Civic Intelligence

Stern Foundation

990PF • Fiscal year 2026 • EIN 54-0847408

Feb 01, 2025 to Jan 31, 2026

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2026

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2026

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2026

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2026

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Latest loaded filing

2025

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

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2025

Revenue$46,518
Expenses$58,374
Net Income-$11,856
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2025 to Jan 31, 2026
Signed
Apr 20, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer PayScore unavailable

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 GrantRICHMOND COMMUNITY FOUNDATIONGENERAL OPERATING SUPPORT-RICHMOND, CA, US$337,549
Paid GrantPINE RIDGE MISSIONARY TRAINING CAMPGENERAL OPERATING SUPPORT-MECHANICSVILLE, VA, US$5,001
Paid GrantFRIENDS OF ISRAELGENERAL OPERATING SUPPORT-WESTVILLE, NJ, US$5,000
Paid GrantMUSEUM OF THE SHENANDOAH VALLEYGENERAL OPERATING SUPPORT-WINCHESTER, VA, US$5,000
Paid GrantJEWS FOR JESUSGENERAL OPERATING SUPPORT-SAN FRANCISCO, CA, US$3,000
Paid GrantBARNS OF ROSE HILLGENERAL OPERATING SUPPORT-BERRYVILLE, VA, US$2,000
Paid GrantTHE VALENTINEGENERAL OPERATING SUPPORT-RICHMOND, VA, US$2,000
Paid GrantADVANCING NATIVE MISSIONSGENERAL OPERATING SUPPORT-AFTON, VA, US$1,000
Paid GrantBLUE RIDGE SCHOOLGENERAL OPERATING SUPPORT-ST GEORGE, VA, US$1,000
Paid GrantBLUE RIDGE WILDLIFE CENTERGENERAL OPERATING SUPPORT-BOYCE, VA, US$1,000
Paid GrantPIEDMONT ENVIRONMENTAL COUNCILGENERAL OPERATING SUPPORT-WARRENTOWN, VA, US$1,000
Paid GrantSTEP RICHMONDGENERAL OPERATING SUPPORT-RICHMOND, VA, US$1,000
Paid GrantVIRGINIA HISTORICAL SOCIETYGENERAL OPERATING SUPPORT-RICHMOND, VA, US$1,000
Paid GrantCHRIST CHURCH MILLWOODGENERAL OPERATING SUPPORT-MILLWOOD, VA, US$475
Paid GrantCLARKE COUNTY HISTORICAL SOCIETYGENERAL OPERATING SUPPORT-BERRYVILLE, VA, US$451
Paid GrantCLARKE COUNTY CONSERVATION EASEMENT AUTHORITYGENERAL OPERATING SUPPORT-BERRYVILLE, VA, US$300
Paid GrantFOUNDATION FOR THE STATE ARBORETUMGENERAL OPERATING SUPPORT-BOYCE, VA, US$175
Paid GrantLONG BRANCHGENERAL OPERATING SUPPORT-MILLWOOD, VA, US$175
Paid GrantTHE BETHEL MEMORIALGENERAL OPERATING SUPPORT-MILLWOOD, VA, US$175
Paid GrantMILLWOOD COMMUNITY ASSOCIATIONGENERAL OPERATING SUPPORT-MILLWOOD, VA, US$150
Paid GrantCOLLEGIATE SCHOOLGENERAL OPERATING SUPPORT-RICHMOND, VA, US$100
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
Sidney L Stern Ii
Title
President
Phone
8042857503
Signed
2026-04-20
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MASTERCARD INC CL A (MA) 12.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MCDONALDS CORP COM (MCD) 27.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MEDTRONIC PLC SHS (MDT) 94.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47META PLATFORMS INC CL A (META) 11.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MICROSOFT CORP COM (MSFT) 26.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NEXTERA ENERGY INC COM (NEE) 163.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NORFORK SOUTHN CORP COM (NSC) 35.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NOVO NORDISK AS ADR (NVO) 103.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NVIDIA CORP COM (NVDA) 364.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PALO ALTO NETWORKS INC COM (PANW) 22.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PEPSICO INC COM (PEP) 39.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PHILIP MORRIS INTL INC COM (PM) 36.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56QUANTA SVCS INC COM (PWR) 12.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57REPUBLIC SVCS INC COM (RSG) 17.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ROCKWELL AUTOMATION INC COM (ROK) 20.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SANOFI SPONS ADR (SNY) 185.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SERVICENOW INC COM (NOW) 38.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SHERWIN-WILLIAMS CO COM (SHW) 16.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SLB LIMITED COM (SLB) 181.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SPOTIFY TECHNOLOGY SA REGISTERED SHS (SPOT) 8.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TE CONNECTIVITY LTD PLC ORD SHS (TEL) 54.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TJX COS INC NEW COM (TJX) 39.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TRANE TECHNOLOGIES PLC SHS (TT) 9.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UBER TECHNOLGIES INC COM (UBER) 65.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68UNION PAC CORP COM (UNP) 48.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNITED PARCEL SVC INC CL B (UPS) 72.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70UNITEDHEALTH GROUP INC COM (UNH) 46.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VERSANT MEDIA GROUP INC CL A (VSNT) 12.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VERTEX PHARMACEUTICALS INC COM (VRTX) 10.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VISA INC COM CL A (V) 16.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WATSCO INC COM (WSO) 30.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WELLS FARGO & CO NEW COM (WFC) 105.000 SHARES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt022919
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt047624
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01184
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0184
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt071911
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt071911
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03353
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03353
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt047624
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0367551
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0367551
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022919
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022919
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-307339
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0882395
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01184
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01184
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt047624
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt064018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07266
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07266
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0553
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0961
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0370949
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07893
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0379250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt071911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt071911
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03398
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07893
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0834771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt047624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt047624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0882395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047624
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-307339
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0588007
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0895346
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0588007
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt041502
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt041502
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt041502
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt042392
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0890
IRS990PF/DistributableAmountGrp/TotalTaxAmt0890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0725273
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt026207
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022399
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022399
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0163105
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0566505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0541098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0678364
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0895346
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0588007
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022226
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024510
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024510
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0895346
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0588007
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0725273
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0895346
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0588007
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0895346
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0588007
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0117303
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0860741
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt077987
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0782754
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012911
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt042392
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0847830
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0860741
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/ExpensesAndContributionsAmt0370949

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Filings

Displayed year

2026 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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