076662900ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,100
MA'AYANOT YESHIVA HIGH SCHOOL
1650 PALISADE AVENUETEANECKNJ076663603ACTIVECHARITABLE, 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$242,713TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$57ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,315Amt
Net Investment Income$2,315NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,315DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUNITED STATES TREASURYCategoryTxt
Amt$93Amt
Net Investment Income$93NetInvestmentIncomeAmt
Disbursements Charitable Prps$93DisbursementsCharitablePrpsAmt

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