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Nonprofit · EIN 84-5041067

HERBERT AND MARSHA STERN FOUNDATION INC

Tax-exempt · PALM BEACH GARDENS, FL 33418

Financials

$3K$3K2023$5K$5K2024$5K$5K2025
Revenue Expenses · by fiscal year end
Financials of HERBERT AND MARSHA STERN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,412$5,150$262$44,438$0$44,438
December 31, 2024990-PF$5,396$5,150$246$44,176$0$44,176
December 31, 2023990-PF$3,380$3,220$160$43,930$0$43,930
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,000
Dividends
$412

Expenses

Grants and similar amounts paid
$5,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$5,000
Excise tax on investment income
$4

Balance sheet and other

Total assets, start of year
$44,176
Total assets, end of year
$44,438
Total liabilities, end of year
$0
Net assets, end of year
$44,438
Fair market value of assets
$109,607
Qualifying distributions
$5,000
Net investment income
$412

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.

NameTitleHours / weekCompensation
HERBERT J STERN
265 W INDIES DRIVE, PALM BEACH, FL 33480
PRESIDENT1$0
KEVIN M KILCULLEN
18366 SE VILLAGE CIRCLE, TEQUESTA, FL 33469
VICE PRESIDENT1$0
MARSHA K STERN
265 W INDIES DRIVE, PALM BEACH, FL 33480
SECRETARY & TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
HERBERT J STERN
265 W INDIES DRIVE, PALM BEACH, FL 33480
PRESIDENT1$0
KEVIN M KILCULLEN
18366 SE VILLAGE CIRCLE, TEQUESTA, FL 33469
VICE PRESIDENT1$0
MARSHA K STERN
265 W INDIES DRIVE, PALM BEACH, FL 33480
SECRETARY & TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
HERBERT J STERN
265 W INDIES DRIVE, PALM BEACH, FL 33480
PRESIDENT1$0
KEVIN M KILCULLEN
18366 SE VILLAGE CIRCLE, TEQUESTA, FL 33469
VICE PRESIDENT1$0
MARSHA K STERN
265 W INDIES DRIVE, PALM BEACH, FL 33480
SECRETARY & TREASURER1$0

Address and contacts

Address (IRS master file)
7108 FAIRWAY DRIVE 123, PALM BEACH GARDENS, FL 33418-3767
In care of
% HERBERT J STERN
Signed the 990-PF
HERBERT J STERN, PRESIDENT
Phone
(973) 535-1900
Return prepared by
WISS & COMPANY 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-5041067
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
2020
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B40)
Assets (IRS master file)
$44,438
Income (IRS master file)
$5,412

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,412$5,150$44,438IRS
990-PFDecember 2024$5,396$5,150$44,176IRS
990-PFDecember 2023$3,380$3,220$43,930XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 84-5041067).

Questions about HERBERT AND MARSHA STERN FOUNDATION INC

What is the EIN of HERBERT AND MARSHA STERN FOUNDATION INC?
The employer identification number (EIN) of HERBERT AND MARSHA STERN FOUNDATION INC is 84-5041067.
Is HERBERT AND MARSHA STERN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to HERBERT AND MARSHA STERN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HERBERT AND MARSHA STERN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HERBERT AND MARSHA STERN FOUNDATION INC 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 HERBERT AND MARSHA STERN FOUNDATION INC 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 HERBERT AND MARSHA STERN FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HERBERT AND MARSHA STERN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,412, expenses of $5,150 and total assets of $44,438 at year end.

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