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Walter P And Elizabeth M Stern Foundation Inc

Organization summary

Type of Nonprofit

Designated as a 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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$432k (2023)

Expenses
$1.38M (2023)

Total Assets
$5.18M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$432,055
Expenses
$1,384,202
Net Income
-$952,147
Net Assets
$5,182,290
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $330,759
76.6%
Sales of Assets $84,523
19.6%
Other Income $16,773
3.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,352,817
97.7%
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 $5,182,290
Total Liabilities $0
Net Assets $5,182,290
Compensation
Key Employees and Officers Compensation Other
Elizabeth M Stern (President) $0 $0
Sarah M Stern (Treasurer) $0 $0
William M Stern (Secretary) $0 $0
David Mc Stern (Vice Pres) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$572,650
Expenses
$304,501
Net Income
$268,149
Net Assets
$5,755,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $322,024
56.2%
Sales of Assets $247,692
43.3%
Other Income $2,934
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $297,260
97.6%
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 $5,755,938
Total Liabilities $0
Net Assets $5,755,938
Compensation
Key Employees and Officers Compensation Other
Walter P Stern Deceased 22722 (President) $0 $0
Elizabeth M Stern (President (As Of 2/28/22)) $0 $0
Sarah M Stern (Treasurer (As Of 2/28/22)) $0 $0
William M Stern (Secretary (As Of 2/28/22)) $0 $0
David Mc Stern (Vice Pres (As Of 2/28/22)) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$354,757
Expenses
$638,685
Net Income
-$283,928
Net Assets
$5,731,839
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
2.8%
Interest Revenue $0
Dividends $314,088
88.5%
Sales of Assets $29,646
8.4%
Other Income $1,023
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $634,444
99.3%
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 $5,731,839
Total Liabilities $0
Net Assets $5,731,839
Compensation
Key Employees and Officers Compensation Other
Walter P Stern Deceased 22722 (President) $0 $0
Elizabeth M Stern (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$318,383
Expenses
$272,984
Net Income
$45,399
Net Assets
$5,973,409
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $311,651
97.9%
Sales of Assets $7,810
2.5%
Other Income -$1,078
Notable Expenses Percent of Total Expenses
Charitable Disbursements $264,784
97.0%
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 $5,973,410
Total Liabilities $1
Net Assets $5,973,409
Compensation
Key Employees and Officers Compensation Other
Walter P Stern (President) $0 $0
Elizabeth M Stern (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$367,085
Expenses
$473,618
Net Income
-$106,533
Net Assets
$5,927,330
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $353,131
96.2%
Sales of Assets $12,240
3.3%
Other Income $1,714
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $441,825
93.3%
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 $5,933,053
Total Liabilities $5,723
Net Assets $5,927,330
Compensation
Key Employees and Officers Compensation Other
Walter P Stern (President) $0 $0
Elizabeth M Stern (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$802,804
Expenses
$397,436
Net Income
$405,368
Net Assets
$6,033,178
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $47,767
6.0%
Interest Revenue $0
Dividends $330,006
41.1%
Sales of Assets $425,638
53.0%
Other Income -$607
Notable Expenses Percent of Total Expenses
Charitable Disbursements $381,552
96.0%
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 $6,038,901
Total Liabilities $5,723
Net Assets $6,033,178
Compensation
Key Employees and Officers Compensation Other
Walter P Stern (President) $0 $0
Elizabeth M Stern (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$284,603
Expenses
$323,923
Net Income
-$39,320
Net Assets
$5,626,952
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $44,589
15.7%
Interest Revenue $0
Dividends $307,749
> 100%
Sales of Assets -$67,432
Other Income -$303
Notable Expenses Percent of Total Expenses
Charitable Disbursements $313,951
96.9%
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 $5,626,952
Total Liabilities $0
Net Assets $5,626,952
Compensation
Key Employees and Officers Compensation Other
Walter P Stern (President) $0 $0
Elizabeth M Stern (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$482,170
Expenses
$470,130
Net Income
$12,040
Net Assets
$5,658,696
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,900
8.7%
Interest Revenue $0
Dividends $274,711
57.0%
Sales of Assets $162,020
33.6%
Other Income $3,539
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $456,336
97.1%
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 $5,658,696
Total Liabilities $0
Net Assets $5,658,696
Compensation
Key Employees and Officers Compensation Other
Walter P Stern (President) $0 $0
Elizabeth M Stern (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$369,159
Expenses
$462,872
Net Income
-$93,713
Net Assets
$5,644,963
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $45,181
12.2%
Interest Revenue $0
Dividends $286,525
77.6%
Sales of Assets $36,940
10.0%
Other Income $513
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $431,755
93.3%
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 $5,645,151
Total Liabilities $188
Net Assets $5,644,963
Compensation
Key Employees and Officers Compensation Other
Walter P Stern (President) $0 $0
Elizabeth M Stern (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$906,444
Expenses
$411,338
Net Income
$495,106
Net Assets
$5,736,605
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $107,389
11.8%
Interest Revenue $0
Dividends $265,866
29.3%
Sales of Assets $304,004
33.5%
Other Income $229,185
25.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $392,789
95.5%
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 $5,736,605
Total Liabilities $0
Net Assets $5,736,605
Compensation
Key Employees and Officers Compensation Other
Walter P Stern (President) $0 $0
Elizabeth M Stern (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,882,511
Expenses
$449,029
Net Income
$1,433,482
Net Assets
$5,299,730
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,489,941
79.1%
Interest Revenue $0
Dividends $191,317
10.2%
Sales of Assets $199,328
10.6%
Other Income $1,925
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $420,291
93.6%
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 $5,299,730
Total Liabilities $0
Net Assets $5,299,730
Compensation
Key Employees and Officers Compensation Other
Walter P Stern (President) $0 $0
Elizabeth M Stern (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$255,439
Expenses
$252,538
Net Income
$2,901
Net Assets
$4,039,366
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $35,873
14.0%
Interest Revenue $0
Dividends $207,336
81.2%
Sales of Assets $8,868
3.5%
Other Income $3,362
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,343
88.8%
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 $4,039,366
Total Liabilities $0
Net Assets $4,039,366

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$245,017
Expenses
$295,376
Net Income
-$50,359
Net Assets
$4,036,465
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $36,243
14.8%
Interest Revenue $0
Dividends $200,793
82.0%
Sales of Assets $3,861
1.6%
Other Income $4,120
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $257,498
87.2%
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 $4,036,465
Total Liabilities $0
Net Assets $4,036,465

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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