Civic Intelligence

Walter P & Elizabeth M Stern Foundation Inc

EIN 13-6111129 • Scarsdale, NY

20 Doris DriveScarsdale, NY 10583
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-1867%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

8th percentile

-23%

Faster asset growth than 8% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,014,323

Down $1,167,967 (-23%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$4,014,323

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Down

$221,047

Down $211,008 (-49%) from 2023

Expenses

Up

$4,347,950

Up $2,963,748 (+214%) from 2023

Net Income

Down

-$4,126,903

Down $3,174,756 (-333%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,036,465Liabilities 2011: $02011Assets 2012: $4,039,366Liabilities 2012: $02012Assets 2013: $5,299,730Liabilities 2013: $0Net Assets 2013: $5,299,7302013Assets 2014: $5,736,605Liabilities 2014: $0Net Assets 2014: $5,736,6052014Assets 2015: $5,645,151Liabilities 2015: $188Net Assets 2015: $5,644,9632015Assets 2016: $5,658,696Liabilities 2016: $0Net Assets 2016: $5,658,6962016Assets 2017: $5,626,952Liabilities 2017: $0Net Assets 2017: $5,626,9522017Assets 2018: $6,038,901Liabilities 2018: $5,723Net Assets 2018: $6,033,1782018Assets 2019: $5,933,053Liabilities 2019: $5,723Net Assets 2019: $5,927,3302019Assets 2020: $5,973,410Liabilities 2020: $0Net Assets 2020: $5,973,4102020Assets 2021: $5,731,839Liabilities 2021: $0Net Assets 2021: $5,731,8392021Assets 2022: $5,755,938Liabilities 2022: $0Net Assets 2022: $5,755,9382022Assets 2023: $5,182,290Liabilities 2023: $12023Assets 2024: $4,014,323Liabilities 2024: $0Net Assets 2024: $4,014,3232024

Highlighted filing

2024

Assets$4,014,323
Liabilities$0
Net Assets$4,014,323
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$5.0M$0-$5.0MRevenue 2011: $245,017Expenses 2011: $295,376Net Income 2011: -$50,3592011Revenue 2012: $255,439Expenses 2012: $252,538Net Income 2012: $2,9012012Revenue 2013: $1,882,511Expenses 2013: $449,029Net Income 2013: $1,433,4822013Revenue 2014: $906,444Expenses 2014: $411,338Net Income 2014: $495,1062014Revenue 2015: $369,159Expenses 2015: $462,872Net Income 2015: -$93,7132015Revenue 2016: $482,170Expenses 2016: $470,130Net Income 2016: $12,0402016Revenue 2017: $284,603Expenses 2017: $323,923Net Income 2017: -$39,3202017Revenue 2018: $802,804Expenses 2018: $397,436Net Income 2018: $405,3682018Revenue 2019: $367,085Expenses 2019: $473,618Net Income 2019: -$106,5332019Revenue 2020: $318,383Expenses 2020: $272,984Net Income 2020: $45,3992020Revenue 2021: $354,757Expenses 2021: $638,685Net Income 2021: -$283,9282021Revenue 2022: $572,650Expenses 2022: $304,501Net Income 2022: $268,1492022Revenue 2023: $432,055Expenses 2023: $1,384,202Net Income 2023: -$952,1472023Revenue 2024: $221,047Expenses 2024: $4,347,950Net Income 2024: -$4,126,9032024

Highlighted filing

2024

Revenue$221,047
Expenses$4,347,950
Net Income-$4,126,903
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
$4,014,323
Liabilities
$0
Net assets
$4,014,323
Revenue
$221,047
Expenses
$4,347,950
Net income
-$4,126,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.22$4.35$4.13
2023Summary only. Only limited summary data is available for this year.$5.18$0.00$0.43$1.38$0.95
2022Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.57$0.30$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$0.35$0.64$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$0.00$5.97$0.32$0.27$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.01$5.93$0.37$0.47$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$0.01$6.03$0.80$0.40$0.41
2017Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.28$0.32$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.48$0.47$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.64$0.37$0.46$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.91$0.41$0.50
2013Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$1.88$0.45$1.43
2012Summary only. Only limited summary data is available for this year.$4.04$0.00$0.26$0.25$0.00
2011Summary only. Only limited summary data is available for this year.$4.04$0.00$0.25$0.30$0.05
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
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER P STERN DECEASED 22722President-$0--
ELIZABETH M STERNPresident (As Of 2/28/22)-$0--
SARAH M STERNTreasurer (As Of 2/28/22)-$0--
WILLIAM M STERNSecretary (As Of 2/28/22)-$0--
DAVID MC STERNVice Pres (As Of 2/28/22)-$0--
Filing and Contact Details

Filer

Filer Name
Walter P & Elizabeth M Stern Foundation Inc
EIN
13-6111129
In Care Of
% MARCUM LLP
Phone
2126491500
Address
20 DORIS DRIVE, SCARSDALE, NY 10583

Signing Officer

Name
Elizabeth Stern
Title
President
Phone
2126491500
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
730 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Stephen D Lassar
Phone
2124855500
Raw XML AppendixShowing 400 of 403 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03,609.000 SHS AT&T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,525.000 SHS ISHARES IBOXX HIGH YIELD CORP BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc217,088.000 SHS KIMCO REALTY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30.100 SHS SAFEHOLD INC - CIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc40.747 SHS WARNER BROS DISCOVERY INC - CIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc568.540 SHS AMER HI INCOME TR (PERSHING)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HEALTHPEAK - RETURN OF CAPITAL
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09250139
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt026565
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09477058
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WALTER P STERN DECEASED 22722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH M STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARAH M STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WILLIAM M STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAVID MC STERN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER (AS OF 2/28/22)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY (AS OF 2/28/22)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRES (AS OF 2/28/22)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O THE CAPITAL GROUP 630 5TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O THE CAPITAL GROUP 630 5TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O THE CAPITAL GROUP 630 5TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O THE CAPITAL GROUP 630 5TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O THE CAPITAL GROUP 630 5TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEW YORK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd310111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd410111
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0297260
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0297260
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0730 THIRD AVE 11 FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARCUM LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124855500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N\A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING SPECIFYING AMOUNT REQUIRED AND INTENDED USE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ELIZABETH STERN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02126491500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O CAPITAL RES 630 5TH AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ELIZABETH STERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0296510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AS PER BY-LAWS OF FOUNDATION TO ORGANIZATIONS QUALIFIED UNDER IRC SECTION 501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PER SCHEDULE ATTACHED - STATEMENT B CASH GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE, SEE STATEMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O MARCUM LLP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0730 THIRD AVENUE 11TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0296510
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0297260
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0458839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt089982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt089982
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt089982
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0297260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt089982
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt071597
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt014690
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM THE IRS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt024432
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt114009
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt024432
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt114009
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0245347
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0AT&T - CAP ADJ TO TAX BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0K-1 ALLIANCE RESOURCE - NONDED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ROYALTY EXPENSE- ALLIANCE K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER DED - ALLIANCE K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5NY CHAR 500 FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1111
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3609
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4609
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5750
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORDINARY BUSINESS INC-UBTI-ALLIANCE K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SEC 1231 ORDINARY LOSS-ALLIANCE K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Royalty Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-14
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1295
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02653
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-14
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2295
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01297
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ALLIANCE K-1 CAP ADJ
TaxesSchedule/TaxesDetail/Amt0459
TaxesSchedule/TaxesDetail/Amt16000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - MSSB
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0459
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02126491500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER P & ELIZABETH M STERN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0136111129
ReturnHeader/Filer/InCareOfNm0% MARCUM LLP
ReturnHeader/Filer/PhoneNum02126491500
ReturnHeader/Filer/USAddress/AddressLine1Txt020 DORIS DRIVE
ReturnHeader/Filer/USAddress/CityNm0SCARSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0730 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02124855500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN D LASSAR
ReturnHeader/ReturnTs02023-11-09T14:25:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STERN

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