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Nonprofit · EIN 54-0847408

STERN FOUNDATION

Tax-exempt · MECHANICSVLLE, VA 23116

Financials

$86K$62K2023$47K$58K2024$72K$379K2025
Revenue Expenses · by fiscal year end
Financials of STERN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$71,911$379,250-$307,339$588,007$0$588,007
January 31, 2025990-PF$46,518$58,374-$11,856$895,346$0$895,346
January 31, 2024990-PF$85,803$61,987$23,816$907,202$0$907,202
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$22,919
Interest
$1,184
Net gain from sales of assets
$47,624
Other income
$184

Expenses

Grants and similar amounts paid
$367,551
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$370,949
Excise tax on investment income
$890

Balance sheet and other

Total assets, start of year
$895,346
Total assets, end of year
$588,007
Total liabilities, end of year
$0
Net assets, end of year
$588,007
Fair market value of assets
$725,273
Qualifying distributions
$370,949
Net investment income
$71,911

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 January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
SIDNEY L STERN II
9038 ATLEE ROAD, MECHANICSVILLE, VA 231162507
DIRECTOR, PRESIDENT1$0
HENRY F STERN JR
9038 ATLEE ROAD, MECHANICSVILLE, VA 231162507
DIRECTOR, VICE PRESIDENT1$0
CONSTANCE S MOORE
9038 ATLEE ROAD, MECHANICSVILLE, VA 231162507
DIRECTOR, SECRETARY, TREASURER1$0
990-PF for the year ended January 31, 2025: 3 people
NameTitleHours / weekCompensation
SIDNEY L STERN II
9038 ATLEE ROAD, MECHANICSVILLE, VA 231162507
DIRECTOR, PRESIDENT1$0
HENRY F STERN JR
9038 ATLEE ROAD, MECHANICSVILLE, VA 231162507
DIRECTOR, VICE PRESIDENT1$0
CONSTANCE S MOORE
9038 ATLEE ROAD, MECHANICSVILLE, VA 231162507
DIRECTOR, SECRETARY, TREASURER1$0
990-PF for the year ended January 31, 2024: 3 people
NameTitleHours / weekCompensation
SIDNEY L STERNII
9038 ATLEE ROAD, MECHANICSVILLE, VA 23116
PRESIDENT1$0
CONSTANCE S MOORE
9038 ATLEE ROAD, MECHANICSVILLE, VA 23116
SECY./TREAS.1$0
HENRY F STERN JR
9038 ATLEE ROAD, MECHANICSVILLE, VA 23116
V. PRES.1$0

Address and contacts

Address (IRS master file)
9038 ATLEE RD, MECHANICSVLLE, VA 23116-2507
In care of
% R PHILIPSON CO
Signed the 990-PF
SIDNEY L STERN II, PRESIDENT
Phone
(804) 285-7503
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
54-0847408
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
1969
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$588,007
Income (IRS master file)
$906,682

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026$71,911$379,250$588,007XML
990-PFJanuary 2025$46,518$58,374$895,346IRS
990-PFJanuary 2024$85,803$61,987$907,202XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––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 54-0847408).

Questions about STERN FOUNDATION

What is the EIN of STERN FOUNDATION?
The employer identification number (EIN) of STERN FOUNDATION is 54-0847408.
Is STERN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to STERN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STERN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STERN FOUNDATION due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STERN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2026.
Who are the officers and directors of STERN FOUNDATION?
The 990-PF for the year ended January 31, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does STERN FOUNDATION have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $71,911, expenses of $379,250 and total assets of $588,007 at year end.

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