Jerome L Stern Family Foundation Inc

New York, NY
Tax-exempt since Oct. 1945
EIN: 13-6127063

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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.

Donations to this organization are tax deductible.

Revenue

$1.55M (2024)

Expenses

$1.18M (2024)

Total Assets

$5.67M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 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 Feb.
2024

Revenue

$1,546,652

Expenses

$1,177,410

Net Income

$369,242

Net Assets

$5,670,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,243	0.5%
Dividends	$159,127	10.3%
Sales of Assets	$1,379,282	89.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$952,461	80.9%
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	$5,670,826
Total Liabilities	$0
Net Assets	$5,670,826

Compensation

Key Employees and Officers	Compensation	Other
Geoffrey S Stern (President/Director.)	$0	$0
Ronald A Stern (Treasuror/Director)	$0	$0
Ellen L Stern (Director)	$0	$0

990-PF

Filed on July 8, 2024

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

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Fiscal Year Ending Feb.
2023

Revenue

$91,209

Expenses

$925,720

Net Income

-$834,511

Net Assets

$5,301,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,054	7.7%
Dividends	$140,276	> 100%
Sales of Assets	-$56,121
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$717,180	77.5%
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	$5,301,584
Total Liabilities	$0
Net Assets	$5,301,584

Compensation

Key Employees and Officers	Compensation	Other
Geoffrey S Stern (Treas, Dir.)	$0	$0
Ronald A Stern (Ass't Treas/Dir)	$0	$0
Ellen L Stern (Director)	$0	$0

990-PF

Filed on July 15, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Feb.
2022

Revenue

$1,027,078

Expenses

$893,229

Net Income

$133,849

Net Assets

$6,136,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$147	0.0%
Dividends	$132,704	12.9%
Sales of Assets	$894,227	87.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$718,900	80.5%
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	$6,136,095
Total Liabilities	$0
Net Assets	$6,136,095

Compensation

Key Employees and Officers	Compensation	Other
Geoffrey S Stern (Treas, Dir.)	$0	$0
Ronald A Stern (Ass't Treas/Dir)	$0	$0
Ellen L Stern (Director)	$0	$0

990-PF

Filed on July 11, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Feb.
2021

Revenue

$970,033

Expenses

$748,489

Net Income

$221,544

Net Assets

$6,002,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,302	0.1%
Dividends	$137,765	14.2%
Sales of Assets	$830,966	85.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$609,496	81.4%
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	$6,002,246
Total Liabilities	$1
Net Assets	$6,002,245

Compensation

Key Employees and Officers	Compensation	Other
Geoffrey S Stern (Treas, Dir.)	$0	$0
Ronald A Stern (Ass't Treas/Dir)	$0	$0
Ellen L Stern (Director)	$0	$0

990-PF

Filed on Nov. 12, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2020

Revenue

$738,350

Expenses

$663,521

Net Income

$74,829

Net Assets

$5,780,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,797	2.5%
Dividends	$181,758	24.6%
Sales of Assets	$537,795	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$540,321	81.4%
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	$5,780,702
Total Liabilities	$1
Net Assets	$5,780,701

Compensation

Key Employees and Officers	Compensation	Other
Geoffrey S Stern (Treas, Dir.)	$0	$0
Ronald A Stern (Ass't Treas/Dir)	$0	$0
Ellen L Stern (Director)	$0	$0

990-PF

Filed on July 13, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2019

Revenue

$638,947

Expenses

$633,666

Net Income

$5,281

Net Assets

$5,705,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,961	1.6%
Dividends	$213,898	33.5%
Sales of Assets	$415,088	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$526,910	83.2%
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	$5,705,873
Total Liabilities	$0
Net Assets	$5,705,873

Compensation

Key Employees and Officers	Compensation	Other
Geoffrey S Stern (Treas, Dir.)	$0	$0
Ronald A Stern (Ass't Treas/Dir)	$0	$0
Ellen L Stern (Director)	$0	$0

990-PF

Filed on July 3, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2018

Revenue

$171,116

Expenses

$615,293

Net Income

-$444,177

Net Assets

$5,700,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,200	3.0%
Dividends	$192,282	> 100%
Sales of Assets	-$26,366
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$508,087	82.6%
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	$5,700,592
Total Liabilities	$0
Net Assets	$5,700,592

Compensation

Key Employees and Officers	Compensation	Other
Geoffrey S Stern (Treas, Dir.)	$0	$0
Ronald A Stern (Ass't Treas/Dir)	$0	$0
Ellen L Stern (Director)	$0	$0

990-PF

Filed on July 10, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2017

Revenue

-$125,589

Expenses

$413,573

Net Income

-$539,162

Net Assets

$6,144,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,130
Dividends	$178,762
Sales of Assets	-$305,481
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$277,030	67.0%
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	$6,144,769
Total Liabilities	$0
Net Assets	$6,144,769

Compensation

Key Employees and Officers	Compensation	Other
Jerome L Stern (Pres, Sec'y,)	$0	$0
Geoffrey S Stern (Treas, Dir.)	$0	$0
Ronald A Stern (Ass't Treas/Dir)	$0	$0
Ellen L Stern (Director)	$0	$0

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990-PF

Filed on July 17, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2016

Revenue

$1,963,122

Expenses

$417,257

Net Income

$1,545,865

Net Assets

$6,683,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$877	0.0%
Dividends	$161,310	8.2%
Sales of Assets	$1,800,903	91.7%
Other Income	$32	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$316,503	75.9%
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	$6,683,931
Total Liabilities	$0
Net Assets	$6,683,931

Compensation

Key Employees and Officers	Compensation	Other
Jerome L Stern (Pres, Sec'y,)	$0	$0
Geoffrey S Stern (Treas, Dir.)	$0	$0
Ronald A Stern (Ass't Treas/Dir)	$0	$0
Ellen L Stern (Director)	$0	$0

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990-PF

Filed on July 13, 2016

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

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PDF XML

Fiscal Year Ending Feb.
2015

Revenue

$717,386

Expenses

$527,171

Net Income

$190,215

Net Assets

$5,138,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$92	0.0%
Dividends	$165,419	23.1%
Sales of Assets	$551,391	76.9%
Other Income	$484	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,985	79.5%
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	$5,138,066
Total Liabilities	$0
Net Assets	$5,138,066

Compensation

Key Employees and Officers	Compensation	Other
Jerome L Stern (Pres, Sec'y,)	$0	$0
Geoffrey S Stern (Treas, Dir.)	$0	$0
Ronald A Stern (Ass't Treas/Dir)	$0	$0
Ellen L Stern (Director)	$0	$0

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990-PF

Filed on July 9, 2015

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

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Fiscal Year Ending Feb.
2014

Revenue

$524,987

Expenses

$376,131

Net Income

$148,856

Net Assets

$4,947,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,689	0.7%
Dividends	$159,094	30.3%
Sales of Assets	$362,204	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$292,062	77.6%
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	$4,947,851
Total Liabilities	$0
Net Assets	$4,947,851

Compensation

Key Employees and Officers	Compensation	Other
Jerome L Stern (Pres, Sec'y,)	$0	$0
Geoffrey S Stern (Treas, Dir.)	$0	$0
Ronald A Stern (Ass't Treas/Dir)	$0	$0
Ellen L Stern (Director)	$0	$0

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990-PF

Filed on July 14, 2014

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

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Fiscal Year Ending Feb.
2013

Revenue

$380,499

Expenses

$502,504

Net Income

-$122,005

Net Assets

$4,798,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,186	2.7%
Dividends	$144,133	37.9%
Sales of Assets	$226,180	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$417,912	83.2%
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	$4,798,995
Total Liabilities	$1
Net Assets	$4,798,994

990-PF

Filed on March 5, 2014

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

View Filing

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Fiscal Year Ending Feb.
2012

Revenue

$267,424

Expenses

$429,420

Net Income

-$161,996

Net Assets

$4,920,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,936	7.1%
Dividends	$140,053	52.4%
Sales of Assets	$108,435	40.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$348,877	81.2%
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	$4,921,000
Total Liabilities	$1
Net Assets	$4,920,999

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

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Jerome L Stern Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.55M (2024)

Expenses $1.18M (2024)

Total Assets $5.67M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.55M (2024)

Expenses

$1.18M (2024)

Total Assets

$5.67M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

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2022

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2020

Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
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