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Nonprofit · EIN 36-6047947

IRVIN STERN FOUNDATION

Tax-exempt · BOCA RATON, FL 33431

Financials

$1.2M$814K2023$768K$825K2024
Revenue Expenses · by fiscal year end
Financials of IRVIN STERN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$767,854$824,889-$57,035$10,437,965$0$10,437,965
September 30, 2024990-PF$1,162,778$814,057$348,721$10,438,223$0$10,438,223
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$339,986
Net gain from sales of assets
$406,308
Other income
$21,560

Expenses

Grants and similar amounts paid
$626,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$14,474
Disbursements for charitable purposes
$715,174
Excise tax on investment income
$9,355

Balance sheet and other

Total assets, start of year
$10,438,223
Total assets, end of year
$10,437,965
Total liabilities, end of year
$0
Net assets, end of year
$10,437,965
Fair market value of assets
$13,888,695
Qualifying distributions
$715,174
Net investment income
$767,854

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
STUART EPSTEIN
3140 S OCEAN BLVD 307S, PALM BEACH, FL 33480
TRUSTEE0.25$0
KIRSTIN BONCHER
106 EAST 85TH STREET APT 1S, NEW YORK, NY 10028
TRUSTEE0.25$0
HEIDI BONCHER
315 DORSET HEIGHTS, SOUTH BURLINGTON, VT 04503
TRUSTEE0.25$0
NICHOLAS EPSTEIN
3 NORTH MAIN STREET, E HAMPTON, NY 11937
TRUSTEE0.25$0
ARTHUR WINTER
909 DAVIS STREET SUITE 500, EVANSTON, IL 60201
TRUSTEE0.25$0
SAMANTHA EPSTEIN
1010 ELSINORE AVE, OAKLAND, CA 94602
TRUSTEE0.25$0
EMMA WINTER
2003 ORRINGTON, EVANSTON, IL 60201
TRUSTEE0.25$0
IAN EPSTEIN
1633 PERAL STREET, APT 621, DENVER, CO 80203
TRUSTEE0.25$0
MOLLY WINTER
2003 ORRINGTON, EVANSTON, IL 60201
TRUSTEE0.25$0
CLAIRE WINTER
2212 N CAMPBELL 3A, CHICAGO, IL 60647
TRUSTEE0.25$0
990-PF for the year ended September 30, 2024: 10 people
NameTitleHours / weekCompensation
STUART EPSTEIN
3140 S OCEAN BLVD 307S, PALM BEACH, FL 33480
TRUSTEE0.25$0
KIRSTIN BONCHER
106 EAST 85TH STREET APT 1S, NEW YORK, NY 10028
TRUSTEE0.25$0
HEIDI BONCHER
315 DORSET HEIGHTS, SOUTH BURLINGTON, VT 04503
TRUSTEE0.25$0
NICHOLAS EPSTEIN
3 NORTH MAIN STREET, E HAMPTON, NY 11937
TRUSTEE0.25$0
ARTHUR WINTER
909 DAVIS STREET SUITE 500, EVANSTON, IL 60201
TRUSTEE0.25$0
SAMANTHA EPSTEIN
1010 ELSINORE AVE, OAKLAND, CA 94602
TRUSTEE0.25$0
EMMA WINTER
2003 ORRINGTON, EVANSTON, IL 60201
TRUSTEE0.25$0
IAN EPSTEIN
150 LAS VEGAS BLVD N 909, LAS VEGAS, NV 89101
TRUSTEE0.25$0
MOLLY WINTER
2003 ORRINGTON, EVANSTON, IL 60201
TRUSTEE0.25$0
CLAIRE WINTER
2212 N CAMPBELL 3A, CHICAGO, IL 60647
TRUSTEE0.25$0

Address and contacts

Address (IRS master file)
5550 GLADES RD STE 500, BOCA RATON, FL 33431-7277
In care of
% HEIDI BONCHER
Signed the 990-PF
HEIDI BONCHER, TRUSTEE
Phone
(917) 846-5619
Return prepared by
ERNST & YOUNG US 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
36-6047947
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
1959
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$10,437,965
Income (IRS master file)
$2,591,668

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$767,854$824,889$10,437,965XML
990-PFSeptember 2024$1,162,778$814,057$10,438,223XML
990-PFSeptember 2023$638,059$1,132,513$10,089,502IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 36-6047947).

Questions about IRVIN STERN FOUNDATION

What is the EIN of IRVIN STERN FOUNDATION?
The employer identification number (EIN) of IRVIN STERN FOUNDATION is 36-6047947.
Is IRVIN STERN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to IRVIN STERN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does IRVIN STERN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of IRVIN STERN FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IRVIN STERN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of IRVIN STERN FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does IRVIN STERN FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $767,854, expenses of $824,889 and total assets of $10,437,965 at year end.

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