THE ROBERT STERN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT STERN FAMILY FOUNDATION (EIN 52-1654921)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202601249349101320
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T08:29:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521654921 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT STERN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANCHIN - 3 TIMES SQUARE 24FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT STERN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH MORIN | PreparerPersonNm |
| PTIN | P01256691 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,869,844 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $69,715 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,715 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,760 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,104,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,436 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,911 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,903 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $53,938 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,965 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,774 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,774 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,490 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $936 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $459 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,902 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,909 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $130,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,333 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,018 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,018 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $350,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$208,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $196,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,054 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,054 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,328,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,014,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,146,538 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,366,562 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,281,169 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,297,256 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $622,612 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $865,041 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,152,996 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,359 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,514,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,433,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,869,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,514,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,433,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,514,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,433,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,514,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$208,314 | ExcessRevenueOverExpensesAmt |
| Other Increases | $127,802 | OtherIncreasesAmt |
| Subtotal | $3,433,582 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,433,582 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2025-12-31 | $384,596 | $442,963 | -$58,367 | -$58,367 |
| PUBLICLY TRADED SECURITIES | P | 2025-12-31 | $720,127 | $640,324 | $79,803 | $79,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,436 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $603 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $603 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $603 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,397 | OverpaymentAmt |
| Applied To ES Tax | $1,397 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT STERN | IndividualWithBooksNm |
| Phone | 9179030933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANCHIN BLOCK- 3 TIMES SQUARE | AddressLine1Txt |
| Address Line2 | 24FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT STERN | |||||||||
| C/O ANCHIN BLOCK- 3 TIMES SQUARE | 24FL | NEW YORK | NY | 10036 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| KATHRYN HAYS GONNION | |||||||||
| C/O ANCHIN BLOCK- 3 TIMES SQUARE | 24FL | NEW YORK | NY | 10036 | TREASURER | 15.00 | $12,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING, TAX SERVICES | ServiceTypeTxt |
| Compensation | $80,903 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,737,633 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,964,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,964,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,889,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $603 | TotalTaxAmt |
| Distributable Before Adj | $243,882 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $243,882 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $243,882 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,351 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $61,738 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $191,144 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $312,896 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $243,882 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,469 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $324,365 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $324,365 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $61,738 | ExcessFromYear3Amt |
| Excess From Year2 | $191,144 | ExcessFromYear2Amt |
| Excess From Year1 | $60,014 | ExcessFromYear1Amt |
| Excess From Current Year | $11,469 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT STERN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTS OUTREACH | ||||||||
| 2948 NOJOQUI AVENUE SUITE 9 | LOS OLIVOS | CA | 93441 | NONE | PC | CHARITABLE | $2,500 | |
| CLIENT EARTH | ||||||||
| 23901 CALABASAS ROAD SUITE 1010 | CALABASAS | CA | 91302 | NONE | PC | CHARITABLE | $500 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | CHARITABLE | $500 | |
| FRIENDS OF THE LOS ALAMOS PUBLIC LIBRARY | ||||||||
| P O BOX 493 | LOS ALAMOS | CA | 93440 | NONE | PC | CHARITABLE | $1,000 | |
| GLOBAL HEALTH WORKS FOUNDATION | ||||||||
| 70 EAST 10TH STREET SUITE 1F | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE | $2,000 | |
| HIMALAYAN HEALTH CARE INC | ||||||||
| P O BOX 737 PLANETARIUM STATION | NEW YORK | NY | 10024 | NONE | PC | CHARITABLE | $1,000 | |
| JUNIOR MILERS | ||||||||
| 101 LYMAN MDW | HINESBURG | VT | 05461 | NONE | PC | CHARITABLE | $1,000 | |
| LEE PESKY LEARNING CENTER | ||||||||
| 3324 ELDER STREET | BOISE | ID | 83705 | NONE | PC | CHARITABLE | $500 | |
| LYME AMBULANCE ASSOCIATION | ||||||||
| P O BOX 911 | HADLYME | CT | 06439 | NONE | PC | CHARITABLE | $1,000 | |
| LYME FIRE DEPARTMENT | ||||||||
| 213 HAMBURG ROAD | LYME | CT | 06371 | NONE | PC | CHARITABLE | $1,000 | |
| NYC SALT INC | ||||||||
| 214 W 29TH STREET SUITE 1202 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE | $1,000 | |
| POLK EDUCATION FOUNDATION | ||||||||
| PO BOX 391 1530 SHUMATE DRIVE | BARTOW | FL | 33830 | NONE | PC | CHARITABLE | $1,000 | |
| SANTA BARBARA COUNTY FIREFIGHTERS BENEVOLENT FOUNDATION | ||||||||
| P O BOX 6618 | SANTA BARBARA | CA | 93160 | NONE | PC | CHARITABLE | $16,500 | |
| SANTA BARBARA ZOO | ||||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | CHARITABLE | $2,500 | |
| SHORELINE SOUP KITCHENS AND PANTRIES | ||||||||
| P O BOX 804 | ESSEX | CT | 06426 | NONE | PC | CHARITABLE | $1,000 | |
| STEPHENS COLLEGE STERN CENTER FOR LANGUAGE & LEARNING | ||||||||
| 183 TALCOTT ROAD SUITE 101 | WILLISTON | VT | 05495 | NONE | PC | CHARITABLE | $500 | |
| THE SYV FAMILY SCHOOL | ||||||||
| 5300 FIGUEROA MOUNTAIN RD PO BOX | LOS OLIVOS | CA | 93441 | NONE | PC | CHARITABLE | $30,000 | 481 |
| TRANSPLANT FOUNDATION | ||||||||
| 401 N 3RD STREET | PHILADELPHIA | PA | 19123 | NONE | PC | CHARITABLE | $1,500 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | CHARITABLE | $150,018 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,018 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,715 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,531 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,436 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,682 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, TAX RETURN PREPARATION & CONSUTING FEES | CategoryTxt |
| Amt | $80,903 | Amt |
| Net Investment Income | $53,938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,965 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)A-3(D)(2), THE ROBERT STERN FAMILY FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIAELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.AMOUNT OF ELECTION $180,403PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TOTREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR TAX YEAR'SDISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53(A)-3(D)(1)(III) IN SUCHPRIOR TAX YEAR: TAX YEAR AMOUNT2020 $ 77,2232021 $112,8052022 $ 59,972 $250,000 | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NEUBERGER BERMAN - CORPORATE BONDS | BondNm |
| EOY Book Value | $1,281,169 | EOYBookValueAmt |
| EOYFMV | $1,297,256 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NEUBERGER BERMAN - SECURITIES | StockNm |
| EOY Book Value | $1,014,318 | EOYBookValueAmt |
| EOYFMV | $2,146,538 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEUBERGER BERMAN - NON-DISCRETIONARY | AT COST | $89,804 | $293,123 |
| EXCHANGE TRADED PRODUCTS | AT COST | $775,237 | $859,873 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,970 | $1,313 | $657 |
| TELEPHONE | $989 | $330 | $659 |
| INSURANCE WORKERS COMP./DIS | $518 | $259 | $259 |
| FILING FEES | $334 | $0 | $334 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FMV OVER COST OF CONTRIBUTION PAID | Desc |
| Amt | $127,802 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $30,774 | Amt |
| Net Investment Income | $30,774 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $918 | $459 | $459 |
| FOREIGN TAX WITHHELD | $477 | $477 | $0 |
| FEDERAL EXCISE TAX | $2,095 | $0 | $0 |