Stern Family Foundation

Kearny, NJ
Tax-exempt since Jan. 1998
EIN: 13-3956806

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$875k (2024)

Expenses

$683k (2024)

Total Assets

$11.4M (2024)

Total Liabilities

$11.3k (2024)

Source: Form 990 tax filings from 2010 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$874,503

Expenses

$682,588

Net Income

$191,915

Net Assets

$11,345,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$266,705	30.5%
Sales of Assets	$607,798	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$637,275	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,357,223
Total Liabilities	$11,337
Net Assets	$11,345,886

Compensation

Key Employees and Officers	Compensation	Other
David Sussman (Trustee)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on May 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$406,479

Expenses

$1,049,949

Net Income

-$643,470

Net Assets

$11,153,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,116	8.4%
Dividends	$211,459	52.0%
Sales of Assets	$160,904	39.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$705,750	67.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,189,368
Total Liabilities	$35,397
Net Assets	$11,153,971

Compensation

Key Employees and Officers	Compensation	Other
David Sussman (Trustee)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$551,098

Expenses

$861,633

Net Income

-$310,535

Net Assets

$11,797,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,064	0.9%
Dividends	$171,006	31.0%
Sales of Assets	$375,028	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$520,000	60.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,815,735
Total Liabilities	$18,294
Net Assets	$11,797,441

Compensation

Key Employees and Officers	Compensation	Other
David Sussman (Trustee)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on Nov. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$278,717

Expenses

$523,788

Net Income

-$245,071

Net Assets

$12,107,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$433	0.2%
Dividends	$186,556	66.9%
Sales of Assets	$91,728	32.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$480,000	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,107,976
Total Liabilities	$0
Net Assets	$12,107,976

Compensation

Key Employees and Officers	Compensation	Other
David Sussman (Trustee)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

-$59,542

Expenses

$509,983

Net Income

-$569,525

Net Assets

$12,353,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,465
Dividends	$263,613
Sales of Assets	$0
Other Income	$1,850

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$450,000	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,345,060
Total Liabilities	-$7,987
Net Assets	$12,353,047

Compensation

Key Employees and Officers	Compensation	Other
Samuel Stern (President)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$689,444

Expenses

$460,156

Net Income

$229,288

Net Assets

$12,922,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,422	0.4%
Dividends	$458,946	66.6%
Sales of Assets	$226,630	32.9%
Other Income	$1,446	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$405,000	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,914,585
Total Liabilities	-$7,987
Net Assets	$12,922,572

Compensation

Key Employees and Officers	Compensation	Other
Samuel Stern (President)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$641,168

Expenses

$1,118,770

Net Income

-$477,602

Net Assets

$12,693,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$620	0.1%
Dividends	$395,645	61.7%
Sales of Assets	$240,591	37.5%
Other Income	$4,312	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,075,000	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,685,297
Total Liabilities	-$7,987
Net Assets	$12,693,284

Compensation

Key Employees and Officers	Compensation	Other
Samuel Stern (President)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$438,538

Expenses

$47,868

Net Income

$390,670

Net Assets

$13,170,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$42,000	9.6%
Interest Revenue	$2,856	0.7%
Dividends	$327,072	74.6%
Sales of Assets	$59,165	13.5%
Other Income	$7,445	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,162,899
Total Liabilities	-$7,987
Net Assets	$13,170,886

Compensation

Key Employees and Officers	Compensation	Other
Samuel Stern (President)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$1,518,957

Expenses

$710,104

Net Income

$808,853

Net Assets

$12,780,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$930,000	61.2%
Interest Revenue	$24,697	1.6%
Dividends	$280,635	18.5%
Sales of Assets	$277,363	18.3%
Other Income	$6,262	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$650,000	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,772,229
Total Liabilities	-$7,987
Net Assets	$12,780,216

Compensation

Key Employees and Officers	Compensation	Other
Samuel Stern (President)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$1,562,098

Expenses

$714,448

Net Income

$847,650

Net Assets

$11,971,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$965,500	61.8%
Interest Revenue	$30,752	2.0%
Dividends	$467,026	29.9%
Sales of Assets	$95,760	6.1%
Other Income	$3,060	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$650,000	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,963,376
Total Liabilities	-$7,987
Net Assets	$11,971,363

Compensation

Key Employees and Officers	Compensation	Other
Samuel Stern (Pres.)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$1,492,788

Expenses

$591,437

Net Income

$901,351

Net Assets

$11,123,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$894,500	59.9%
Interest Revenue	$71,737	4.8%
Dividends	$463,925	31.1%
Sales of Assets	$59,781	4.0%
Other Income	$2,845	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$512,650	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,115,726
Total Liabilities	-$7,987
Net Assets	$11,123,713

Compensation

Key Employees and Officers	Compensation	Other
Samuel Stern (Pres.)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$1,404,529

Expenses

$489,720

Net Income

$914,809

Net Assets

$10,222,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$930,000	66.2%
Interest Revenue	$85,630	6.1%
Dividends	$280,183	19.9%
Sales of Assets	$103,438	7.4%
Other Income	$5,278	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$445,000	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,214,375
Total Liabilities	-$7,987
Net Assets	$10,222,362

Compensation

Key Employees and Officers	Compensation	Other
Samuel Stern (Pres.)	$0	$0
Martin Ornstein (Treas/Secty)	$0	$0

990-PF

Filed on Nov. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$1,204,360

Expenses

$323,003

Net Income

$881,357

Net Assets

$9,307,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$930,000	77.2%
Interest Revenue	$46,098	3.8%
Dividends	$143,602	11.9%
Sales of Assets	$83,296	6.9%
Other Income	$1,364	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,000	85.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,304,816
Total Liabilities	-$2,737
Net Assets	$9,307,553

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,304,593

Expenses

$500,415

Net Income

$804,178

Net Assets

$8,426,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,001,000	76.7%
Interest Revenue	$41,998	3.2%
Dividends	$139,894	10.7%
Sales of Assets	$120,665	9.2%
Other Income	$1,036	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$450,000	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,434,946
Total Liabilities	$8,750
Net Assets	$8,426,196

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$1,052,444

Expenses

$54,683

Net Income

$997,761

Net Assets

$7,622,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$859,000	81.6%
Interest Revenue	$43,890	4.2%
Dividends	$108,062	10.3%
Sales of Assets	$41,492	3.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,500	50.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,622,018
Total Liabilities	$0
Net Assets	$7,622,018

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Stern Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $875k (2024)

Expenses $683k (2024)

Total Assets $11.4M (2024)

Total Liabilities $11.3k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$875k (2024)

Expenses

$683k (2024)

Total Assets

$11.4M (2024)

Total Liabilities

$11.3k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

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2018

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Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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