2024-11-15T09:59:30-06:00 2023-12-31 994052223 EAG PASADENA LLC 225 S LAKE AVE STE 450 PASADENA CA 91101 990PF 2023-01-01 330220467 THE MARC & EVA STERN FOUNDATION MARC 2132440043 515 S FLOWER STREET 30TH FLOOR LOS ANGELES CA 90071 MARC I STERN PRESIDENT 2132440043 2024-11-14 1 0 SO SUM LEE CPA P00324406 6264494225 2024-11-13 2023 2024-10-15 13:58:12Z X X 5028312 X X 31 31 104378 104378 203940 203940 203940 308349 308349 0 0 0 33100 16550 16550 3108 0 0 230 0 0 36438 16550 16550 1726577 1726577 1763015 16550 1743127 -1454666 291799 37163 129784 129784 1327849 111947 225445 4886649 4852330 4673083 6251661 5094061 5028312 0 0 X 235853 235853 0 0 6015808 4858208 6251661 5094061 6251661 5094061 6251661 -1454666 297066 5094061 0 5094061 CAPITAL GAIN DIVIDENDS P 2023-01-01 2023-12-31 203940 203940 203940 203940 4056 0 4056 0 4056 4520 0 0 0 4520 X 8 456 456 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 0 0 0 1 N/A EISNER ADVISORY GROUP 6264494225 225 S LAKE AVE STE 450 PASADENA CA 91101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARC I STERN 515 S FLOWER STREET 30TH FLOOR LOS ANGELES CA 90071 PRESIDENT 2.00 0 0 0 EVA S STERN 515 S FLOWER STREET 30TH FLOOR LOS ANGELES CA 90071 VICE PRESIDENT 2.00 0 0 0 PATRICIA A CURTIS 515 S FLOWER STREET 30TH FLOOR LOS ANGELES CA 90071 SECRETARY 2.00 0 0 0 NONE 0 NONE 0 0 5457056 154398 0 5611454 0 0 5611454 84172 5527282 276364 276364 4056 4056 272308 0 272308 0 272308 1743127 0 1743127 272308 0 0 961573 555788 1517361 1743127 0 0 0 272308 1470819 0 0 2988180 0 0 0 0 0 0 0 2988180 961573 555788 1470819 MARC I STERN MARC I STERN 865 S FIGUEROA ST STE 1800 LOS ANGELES CA 90017 2132440744 NON-SCHOLARSHIP GRANTS: INFORMAL OR LETTER FORM ALBERT B. STERN SCHOLARSHIP AWARDS: IN ADDITION TO COMPLETING THE VINELAND HIGH SCHOOL LOCAL SCHOLARSHIP APPLICATION, APPLICANTS MUST SUBMIT A TRANSCRIPT, AND A LETTER OF RECOMMENDATION FROM A TEACHER OR COUNSELOR. APPLICATIONS MUST ALSO SUBMIT A 50 WORD OR LESS STATEMENT CONCERNING THEIR INTEREST AND CAREER GOALS, AND HOW THEIR GOALS RELATE TO AGRICULTURE. NONE ALBERT B. STERN SCHOLARSHIP AWARDS ARE LIMITED TO GRADUATING SENIORS AT VINELAND HIGH SCHOOL (VINELAND, NEW JERSEY) WHO PLAN TO CONTINUE THEIR EDUCATION BY STUDYING AGRICULTURE IN COLLEGE. FIRST PREFERENCE WILL BE GIVEN TO A STUDENT IN AGRICULTURAL SCIENCES OR BUSINESS AND AGRONOMY. STUDENTS INTERESTED IN ENVIRONMENTAL STUDIES OR LIFE SCIENCES MAY ALSO APPLY. THE AMOUNT OF THE SCHOLARSHIP IS $2,500 PER YEAR FOR UP TO 4 YEARS. GREATER LA ZOO ASSOCIATION (GLAZA) 5333 ZOO DRIVE LOS ANGELES CA 91101 NONE NC ANIMALS WELFARE 2500 ASPEN MUSIC FESTIVAL & SCHOOL 2 MUSIC SCHOOL ROAD ASPEN CO 81611 NONE NC ARTS & CULTURE 33509 AMERICAN IDEA FOUNDATION 101 S MAIN STREET STE 300 JANESVILLE WI 53545 NONE NC COMMUNITY SERVICES 50488 CAMERATA PACIFICA PO BOX 30116 SANTA BARBARA CA 93130 NONE NC COMMUNITY SERVICES 79720 TRICKLE UP 31 WEST 34TH STREET SUITE 7001 NEW YORK NY 10001 NONE NC COMMUNTIY SERVICES 50000 ALLIANCE COLLEGE-READY SCHOOLS FOUNDATION PO BOX 86609 LOS ANGELES CA 90086 NONE NC EDUCATION 151989 ALLIANCE FOR SOCAL INNOVATION 251 S LAKE AVENUE SUITE 800 PASADENA CA 91101 NONE NC EDUCATION 75000 AMELIA ABRUSCATO 2931 THORNHILL ROAD VINELAND NJ 08361 SCHOLARSHIP RECIPIENT I EDUCATION 2500 ARIZONA STATE UNIVERSITY FOUNDATION PO BOX 2260 TEMPE AZ 85280 NONE NC EDUCATION 124691 BRENTWOOD SCHOOL 12001 SUNSET BLVD LOS ANGELES CA 90049 NONE NC EDUCATION 466836 CALEB BROWN 83 EVELYN AVENUE VINELAND NJ 08360 SCHOLARSHIP RECIPIENT I EDUCATION 2500 COLBURN SCHOOL 200 S GRAND AVENUE LOS ANGELES CA 90012 NONE PC EDUCATION 256824 COLUMBIA UNIVERSITY-SCHOOL OF LAW 1700 BROADWAY NEW YORK NY 10019 NONE NC EDUCATION 51224 DICKINSON COLLEGE PO BOX 1773 CARLISLE PA 17013 NONE NC EDUCATION 50215 HANNAH RASMUSSEN 1573 WASHINGTON AVENUE VINELAND NJ 08361 SCHOLARSHIP RECIPIENT I EDUCATION 2500 KATHERINE RASMUSSEN 1573 WASHINGTON AVENUE VINELAND NJ 08361 SCHOLARSHIP RECIPIENT I EDUCATION 2500 ROWAN UNIVERSITY FOUNDATION 40 NORTH ACADEMY STREET GLASSBORO NJ 08028 NONE PC EDUCATION 100552 STEFANIYA ZOZULYA 2807 MAPLE AVENUE VINELAND NJ 08361 SCHOLARSHIP RECIPIENT I EDUCATION 2500 TUFT UNIVERSITY 80 GEORGE STREET 100-3 MEDFORD MA 02155 NONE NC EDUCATION 10434 USC ZILKLHA NEUROGENETIC INSTITUTE AT THE KECK SCHOOL OF MEDICINE 1975 ZONAL AVE LOS ANGELES CA 90033 NONE NC EDUCATION 116780 AMERICAN FRIENDS OF ENO LONDON COLISEUM ST MARTINS LANE LONDON UK WC2N 4ES NONE NC PERFORMING ARTS 10000 MUSIC CENTER 135 N GRAND AVENUE LOS ANGELES CA 90012 NONE NC PERFORMING ARTS 30355 OPERA AMERICA 330 SEVENTH AVENUE NEW YORK NY 10001 NONE NC PERFORMING ARTS 5000 MALIBU JEWISH CENTER & SYNAGOGUE 24855 PACIFIC COAST HIGHWAY MALIBU CA 90265 NONE NC RELIGIOUS 47960 1726577 0 14 31 14 104378 18 203940 0 308349 0 308349 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 33100 16550 16550 SUPPLEMENTAL INFORMATION FOR FORM 990-PF, PART VII-B, LINE 1(A)(2) & (4) MARC STERN, A DISQUALIFIED PERSON, OCCASSIONALLY ADVANCES FUNDS ON BEHALF OF THE FOUNDATION FOR EXPENSES. THE FOUNDATION REIMBURSES MARC STERN, A DISQUALIFIED PERSON, FOR EXPENSES PAID ON BEHALF OF THE FOUNDATION WITHOUT INTEREST. THE EXPENSES ARE ORDINARY AND NECESSARY AND AS SUCH THE FOUNDATION IS NOT SUBJECT TO THE EXCISE TAX FOR SELF-DEALING AND IS EXEMPT FROM FILING FORM 4720. ISHARE MSCI EAFE 103846 135630 MERRILL LYNCH 8101 89815 TCW SELECT EQUITIES FUND AT COST 1266191 1288354 TCW SELECT EQUITIES AT COST 261315 314109 TCW HIGH YIELD AT COST 62451 60611 TCW TOTAL RETURN AT COST 218721 177137 TCW EMERGING INCOME AT COST 372488 311802 MET W TOTAL RETURN BOND FUND I AT COST 489988 418744 TCW TOTAL RETURN AT COST 68529 56689 TCW RELATIVE VALUE LARGE CAP FUND AT COST 1174109 908996 TCW EMERGING MARKET AT COST 315233 288973 TCW NEW AMERICA PREMIER AT COST 623305 847668 BANK CHARGES 230 0 0 UNREALIZED GAIN ON APPRECIATED STOCK CONTRIBUTED 297066 NET FED & CA TAXES 2851 0 0 FOREIGN TAXES 257 0 0