Civic Intelligence

Stern Foundation

990PF • Fiscal year 2025 • EIN 54-0847408

Feb 01, 2024 to Jan 31, 2025 • Filed on Apr 25, 2025

Organization Profile
9038 Atlee RoadMechanicsville, VA 23116-2507

(804) 285-7503

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Net Margin

12th percentile

-25%

Higher net margin than 12% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Asset Growth

33rd percentile

-1.3%

Faster asset growth than 33% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-46%

Faster revenue growth than 5% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$895,346

Down $11,856 (-1.3%) from 2024

Net Assets

Down

$895,346

Down $11,856 (-1.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin12th percentile

Revenue

Down

$46,518

Down $39,285 (-46%) from 2024

Expenses

Down

$58,374

Down $3,613 (-5.8%) from 2024

Net Income

Down

-$11,856

Down $35,672 (-150%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.0M$500K$0Assets 2012: $658,300Liabilities 2012: $02012Assets 2013: $929,795Liabilities 2013: $02013Assets 2014: $917,570Liabilities 2014: $02014Assets 2015: $907,689Liabilities 2015: $02015Assets 2016: $908,541Liabilities 2016: $02016Assets 2020: $926,005Liabilities 2020: $02020Assets 2021: $887,253Liabilities 2021: $0Net Assets 2021: $887,2532021Assets 2022: $899,192Liabilities 2022: $0Net Assets 2022: $899,1922022Assets 2023: $883,386Liabilities 2023: $0Net Assets 2023: $883,3862023Assets 2024: $907,202Liabilities 2024: $0Net Assets 2024: $907,2022024Assets 2025: $895,346Liabilities 2025: $0Net Assets 2025: $895,3462025

Highlighted filing

2025

Assets$895,346
Liabilities$0
Net Assets$895,346
Open 2025 Filing

Operations Trend

Revenue Growth5th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $39,558Expenses 2012: $41,542Net Income 2012: -$1,9842012Revenue 2013: $307,225Expenses 2013: $35,730Net Income 2013: $271,4952013Revenue 2014: $26,566Expenses 2014: $38,791Net Income 2014: -$12,2252014Revenue 2015: $29,646Expenses 2015: $39,527Net Income 2015: -$9,8812015Revenue 2016: $40,794Expenses 2016: $39,942Net Income 2016: $8522016Revenue 2020: $70,413Expenses 2020: $66,514Net Income 2020: $3,8992020Revenue 2021: $19,251Expenses 2021: $58,003Net Income 2021: -$38,7522021Revenue 2022: $74,996Expenses 2022: $63,057Net Income 2022: $11,9392022Revenue 2023: $35,093Expenses 2023: $50,899Net Income 2023: -$15,8062023Revenue 2024: $85,803Expenses 2024: $61,987Net Income 2024: $23,8162024Revenue 2025: $46,518Expenses 2025: $58,374Net Income 2025: -$11,8562025

Highlighted filing

2025

Revenue$46,518
Expenses$58,374
Net Income-$11,856
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Apr 25, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SIDNEY L STERN IIDirector, President-$0--
HENRY F STERN JRDirector, Vice President-$0--
CONSTANCE S MOOREDirector, Secretary, Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPGA TOUR CHARITIESGENERAL OPERATING SUPPORTPCPONTE VEDRA BEACH, FL, US$8,500
Paid GrantPINE RIDGE MISSIONARY TRAINING CAMPGENERAL OPERATING SUPPORTPCMECHANICSVILLE, VA, US$6,500
Paid GrantMUSEUM OF THE SHENANDOAH VALLEYGENERAL OPERATING SUPPORTPCWINCHESTER, VA, US$5,000
Paid GrantFRIENDS OF ISRAELGENERAL OPERATING SUPPORTPCWESTVILLE, NJ, US$4,000
Paid GrantBARNS OF ROSE HILLGENERAL OPERATING SUPPORTPCBERRYVILLE, VA, US$2,000
Paid GrantJEWS FOR JESUSGENERAL OPERATING SUPPORTPCSAN FRANCISCO, CA, US$2,000
Paid GrantTHE VALENTINEGENERAL OPERATING SUPPORTPCRICHMOND, VA, US$2,000
Paid GrantGRACE AND HOLY TRINITY CHURCHGENERAL OPERATING SUPPORTPCRICHMOND, VA, US$1,367
Paid GrantST CATHERINE'S SCHOOLGENERAL OPERATING SUPPORTPCRICHMOND, VA, US$1,250
Paid GrantSTEP RICHMONDGENERAL OPERATING SUPPORTPCRICHMOND, VA, US$1,166
Paid GrantBLUE RIDGE WILDLIFE CENTERGENERAL OPERATING SUPPORTPCBOYCE, VA, US$1,028
Paid GrantBLUE RIDGE SCHOOLGENERAL OPERATING SUPPORTPCST GEORGE, VA, US$1,027
Paid GrantADVANCING NATIVE MISSIONSGENERAL OPERATING SUPPORTPCAFTON, VA, US$1,000
Paid GrantEQUIPMENT INTERNATIONAL NORTH CAROLINAGENERAL OPERATING SUPPORTPCMARION, NC, US$1,000
Paid GrantPIEDMONT ENVIRONMENTAL COUNCILGENERAL OPERATING SUPPORTPCWARRENTOWN, VA, US$1,000
Paid GrantST LUKE'S EPISCOPAL CHURCHGENERAL OPERATING SUPPORTPCPOWHATAN, VA, US$1,000
Paid GrantVIRGINIA HISTORICAL SOCIETYGENERAL OPERATING SUPPORTPCRICHMOND, VA, US$1,000
Paid GrantWESTMINSTER CANTERBURYGENERAL OPERATING SUPPORTPCRICHMOND, VA, US$1,000
Paid GrantWASHINGTON AND LEE UNIVERSITYGENERAL OPERATING SUPPORTPCLEXINGTON, VA, US$950
Paid GrantCHRIST CHURCH MILLWOODGENERAL OPERATING SUPPORTPCMILLWOOD, VA, US$560
Paid GrantCLARKE COUNTY HISTORICAL SOCIETYGENERAL OPERATING SUPPORTPCBERRYVILLE, VA, US$560
Paid GrantUNIVERSITY OF VIRGINIAGENERAL OPERATING SUPPORTPCCHARLOTTESVILLE, VA, US$500
Paid GrantST CHRISTOPHER'S SCHOOLGENERAL OPERATING SUPPORTPCRICHMOND, VA, US$400
Paid GrantCLARKE COUNTY CONSERVATION EASEMENT AUTHORITYGENERAL OPERATING SUPPORTPCBERRYVILLE, VA, US$373
Paid GrantSHELTERING ARMS HOSPITALGENERAL OPERATING SUPPORTPCRICHMOND, VA, US$300
Paid GrantTHE BETHEL MEMORIALGENERAL OPERATING SUPPORTPCMILLWOOD, VA, US$233
Paid GrantFOUNDATION FOR THE STATE ARBORETUMGENERAL OPERATING SUPPORTPCBOYCE, VA, US$233
Paid GrantLONG BRANCHGENERAL OPERATING SUPPORTPCMILLWOOD, VA, US$233
Paid GrantMILLWOOD COMMUNITY ASSOCIATIONGENERAL OPERATING SUPPORTPCMILLWOOD, VA, US$233
Paid GrantEPISCOPAL HIGH SCHOOLGENERAL OPERATING SUPPORTPCALEXANDRIA, VA, US$200
Paid GrantMERCER UNIVERSITYGENERAL OPERATING SUPPORTPCMACON, GA, US$200
Paid GrantCOLLEGIATE SCHOOLGENERAL OPERATING SUPPORTPCRICHMOND, VA, US$187
Filing and Contact Details

Filer

Filer Name
Stern Foundation
EIN
54-0847408
Phone
8042857503
Address
9038 ATLEE ROAD, MECHANICSVILLE, VA 23116-2507

Signing Officer

Name
Sydney L Stern Ii
Title
President
Phone
8042857503
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
2 BETHESDA METRO CENTER SUITE 540, BETHESDA, MD 20814-6319
Preparer
Michael R Koenecke CPA
Phone
3016523464
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt046518
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt046518
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03568
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03568
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012299
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt047000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt047000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021200
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11856
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0426802
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt013019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt013019
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012299
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt039796
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06378
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0309
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06722
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt058374
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt046518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt046518
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03885
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06722
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0414503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0426802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012299
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11856
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0895346
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0907202
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0895346
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt049624
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt049624
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt049624
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt050177
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0553
IRS990PF/DistributableAmountGrp/TotalTaxAmt0553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01008204
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt018859
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt026207
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt026207
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0218708
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0163105
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0161007
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0254772
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0566505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0689676
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0907202
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0895346
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0325373
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022226
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022226
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0907202
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0895346
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01008204
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0907202
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0895346
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0907202
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0895346
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt089490
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0117303
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0109088
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01018826
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0276685
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0742141
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015282
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt050177
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01003544
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01018826
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SIDNEY L STERN II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HENRY F STERN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CONSTANCE S MOORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, SECRETARY, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09038 ATLEE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19038 ATLEE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29038 ATLEE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MECHANICSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MECHANICSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MECHANICSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0231162507
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1231162507
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2231162507
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt050885
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt050885
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09038 ATLEE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MECHANICSVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0231162507
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0REGINA MOORE
IRS990PF/StatementsRegardingActyGrp/PhoneNum08047307708
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SIDNEY L STERN II
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6373
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131367
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt198500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt201000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt216500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231250

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$895,346
Liabilities
$0
Net assets
$895,346
Revenue
$46,518
Expenses
$58,374
Net income
-$11,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2026Detailed filing. Detailed filing data is available for this year.
2025Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.47$0.58$0.12
2024Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.86$0.62$0.24
2023Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$0.35$0.51$0.16
2022Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.75$0.63$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.19$0.58$0.39
2020Summary only. Only limited summary data is available for this year.$9.26$0.00$0.70$0.67$0.04
2016Summary only. Only limited summary data is available for this year.$9.09$0.00$0.41$0.40$0.01
2015Summary only. Only limited summary data is available for this year.$9.08$0.00$0.30$0.40$0.10
2014Summary only. Only limited summary data is available for this year.$9.18$0.00$0.27$0.39$0.12
2013Summary only. Only limited summary data is available for this year.$9.30$0.00$3.07$0.36$2.71
2012Summary only. Only limited summary data is available for this year.$6.58$0.00$0.40$0.42$0.02