BETA

STERN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STERN FAMILY FOUNDATION (EIN 22-3697066)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202513169349103226
Schema version
2024v5.2
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)
Return2025-11-12T15:28:51-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112632255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Saul N Friedman & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11333 60th StreetAddressLine1Txt
CityBrooklynCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
ZIP07666ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD STERNPersonNm
Person TitleFoundation Mgr.PersonTitleTxt
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSamuel Engelman CPAPreparerPersonNm
PTINP01269116PTIN
Phone7182321111PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$159,509FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,567InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,567InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,567InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$157,567TotalRevAndExpnssAmt
Total Net Invst Incm$7,567TotalNetInvstIncmAmt
Total Adj Net Incm$7,567TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$2,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,500OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$99TaxesRevAndExpnssAmt
Taxes Net Invst Incm$99TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,599TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,599TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$282,905ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$282,905ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$285,504TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,599TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$282,905TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$127,937ExcessRevenueOverExpensesAmt
Net Investment Income$4,968NetInvestmentIncomeAmt
Adjusted Net Income$7,567AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$287,446CashBOYAmt
Cash EOY$159,509CashEOYAmt
Cash EOYFMV$159,509CashEOYFMVAmt
Total Assets BOY$287,446TotalAssetsBOYAmt
Total Assets EOY$159,509TotalAssetsEOYAmt
Total Assets EOYFMV$159,509TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$287,446RetainedEarningBOYAmt
Retained Earning EOY$159,509RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$287,446TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$159,509TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$287,446TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$159,509TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$287,446TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$127,937ExcessRevenueOverExpensesAmt
Subtotal$159,509SubtotalAmt
Tot Net Ast Or Fund Balances EOY$159,509TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$69InvestmentIncomeExciseTaxAmt
Subtotal$69SubtotalAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Tax Due$69TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RONALD STERNBusinessNameLine1Txt
FieldValueIRS element (for citing)
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RONALD STERN
514 MAITLAND AVENUETEANECKNJ076662918Foundation Mgr.1.00$0
BETH R STERN
514 MAITLAND AVENUETEANECKNJ076662918Foundation Mgr.1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$198,804AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$198,804TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$198,804AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,982CashDeemedCharitableAmt
Net Vl Noncharitable Assets$195,822NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,791MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,791MinimumInvestmentReturnAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Total Tax$69TotalTaxAmt
Distributable Before Adj$9,722DistributableBeforeAdjAmt
Distributable Before Ded$9,722DistributableBeforeDedAmt
Distributable As Adjusted$9,722DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$282,905ExpensesAndContributionsAmt
Qualifying Distributions$282,905QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,722DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$350,917ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$365,206ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$237,861ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$274,098ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$302,146ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,530,228TotalExcessDistributionCyovAmt
Qualifying Distributions$282,905QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,722AppliedToCurrentYearAmt
Remaining Distri From Corpus$273,183RemainingDistriFromCorpusAmt
Total Corpus$1,803,411TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$350,917ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,452,494ExcessDistriCyovToNextYrAmt
Excess From Year4$365,206ExcessFromYear4Amt
Excess From Year3$237,861ExcessFromYear3Amt
Excess From Year2$274,098ExcessFromYear2Amt
Excess From Year1$302,146ExcessFromYear1Amt
Excess From Current Year$273,183ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD STERNContributingManagerNm
Contributing ManagerBETH R STERNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SCHEDULEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11204ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeEDUCATIONAL ASSISTANCE, ASSISTANCE FOR THE SICK AND NEEDY,MEDICAL ASSISTANCE, SYNAGOGUE ASSISTANCEGrantOrContributionPurposeTxt
Amt$282,905Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$282,905TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,567ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,567ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,567TotalIncomeProducingActyAmt

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 STERNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1514 MAITLAND AVENUEAddressLine1Txt
CityTEANECKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP076662918ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$2,500Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$99Amt
Net Investment Income$99NetInvestmentIncomeAmt

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