Nonprofit · EIN 13-6121155
STEVEN & BONNIE STERN FOUNDATION INC
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $559,883 | $629,030 | -$69,147 | $5,469,557 | $0 | $5,469,557 |
| March 31, 2025 | 990-PF | $495,981 | $509,247 | -$13,266 | $5,538,704 | $0 | $5,538,704 |
| March 31, 2024 | 990-PF | $393,439 | $501,160 | -$107,721 | $5,551,970 | $0 | $5,551,970 |
| March 31, 2023 | 990-PF | $375,357 | $503,429 | -$128,072 | $5,659,692 | $0 | $5,659,692 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $209,865
- Dividends
- $266,101
- Net gain from sales of assets
- $83,917
Expenses
- Grants and similar amounts paid
- $482,315
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $559,841
- Excise tax on investment income
- $6,325
Balance sheet and other
- Total assets, start of year
- $5,538,704
- Total assets, end of year
- $5,469,557
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,469,557
- Fair market value of assets
- $6,466,568
- Qualifying distributions
- $559,841
- Net investment income
- $516,741
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN E STERN 184 BRADLEY PLACE, PALM BEACH, FL 33480 | DIRECTOR/PRESIDENT/SECRETARY | 10 | $0 |
| BONNIE STERN 184 BRADLEY PLACE, PALM BEACH, FL 33480 | TREASURER | 5 | $0 |
990-PF for the year ended March 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN E STERN 184 BRADLEY PLACE, PALM BEACH, FL 33480 | DIRECTOR/PRESIDENT/SECRETARY | 10 | $0 |
| BONNIE STERN 184 BRADLEY PLACE, PALM BEACH, FL 33480 | TREASURER | 5 | $0 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN E STERN 184 BRADLEY PLACE, PALM BEACH, FL 33480 | DIRECTOR/PRESIDENT/SECRETARY | 10 | $0 |
| BONNIE STERN 184 BRADLEY PLACE, PALM BEACH, FL 33480 | TREASURER | 5 | $0 |
990-PF for the year ended March 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN E STERN 184 BRADLEY PLACE, PALM BEACH, FL 33480 | DIRECTOR/PRESIDENT/SECRETARY | 10 | $0 |
| BONNIE STERN 184 BRADLEY PLACE, PALM BEACH, FL 33480 | TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 184 BRADLEY PLACE 303, PALM BEACH, FL 33480-3705
- Signed the 990-PF
- STEVEN E STERN, PRESIDENT
- Phone
- (561) 651-7730
- Return prepared by
- PROSPERITY PARTNERS 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6121155
- 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
- 1956
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,469,557
- Income (IRS master file)
- $3,269,376
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $559,883 | $629,030 | $5,469,557 | XML |
| 990-PF | March 2025 | $495,981 | $509,247 | $5,538,704 | XML |
| 990-PF | March 2024 | $393,439 | $501,160 | $5,551,970 | XML |
| 990-PF | March 2023 | $375,357 | $503,429 | $5,659,692 | XML |
| 990-T | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | 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 13-6121155).
Questions about STEVEN & BONNIE STERN FOUNDATION INC
- What is the EIN of STEVEN & BONNIE STERN FOUNDATION INC?
- The employer identification number (EIN) of STEVEN & BONNIE STERN FOUNDATION INC is 13-6121155.
- Is STEVEN & BONNIE STERN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to STEVEN & BONNIE STERN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEVEN & BONNIE STERN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEVEN & BONNIE STERN FOUNDATION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEVEN & BONNIE STERN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of STEVEN & BONNIE STERN FOUNDATION INC?
- The 990-PF for the year ended March 31, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does STEVEN & BONNIE STERN FOUNDATION INC have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $559,883, expenses of $629,030 and total assets of $5,469,557 at year end.
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