STEVEN & BONNIE STERN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN & BONNIE STERN FOUNDATION INC (EIN 13-6121155)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-09-12
- IRS object ID
- 202602559349100110
- Schema version
- 2025v4.2
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-12T13:45:51-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651164012 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROSPERITY PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136121155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERN STEVEN & BONNIE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STER | BusinessNameControlTxt |
| Phone | 5616517730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 184 BRADLEY PLACE 303 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN E STERN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5616517730 | PhoneNum |
| Signature | 2026-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J OREMUS | PreparerPersonNm |
| PTIN | P00730038 | PTIN |
| Phone | 2122455900 | PhoneNum |
| Preparation | 2026-08-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,466,568 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $209,865 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $266,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,793,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $250,640 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $559,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $516,741 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $61,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,689 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $77,251 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $77,251 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,526 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $482,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $482,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $629,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $559,841 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $455,052 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,692,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $696,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $696,866 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,389,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,339,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,539,518 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $212,331 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $210,381 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $217,105 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,244,881 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,222,338 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,013,079 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,538,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,469,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,466,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,538,704 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,469,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,538,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,469,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,538,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,469,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,538,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,469,557 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,469,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RAYMOND JAMES ACCT # 79939910 - PUBLICLY TRADED SECURITIES | 2025-04-01 | 2026-03-31 | $61,862 | $28,703 | $33,159 | $33,159 |
| UBS ACCT 90362 - PUBLICLY TRADED SECURITIES | 2025-04-01 | 2026-03-31 | $2,020,000 | $1,900,000 | $120,000 | $120,000 |
| UBS ACCT 90361 - PUBLICLY TRADED SECURITIES | 2025-04-01 | 2026-03-31 | $711,548 | $614,067 | $97,481 | $97,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $250,640 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $33,159 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,691 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,691 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $366 | OverpaymentAmt |
| Applied To ES Tax | $366 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN E STERN | IndividualWithBooksNm |
| Phone | 5616517730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 184 BRADLEY PLACE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN E STERN | ||||||||
| 184 BRADLEY PLACE | PALM BEACH | FL | 33480 | DIRECTOR/PRESIDENT/SECRETARY | 10.00 | $0 | $0 | $0 |
| BONNIE STERN | ||||||||
| 184 BRADLEY PLACE | PALM BEACH | FL | 33480 | TREASURER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5847 SAN FELIPE ST STE 3900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $61,689 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,571,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $968,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,539,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,539,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,441,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $322,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $322,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,325 | TotalTaxAmt |
| Distributable Before Adj | $315,747 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $315,747 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $315,747 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $559,841 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $559,841 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,747 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $235,848 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,099 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $192,208 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $179,449 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $828,971 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $559,841 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $315,747 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $244,094 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,073,065 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $235,848 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $837,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,099 | ExcessFromYear4Amt |
| Excess From Year3 | $192,208 | ExcessFromYear3Amt |
| Excess From Year2 | $179,449 | ExcessFromYear2Amt |
| Excess From Year1 | $133,367 | ExcessFromYear1Amt |
| Excess From Current Year | $244,094 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN E STERN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE 300 CLUB | |||||||
| 25 RAYMOND AVE | SPRING VALLEY | NY | 10977 | NONE | PC | CHARITABLE DONATION | $2,500 |
| THE KIND KITCHEN | |||||||
| 844 PROSPERITY FARMS RD | NORTH PALM BEACH | FL | 33408 | NONE | PC | CHARITABLE DONATION | $1,000 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC | |||||||
| 122 E 42ND ST 4507 | NEW YORK | NY | 10168 | NONE | PC | CHARITABLE DONATION | $5,000 |
| AMERICAN FRIENDS OF IDF | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | CHARITABLE DONATION | $181,344 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE DONATION | $48,911 |
| AMERICAN FRIENDS OF THE ASOR | |||||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | NONE | PC | CHARITABLE DONATION | $25,000 |
| BIRTHRIGHT ISRAEL | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | CHARITABLE DONATION | $25,000 |
| BROTHERS FOR LIFE | |||||||
| PO BOX 25806 | NEW YORK | NY | 10087 | NONE | PC | CHARITABLE DONATION | $5,000 |
| BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC | |||||||
| 505S FLAGLER DR | WEST PALM BEACH | FL | 33401 | NONE | PC | CHARITABLE DONATION | $5,000 |
| CONGREGATION ORACH CHAIM | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE DONATION | $32,850 |
| FIFTH AVENUE SYNAGOGUE | |||||||
| 5 E 62ND ST | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE DONATION | $3,600 |
| GIFT OF LIFE MARROW REGISTRY | |||||||
| 5901 BROKEN SOUND PKWY NW 600 | BOCA RATON | FL | 33487 | NONE | PC | CHARITABLE DONATION | $1,800 |
| AMERICA GIVES INC | |||||||
| 228 PARK AVENUE S SUITE 71410 | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE DONATION | $35,000 |
| KESHER ISRAEL GEORGETOWN | |||||||
| 2801 N ST NW | WASHINGTON | DC | 20007 | NONE | PC | CHARITABLE DONATION | $2,500 |
| KJ SISTERHOOD | |||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | NONE | PC | CHARITABLE DONATION | $1,000 |
| MORSELIFE FOUNDATION | |||||||
| 4920 LORING DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | CHARITABLE DONATION | $10,000 |
| NEW YORK PRESBYTERIANHUDSON VALLEY HOSPITAL | |||||||
| 1980 CROMPOND RD | CORTLANDT | NY | 10567 | NONE | PC | CHARITABLE DONATION | $2,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | PC | CHARITABLE DONATION | $2,000 |
| PALM BEACH JEWISH FEDERATION | |||||||
| 1 HARVARD CIRCLE 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | CHARITABLE DONATION | $6,000 |
| PALM BEACH SYNAGOGUE | |||||||
| 120 N COUNTY RD | PALM BEACH | FL | 33480 | NONE | PC | CHARITABLE DONATION | $60,135 |
| PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | PC | CHARITABLE DONATION | $2,000 |
| CHABAD OF SOUTHAMPTON | |||||||
| 214 HILL STREET | SOUTHAMPTON | NY | 11968 | NONE | PC | CHARITABLE DONATION | $2,500 |
| THE ALTNEU SYNAGOGUE | |||||||
| 107 E 70TH ST | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE DONATION | $6,175 |
| THE LAWFARE PROJECT | |||||||
| 633 3RD AVE 21ST FL | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE DONATION | $1,000 |
| UT CHABAD HOUSE | |||||||
| 2101 NUECES ST | AUSTIN | TX | 78705 | NONE | PC | CHARITABLE DONATION | $10,000 |
| WAKE FOREST UNIVERSITY | |||||||
| 1790 WAKE FOREST ROAD | WAKE FOREST | NC | 27109 | NONE | PC | CHARITABLE DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $482,315 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,101 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,917 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $350,018 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $350,018 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| STEVEN STERN | |||||||
| 1 | 184 BRADLEY PLACE | PALM BEACH | FL | 33480 | $209,365 | Yes (X) | |
| BONNIE STERN | |||||||
| 2 | 184 BRADLEY PLACE | PALM BEACH | FL | 33480 | $500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,000 SHARES OKLO INC CL A | NoncashPropertyDesc |
| Fair Market Value | $209,365 | FairMarketValueAmt |
| Received | 2025-10-10 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS A/C 90362 - DETAILS IN FOUNDATION MANAGER'S POSSESSION | BondNm |
| EOY Book Value | $210,381 | EOYBookValueAmt |
| EOYFMV | $217,105 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS A/C 90361 - DETAILS IN FOUNDATION MANAGER'S POSSESSION | $89,972 | $451,068 |
| UBS A/C 90362 - DETAILS IN FOUNDATION MANAGER'S POSSESSION | $3,250,000 | $3,088,450 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES A/C 39910 - DETAILS IN FOUNDATION MANAGER'S POSSESSION | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,222,338 | BookValueAmt |
| EOYFMV | $2,013,079 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NY ATTY GENERAL CHARITIES BUREAU: ANNUAL FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $61,689 | Amt |
| Net Investment Income | $61,689 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| STEVEN STERN | |||
| 184 BRADLEY PLACE | PALM BEACH | FL | 33480 |
| BONNIE STERN | |||
| 184 BRADLEY PLACE | PALM BEACH | FL | 33480 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $7,500 | $0 | $0 | $0 |
| DELAWARE FRANCHISE TAX | $25 | $0 | $0 | $25 |
Comments