Nonprofit · EIN 13-3949201
STERN FAMILY PHILANTHROPIC FOUNDATION
Tax-exempt · HARRISON, NY 10528
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $655,000 | $1,361,897 | -$706,897 | $14,427,844 | $0 | $14,427,844 |
| November 30, 2024 | 990-PF | $743,702 | $1,864,631 | -$1,120,929 | $15,129,569 | $0 | $15,129,569 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $15,250
- Dividends
- $278,038
- Net gain from sales of assets
- $89,582
- Other income
- $272,130
Expenses
- Grants and similar amounts paid
- $1,196,069
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,236,061
- Excise tax on investment income
- $7,352
Balance sheet and other
- Total assets, start of year
- $15,129,569
- Total assets, end of year
- $14,427,844
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,427,844
- Fair market value of assets
- $25,901,264
- Qualifying distributions
- $1,236,061
- Net investment income
- $639,750
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES STERN 38 TAYLOR LANE, HARRISON, NY 105281410 | CHMN/DIR | 1 | $0 |
| JANE STERN 38 TAYLOR LANE, HARRISON, NY 105281410 | PRES/DIR | 0.25 | $0 |
| PETER STERN 230 WEST 79TH STREET, NEW YORK, NY 10024 | TREAS/DIR | 0.25 | $0 |
| DAVID STERN 400 EAST 66TH STREET, NEW YORK, NY 10065 | SECY/DIR | 0.25 | $0 |
990-PF for the year ended November 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES STERN 38 TAYLOR LANE, HARRISON, NY 105281410 | CHMN/DIR | 1 | $0 |
| JANE STERN 38 TAYLOR LANE, HARRISON, NY 105281410 | PRES/DIR | 0.25 | $0 |
| PETER STERN 230 WEST 79TH STREET, NEW YORK, NY 10024 | TREAS/DIR | 0.25 | $0 |
| DAVID STERN 400 EAST 66TH STREET, NEW YORK, NY 10065 | SECY/DIR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 38 TAYLOR LN, HARRISON, NY 10528-1410
- In care of
- % CBIZ MAHONEY COHEN
- Signed the 990-PF
- JAMES STERN, PRESIDENT
- Phone
- (212) 790-5700
- Return prepared by
- CBIZ ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | Check at the IRS |
IRS record
- EIN
- 13-3949201
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $14,427,844
- Income (IRS master file)
- $1,826,222
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $655,000 | $1,361,897 | $14,427,844 | XML |
| 990-T | November 2025 | – | – | – | IRS |
| 990-PF | November 2024 | $743,702 | $1,864,631 | $15,129,569 | XML |
| 990-T | November 2024 | – | – | – | IRS |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3949201).
Questions about STERN FAMILY PHILANTHROPIC FOUNDATION
- What is the EIN of STERN FAMILY PHILANTHROPIC FOUNDATION?
- The employer identification number (EIN) of STERN FAMILY PHILANTHROPIC FOUNDATION is 13-3949201.
- Is STERN FAMILY PHILANTHROPIC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to STERN FAMILY PHILANTHROPIC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STERN FAMILY PHILANTHROPIC FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STERN FAMILY PHILANTHROPIC FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STERN FAMILY PHILANTHROPIC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of STERN FAMILY PHILANTHROPIC FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does STERN FAMILY PHILANTHROPIC FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $655,000, expenses of $1,361,897 and total assets of $14,427,844 at year end.
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