Nonprofit · EIN 45-6013981
ALEX STERN FAMILY FOUNDATION
Tax-exempt · FARGO, ND 58104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $523,942 | $634,959 | -$111,017 | $9,037,617 | $0 | $9,037,617 |
| December 31, 2024 | 990-PF | $541,077 | $653,064 | -$111,987 | $9,148,634 | $0 | $9,148,634 |
| December 31, 2023 | 990-PF | $240,875 | $578,200 | -$337,325 | $9,260,621 | $0 | $9,260,621 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $223,081
- Interest
- $104,321
- Net gain from sales of assets
- $162,091
- Other income
- $34,449
Expenses
- Grants and similar amounts paid
- $553,833
- Compensation of officers, directors and key employees
- $8,000
- Salaries, compensation and benefits (total)
- $6,066
- Disbursements for charitable purposes
- $568,912
- Excise tax on investment income
- $4,274
Balance sheet and other
- Total assets, start of year
- $9,148,634
- Total assets, end of year
- $9,037,617
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,037,617
- Fair market value of assets
- $11,489,364
- Qualifying distributions
- $568,912
- Net investment income
- $361,851
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 |
|---|---|---|---|
| DAN CAREY 152 35TH AVE NE, FARGO, ND 58102 | TRUSTEE | 0 | $4,000 |
| RONDI MCGOVERN 1002 1ST AVE S, FARGO, ND 58103 | TRUSTEE | 0 | $4,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN CAREY 152 35TH AVE NE, FARGO, ND 58102 | TRUSTEE | 0 | $4,000 |
| RONDI MCGOVERN 1002 1ST AVE S, FARGO, ND 58103 | TRUSTEE | 0 | $4,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN CAREY 152 35TH AVE NE, FARGO, ND 58102 | TRUSTEE | 0 | $4,000 |
| RONDI MCGOVERN 1002 1ST AVE S, FARGO, ND 58103 | TRUSTEE | 0 | $4,000 |
Address and contacts
- Address (IRS master file)
- 4141 28TH AVE S, FARGO, ND 58104-8468
- Signed the 990-PF
- DAN CAREY, TRUSTEE
- Phone
- (701) 237-0170
- Return prepared by
- DARLYS ANDERSON LTD
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
- 45-6013981
- 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
- 1964
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,037,617
- Income (IRS master file)
- $2,799,890
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $523,942 | $634,959 | $9,037,617 | IRS |
| 990-PF | December 2024 | $541,077 | $653,064 | $9,148,634 | IRS |
| 990-PF | December 2023 | $240,875 | $578,200 | $9,260,621 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 45-6013981).
Questions about ALEX STERN FAMILY FOUNDATION
- What is the EIN of ALEX STERN FAMILY FOUNDATION?
- The employer identification number (EIN) of ALEX STERN FAMILY FOUNDATION is 45-6013981.
- Is ALEX STERN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to ALEX STERN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALEX STERN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALEX STERN FAMILY 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 ALEX STERN FAMILY 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 ALEX STERN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $4,000 (DAN CAREY, TRUSTEE).
- How much revenue does ALEX STERN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $523,942, expenses of $634,959 and total assets of $9,037,617 at year end.
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