Civic Intelligence

The George and Sara Stern

EIN 52-6972964 • Boston, MA

31 Rutland St Unit 1Boston, MA 02118
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

33%

Higher net margin than 80% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$8,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2022

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

97th percentile

443%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,594,237

Up $61,217 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,594,237

Up $61,217 (+4.0%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin80th percentile

Revenue

Up

$194,404

Up $158,622 (+443%) from 2023

Expenses

Down

$131,036

Down $2,267 (-1.7%) from 2023

Net Income

Up

$63,368

Up $160,889 (+165%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,484,680Liabilities 2011: $02011Assets 2012: $1,433,965Liabilities 2012: $02012Assets 2013: $1,494,167Liabilities 2013: $02013Assets 2014: $1,477,454Liabilities 2014: $02014Assets 2015: $1,504,214Liabilities 2015: $02015Assets 2016: $1,518,721Liabilities 2016: $0Net Assets 2016: $1,518,7212016Assets 2017: $1,611,919Liabilities 2017: $0Net Assets 2017: $1,611,9192017Assets 2018: $1,591,031Liabilities 2018: $0Net Assets 2018: $1,591,0312018Assets 2019: $1,582,892Liabilities 2019: $0Net Assets 2019: $1,582,8922019Assets 2020: $1,608,715Liabilities 2020: $0Net Assets 2020: $1,608,7152020Assets 2021: $1,685,452Liabilities 2021: $0Net Assets 2021: $1,685,4522021Assets 2022: $1,630,541Liabilities 2022: $0Net Assets 2022: $1,630,5412022Assets 2023: $1,533,020Liabilities 2023: $0Net Assets 2023: $1,533,0202023Assets 2024: $1,594,237Liabilities 2024: $0Net Assets 2024: $1,594,2372024

Highlighted filing

2024

Assets$1,594,237
Liabilities$0
Net Assets$1,594,237
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $62,097Expenses 2011: $86,254Net Income 2011: -$24,1572011Revenue 2012: $84,322Expenses 2012: $131,266Net Income 2012: -$46,9442012Revenue 2013: $143,531Expenses 2013: $83,714Net Income 2013: $59,8172013Revenue 2014: $142,553Expenses 2014: $158,116Net Income 2014: -$15,5632014Revenue 2015: $122,726Expenses 2015: $95,889Net Income 2015: $26,8372015Revenue 2016: $83,304Expenses 2016: $68,797Net Income 2016: $14,5072016Revenue 2017: $236,166Expenses 2017: $142,968Net Income 2017: $93,1982017Revenue 2018: $71,734Expenses 2018: $92,622Net Income 2018: -$20,8882018Revenue 2019: $89,398Expenses 2019: $97,537Net Income 2019: -$8,1392019Revenue 2020: $131,288Expenses 2020: $105,465Net Income 2020: $25,8232020Revenue 2021: $198,391Expenses 2021: $121,654Net Income 2021: $76,7372021Revenue 2022: $63,698Expenses 2022: $118,609Net Income 2022: -$54,9112022Revenue 2023: $35,782Expenses 2023: $133,303Net Income 2023: -$97,5212023Revenue 2024: $194,404Expenses 2024: $131,036Net Income 2024: $63,3682024

Highlighted filing

2024

Revenue$194,404
Expenses$131,036
Net Income$63,368
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,594,237
Liabilities
$0
Net assets
$1,594,237
Revenue
$194,404
Expenses
$131,036
Net income
$63,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.19$0.13$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.04$0.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.06$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.20$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09$0.10$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.24$0.14$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.08$0.07$0.01
2015Summary only. Only limited summary data is available for this year.$1.50$0.00$0.12$0.10$0.03
2014Summary only. Only limited summary data is available for this year.$1.48$0.00$0.14$0.16$0.02
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.14$0.08$0.06
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$0.08$0.13$0.05
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$0.06$0.09$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD A STERNTrustee-$8,000-$8,000
DAVID STERNTrustee-$8,000-$8,000
SUSAN KAUFMANTrustee-$8,000-$8,000
JEFF RUSSELLTrustee-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
The George and Sara Stern
EIN
52-6972964
Phone
5616990571
Address
31 RUTLAND ST UNIT 1, BOSTON, MA 02118

Signing Officer

Name
Richard a Stern
Title
Trustee
Phone
5616990571
Signed
2025-10-28

Preparer

Firm
Nicholson Michaud & Nadeau Cpas
Address
76 SILVER ST, WATERVILLE, ME 04901-6528
Preparer
Erik Nadeau CPA
Phone
2078727077
Raw XML Appendix292 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/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS - SEE ATTACHED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0283284
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0264841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0309325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0811424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK - SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0810490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ETFS AND MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0848019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt043302
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011855
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0194404
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0194404
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01600
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt028000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt089200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt043302
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt043302
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt063368
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0419217
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011855
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011855
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0139247
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0183936
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09723
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09723
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0745
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0120568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0131036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0194404
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0194404
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031368
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041836
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0279970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0105119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0105119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0385089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0139247
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0105119
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt063368
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03358
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01207
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01597595
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01533020
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01594237
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt099877
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt099877
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt099877
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0102434
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02557
IRS990PF/DistributableAmountGrp/TotalTaxAmt02557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01604
IRS990PF/FMVAssetsEOYAmt02115422
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0158847
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0283284
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0264841
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0339374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0309325
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0811424
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0866370
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0810490
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0848019
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01533020
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01594237
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0168429
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0191138
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0191138
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01533020
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01594237
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02115422
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01533020
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01594237
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01533020
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01594237
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02079878
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0179383
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0857056
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031198
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01043439
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0102434
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02048680
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02079878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt28000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt34000
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/PersonNm0RICHARD A STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN KAUFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JEFF RUSSELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt132 CUNNINGHAM ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24184 SW 131ST AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3175 EXCHANGE ST STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FREEPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DAVIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BANGOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002118
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0120568
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0RICHARD A STERN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt031 RUTLAND ST UNIT 1
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002118
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05616990571
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER OF REQUEST AND QUALIFICATION AS A 501(C)(3) ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD A STERN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05616990571
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt031 RUTLAND ST UNIT 1
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002118
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt089200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt089200
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/AppliedToCurrentYearAmt099877
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt099877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024877
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045568
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024877
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120568
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020691
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045568
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024877
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0439
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12919
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOND PREMIUM ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ACCRUED INTEREST PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt158
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01207
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09723
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09723
TaxesSchedule/TaxesDetail/Amt0745
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0745
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD A STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05616990571
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GEORGE AND SARA STERN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0526972964
ReturnHeader/Filer/PhoneNum05616990571
ReturnHeader/Filer/USAddress/AddressLine1Txt031 RUTLAND ST UNIT 1
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010511973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NICHOLSON MICHAUD & NADEAU CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt076 SILVER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0049016528
ReturnHeader/PreparerPersonGrp/PhoneNum02078727077
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK NADEAU CPA
ReturnHeader/ReturnTs02025-11-12T15:30:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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