STERN FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
STERN FAMILY FOUNDATION (EIN 22-3697066)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-09-08
IRS object ID
201102519349100300
Schema version
2010v3.2
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)
Timestamp2011-09-08T06:30:47-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WEISS & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line122 WEST 38TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100186269ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN223697066EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STERN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTERNameControl
Phone2123023400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1514 MAITLAND AVENUEAddressLine1
CityTEANECKCity
StateNJState
ZIP Code076662918ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHENRY STERNName
TitleTRUSTEETitle
Phone2123023400Phone
Date Signed2011-05-04DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameABRAHAM WEISSName
Phone2123023400Phone
Date Prepared2011-09-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY180178FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss180000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss22InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm22InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses180022TotalRevenueAndExpenses
Total Net Investment Income22TotalNetInvestmentIncome
Other Expenses Rev And Expnss125OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm125OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps125OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss125TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm125TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps125TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss144858ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps144858ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss144983TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm125TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps144983TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses35039ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY145139SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY180178SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV180178SavingsAndTempCashInvstEOYFMV
Total Assets BOY145139TotalAssetsBOY
Total Assets EOY180178TotalAssetsEOY
Total Assets EOYFMV180178TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY145139RetainedEarningsBOY
Retained Earnings EOY180178RetainedEarningsEOY
Total Net Assets BOY145139TotalNetAssetsBOY
Total Net Assets EOY180178TotalNetAssetsEOY
Total Liabilities Net Assets BOY145139TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY180178TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY145139TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses35039ExcessOfRevenueOverExpenses
Subtotal180178Subtotal
Total Net Assets Fund Balances EOY180178TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Qualifying Distributions Year1169114QualifyingDistributionsYear1
Noncharitable Assets Year181695NoncharitableAssetsYear1
Distribution Ratio Year12.070065DistributionRatioYear1
Qualifying Distributions Year2235550QualifyingDistributionsYear2
Noncharitable Assets Year268306NoncharitableAssetsYear2
Distribution Ratio Year23.448453DistributionRatioYear2
Qualifying Distributions Year3166059QualifyingDistributionsYear3
Noncharitable Assets Year366097NoncharitableAssetsYear3
Distribution Ratio Year32.512353DistributionRatioYear3
Qualifying Distributions Year4160906QualifyingDistributionsYear4
Noncharitable Assets Year458369NoncharitableAssetsYear4
Distribution Ratio Year42.756703DistributionRatioYear4
Qualifying Distributions Year5174571QualifyingDistributionsYear5
Noncharitable Assets Year5121995NoncharitableAssetsYear5
Distribution Ratio Year51.430968DistributionRatioYear5
Total Distribution Ratio12.218542TotalDistributionRatio
Average Distribution Ratio2.443708AverageDistributionRatio
Net Noncharitable Assets50899NetNoncharitableAssets
Adjusted Noncharitable Assets124382AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One124382AdjNonchrtblAssetsAndOnePct
Qualifying Distributions144983QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNJStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameRONALD STERNBooksInCareOfPersonName
Books In Care Of Phone Number2123023400BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1514 MAITLAND AVENUEAddressLine1
CityTEANECKCity
StateNJState
ZIP Code076662918ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
HENRY STERN
6353 HARING STREETREGO PARKNY113742835TRUSTEE3.00000
RONALD STERN
514 MAITLAND AVENUETEANECKNJ076662918TRUSTEE1.00000
BETH STERN
514 MAITLAND AVENUETEANECKNJ076662918TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances51674AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets51674TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets51674AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable775CashDeemedCharitable
Net Noncharitable Assets50899NetNoncharitableAssets
Minimum Investment Return2545MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2545MinimumInvestmentReturn
Distributable Amount Before Adj2545DistributableAmountBeforeAdj
Distributable Amount Before Ded2545DistributableAmountBeforeDed
Distributable Amount As Adjusted2545DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions144983ExpensesAndContributions
Qualifying Distributions144983QualifyingDistributions
Adj Qualifying Distributions144983AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2545DistributableAmountAsAdjusted
Excess Distri Carryover Year5168509ExcessDistriCarryoverYear5
Excess Distri Carryover Year4158008ExcessDistriCarryoverYear4
Excess Distri Carryover Year3162770ExcessDistriCarryoverYear3
Excess Distri Carryover Year2232135ExcessDistriCarryoverYear2
Excess Distri Carryover Year1165029ExcessDistriCarryoverYear1
Total Excess Distri Carryover886451TotalExcessDistriCarryover
Qualifying Distributions144983QualifyingDistributions
Applied To Current Year2545AppliedToCurrentYear
Remaining Distri From Corpus142438RemainingDistriFromCorpus
Total Corpus1028889TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5168509ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year860380ExcessDistriCyovToNextYear
Excess From Year4158008ExcessFromYear4
Excess From Year3162770ExcessFromYear3
Excess From Year2232135ExcessFromYear2
Excess From Year1165029ExcessFromYear1
Excess From Current Year142438ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerHENRY STERNContributingManager
Shareholder ManagerNONEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo (2 entries)

Recipient NameRecipientNameAddress Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Phone NumberRecipientPhoneNumberForm And Info And MaterialsFormAndInfoAndMaterialsSubmission DeadlinesSubmissionDeadlinesRestrictions On AwardsRestrictionsOnAwards
ROANLD STERN514 MAITLAND AVENUETEANECKNJ0766629182123023400
RONALD STERN514 MAITLAND AVENUETEANECKNJ0766629182123023400NO RESTRICTIONSNONENONE

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
YESHIVA UNIVERSITY
500 WEST 185TH STREETNEW YORKNY10033ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$57,262
SHALOM TORAH CENTERS
PO BOX 1545LAKEWOODNJ08701ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$10,000
TEANECK MIKVAH ASSOCIATION
641 WEST ENGLEWOOD AVETEANECKNJ07666ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$10,000
PROJECT EZRA
465 GRAND STREET - 4TH FLNEW YORKNY10002ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$7,083
CHABAD OF BUFFALO
2450 NORTH FOREST ROADBUFFALONY14068ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$7,000
CONGREGATION BNAI YESHURUN
1025 SOUTH ORANGE AVENUESHORT HILLSNJ07078ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$6,081
MENACHEM BEGIN HERITAGE FOUNDATION
JERUSALEMISRAELIL97882ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$5,000
YESHIVA GEDOLAH OF TEANECK
1443 PALISADE AVENUETEANECKNJ07666ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$3,750
EMUNAH WOMEN OF AMERICA
370 SEVENTH AVENUENEW YORKNY10001ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$3,585
CONGREGATION RINAT YISRAEL
389 WEST ENGLEWOOD AVENUETEANECKNJ07666ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$3,500
BAYITH LEPLEITOT INC
1362 EAST 21ST STREETBROOKLYNNY11210ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$2,800
BRIS AVROHOM
910 SALEM AVENUEHILLSIDENJ07205ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$2,800
MORIAH SCHOOL OF ENGLEWOOD
53 SOUTH WOODLAND STREETENGLEWOODNJ07631ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$2,000
ORACH CHAIM
1002 AVENUE MBROOKLYNNY11230ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$1,500
YESHIVAT SHAALVIM INC
1144 EAST 29TH STREETBROOKLYNNY11210ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$1,250
NATIONAL COUNCIL OF YOUNG ISRAEL
111 JOHN STREET - ROOM 450NEW YORKNY10038ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$1,200
NCSY (ORTHODOX UNION)
11 BROADWAYNEW YORKNY10004ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$1,000
MISC ORGANIZED CHARITIES
LESS THAN 1000TEANECKNJ07666ACTIVERELIGIOUSCHARITABLE, EDUCATIONAL &$19,047
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year144858TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$22ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$22ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA22TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1RONALD AND BETH STERN514 MAITLAND AVENUETEANECKNJ076662918100000X
2HENRY STERN6353 HARING STREETREGO PARKNY11374283580000X

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGESDescription
Revenue And Expenses Per Books125RevenueAndExpensesPerBooks
Net Investment Income125NetInvestmentIncome
Disbursements Charitable Prps125DisbursementsCharitablePrps

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.