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Nonprofit · EIN 13-6127063

JEROME L STERN FAMILY FOUNDATION INC

Tax-exempt · NEW YORK, NY 10016

Financials

$1.5M$1.2M2023$1.2M$1.3M2024$1.2M$1.2M2025
Revenue Expenses · by fiscal year end
Financials of JEROME L STERN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$1,156,025$1,200,555-$44,530$5,526,310$0$5,526,310
February 28, 2025990-PF$1,210,541$1,310,527-$99,986$5,570,840$0$5,570,840
February 29, 2024990-PF$1,546,652$1,177,410$369,242$5,670,826$0$5,670,826
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$129,583
Interest
$67
Net gain from sales of assets
$1,001,104
Other income
$25,271

Expenses

Grants and similar amounts paid
$938,430
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$51,480
Disbursements for charitable purposes
$1,009,974
Excise tax on investment income
$13,370

Balance sheet and other

Total assets, start of year
$5,570,840
Total assets, end of year
$5,526,310
Total liabilities, end of year
$0
Net assets, end of year
$5,526,310
Fair market value of assets
$14,054,971
Qualifying distributions
$1,009,974
Net investment income
$1,134,526

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
GEOFFREY S STERN
9 APACHE TRAIL, WESTPORT, CT 06880
PRESIDENT/DIRECTOR.4$0
RONALD A STERN
120 EAST END AVENUE, NEW YORK, NY 10028
TREASUROR/DIRECTOR4$0
ELLEN L STERN
325 WEST END AVENUE, NEW YORK, NY 10023
DIRECTOR4$0
990-PF for the year ended February 28, 2025: 3 people
NameTitleHours / weekCompensation
GEOFFREY S STERN
9 APACHE TRAIL, WESTPORT, CT 06880
PRESIDENT/DIRECTOR.4$0
RONALD A STERN
120 EAST END AVENUE, NEW YORK, NY 10028
TREASUROR/DIRECTOR4$0
ELLEN L STERN
325 WEST END AVENUE, NEW YORK, NY 10023
DIRECTOR4$0
990-PF for the year ended February 29, 2024: 3 people
NameTitleHours / weekCompensation
GEOFFREY S STERN
9 APACHE TRAIL, WESTPORT, CT 06880
PRESIDENT/DIRECTOR.4$0
RONALD A STERN
120 EAST END AVENUE, NEW YORK, NY 10028
TREASUROR/DIRECTOR4$0
ELLEN L STERN
325 WEST END AVENUE, NEW YORK, NY 10023
DIRECTOR4$0

Address and contacts

Address (IRS master file)
270 MADISON AVE FL 16, NEW YORK, NY 10016-0600
Signed the 990-PF
GEOFFREY STERN, TREASURER
Phone
(212) 293-5100
Return prepared by
MATTHEWS & CO LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
13-6127063
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
1945
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$5,526,310
Income (IRS master file)
$2,958,786

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$1,156,025$1,200,555$5,526,310XML
990-PFFebruary 2025$1,210,541$1,310,527$5,570,840XML
990-PFFebruary 2024$1,546,652$1,177,410$5,670,826XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 2019–––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 13-6127063).

Questions about JEROME L STERN FAMILY FOUNDATION INC

What is the EIN of JEROME L STERN FAMILY FOUNDATION INC?
The employer identification number (EIN) of JEROME L STERN FAMILY FOUNDATION INC is 13-6127063.
Is JEROME L STERN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
Are donations to JEROME L STERN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEROME L STERN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JEROME L STERN FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEROME L STERN FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of JEROME L STERN FAMILY FOUNDATION INC?
The 990-PF for the year ended February 28, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does JEROME L STERN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $1,156,025, expenses of $1,200,555 and total assets of $5,526,310 at year end.

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