Sternberg Charitable Trust

990PF • Fiscal year 2015 • EIN 13-7046097

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile

C/O Slk Advisory-48 Wall St-25th FLNew York, NY 10005

(212) 742-8900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

25%

Higher net margin than 79% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

1.5%

Faster asset growth than 53% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

37821%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets16th percentile

Assets

$10,196,476

Up $154,866 (+1.5%) from 2014

Net Assets

$10,196,476

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue16th percentile Net Margin79th percentile

Revenue

$620,390

Up $618,754 (+37821%) from 2014

Expenses

$465,524

Up $151,524 (+48%) from 2014

Net Income

$154,866

Up $467,230 (+150%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2015

Assets$10,196,476

Liabilities$0

Net Assets$10,196,476

Open 2015 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2015

Revenue$620,390

Expenses$465,524

Net Income$154,866

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: May 10, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay19th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
STUART L STERNBERG	Trustee	-	$0	-	-
LISA STERNBERG	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Sternberg Charitable Trust
EIN: 13-7046097
In Care Of: % SLK ADVISORY GROUP INC
Phone: 2127428900
Address: C/O SLK ADVISORY-48 WALL ST-25TH FL, NEW YORK, NY 10005

Signing Officer

Name: Stuart Sternberg
Title: Trustee
Phone: 2127428900
Signed: 2016-05-10
Discuss with paid preparer: Yes

Preparer

Firm: Slk Advisory Group Inc
Address: 48 WALL STREET-25TH FLOOR, NEW YORK, NY 10005
Preparer: Jeff Reynolds
Phone: 2127428900

Raw XML Appendix302 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	IMJ CONSULTING LLC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	2500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	2500
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc	0	NONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	2579187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1455400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	79
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	76,000 SHS TEJON RANCH CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	11,226 WTS TEJON RANCH CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	2000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	2,000 UNITS V3 REALTY PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	1960119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AddressChangeInd	0	X
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-2743
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	613
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	-2130
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	-2130
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	2500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	2500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	5000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	503486
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	460129
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	460129
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	622520
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	154866
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	619777
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	613
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	613
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-2743
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	501599
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	395
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	463024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	2500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	465524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	504099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	620390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	2895
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	2500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	5395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2000-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	116291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	503486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	503486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	619777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	10,417 SHS CAREFUSION CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2015-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	503486
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	154866
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	10196476
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	10041610
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	10196476
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	476587
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	476587
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	476587
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	481603
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	5016
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	5016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	3212
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	8228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	5016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	3212
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	5016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	5016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	8228
IRS990PF/FMVAssetsEOYAmt	0	9032887
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	10799936
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	11422456
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	2579187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	2579187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1455479
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	2000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	1960119
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	-758326
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	-1225980
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	7462423
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	5617289
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	5617289
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	10041610
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	10196476
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	9032887
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	10041610
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	10196476
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	10041610
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	10196476
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	9778749
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	5988075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1804649
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	146681
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	1986025
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	481603
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	9632068
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	9778749
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	STUART L STERNBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	LISA STERNBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	C/O SLK ADVISORY GROUP INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	C/O SLK ADVISORY GROUP INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	10005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	10005
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	442738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	447754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	281500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	403723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	302061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	306243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	365408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.045965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.028402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.054501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.045382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.046244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.055296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	5016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	9632068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	9911181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	7407663
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	463024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.229825
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	458008
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	463024
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	5016
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	463024
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	48 WALL STREET-25TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	10005
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SLK ADVISORY GROUP INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2127428900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	STUART L STERNBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	460129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	THE PURPOSE OF THE CASH CONTRIBUTIONS IS TO AID EACH DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	NAMES SEE ATTACHED SCHEDULE #1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	RELATIONSHIP: NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	ADDRESSES OF CHARITABLE ORGANIZATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	C/O SLK ADVISORY GROUPINC-48 WALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	460129
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	24977
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	438047
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	476587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	463024
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	451610
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	438047
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	STUART LSTERNBERG-10417 SHS CAREF
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	C/O SLK ADVISORY-48 WALL ST-25TH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	10005
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	622520
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	622520
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	10,417 SHARES OF CAREFUSION CORPORATION
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2015-01-13
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	NYS DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	PUBLICATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	145
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STUART STERNBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2127428900
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	STERNBERG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	STER
ReturnHeader/Filer/EIN	0	137046097
ReturnHeader/Filer/InCareOfNm	0	% SLK ADVISORY GROUP INC
ReturnHeader/Filer/PhoneNum	0	2127428900
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O SLK ADVISORY-48 WALL ST-25TH FL
ReturnHeader/Filer/USAddress/CityNm	0	NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SLK ADVISORY GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	48 WALL STREET-25TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10005
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2127428900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFF REYNOLDS
ReturnHeader/ReturnTs	0	2016-05-16T07:17:06-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $10,196,476
Liabilities: $0
Net assets: $10,196,476
Revenue: $620,390
Expenses: $465,524
Net income: $154,866

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$19.1	$0.00	$19.1	$2.30	$0.80	$1.51
2023Detailed filing. Detailed filing data is available for this year.	$17.6	$0.00	$17.6	$0.02	$0.97	$0.95
2022Detailed filing. Detailed filing data is available for this year.	$18.6	$0.00	$18.6	$0.14	$1.06	$1.20
2021Detailed filing. Detailed filing data is available for this year.	$19.8	$0.00	$19.8	$0.68	$0.16	$0.52
2020Detailed filing. Detailed filing data is available for this year.	$19.2	$0.00	$19.2	$2.64	$1.34	$1.31
2019Detailed filing. Detailed filing data is available for this year.	$17.6	$0.00	$17.6	$5.84	$0.37	$5.46
2018Detailed filing. Detailed filing data is available for this year.	$12.0	$0.00	$12.0	$0.37	$0.24	$0.13
2017Detailed filing. Detailed filing data is available for this year.	$11.9	$0.00	$11.9	$0.14	$0.15	$0.01
2016Detailed filing. Detailed filing data is available for this year.	$11.9	$0.00	$11.9	$3.06	$1.38	$1.68
2015Detailed filing. Detailed filing data is available for this year.	$10.2	$0.00	$10.2	$0.62	$0.47	$0.15
2014Summary only. Only limited summary data is available for this year.	$10.0	$0.00		$0.00	$0.31	$0.31
2013Summary only. Only limited summary data is available for this year.	$10.4	$0.00		$3.66	$0.44	$3.22
2012Summary only. Only limited summary data is available for this year.	$7.14	$0.00		$0.52	$0.30	$0.22
2011Summary only. Only limited summary data is available for this year.	$6.92	$0.00		$0.16	$0.31	$0.47