Civic Intelligence

Leo & Marjorie Stern Foundation

EIN 13-6084394 • Paradise Valley, AZ

7547 N Lakeside LaneParadise Valley, AZ 85253-2857
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-4218%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-56%

Faster revenue growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $183,626 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $183,626 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$4,757

Down $6,114 (-56%) from 2023

Expenses

Up

$205,409

Up $202,523 (+7017%) from 2023

Net Income

Down

-$200,652

Down $208,637 (-2613%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $154,358Liabilities 2011: $02011Assets 2012: $143,865Liabilities 2012: $1,0002012Assets 2013: $145,296Liabilities 2013: $02013Assets 2014: $144,257Liabilities 2014: $02014Assets 2015: $143,229Liabilities 2015: $02015Assets 2018: $160,763Liabilities 2018: $0Net Assets 2018: $160,7632018Assets 2019: $163,435Liabilities 2019: $0Net Assets 2019: $163,4352019Assets 2020: $164,745Liabilities 2020: $0Net Assets 2020: $164,7452020Assets 2021: $165,840Liabilities 2021: $0Net Assets 2021: $165,8402021Assets 2022: $175,096Liabilities 2022: $0Net Assets 2022: $175,0962022Assets 2023: $183,626Liabilities 2023: $0Net Assets 2023: $183,6262023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $9,540Expenses 2011: $16,181Net Income 2011: -$6,6412011Revenue 2012: $6,180Expenses 2012: $17,673Net Income 2012: -$11,4932012Revenue 2013: $8,898Expenses 2013: $7,922Net Income 2013: $9762013Revenue 2014: $13,616Expenses 2014: $14,614Net Income 2014: -$9982014Revenue 2015: $8,612Expenses 2015: $9,640Net Income 2015: -$1,0282015Revenue 2018: $18,893Expenses 2018: $16,714Net Income 2018: $2,1792018Revenue 2019: $15,644Expenses 2019: $12,659Net Income 2019: $2,9852019Revenue 2020: $6,433Expenses 2020: $5,104Net Income 2020: $1,3292020Revenue 2021: $12,478Expenses 2021: $11,810Net Income 2021: $6682021Revenue 2022: $12,218Expenses 2022: $2,606Net Income 2022: $9,6122022Revenue 2023: $10,871Expenses 2023: $2,886Net Income 2023: $7,9852023Revenue 2024: $4,757Expenses 2024: $205,409Net Income 2024: -$200,6522024

Highlighted filing

2024

Revenue$4,757
Expenses$205,409
Net Income-$200,652
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$4,757
Expenses
$205,409
Net income
-$200,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.05$2.05$2.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.11$0.03$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.12$0.03$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.12$0.12$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.06$0.05$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.16$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.19$0.17$0.02
2015Summary only. Only limited summary data is available for this year.$1.43$0.00$0.09$0.10$0.01
2014Summary only. Only limited summary data is available for this year.$1.44$0.00$0.14$0.15$0.01
2013Summary only. Only limited summary data is available for this year.$1.45$0.00$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.44$0.01$0.06$0.18$0.11
2011Summary only. Only limited summary data is available for this year.$1.54$0.00$0.10$0.16$0.07
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD D STERNTrustee-$0--
PHYLLIS STERNTrustee-$0--
ANDREW H STERNTrustee-$0--
MARJORIE STERN JACKSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leo & Marjorie Stern Foundation
EIN
13-6084394
Phone
4809913903
Address
7547 N LAKESIDE LANE, PARADISE VALLEY, AZ 85253-2857

Signing Officer

Name
Richard D Stern
Title
Trustee
Phone
4809913903
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
7098 E COCHISE RD STE 100, SCOTTSDALE, AZ 85253
Preparer
Pamela D Wheeler Ea
Phone
4804831170
Raw XML Appendix347 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0HENRY & HORNE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02400
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DODGE & COX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1VOYA FLOATING RATE FD I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt015039
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt119689
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt014553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt116709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt015182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt516510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt220706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt513530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt710312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt88123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BLACKROCK CORP HIGH YIELD FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CITIGROUP IN 6.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2COHEN & STEERS QUAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DTE ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4METLIFE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MFS MULTI MKT INC TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKSTONE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8HEALTHPEAK PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt310326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESCO EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKSTONE MTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WP CAREY REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3INVESCO S&P 500 EQUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt223445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt310594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt010750
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01468
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt012218
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012218
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01468
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010750
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09612
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01468
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01468
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09768
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012218
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01468
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09612
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0356
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0175452
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0165840
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0175096
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09946
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09946
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09946
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010082
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0136
IRS990PF/DistributableAmountGrp/TotalTaxAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0188785
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt034728
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt034728
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt031262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt076095
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt077025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt094826
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0203
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0392
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0392
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt054041
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt058839
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt058193
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0165840
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0175096
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0773
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04112
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04112
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0165840
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0175096
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0188785
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0165840
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0175096
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0165840
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0175096
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0204714
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02836
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0201878
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03071
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010082
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0201643
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0204714
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt048 QUEENS GARDENS FLAT 9
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CountryCd0UK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ForeignPostalCd0W2 3AA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ProvinceOrStateNm0LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD D STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PHYLLIS STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANDREW H STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARJORIE STERN JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07547 N LAKESIDE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17547 N LAKESIDE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt251 W 86TH STREET APT 902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PARADISE VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PARADISE VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD D STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEO & MARJORIE STERN FOUNDATION
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07098 E COCHISE RD STE 100
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA D WHEELER EA
ReturnHeader/ReturnTs02023-05-11T12:22:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STERN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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