Nonprofit · EIN 52-6972964
GEORGE AND SARA STERN FOUNDATION
Also known as JENSEN WILBUR C TTEE
Tax-exempt · BOSTON, MA 02118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $194,404 | $131,036 | $63,368 | $1,594,237 | $0 | $1,594,237 |
| December 31, 2023 | 990-PF | $35,782 | $133,303 | -$97,521 | $1,533,020 | $0 | $1,533,020 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $43,302
- Interest
- $11,855
- Net gain from sales of assets
- $139,247
Expenses
- Grants and similar amounts paid
- $89,200
- Compensation of officers, directors and key employees
- $28,000
- Disbursements for charitable purposes
- $120,568
- Excise tax on investment income
- $2,557
Balance sheet and other
- Total assets, start of year
- $1,533,020
- Total assets, end of year
- $1,594,237
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,594,237
- Fair market value of assets
- $2,115,422
- Qualifying distributions
- $120,568
- Net investment income
- $194,404
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD A STERN 31 RUTLAND ST UNIT 1, BOSTON, MA 02118 | TRUSTEE | 4 | $8,000 |
| DAVID STERN 32 CUNNINGHAM ROAD, FREEPORT, ME 04032 | TRUSTEE | 4 | $8,000 |
| SUSAN KAUFMAN 4184 SW 131ST AVE, DAVIE, FL 33330 | TRUSTEE | 4 | $8,000 |
| JEFF RUSSELL 175 EXCHANGE ST STE 200, BANGOR, ME 04401 | TRUSTEE | 2 | $4,000 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD A STERN 31 RUTLAND ST UNIT 1, BOSTON, MA 02118 | TRUSTEE | 4 | $8,250 |
| DAVID STERN 32 CUNNINGHAM ROAD, FREEPORT, ME 04032 | TRUSTEE | 4 | $8,250 |
| SUSAN KAUFMAN 4184 SW 131ST AVE, DAVIE, FL 33330 | TRUSTEE | 4 | $8,250 |
| JEFF RUSSELL 175 EXCHANGE ST STE 200, BANGOR, ME 04401 | TRUSTEE | 2 | $4,125 |
Address and contacts
- Address (IRS master file)
- 31 RUTLAND ST UNIT 1, BOSTON, MA 02118-1525
- In care of
- % RICHARD STERN
- Signed the 990-PF
- RICHARD A STERN, TRUSTEE
- Phone
- (561) 699-0571
- Return prepared by
- NICHOLSON MICHAUD & NADEAU CPAS
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 | Not 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
- 52-6972964
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,594,237
- Income (IRS master file)
- $474,374
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $194,404 | $131,036 | $1,594,237 | XML |
| 990-PF | December 2023 | $35,782 | $133,303 | $1,533,020 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 52-6972964).
Questions about GEORGE AND SARA STERN FOUNDATION
- What is the EIN of GEORGE AND SARA STERN FOUNDATION?
- The employer identification number (EIN) of GEORGE AND SARA STERN FOUNDATION is 52-6972964.
- Is GEORGE AND SARA STERN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to GEORGE AND SARA STERN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE AND SARA STERN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE AND SARA STERN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE AND SARA STERN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of GEORGE AND SARA STERN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $8,000 (RICHARD A STERN, TRUSTEE).
- How much revenue does GEORGE AND SARA STERN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $194,404, expenses of $131,036 and total assets of $1,594,237 at year end.
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