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Nonprofit · EIN 13-6111129

WALTER P AND ELIZABETH M STERN FOUNDATION INC

Tax-exempt · SCARSDALE, NY 10583

Financials

$432K$1.4M2023$221K$4.3M2024$2.4M$880K2025
Revenue Expenses · by fiscal year end
Financials of WALTER P AND ELIZABETH M STERN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,365,939$880,017$1,485,922$5,574,716$0$5,574,716
December 31, 2024990-PF$221,047$4,347,950-$4,126,903$4,014,323$0$4,014,323
December 31, 2023990-PF$432,055$1,384,202-$952,147$5,182,290$0$5,182,290
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$98,605
Net gain from sales of assets
$2,359,178
Other income
-$91,844

Expenses

Grants and similar amounts paid
$856,689
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$864,664
Excise tax on investment income
$33,967

Balance sheet and other

Total assets, start of year
$4,014,323
Total assets, end of year
$5,574,716
Total liabilities, end of year
$0
Net assets, end of year
$5,574,716
Fair market value of assets
$8,338,714
Qualifying distributions
$864,664
Net investment income
$2,456,570

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ELIZABETH M STERN
20 Doris Drive, Scarsdale, NY 10583
PRESIDENT1$0
SARAH M STERN
20 Doris Drive, Scarsdale, NY 10583
TREASURER1$0
WILLIAM M STERN
20 Doris Drive, Scarsdale, NY 10583
SECRETARY1$0
DAVID MC STERN
20 Doris Drive, Scarsdale, NY 10583
VICE PRES1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ELIZABETH M STERN
20 Doris Drive, Scarsdale, NY 10583
PRESIDENT1$0
SARAH M STERN
20 Doris Drive, Scarsdale, NY 10583
TREASURER1$0
WILLIAM M STERN
20 Doris Drive, Scarsdale, NY 10583
SECRETARY1$0
DAVID MC STERN
20 Doris Drive, Scarsdale, NY 10583
VICE PRES1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ELIZABETH M STERN
20 Doris Drive, Scarsdale, NY 10583
PRESIDENT1$0
SARAH M STERN
20 Doris Drive, Scarsdale, NY 10583
TREASURER1$0
WILLIAM M STERN
20 Doris Drive, Scarsdale, NY 10583
SECRETARY1$0
DAVID MC STERN
20 Doris Drive, Scarsdale, NY 10583
VICE PRES1$0

Address and contacts

Address (IRS master file)
20 DORIS DR, SCARSDALE, NY 10583-2712
In care of
% ELIZABETH STERN
Signed the 990-PF
ELIZABETH STERN, PRESIDENT
Phone
(212) 649-1500
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6111129
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
1963
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,574,716
Income (IRS master file)
$2,997,444

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,365,939$880,017$5,574,716XML
990-TDecember 2025–––IRS
990-PFDecember 2024$221,047$4,347,950$4,014,323XML
990-TDecember 2024–––IRS
990-PFDecember 2023$432,055$1,384,202$5,182,290XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 13-6111129).

Questions about WALTER P AND ELIZABETH M STERN FOUNDATION INC

What is the EIN of WALTER P AND ELIZABETH M STERN FOUNDATION INC?
The employer identification number (EIN) of WALTER P AND ELIZABETH M STERN FOUNDATION INC is 13-6111129.
Is WALTER P AND ELIZABETH M STERN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to WALTER P AND ELIZABETH M STERN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALTER P AND ELIZABETH M STERN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WALTER P AND ELIZABETH M STERN FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WALTER P AND ELIZABETH M STERN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WALTER P AND ELIZABETH M STERN FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WALTER P AND ELIZABETH M STERN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,365,939, expenses of $880,017 and total assets of $5,574,716 at year end.

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