Civic Intelligence

Joseph Stern & Ruth E Stern Foundation

990PF • Fiscal year 2014 • EIN 34-6557729

Jan 01, 2014 to Dec 31, 2014 • Filed on May 26, 2015

Organization Profile
22508 Charlestown DriveCalabasas, CA 91302

(818) 222-2624

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$317,586

Down $4,627 (-1.4%) from 2013

Net Assets

Down

$317,586

Down $4,627 (-1.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin15th percentile

Revenue

Up

$16,563

Up $25,773 (+280%) from 2013

Expenses

Up

$21,190

Up $18,605 (+720%) from 2013

Net Income

Up

-$4,627

Up $7,168 (+61%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$400K$300K$200K$100K$0Assets 2012: $334,008Liabilities 2012: $0Net Assets 2012: $334,0082012Assets 2013: $322,213Liabilities 2013: $0Net Assets 2013: $322,2132013Assets 2014: $317,586Liabilities 2014: $0Net Assets 2014: $317,5862014Assets 2015: $316,862Liabilities 2015: $4,000Net Assets 2015: $312,8622015Assets 2016: $319,961Liabilities 2016: $4,001Net Assets 2016: $315,9602016Assets 2017: $314,505Liabilities 2017: $0Net Assets 2017: $314,5052017Assets 2018: $309,413Liabilities 2018: $0Net Assets 2018: $309,4132018Assets 2019: $309,554Liabilities 2019: $0Net Assets 2019: $309,5542019Assets 2020: $296,834Liabilities 2020: $0Net Assets 2020: $296,8342020Assets 2021: $295,771Liabilities 2021: $0Net Assets 2021: $295,7712021Assets 2022: $292,031Liabilities 2022: $0Net Assets 2022: $292,0312022Assets 2024: $282,288Liabilities 2024: $0Net Assets 2024: $282,2882024

Highlighted filing

2014

Assets$317,586
Liabilities$0
Net Assets$317,586
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KExpenses 2012: $7,3532012Revenue 2013: -$9,210Expenses 2013: $2,585Net Income 2013: -$11,7952013Revenue 2014: $16,563Expenses 2014: $21,190Net Income 2014: -$4,6272014Revenue 2015: $19,277Expenses 2015: $24,001Net Income 2015: -$4,7242015Revenue 2016: $24,921Expenses 2016: $21,823Net Income 2016: $3,0982016Revenue 2017: $19,182Expenses 2017: $19,993Net Income 2017: -$8112017Revenue 2018: $20,014Expenses 2018: $23,282Net Income 2018: -$3,2682018Revenue 2019: $19,869Expenses 2019: $19,669Net Income 2019: $2002019Revenue 2020: $20,347Expenses 2020: $32,792Net Income 2020: -$12,4452020Revenue 2021: $20,629Expenses 2021: $21,692Net Income 2021: -$1,0632021Revenue 2022: $21,527Expenses 2022: $25,267Net Income 2022: -$3,7402022Revenue 2024: $200Expenses 2024: $19,476Net Income 2024: -$19,2762024

Highlighted filing

2014

Revenue$16,563
Expenses$21,190
Net Income-$4,627
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 26, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth SternTrusteePT$0--
Craig SternTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joseph & Ruth E Stern Foundation
EIN
34-6557729
Phone
8182222624
Address
22508 Charlestown Drive, Calabasas, CA 91302

Signing Officer

Name
Craig Stern
Title
Trustee
Signed
2015-05-26
Discuss with paid preparer
Yes

Preparer

Firm
Gary G Cohen & Associates Inc
Address
9100 Wilshire Blvd Ste 305East, Beverly Hills, CA 90212-3415
Preparer
Gary G Cohen
Phone
3103851500
Raw XML Appendix355 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ExplnOfNonFilingWithAGStmt/ExplanationTxt0Not required
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt072710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt246021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt335260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt429758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt522861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt618513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt729922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt827543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt098540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt132745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt260720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt333590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt630074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt733475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt834122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Altria Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1American Capital Agency Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2American Elec Pwr Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AT&T Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Dow Chemical Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Duke Energy Holdings Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Kinder Morgan Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Royal Dutch Shell
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Spectra Energy Corp
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt017193
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-631
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt016563
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016563
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt017194
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt017193
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt017193
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017193
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4627
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt035589
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-631
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017194
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0487
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt017194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt018750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021190
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016563
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-631
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-631
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4627
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0317586
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0322213
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0317586
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019248
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019248
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019248
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019420
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0172
IRS990PF/DistributableAmountGrp/TotalTaxAmt0172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0172
IRS990PF/FMVAssetsEOYAmt0398537
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0322213
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0317586
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03405
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0863
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0863
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0318808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0316723
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0397674
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0322213
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0317586
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0398537
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0322213
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0317586
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0322213
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0317586
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0394306
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06874
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0387432
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05915
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019420
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0388391
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0394306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ruth Stern
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Craig Stern
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03400 S Ocean Blvd Apt 7H
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122508 Charlestown Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Palm Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Calabasas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191302
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.00889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.00247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.01687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.00733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0388391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0366129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0328998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0301218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt018750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.02666
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt018578
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt018750
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0172
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt018750
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09100 Wilshire Blvd 305 E
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Beverly Hills
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0902123415
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Gary G Cohen CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03103851500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No specific format
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0No specific restrictions
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No specific deadline
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Fund to help bury the poor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Research, education, and advocacy for melanoma
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Fund for heart surgeries for children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Fund to buy restaurant gift certificates for members of the military
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Provide food and shelter for children and senior citizens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Research and treatment of children with cancer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Rescue abused and abandoned pets
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Provide food and clothings to the homeless
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Fund to help grant sick children's wishes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Provide services and assistance to veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Provide temporary housing for families with hospitalized children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Provide temporary housing for families of hospitalized military members
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Rescue, shelter, and rehabilitate animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Provide assistance to veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Provide assistance to veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Agudath Achim Cemetery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Melanoma Research Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Gift of Life LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Thanks-A-Bunch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5St Jude Children's Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Friends for Pets Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Food on Foot
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Make-A-Wish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Military Order of the Purple Heart
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Ronald McDonald House Charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Fisher House Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12The Humane Society of The US
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13American Legion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Disabled American Veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01306 17th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11411 K Street NW Suite 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25737 Kanan Road 541
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33185 Canopy Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4180 East Ocean Blvd Suite 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5262 Danny Thomas Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt611117 Fleetwood Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71625 N Schrader Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt84727 North 24th Street Suite 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO Box 49
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10One Kroc Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11111 Rockville Pike Suite 420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122100 L Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13700 N Pennsylvania St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt143725 Alexandria Pike
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Altoona
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Agoura Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Camarillo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Long Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Sun Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Hollywood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Annandale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Oak Brook
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Rockville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Cold Spring
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd016601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490809
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd691352
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd790028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd885106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd922003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1060523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1120850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1220037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1346206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1441076
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018750
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/AppliedToCurrentYearAmt018750
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019248
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018750
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0498
TaxesSchedule/TaxesDetail/Amt0279
TaxesSchedule/TaxesDetail/Amt1208
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Taxes - other
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig Stern
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph & Ruth E Stern Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0346557729
ReturnHeader/Filer/PhoneNum08182222624
ReturnHeader/Filer/USAddress/AddressLine1Txt022508 Charlestown Drive
ReturnHeader/Filer/USAddress/CityNm0Calabasas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY G COHEN & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09100 Wilshire Blvd Ste 305East
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beverly Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0902123415
ReturnHeader/PreparerPersonGrp/PhoneNum03103851500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary G Cohen
ReturnHeader/ReturnTs02015-05-26T10:38:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,586
Liabilities
$0
Net assets
$317,586
Revenue
$16,563
Expenses
$21,190
Net income
-$4,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.00$0.19$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.22$0.25$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.21$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.20$0.33$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.20$0.20$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.20$0.23$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.19$0.20$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.04$3.16$0.25$0.22$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.17$0.04$3.13$0.19$0.24$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.17$0.21$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.09$0.03$0.12
2012Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.07