STERN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
STERN FAMILY FOUNDATION (EIN 22-3697066)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-18
IRS object ID
202103229349100610
Schema version
2020v4.0
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)
Return2021-11-18T11:26:05-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-17SignatureDt
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
Preparation2021-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$267,047FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$260,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$818InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$818InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$260,818TotalRevAndExpnssAmt
Total Net Invst Incm$818TotalNetInvstIncmAmt
Taxes Rev And Expnss$79TaxesRevAndExpnssAmt
Taxes Net Invst Incm$79TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$79TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$79TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$79TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$79TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$373,106ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$373,106ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$373,185TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$79TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$373,185TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$112,367ExcessRevenueOverExpensesAmt
Net Investment Income$739NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$379,414SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$267,047SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$267,047SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$379,414TotalAssetsBOYAmt
Total Assets EOY$267,047TotalAssetsEOYAmt
Total Assets EOYFMV$267,047TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$379,414RetainedEarningBOYAmt
Retained Earning EOY$267,047RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$379,414TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$267,047TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$379,414TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$267,047TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$379,414TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$112,367ExcessRevenueOverExpensesAmt
Subtotal$267,047SubtotalAmt
Tot Net Ast Or Fund Balances EOY$267,047TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10InvestmentIncomeExciseTaxAmt
Subtotal$10SubtotalAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Tax Due$10TaxDueAmt

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$162,214AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$162,214TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$162,214AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,433CashDeemedCharitableAmt
Net Vl Noncharitable Assets$159,781NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,989MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,989MinimumInvestmentReturnAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Total Tax$10TotalTaxAmt
Distributable Before Adj$7,979DistributableBeforeAdjAmt
Distributable Before Ded$7,979DistributableBeforeDedAmt
Distributable As Adjusted$7,979DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$373,185ExpensesAndContributionsAmt
Qualifying Distributions$373,185QualifyingDistributionsAmt
Adjusted Qualifying Distri$373,185AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,979DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$286,657ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$291,109ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$419,227ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$429,914ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$350,917ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,777,824TotalExcessDistributionCyovAmt
Qualifying Distributions$373,185QualifyingDistributionsAmt
Applied To Current Year$7,979AppliedToCurrentYearAmt
Remaining Distri From Corpus$365,206RemainingDistriFromCorpusAmt
Total Corpus$2,143,030TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$286,657ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,856,373ExcessDistriCyovToNextYrAmt
Excess From Year4$291,109ExcessFromYear4Amt
Excess From Year3$419,227ExcessFromYear3Amt
Excess From Year2$429,914ExcessFromYear2Amt
Excess From Year1$350,917ExcessFromYear1Amt
Excess From Current Year$365,206ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRONALD AND BETH STERNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1514 MAITLAND AVENUEAddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP076662918ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2123023400RecipientPhoneNum
Form And Info And MaterialsNO RESTRICTIONSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TRUSTEES OF COLUMBIA UNIVERSITY
622 WEST 113TH STREETNEW YORKNY100257982ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$74,755
CHEVRA-KADISHA YERUSHALAYIM INC
1428 36TH STREET STE 200BROOKLYNNY112183765ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$56,400
AMERICAN FRIENDS OF KIRYAT SANZ
261 WEST 35TH ST- STE 803NEW YORKNY100011900ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$50,000
AMERICAN FRIENDS OF ATERET COHANIM
248 WEST 35TH ST- STE 406NEW YORKNY100012513ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$36,000
MISC ORGANIZED CHARITIES
514 MAITLAND AVENUETEANECKNJ076662918ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$27,832
AMERICAN FRIENDS OF NETIV ARYEH
18 ORCHARD HILL DRIVEMONSEYNY109521507ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$20,000
AHAVAS CHESED
166 HEWES STREETBROOKLYNNY112118484ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$15,100
SHALOM TORAH CENTERS
PO BOX 1545LAKEWOODNJ087011017ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$15,000
UNITED WAY OF BERGEN COUNTY
6 FOREST AVENUEPARAMUSNJ076525241ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$10,000
CONGREGATION BNAI YESHURUN
1025 SOUTH ORANGE AVENUESHORT HILLSNJ070783135ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$9,219
CHABAD OF BUFFALO
2450 NORTH FOREST ROADGETZVILLENY140681224ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$8,000
BRIS AVROHOM
910 SALEM AVENUEHILLSIDENJ072053010ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$7,800
CONGREGATION YALDEI KODESH INC
1422 45TH STREETBROOKLYNNY112192243ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$6,000
AMERICAN COALITION MISSING ISRAELI
567 CEDAR HILL ROADFAR ROCKAWAYNY116915402ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$5,000
EMUNAH OF AMERICA INC
315 WEST 36TH STREETNEW YORKNY100186643ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$5,000FLOOR 2
CONGREGATION MINYAN MIR
5401 16TH AVENUEBROOKLYNNY112041805ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$5,000
ORECH LSHABBOS INC
1355 52ND STREETBROOKLYNNY112193803ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$4,400
KHAL CHASIDEI SKVERE INC
1334 47TH STREETBROOKLYNNY112192611ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$3,600
JUST ONE LIFE
587 5TH AVENUE - STE 702NEW YORKNY100178754ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$3,600
YESHIVA FARM SETTLEMENT SCHOOL
100 CROTON LAKE ROADMOUNT KISCONY105490000ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$2,500
MA'AYANOT YESHIVA HIGH SCHOOL
1650 PALISADE AVENUETEANECKNJ076663603ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,800
THE AMERICAN FRIENDS OF MIGDAL OHR
1325 AVE OF THE AMERICASNEW YORKNY100196583ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,800FLOOR 28
MOSDOT BOTOSHAN INC
1148 49TH STREETBROOKLYNNY112192904ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,300
YAD L ACHIM PEYLEI ISRAEL
172 LEE AVENUEBROOKLYNNY112118048ACTIVECHARITABLE, EDUCATIONAL & RELIGIOUS$1,000
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$373,106TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$818ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$818ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$818TotalIncomeProducingActyAmt

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$260,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUNITED STATES TREASURYCategoryTxt
Amt$79Amt
Net Investment Income$79NetInvestmentIncomeAmt
Disbursements Charitable Prps$79DisbursementsCharitablePrpsAmt

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