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Aaron And Betty Lee Stern Foundation

  • Greenwich, CT
  • Tax-exempt since March 2010
  • EIN: 27-0771357

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.

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

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$152k (2024)

Expenses
$643k (2024)

Total Assets
$3M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$151,523
Expenses
$643,115
Net Income
-$491,592
Net Assets
$2,997,675
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $140,661
92.8%
Dividends $10,454
6.9%
Sales of Assets $408
0.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $637,172
99.1%
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 $2,997,675
Total Liabilities $0
Net Assets $2,997,675
Compensation
Key Employees and Officers Compensation Other
Jennifer Klein (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0
Lauren Rosenkranz (Trustee) $0 $0

Document Links

990-PF
Filed on May 5, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,321
Expenses
$557,956
Net Income
-$475,635
Net Assets
$3,489,267
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $68,071
82.7%
Dividends $14,296
17.4%
Sales of Assets -$46
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $540,100
96.8%
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 $3,489,267
Total Liabilities $0
Net Assets $3,489,267
Compensation
Key Employees and Officers Compensation Other
Jennifer Klein (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0
Lauren Rosenkranz (Trustee) $0 $0

Document Links

990-PF
Filed on May 6, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$919,792
Expenses
$595,863
Net Income
$323,929
Net Assets
$3,964,902
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17,764
1.9%
Dividends $1,136
0.1%
Sales of Assets $900,892
97.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $544,500
91.4%
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 $3,964,902
Total Liabilities $0
Net Assets $3,964,902
Compensation
Key Employees and Officers Compensation Other
Jennifer Klein (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0
Lauren Rosenkranz (Trustee) $0 $0

Document Links

990-PF
Filed on May 11, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,539,134
Expenses
$111,000
Net Income
$2,428,134
Net Assets
$3,640,973
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $45
0.0%
Dividends $6,273
0.2%
Sales of Assets $2,532,816
99.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $108,000
97.3%
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 $3,640,973
Total Liabilities $0
Net Assets $3,640,973
Compensation
Key Employees and Officers Compensation Other
Jennifer Klein (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0
Lauren Rosenkranz (Trustee) $0 $0

Document Links

990-PF
Filed on May 12, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,245
Expenses
$1,025,300
Net Income
-$1,013,055
Net Assets
$1,212,838
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $54
0.4%
Dividends $8,234
67.2%
Sales of Assets $3,957
32.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,002,650
97.8%
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 $1,212,839
Total Liabilities $1
Net Assets $1,212,838
Compensation
Key Employees and Officers Compensation Other
Dr Aaron Stern (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 10, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,209,227
Expenses
$4,045,366
Net Income
-$2,836,139
Net Assets
$2,225,893
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $281
0.0%
Dividends $68,115
5.6%
Sales of Assets $1,140,831
94.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,033,000
99.7%
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 $2,225,894
Total Liabilities $1
Net Assets $2,225,893
Compensation
Key Employees and Officers Compensation Other
Dr Aaron Stern (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$425,297
Expenses
$234,740
Net Income
$190,557
Net Assets
$5,062,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,167
1.0%
Dividends $73,418
17.3%
Sales of Assets $347,712
81.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $232,700
99.1%
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 $5,062,033
Total Liabilities $0
Net Assets $5,062,033
Compensation
Key Employees and Officers Compensation Other
Dr Aaron Stern (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0

Document Links

990-PF
Filed on July 24, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,253
Expenses
$209,429
Net Income
-$122,176
Net Assets
$4,871,476
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,605
4.1%
Dividends $22,562
25.9%
Sales of Assets $0
Other Income $61,086
70.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $178,055
85.0%
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 $4,871,476
Total Liabilities $0
Net Assets $4,871,476
Compensation
Key Employees and Officers Compensation Other
Dr Aaron Stern (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 20, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,333,442
Expenses
$1,018,056
Net Income
$315,386
Net Assets
$4,993,652
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $933
0.1%
Dividends $103,963
7.8%
Sales of Assets $1,228,546
92.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $994,270
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 $4,993,652
Total Liabilities $0
Net Assets $4,993,652
Compensation
Key Employees and Officers Compensation Other
Dr Aaron Stern (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 10, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$434,795
Expenses
$835,611
Net Income
-$400,816
Net Assets
$4,695,294
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $98
0.0%
Dividends $179,678
41.3%
Sales of Assets $255,019
58.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $767,063
91.8%
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 $4,695,294
Total Liabilities $0
Net Assets $4,695,294
Compensation
Key Employees and Officers Compensation Other
Dr Aaron Stern (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 12, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$396,070
Expenses
$308,674
Net Income
$87,396
Net Assets
$5,068,438
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $83
0.0%
Dividends $202,543
51.1%
Sales of Assets $189,179
47.8%
Other Income $4,265
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $306,436
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 $5,068,438
Total Liabilities $0
Net Assets $5,068,438
Compensation
Key Employees and Officers Compensation Other
Dr Aaron Stern (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 4, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$580,389
Expenses
$708,424
Net Income
-$128,035
Net Assets
$4,981,042
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $143
0.0%
Dividends $102,010
17.6%
Sales of Assets $478,236
82.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $500,036
70.6%
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 $4,981,042
Total Liabilities $0
Net Assets $4,981,042
Compensation
Key Employees and Officers Compensation Other
Dr Aaron Stern (Trustee) $0 $0
Betty Lee Stern (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 4, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,650,235
Expenses
$273,831
Net Income
$3,376,404
Net Assets
$5,109,076
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $31
0.0%
Dividends $0
Sales of Assets $3,650,204
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $268,625
98.1%
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 $5,109,077
Total Liabilities $1
Net Assets $5,109,076

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$160,545
Expenses
$204,780
Net Income
-$44,235
Net Assets
$1,732,672
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29
0.0%
Dividends $0
Sales of Assets $160,516
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $202,530
98.9%
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 $1,732,673
Total Liabilities $1
Net Assets $1,732,672

Document Links

990-PF

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

PDF
PDF (2 of 2)

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

990-PF

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

PDF

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

990-PF

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

PDF

About This Data

What Is 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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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