The Bernard Stern Foundation Inc

Boca Raton, FL
Tax-exempt since Nov. 2002
EIN: 71-0899950

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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.

Revenue

$48.8k (2024)

Expenses

$202k (2024)

Total Assets

$1.41M (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

Revenue

$48,782

Expenses

$202,266

Net Income

-$153,484

Net Assets

$1,408,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,863	10.0%
Dividends	$39,220	80.4%
Sales of Assets	$4,699	9.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,680	63.6%
Compensation of Officers*	$74,000	36.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,408,576
Total Liabilities	$0
Net Assets	$1,408,576

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on July 29, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$22,770

Expenses

$189,709

Net Income

-$166,939

Net Assets

$1,558,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,698	20.6%
Dividends	$41,522	> 100%
Sales of Assets	-$23,450
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,048	57.5%
Compensation of Officers*	$74,000	39.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,566,399
Total Liabilities	$7,455
Net Assets	$1,558,944

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on Nov. 11, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$42,635

Expenses

$187,305

Net Income

-$144,670

Net Assets

$1,723,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,478	10.5%
Dividends	$36,345	85.2%
Sales of Assets	$1,569	3.7%
Other Income	$243	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,455	56.3%
Compensation of Officers*	$74,000	39.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,723,203
Total Liabilities	$0
Net Assets	$1,723,203

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on Nov. 2, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$298,834

Expenses

$199,301

Net Income

$99,533

Net Assets

$1,918,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,839	13.7%
Sales of Assets	$257,500	86.2%
Other Income	$495	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,324	48.3%
Compensation of Officers*	$74,000	37.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,918,954
Total Liabilities	$0
Net Assets	$1,918,954

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on Nov. 2, 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

$189,924

Expenses

$203,205

Net Income

-$13,281

Net Assets

$1,819,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,256	19.6%
Sales of Assets	$152,130	80.1%
Other Income	$538	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,783	36.3%
Compensation of Officers*	$74,000	36.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,819,421
Total Liabilities	$1
Net Assets	$1,819,420

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on Nov. 9, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$71,391

Expenses

$208,369

Net Income

-$136,978

Net Assets

$1,832,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,079	61.7%
Sales of Assets	$26,856	37.6%
Other Income	$456	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,809	38.8%
Compensation of Officers*	$74,000	35.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,832,702
Total Liabilities	$1
Net Assets	$1,832,701

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on July 10, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$158,950

Expenses

$216,384

Net Income

-$57,434

Net Assets

$1,969,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,728	34.4%
Sales of Assets	$101,313	63.7%
Other Income	$2,909	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,367	50.5%
Compensation of Officers*	$74,000	34.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,969,680
Total Liabilities	$0
Net Assets	$1,969,680

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on June 5, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$141,282

Expenses

$205,559

Net Income

-$64,277

Net Assets

$2,027,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,264	35.6%
Sales of Assets	$90,157	63.8%
Other Income	$861	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,002	50.6%
Compensation of Officers*	$74,000	36.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,027,114
Total Liabilities	$0
Net Assets	$2,027,114

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on Nov. 5, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$105,479

Expenses

$210,066

Net Income

-$104,587

Net Assets

$2,091,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,047	50.3%
Sales of Assets	$50,419	47.8%
Other Income	$2,013	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,708	51.7%
Compensation of Officers*	$74,000	35.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,091,391
Total Liabilities	$0
Net Assets	$2,091,391

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on Dec. 4, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$199,229

Expenses

$209,773

Net Income

-$10,544

Net Assets

$2,197,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,993	28.6%
Sales of Assets	$139,642	70.1%
Other Income	$2,594	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,186	51.6%
Compensation of Officers*	$74,000	35.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,197,931
Total Liabilities	$0
Net Assets	$2,197,931

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on May 12, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$231,538

Expenses

$219,622

Net Income

$11,916

Net Assets

$2,211,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,857	29.7%
Sales of Assets	$159,712	69.0%
Other Income	$2,969	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,598	50.8%
Compensation of Officers*	$74,000	33.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,211,237
Total Liabilities	$0
Net Assets	$2,211,237

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0

990-PF

Filed on May 14, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$165,985

Expenses

$219,245

Net Income

-$53,260

Net Assets

$2,200,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,903	46.3%
Sales of Assets	$87,742	52.9%
Other Income	$1,340	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,265	53.0%
Compensation of Officers*	$86,500	39.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,206,795
Total Liabilities	$6,206
Net Assets	$2,200,589

Compensation

Key Employees and Officers	Compensation	Other
Ellen Stern (Director)	$50,000	$0
Elissa Pagan (Director)	$24,000	$0
Henry Stern Deceased (Director)	$12,500	$0

990-PF

Filed on July 7, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$109,660

Expenses

$276,428

Net Income

-$166,768

Net Assets

$2,253,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,619	73.5%
Sales of Assets	$27,825	25.4%
Other Income	$1,216	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,831	52.8%
Compensation of Officers*	$124,000	44.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,253,849
Total Liabilities	$1
Net Assets	$2,253,848

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$126,361

Expenses

$288,837

Net Income

-$162,476

Net Assets

$2,420,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,879	60.8%
Sales of Assets	$46,038	36.4%
Other Income	$3,444	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,913	47.7%
Compensation of Officers*	$124,000	42.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,420,617
Total Liabilities	$1
Net Assets	$2,420,616

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The Bernard Stern Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $48.8k (2024)

Expenses $202k (2024)

Total Assets $1.41M (2024)

Total Liabilities $0 (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

$48.8k (2024)

Expenses

$202k (2024)

Total Assets

$1.41M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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