Nonprofit · EIN 31-6675328
THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION
Tax-exempt · WOODBRIDGE, NJ 07095
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $29,001 | $7,422 | $21,579 | $173,930 | $0 | $173,930 |
| December 31, 2024 | 990-PF | $22,549 | $31,921 | -$9,372 | $152,351 | $0 | $152,351 |
| December 31, 2023 | 990-PF | $15,452 | $41,916 | -$26,464 | $161,723 | $0 | $161,723 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,906
- Net gain from sales of assets
- $25,095
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $24
- Disbursements for charitable purposes
- $6,906
- Excise tax on investment income
- $403
Balance sheet and other
- Total assets, start of year
- $152,351
- Total assets, end of year
- $173,930
- Total liabilities, end of year
- $0
- Net assets, end of year
- $173,930
- Fair market value of assets
- $235,054
- Qualifying distributions
- $6,906
- Net investment income
- $29,001
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BESSEMER TRUST COMPANY 100 WOODBRIDGE CENTER DRIVE, WOODBRIDGE, NJ 070951191 | CORPORATE TRUSTEE | 5 | $24 |
| EDWARD STERN C/O BESSEMER TRUST 100 WOODBRIDGE, CENTER DRIVE, WOODBRIDGE, NJ 070951191 | TRUSTEE | 5 | $0 |
| CLAUDIA HEARN C/O BESSEMER TRUST 100 WOODBRIDGE, CENTER DRIVE, WOODBRIDGE, NJ 070951191 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BESSEMER TRUST COMPANY 100 WOODBRIDGE CENTER DRIVE, WOODBRIDGE, NJ 070951191 | CORPORATE TRUSTEE | 5 | $23 |
| EDWARD STERN C/O BESSEMER TRUST 100 WOODBRIDGE, CENTER DRIVE, WOODBRIDGE, NJ 070951191 | TRUSTEE | 5 | $0 |
| CLAUDIA HEARN C/O BESSEMER TRUST 100 WOODBRIDGE, CENTER DRIVE, WOODBRIDGE, NJ 070951191 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BESSEMER TRUST COMPANY 100 WOODBRIDGE CENTER DRIVE, WOODBRIDGE, NJ 070951191 | CORPORATE TRUSTEE | 5 | $18 |
| EDWARD STERN C/O BESSEMER TRUST 100 WOODBRIDGE, CENTER DRIVE, WOODBRIDGE, NJ 070951191 | TRUSTEE | 5 | $0 |
| CLAUDIA HEARN C/O BESSEMER TRUST 100 WOODBRIDGE, CENTER DRIVE, WOODBRIDGE, NJ 070951191 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- BESSEMER TR 100 WOODBRIDGE CTR DR, WOODBRIDGE, NJ 07095-0000
- In care of
- % EDWARD STERN
- Signed the 990-PF
- CLAUDIA HEARN, TRUSTEE
- Phone
- (212) 708-9216
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-6675328
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $173,930
- Income (IRS master file)
- $58,901
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $29,001 | $7,422 | $173,930 | IRS |
| 990-PF | December 2024 | $22,549 | $31,921 | $152,351 | IRS |
| 990-PF | December 2023 | $15,452 | $41,916 | $161,723 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 31-6675328).
Questions about THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION
- What is the EIN of THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION?
- The employer identification number (EIN) of THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION is 31-6675328.
- Is THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION 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 THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION 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 THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $24 (BESSEMER TRUST COMPANY, CORPORATE TRUSTEE).
- How much revenue does THE CLAUDIA HEARN AND EDWARD STERN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $29,001, expenses of $7,422 and total assets of $173,930 at year end.
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