George And Sara Stern Foundation

Jensen Wilbur C Ttee

Boston, MA
Tax-exempt since March 2000
EIN: 52-6972964

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.

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

$194,404

Expenses

$131,036

Net Income

$63,368

Net Assets

$1,594,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,855	6.1%
Dividends	$43,302	22.3%
Sales of Assets	$139,247	71.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,568	92.0%
Compensation of Officers*	$28,000	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,594,237
Total Liabilities	$0
Net Assets	$1,594,237

Compensation

Key Employees and Officers	Compensation	Other
Richard A Stern (Trustee)	$8,000	$0
David Stern (Trustee)	$8,000	$0
Susan Kaufman (Trustee)	$8,000	$0
Jeff Russell (Trustee)	$4,000	$0

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990-PF

Filed on Nov. 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$35,782

Expenses

$133,303

Net Income

-$97,521

Net Assets

$1,533,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,064	> 100%
Sales of Assets	-$17,282
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,202	93.2%
Compensation of Officers*	$28,875	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,533,020
Total Liabilities	$0
Net Assets	$1,533,020

Compensation

Key Employees and Officers	Compensation	Other
Richard A Stern (Trustee)	$8,250	$0
David Stern (Trustee)	$8,250	$0
Susan Kaufman (Trustee)	$8,250	$0
Jeff Russell (Trustee)	$4,125	$0

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990-PF

Filed on Nov. 14, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$63,698

Expenses

$118,609

Net Income

-$54,911

Net Assets

$1,630,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,084	14.3%
Dividends	$35,455	55.7%
Sales of Assets	$18,287	28.7%
Other Income	$872	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,221	88.7%
Compensation of Officers*	$28,000	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,630,541
Total Liabilities	$0
Net Assets	$1,630,541

Compensation

Key Employees and Officers	Compensation	Other
Richard A Stern (Trustee)	$8,000	$0
David Stern (Trustee)	$8,000	$0
Susan Kaufman (Trustee)	$8,000	$0
Jeff Russell (Trustee)	$4,000	$0

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990-PF

Filed on Nov. 21, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$198,391

Expenses

$121,654

Net Income

$76,737

Net Assets

$1,685,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,360	5.2%
Dividends	$51,461	25.9%
Sales of Assets	$135,157	68.1%
Other Income	$1,413	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,713	87.7%
Compensation of Officers*	$26,738	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,685,452
Total Liabilities	$0
Net Assets	$1,685,452

Compensation

Key Employees and Officers	Compensation	Other
Richard A Stern (Trustee)	$7,750	$0
David Stern (Trustee)	$7,750	$0
Susan Kaufman (Trustee)	$7,750	$0
Jeff Russell (Trustee)	$3,488	$0

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990-PF

Filed on Nov. 14, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$131,288

Expenses

$105,465

Net Income

$25,823

Net Assets

$1,608,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,754	7.4%
Dividends	$30,014	22.9%
Sales of Assets	$90,129	68.6%
Other Income	$1,391	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,018	92.9%
Compensation of Officers*	$26,000	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,608,715
Total Liabilities	$1
Net Assets	$1,608,714

Compensation

Key Employees and Officers	Compensation	Other
Richard A Stern (Trustee)	$7,500	$0
David Stern (Trustee)	$7,500	$0
Susan Kaufman (Trustee)	$7,500	$0
Jeff Russell (Trustee)	$3,500	$0

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990-PF

Filed on Nov. 12, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$89,398

Expenses

$97,537

Net Income

-$8,139

Net Assets

$1,582,891

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,048	12.4%
Dividends	$25,959	29.0%
Sales of Assets	$52,391	58.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,335	92.6%
Compensation of Officers*	$24,500	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,582,892
Total Liabilities	$1
Net Assets	$1,582,891

Compensation

Key Employees and Officers	Compensation	Other
Richard A Stern (Trustee)	$7,000	$0
David Stern (Trustee)	$7,000	$0
Susan Kaufman (Trustee)	$7,000	$0
Jeff Russell (Trustee)	$3,500	$0

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990-PF

Filed on Nov. 10, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$71,734

Expenses

$92,622

Net Income

-$20,888

Net Assets

$1,591,031

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,229	17.0%
Dividends	$32,957	45.9%
Sales of Assets	$25,948	36.2%
Other Income	$600	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,970	87.4%
Compensation of Officers*	$24,500	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,591,031
Total Liabilities	$0
Net Assets	$1,591,031

Compensation

Key Employees and Officers	Compensation	Other
Richard A Stern (Trustee)	$7,000	$0
David Stern (Trustee)	$7,000	$0
Susan Kaufman (Trustee)	$7,000	$0
Jeff Russell (Trustee)	$3,500	$0
Norman A Stern (Trustee)	$0	$0

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990-PF

Filed on Sept. 30, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$236,166

Expenses

$142,968

Net Income

$93,198

Net Assets

$1,611,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,302	3.9%
Dividends	$30,267	12.8%
Sales of Assets	$196,597	83.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,037	95.9%
Compensation of Officers*	$24,500	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,611,919
Total Liabilities	$0
Net Assets	$1,611,919

Compensation

Key Employees and Officers	Compensation	Other
Richard A Stern (Trustee)	$7,000	$0
David Stern (Trustee)	$7,000	$0
Susan Kaufman (Trustee)	$7,000	$0
Jeff Russell (Trustee)	$3,500	$0
Norman A Stern (Trustee)	$0	$0

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990-PF

Filed on Nov. 12, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$83,304

Expenses

$68,797

Net Income

$14,507

Net Assets

$1,518,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,687	17.6%
Dividends	$28,489	34.2%
Sales of Assets	$40,128	48.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,862	88.5%
Compensation of Officers*	$16,000	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,518,721
Total Liabilities	$0
Net Assets	$1,518,721

Compensation

Key Employees and Officers	Compensation	Other
Richard A Stern (Trustee)	$7,000	$0
David Stern (Trustee)	$3,000	$0
Susan Kaufman (Trustee)	$3,000	$0
Jeff Russell (Trustee)	$3,000	$0
Norman A Stern (Trustee)	$0	$0

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990-PF

Filed on Sept. 15, 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

$122,726

Expenses

$95,889

Net Income

$26,837

Net Assets

$1,504,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$39,489	32.2%
Sales of Assets	$83,230	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,018	92.8%
Compensation of Officers*	$23,000	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,504,214
Total Liabilities	$0
Net Assets	$1,504,214

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$142,553

Expenses

$158,116

Net Income

-$15,563

Net Assets

$1,477,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$44,224	31.0%
Sales of Assets	$98,313	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,081	93.0%
Compensation of Officers*	$23,000	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,477,454
Total Liabilities	$0
Net Assets	$1,477,454

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$143,531

Expenses

$83,714

Net Income

$59,817

Net Assets

$1,494,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$803	0.6%
Dividends	$40,358	28.1%
Sales of Assets	$102,370	71.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,885	95.4%
Compensation of Officers*	$21,000	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,494,167
Total Liabilities	$0
Net Assets	$1,494,167

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$84,322

Expenses

$131,266

Net Income

-$46,944

Net Assets

$1,433,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,205	15.7%
Dividends	$27,707	32.9%
Sales of Assets	$43,410	51.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,429	94.8%
Compensation of Officers*	$21,000	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,433,965
Total Liabilities	$0
Net Assets	$1,433,965

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$62,097

Expenses

$86,254

Net Income

-$24,157

Net Assets

$1,484,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$126	0.2%
Dividends	$45,498	73.3%
Sales of Assets	$16,473	26.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,358	92.0%
Compensation of Officers*	$21,000	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,484,680
Total Liabilities	$0
Net Assets	$1,484,680

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

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George And Sara Stern Foundation

Organization summary

Type of Nonprofit

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

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

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.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001