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7352 0 7352 0 7352 5776 0 5000 0 10776 X 45 3379 3379 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 0 0 1 N/A JAMES STERN CO CBIZ 2127905700 685 THIRD AVE NEW YORK NY 10017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES STERN 38 TAYLOR LANE HARRISON NY 105281410 CHMN/DIR 1.00 0 0 0 JANE STERN 38 TAYLOR LANE HARRISON NY 105281410 PRES/DIR 0.25 0 0 0 PETER STERN 230 WEST 79TH STREET NEW YORK NY 10024 TREAS/DIR 0.25 0 0 0 DAVID STERN 400 EAST 66TH STREET NEW YORK NY 10065 SECY/DIR 0.25 0 0 0 NONE 0 NONE 0 0 17154101 272765 7643733 25070599 0 0 25070599 376059 24694540 1234727 1234727 7352 3504 10856 1223871 0 1223871 0 1223871 1236061 0 1236061 1223871 0 0 473376 1442045 676566 2591987 1236061 0 0 0 1223871 12190 0 0 2604177 0 0 0 0 0 0 0 2604177 473376 1442045 676566 12190 JAMES STERN X A GIVING HEART FOUNDATION 25 E SUPERIOR ST APT 3005 CHICAGO IL 60611 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 AGAHOZO-SHALOM YOUTH VILLAGE INC 234 FIFTH AVENUE 2ND FLOOR SUITE 209 NEW YORK NY 10001 NONE 501(C)9 CHARITABLE CONTRIBUTION 5000 AMERICAN MUSEUM OF NATURAL HISTORY CENTRAL PARK WEST AT 79TH STREET NEW YORK NY 10024 NONE 501(C)3 CHARITABLE CONTRIBUTION 25000 ANTI DEFAMATION LEAGUE 605 3RD AVENUE NEW YORK NY 10158 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 BATTERY CONSERVANCY 1 WHITEHALL ST NEW YORK NY 10004 NONE 501(C)3 CHARITABLE CONTRIBUTION 5000 CANCER RESEARCH INSTITUTE 29 BROADWAY 4TH FLOOR NEW YORK NY 10006 NONE 501(C)3 CHARITABLE CONTRIBUTION 50000 COLUMBIA UNIVERSITY 3022 BROADWAY NEW YORK NY 10027 NONE 501(C)3 CHARITABLE CONTRIBUTION 15000 CONGREGATION EMANUEL OF WESTCHESTER 2125 WESTCHESTER AVENUE EAST RYE NY 10580 NONE 501(C)3 CHARITABLE CONTRIBUTION 37000 CONNECTICUT COLLEGE 270 MOHEGAN AVE PKWY NEW LONDON CT 06320 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 EMELIN THEATRE FOR THE PERFORMING ARTS INC 136 PALMER AVENUE SUITE 103 MAMARONECK NY 10543 NONE 501(C)4 CHARITABLE CONTRIBUTION 5000 ETHICAL CULTURE FIELDS 33 CENTRAL PARK WEST NEW YORK NY 10023 NONE 501(C)3 CHARITABLE CONTRIBUTION 15000 FEEDING WESTCHESTER 200 CLEARBROOK RD ELMSFORD NY 10523 NONE 501(C)12 CHARITABLE CONTRIBUTION 2500 HUNGER TASK FORCE 201 S HAWLEY CT MILWAUKEE WI 53214 NONE 501(C)3 CHARITABLE CONTRIBUTION 5000 LYMPHOMA RESEARCH FOUNDATION 115 BROADWAY SUITE 1301 NEW YORK NY 10006 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 MANHATTAN THEATRE CLUB 121 CHRISTOPHER STREET NEW YORK NY 10014 NONE 501(C)3 CHARITABLE CONTRIBUTION 7500 MEMORIAL SLOAN KETTERING 413 E 69TH ST NEW YORK NY 10021 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 MUSUEM OF AMERICAN REVOLUTION 101 SOUTH THIRD STREET PHILADELPHIA PA 19106 NONE 501(C)3 CHARITABLE CONTRIBUTION 5000 PREP FOR PREP 328 WEST 71ST STREET NEW YORK NY 10023 NONE 501(C)3 CHARITABLE CONTRIBUTION 5000 QUAKER RIDGE EMPLOYEE CHARITY FUND INC 146 GRIFFEN AVE SCARSDALE NY 10583 NONE 501(C)3 CHARITABLE CONTRIBUTION 5000 SELF HELP COMMUNITY SERVICES FOUNDATION 520 EIGHTH AVE 25TH FLOOR NEW YORK NY 10018 NONE 501(C)5 CHARITABLE CONTRIBUTION 5000 STEPHEN WISE FREE SYNAGOGUE 30 W 68TH ST NEW YORK NY 10023 NONE 501(C)3 CHARITABLE CONTRIBUTION 16394 SUCCESS ACADEMY CHARTER SCHOOLS 95 PINE STREET FLOOR 6 NEW YORK NY 10005 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 THE BRIDGE GOLF FOUNDATION 40 W 117TH ST NEW YORK NY 10026 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 THE CRISTIAN RIVERA FOUNDATION PO BOX 656 EDGEWATER NJ 07020 NONE 501(C)8 CHARITABLE CONTRIBUTION 5000 THE JEWISH MUSEUM 1109 5TH AVE NEW YORK NY 10128 NONE 501(C)3 CHARITABLE CONTRIBUTION 350000 TUFTS UNIVERSITY 419 BOSTON AVE MEDFORD MA 02155 NONE 501(C)3 CHARITABLE CONTRIBUTION 102500 UJA FEDERATION 130 EAST 59TH STREET NEW YORK NY 10022 NONE 501(C)3 CHARITABLE CONTRIBUTION 100000 UNITED WAY 701 N FAIRFAX ST ALEXANDRIA VA 22314 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 WNET PO BOX 398868 MIAMI BEACH FL 33239 NONE 501(C)3 CHARITABLE CONTRIBUTION 150000 COMMUNITY SYNAGOGUE OF RYE 200 FOREST AVE RYE NY 10580 NONE 501(C)12 CHARITABLE CONTRIBUTION 9590 STUDENT ADVOCACY INC 3 WEST MAIN STREET SUITE 212 ELMSFORD NY 10523 NONE 501(C)12 CHARITABLE CONTRIBUTION 5000 NYU LANGONE ONE PARK AVENUE 3RD FLOOR NEW YORK NY 10016 NONE 501(C)12 CHARITABLE CONTRIBUTION 1000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE 501(C)12 CHARITABLE CONTRIBUTION 7500 RICHARD TUCKER MUSIC FOUNDATION INC 1790 BROADWAY STE 715 NEW YORK NY 10019 NONE 501(C)3 CHARITABLE CONTRIBUTION 2500 NYU FACES 223 EAST 34TH STREET NEW YORK NY 10016 NONE 501(C)12 CHARITABLE CONTRIBUTION 5000 FIVER CHILDREN'S FOUNDATION 519 8TH AVENUE 24TH FLOOR NEW YORK NY 10018 NONE 501(C)3 CHARITABLE CONTRIBUTION 5000 WHITE PLAINS HOSPITAL MEDICAL CENTER 41 E POST RD WHITE PLAINS NY 10601 NONE 501(C)3 CHARITABLE CONTRIBUTION 15000 METROPOLITAN SECTION PGA FOUNDATION 49 KNOLLWOOD ROAD ELMSFORD NY 10523 NONE 501(C)3 CHARITABLE CONTRIBUTION 1470 DANIEL W OFFIT FUND TO FIGHT GLIOBLASTOMA INC 485 LEXINGTON AVE FL 24 NEW YORK NY 10017 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 HARRISON EDUCATIONAL FOUNDATION 50 UNION AVE HARRISON NY 10528 NONE 501(C)3 CHARITABLE CONTRIBUTION 1500 PAN-MASSACHUSETTS CHALLENGE INC 77 4TH AVE NEEDHAM MA 02494 NONE 501(C)3 CHARITABLE CONTRIBUTION 1540 THE JED FOUNDATION PO BOX 60174 BROOKLYN NY 11206 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 HARVARD BUSINESS SCHOOL 20 GUEST ST STE 400 BRIGHTON MA 02135 NONE 501(C)3 CHARITABLE CONTRIBUTION 50000 MGA CADDIE SCHOLARSHIP FUND 49 KNOLLWOOD RD 220 ELMSFORD NY 10523 NONE 501(C)3 CHARITABLE CONTRIBUTION 5000 1925 FOUNDATION INC 900 RUSHMORE AVE MAMARONECK NY 10543 NONE 501(C)3 CHARITABLE CONTRIBUTION 500 MARLBORO SCHOOL OF NURSES 21 MILTON TURNPIKE SUITE 100 MILTON NY 12547 NONE 501(C)3 CHARITABLE CONTRIBUTION 1000 SPECIAL FORCES FOUNDATION 2624 LAKE RIDGE RD FLOWER MOUND TX 75022 NONE 501(C)3 CHARITABLE CONTRIBUTION 1000 HINDU TEMPLE OF TRI-STATE INC 390 NORTH ST WHITE PLAINS NY 10605 NONE 501(C)3 CHARITABLE CONTRIBUTION 50000 HOUSTON PUBLIC MEDIA FOUNDATION 4343 ELGIN ST HOUSTON TX 77204 NONE 501(C)3 CHARITABLE CONTRIBUTION 10000 SCOPE 275 MADISON AVENUE SUITE 2110 NEW YORK NY 10016 NONE 501(C)3 CHARITABLE CONTRIBUTION 1575 CENTRAL PARK CONSERVANCY INC 717 FIFTH AVENUE 5TH FL NEW YORK NY 10022 NONE 501(C)3 CHARITABLE CONTRIBUTION 2500 NEW YORK BOTANICAL GARDEN (NYBG) 2900 SOUTHERN BLVD BRONX NY 10458 NONE 501(C)3 CHARITABLE CONTRIBUTION 1000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVENUE 1100N BETHESDA MD 20814 NONE 501(C)3 CHARITABLE CONTRIBUTION 2500 1196069 0 14 278038 14 272130 14 50 89532 0 550218 89532 639750 1 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES A STERN 38 TAYLOR LANE HARRISON NY 10528 15250 X STERN FAMILY PHILANTHROPIC FOUNDATIONEIN: 13-3949201ELECTION TO DISTRIBUTE CORPUSYEAR ENDED NOVEMBER 30, 2013PURSUANT TO CODE SECTION 4942(H)(2) AND REGULATIONS SECTION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT QUALIFYING DISTRIBUTIONS IN THE AMOUNT OF $1,235,709 FOR THE YEAR ENDED NOVEMBER 30, 2013 AS MADE OUT OF CORPUS. ____________________________________ FOUNDATION MANAGER BROKERAGE ACCOUNTS 6868327 18122925 HEDGE FUNDS 6252122 5964612 6183434 ALTERNATIVE INVESTMENTS 1512098 1460298 1460298 INVESTMENT ADVISORY FEES 64234 32117 32117 NY FILING FEES 250 0 250 OTHER EXPENSES THRU PARTNERSHIPS 44933 44933 0 MARGIN INTEREST 24237 24237 0 TAX PREPARATION FEE 15250 7625 7625 OTHER INCOME THRU PARTNERSHIPS 271001 271001 271001 LITIGATION SETTLEMENT CHECK 1129 1129 1129 PY ADJUSTMENTS - REVERSAL OF PRIOR YEAR ADJUSTMENT 5172 FEDERAL EXCISE TAX 15000 0 0 FOREIGN TAX - THRU BROKERAGE ACCOUNTS 1924 1924 0