2025-11-13T13:51:57-06:00 2024-12-31 811227223 MANN GELON SMITH SROKA LEE LLP 1880 CENTURY PARK EAST SUITE 950 LOS ANGELES CA 90067 990PF 2024-01-01 954744668 THE STERN FAMILY FOUNDATION STER 8185063687 3502 WESLIN AVE SHERMAN OAKS CA 91423 SHELLEY KRIEGLER PRESIDENT 8185063687 2025-11-11 1 0 DONALD ZAMOST P01250693 3102773633 2025-11-11 2024 2025-03-06 01:10:19Z X X 3706434 X 25885 2917 2917 63795 63795 0 92597 66712 0 0 0 10751 5376 5375 2619 741 0 328 165 163 13698 6282 5538 108118 108118 121816 6282 113656 -29219 60430 41198 16009 16009 10443 310769 310769 745995 55094 48112 49033 1673889 1686097 2895397 2091393 2060987 3706434 0 0 X 2091393 2060987 2091393 2060987 2091393 2060987 2091393 -29219 0 2062174 1187 2060987 840 0 840 0 840 1944 0 0 0 1944 X 0 1104 1104 0 0 0 0 0 0 0 0 0 0 0 1 1 NV 1 0 1 0 0 0 N/A THE FOUNDATION 8185063687 3502 WESLIN AVE SHERMAN OAKS CA 91423 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JODY S LINDELL 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / BOARD CHAIRMAN 1.00 0 0 0 SHELLEY STERN KRIEGLER 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / PRESIDENT 2.00 0 0 0 TAFFY J STERN 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / BOARD MEMBER 1.00 0 0 0 STACEY L STERN-VON BERG 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / CFO 0.25 0 0 0 KAREN LEWIS 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / VICE PRESIDENT 1.00 0 0 0 NICOLE VON-BERG 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / SECRETARY 1.00 0 0 0 MEGAN ROWE 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 3452787 35098 0 3487885 0 0 3487885 52318 3435567 171778 171778 840 840 170938 0 170938 0 170938 113656 0 113656 170938 0 0 9759 205106 214865 113656 0 0 0 113656 0 57282 57282 157583 0 0 0 0 0 0 0 157583 157583 JODY S LINDELL SHELLEY STERN KRIEGLER TAFFY J STERN STACEY L STERN-VON BERG KAREN LEWIS NICOLE VON-BERG MEGAN ROWE X ACCESS 4 BIKES FOUNDATION PO BOX 33 WOODACRE CA 94973 N/A PC TO MOTIVATE AND EMPOWER MARIN MOUNTAIN BIKERS TO ACT IN THEIR OWN SELF-INTEREST, TO GET FAIR AND REASONABLE ACCESS TO OUR PUBLIC TRAILS AND TO PRESERVE THE EXPERIENCE OF TRAIL RIDING FOR FUTURE GENERATIONS. 1250 BETTERTOGETHER FOREVER 1413 1/2 KENNETH RD 245 GLENDALE CA 91201 N/A PC TO EMPOWER PET OWNERS AND LOCAL COMMUNITIES TO REDUCE ABANDONED ANIMAL POPULATIONS THROUGH SPAY/NEUTER 500 CALIBRATE EARTH 298 PLEASANT ST PASADENA CA 91101 N/A PC TRANSFORM THE LIVES OF YOUNG PEOPLE FROM UNDERSERVED COMMUNITIES, PARTICULARLY THE DESCENDANTS OF AMERICAN SLAVERY, BY PROVIDING SAFE, EQUITABLE, HUMANITARIAN SPACES WHERE THEIR WHOLE SELVES ARE VALUED, WHERE THEY CAN EXPERIENCE ENGAGEMENT, EMPOWERMENT, AND EMOTIONAL THRIVING. 12000 CALIFORNIA FIRE FOUNDATION 1780 CREEKSIDE OAKS DR SACRAMENTO CA 95833 N/A PC PROVIDES EMOTIONAL AND FINANCIAL ASSISTANCE TO FAMILIES OF FALLEN FIREFIGHTERS, FIREFIGHTERS AND THE COMMUNITIES THEY PROTEC 1000 CALIFORNIA TROUT 360 PINE STREET 4TH FLOOR SAN FRANCISCO CA 94104 N/A PC TO PROTECT WILDERNESS 1250 CALVARY BAPTIST CHURCH 755 8TH ST NW WASHINGTON DC 20001 N/A PC RELIGIOUS PROGRAMS 11681 CAMPBELL HALL SCHOOL 4533 LAUREL CANYON BLVD STUDIO CITY CA 91607 N/A PC EDUCATIONAL PROGRAMS 8000 CITY OF HOPE 1000 FIVEPOINT IRVINE CA 92618 N/A PC MEDICAL RESEARCH AND TREATMENT PROGRAMS 1500 COLLEGE GROVE ELEMENTARY SCHOOL PTO 6668 AMO COLLEGE GROVE RD COLLEGE GROVE CA 37046 N/A PC SUCCESSFUL STUDENTS MAKE SUCCESSFUL SCHOOLS WHICH MAKE THRIVING COMMUNITIES. 8000 COLLEGE TRACK 112 LINDEN STREET OAKLAND CA 94607 N/A PC INSPIRE ALL STUDENTS TO DEVELOP THE BELIEF THAT THEY HAVE THE ABILITY, AND RESPONSIBILITY, TO INFLUENCE THEIR OWN DESTINY. 3000 COLORADO COLLEGE 14 EAST CACHE LA POUDRE ST COLORADO SPRINGS CO 80903 N/A PC EDUCATIONAL PROGRAMS 1000 CONCERN FOUNDATION 11111 W OLYMPIC BLVD 214 LOS ANGELES CA 90064 N/A PC TO HELP CANCER PATIENTS 200 DIRECT RELIEF - CALIFORNIA WILDFIRE 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 N/A PC DISASTER RELIEF SERVICES 10000 DOGS WITHOUT BORDERS PO BOX 17344 ENCINO CA 91416 N/A PC HEALTH AND WELLNESS PROGRAMS 1500 EDUCATION PIONEERS 177 HUNTINGTON AVE SUITE 1703-14991 BOSTON MA 02115 N/A PC WE BELIEVE IN THE TRANSFORMATIVE POWER OF EDUCATION TO CREATE A MORE JUST SOCIETY. WITH A DEEP COMMITMENT TO EQUITY, COMMUNITY, AND IMPACT, OUR NATIONWIDE NETWORK OF DIVERSE LEADERS DRIVES LASTING CHANGE IN PUBLIC EDUCATION. 3000 HEROES LINKED - MVAT FOUNDATION 254 N LAKE AVE SUITE 143 PASADENA CA 91101 N/A PC VETERANS SERVICES 4000 HUMANITY HALE 73-4416 PAIAHA STREET KAILUAKONA HI 96740 N/A PC HUMAN WELFARE PROGRAMS 4000 IMACA 180 CLARKE ST BISHOP CA 93514 N/A PC ITH THE SUPPORT OF GENEROUS DONORS AND DEDICATED VOLUNTEERS AND COMMUNITY PARTNERS, WE STRIVE TO SEE OUR MISSION THROUGH OUR MISSION TO SUPPORT, EDUCATE, EMPOWER, AND ADVOCATE FOR VULNERABLE POPULATIONS IN OUR COMMUNITY 5447 KNOTS OF LOVE 2973 HARBOR BLVD 822 COSTA MESA CA 92626 N/A PC TO WARM THE HEARTS & HEADS OF CHILDREN + WOMEN + MEN + VETERANS GOING THROUGH CHEMO 2000 LOMA LINDA UNIVERSITY HEALTH PO BOX 2000 LOMA LINDA CA 92354 N/A PC TO SPONSOR, ADVANCE, AND PROMOTE HEALTH AND MEDICAL EDUCATION; AND TO ENGAGE IN MEDICALLY RELATED RESEARCH SERVICES THROUGH AFFILIATION WITH THE LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE 2000 LOST SIERRA FOOD PROJECT 429 MAIN STREET SUITE B QUINCY CA 95971 N/A PC HUMAN WELFARE PROGRAMS 1005 MAMMOTH HOSPITAL FOUNDATION PO BOX 100 PMB 487 MAMMOTH LAKES CA 93546 N/A PC MEDICAL RESEARCH AND TREATMENT PROGRAMS 2000 MARLEY'S MUTTS DOG RESCUE 785 TUCKER RD TEHACHAPI CA 93561 N/A PC ANIMAL PROTECTION PROGRAMS 500 MUTUAL AID NETWORK 1428 FRANKLIN ST OAKLAND CA 94612 N/A PC HUMAN WELFARE PROGRAMS 500 NATIONAL DIAPER BANK 470 JAMES ST 007 NEW HAVEN CT 06513 N/A PC TO HELP LOW INCOME PEOPLE 1000 NO US WITHOUT YOU LA 768 S BOYLE AVE LOS ANGELES CA 90023 N/A PC TO HELP LOW INCOME PEOPLE 1000 PROJECT STREET VET PO BOX 232579 ENCINITAS CA 92023 N/A PC ANIMAL PROTECTION PROGRAMS 1000 RONALD MCDONALD HOUSE CHARITIES ONE KROC DRIVE OAK BROOK IL 60523 N/A PC RONALD MCDONALD HOUSE CHARITIES CREATES, FINDS AND SUPPORTS PROGRAMS THAT DIRECTLY IMPACT THE HEALTH AND WELL BEING OF CHILDREN 1000 SAN FRANCISCO - MARIN FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 N/A PC HUMAN WELFARE PROGRAMS 3000 SOAR INC 226 SOAR LANE BALSAM NC 28707 N/A PC EDUCATIONAL PROGRAMS 4000 THE BRETT BOYER FOUNDATION 4191 ARNO RD FRANKLIN TN 37064 N/A PC HEALTH AND WELLNESS PROGRAMS 4000 THE INNOCENCE PROJECT 40 WORTH STREET SUITE 701 NEW YORK NY 10013 N/A PC HUMAN WELFARE PROGRAMS 1080 UNDUE MEDICAL DEBT P O BOX 411675 BOSTON MA 02241 N/A PC TO HELP LOW INCOME PEOPLE 1000 WATER DROP LOS ANGELES 819 W WASHINGTON BLVD LOS ANGELES CA 90015 N/A PC HUMAN WELFARE PROGRAMS 500 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC DC 20090 N/A PC HUMAN WELFARE PROGRAMS 5000 WORLD JEWISH RELIEF 54 CREWYS ROAD LONDON LONDON UK NW2 2AD N/A PC HUMAN WELFARE PROGRAMS 205 108118 0 NONE 14 2917 14 63795 0 66712 0 66712 0 0 0 0 0 0 0 0 0 0 X X 1 JODY S LINDELL 2536 FILLMORE STREET SAN FRANCISCO CA 94115 719 X X 2 SHELLEY KRIEGLER 3502 WESLIN AVENUE SHERMAN OAKS CA 91423 1200 X X 3 STACEY STERN VON BERG 15 SEA TERRACE NEWPORT COAST CA 92660 10575 X X 4 TAFFY STERN 4804 LAUREL CANYON BLVD PMB 811 VALLEY VILLAGE CA 91607 10600 X X ACCOUNTING FEES 10751 5376 5375 FIDELITY #646-256013 CORPORATE BONDS 48112 49033 FIDELITY #646-256013 CORP STOCK 310769 745995 FIDELITY #646-256013 MUTUAL FUNDS AT COST 1685332 2894632 FIDELITY #646-256013 ACCRUED DIVIDENDS REINVESTED AT COST 765 765 SECURITIES BASIS ADJUSTMENT 1187 LICENSES AND FEES 180 90 90 BANK SERVICE CHARGES 15 8 7 POSTAGE AND DELIVERY 48 24 24 OFFICE EXPENSE 85 43 42 SGK CHARITABLE TRUST 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 SHELLEY KRIEGLER 3502 WESLIN AVE SHERMAN OAKS CA 91423 STACEY STERN VON BERG 15 SEA TERRACE NEWPORT COAST CA 92660 TAFFY STERN 4804 LAUREL CANYON BLVD PMB 811 VALLEY VILLAGE CA 91607 JODY S LINDELL 2536 FILLMORE STREET SAN FRANCISCO CA 94115 STERN PARTNERS LP 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 SFF CHARITABLE TRUST 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 FOREIGN TAXES WITHHELD ON DIVIDEND INCOME 741 741 0 FEDERAL EXCISE TAX 1878 0 0