Arthur And Edith Stern Family Foundation

Iselin, NJ
Tax-exempt since Feb. 1997
EIN: 95-4609409

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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.

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

Donations to this organization are tax deductible.

Revenue

$102k (2023)

Expenses

$207k (2023)

Total Assets

$1.48M (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

Revenue

$102,314

Expenses

$207,251

Net Income

-$104,937

Net Assets

$1,479,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,618	9.4%
Dividends	$47,907	46.8%
Sales of Assets	$44,789	43.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,000	96.5%
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	$1,479,996
Total Liabilities	$0
Net Assets	$1,479,996

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Chairman)	$0	$0
Claude M Stern (Director)	$0	$0
Jacqueline S Bellowe (Secretary)	$0	$0

990-PF

Filed on Oct. 16, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$99,965

Expenses

$108,862

Net Income

-$8,897

Net Assets

$1,584,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,506	12.5%
Dividends	$41,055	41.1%
Sales of Assets	$46,404	46.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,828	99.1%
Compensation of Officers*	$2,107	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,584,933
Total Liabilities	$0
Net Assets	$1,584,933

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Chairman)	$0	$2,104
Claude M Stern (Director)	$0	$0
Jacqueline S Bellowe (Secretary)	$0	$0

990-PF

Filed on July 13, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$73,502

Expenses

$128,032

Net Income

-$54,530

Net Assets

$1,593,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$69,503	94.6%
Sales of Assets	$3,988	5.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,032	100%
Compensation of Officers*	$8,754	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,593,830
Total Liabilities	$0
Net Assets	$1,593,830

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Chairman)	$0	$4,234
Claude M Stern (Director)	$0	$2,697
Jacqueline S Bellowe (Secretary)	$0	$1,823

990-PF

Filed on Nov. 9, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$20,305

Expenses

$100,726

Net Income

-$80,421

Net Assets

$1,648,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$821	4.0%
Dividends	$71,568	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,726	100%
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	$1,648,360
Total Liabilities	$1
Net Assets	$1,648,359

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Chairman)	$0	$0
Claude M Stern (Director)	$0	$0
Jacqueline S Bellowe (Secretary)	$0	$0

990-PF

Filed on Oct. 20, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$67,060

Expenses

$113,218

Net Income

-$46,158

Net Assets

$1,728,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$872	1.3%
Dividends	$75,004	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,218	100%
Compensation of Officers*	$4,956	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,728,781
Total Liabilities	$1
Net Assets	$1,728,780

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Chairman)	$0	$2,320
Claude M Stern (Director)	$0	$1,727
Jacqueline S Bellowe (Secretary)	$0	$909

990-PF

Filed on June 2, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$107,813

Expenses

$98,446

Net Income

$9,367

Net Assets

$1,787,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,153	66.0%
Sales of Assets	$36,660	34.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,446	100%
Compensation of Officers*	$183	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,787,864
Total Liabilities	$0
Net Assets	$1,787,864

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Chairman)	$183	$0
Claude M Stern (Director)	$0	$0
Jacqueline S Bellowe (Secretary)	$0	$0

990-PF

Filed on June 23, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$53,396

Expenses

$119,671

Net Income

-$66,275

Net Assets

$1,778,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$930	1.7%
Dividends	$52,580	98.5%
Sales of Assets	-$114
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,671	100%
Compensation of Officers*	$259	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,778,497
Total Liabilities	$0
Net Assets	$1,778,497

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Chairman)	$0	$183
Claude M Stern (Director)	$0	$76
Jacqueline S Bellowe (Secretary)	$0	$0

990-PF

Filed on June 26, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$259,146

Expenses

$51,209

Net Income

$207,937

Net Assets

$1,845,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63	0.0%
Dividends	$64,050	24.7%
Sales of Assets	$195,033	75.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,209	100%
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	$1,845,772
Total Liabilities	$0
Net Assets	$1,845,772

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Chairman)	$0	$0
Claude M Stern (Director)	$0	$0
Jacqueline S Bellowe (Secretary)	$0	$0

990-PF

Filed on Aug. 23, 2017

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

View Filing

Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

$230,679

Expenses

$56,233

Net Income

$174,446

Net Assets

$1,637,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$164,817	71.4%
Interest Revenue	$44	0.0%
Dividends	$63,284	27.4%
Sales of Assets	$2,534	1.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,233	100%
Compensation of Officers*	$6,365	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,637,835
Total Liabilities	$0
Net Assets	$1,637,835

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Treasurer)	$0	$0
Edith M Stern (President)	$0	$0
Claude M Stern (Director)	$0	$0
Jacqueline S Bellowe (Secretary)	$0	$6,365

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990-PF

Filed on May 14, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$460,802

Expenses

$62,441

Net Income

$398,361

Net Assets

$1,463,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$424,113	92.0%
Interest Revenue	$9,503	2.1%
Dividends	$27,191	5.9%
Sales of Assets	-$5
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,441	100%
Compensation of Officers*	$5,168	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,463,389
Total Liabilities	$0
Net Assets	$1,463,389

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Treasurer)	$0	$2,604
Edith M Stern (President)	$0	$0
Claude M Stern (Director)	$0	$1,568
Jacqueline S Bellowe (Secretary)	$0	$996

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990-PF

Filed on Sept. 2, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$107,632

Expenses

$59,021

Net Income

$48,611

Net Assets

$1,065,028

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$56,000	52.0%
Interest Revenue	$12,417	11.5%
Dividends	$24,523	22.8%
Sales of Assets	$14,692	13.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,021	100%
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	$1,065,028
Total Liabilities	$0
Net Assets	$1,065,028

Compensation

Key Employees and Officers	Compensation	Other
Daniel R Stern (Treasurer)	$0	$0
Edith M Stern (President)	$0	$0
Claude M Stern (Director)	$0	$0
Jacqueline S Bellowe (Secretary)	$0	$0

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990-PF

Filed on Aug. 23, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$147,187

Expenses

$174,454

Net Income

-$27,267

Net Assets

$1,016,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$101,029	68.6%
Interest Revenue	$15	0.0%
Dividends	$39,065	26.5%
Sales of Assets	$7,078	4.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,454	100%
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	$1,016,417
Total Liabilities	$0
Net Assets	$1,016,417

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$88,288

Expenses

$29,704

Net Income

$58,584

Net Assets

$1,043,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,585	22.2%
Interest Revenue	$72	0.1%
Dividends	$39,395	44.6%
Sales of Assets	$29,236	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,704	100%
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	$1,043,654
Total Liabilities	$0
Net Assets	$1,043,654

990-PF

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

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

PDF

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Arthur And Edith Stern Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $102k (2023)

Expenses $207k (2023)

Total Assets $1.48M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$102k (2023)

Expenses

$207k (2023)

Total Assets

$1.48M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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