Civic Intelligence

William a Stern Foundation

990PF • Fiscal year 2010 • EIN 56-1841856

Jan 01, 2010 to Dec 31, 2010 • Filed on May 16, 2011

Organization Profile
C/O A J Jacobsoncpa 1002 Dover Road27408
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$1,446,537

No earlier filing loaded for comparison.

Net Assets

$1,446,537

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$71,398

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.

$3.0M$2.0M$1.0M$0Assets 2010: $1,446,537Liabilities 2010: $0Net Assets 2010: $1,446,5372010Assets 2011: $1,485,943Liabilities 2011: $02011Assets 2012: $1,613,178Liabilities 2012: $0Net Assets 2012: $1,613,1782012Assets 2013: $1,883,636Liabilities 2013: $0Net Assets 2013: $1,883,6362013Assets 2014: $1,678,444Liabilities 2014: $0Net Assets 2014: $1,678,4442014Assets 2015: $1,443,577Liabilities 2015: $0Net Assets 2015: $1,443,5772015Assets 2016: $1,406,428Liabilities 2016: $0Net Assets 2016: $1,406,4282016Assets 2017: $1,438,666Liabilities 2017: $0Net Assets 2017: $1,438,6662017Assets 2018: $1,541,528Liabilities 2018: $0Net Assets 2018: $1,541,5282018Assets 2019: $1,577,516Liabilities 2019: $0Net Assets 2019: $1,577,5162019Assets 2020: $1,611,284Liabilities 2020: $0Net Assets 2020: $1,611,2842020Assets 2021: $1,512,400Liabilities 2021: $0Net Assets 2021: $1,512,4002021Assets 2022: $1,484,485Liabilities 2022: $0Net Assets 2022: $1,484,4852022Assets 2023: $2,048,804Liabilities 2023: $0Net Assets 2023: $2,048,8042023Assets 2024: $1,977,182Liabilities 2024: $0Net Assets 2024: $1,977,1822024

Highlighted filing

2010

Assets$1,446,537
Liabilities$0
Net Assets$1,446,537
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2010: $71,3982010Revenue 2011: $31,038Expenses 2011: $86,585Net Income 2011: -$55,5472011Expenses 2012: $87,5232012Revenue 2013: $29,867Expenses 2013: $85,992Net Income 2013: -$56,1252013Revenue 2014: $4,169Expenses 2014: $99,000Net Income 2014: -$94,8312014Revenue 2015: $314,939Expenses 2015: $110,683Net Income 2015: $204,2562015Revenue 2016: $45,396Expenses 2016: $115,854Net Income 2016: -$70,4582016Revenue 2017: $118,807Expenses 2017: $127,649Net Income 2017: -$8,8422017Revenue 2018: $190,433Expenses 2018: $128,741Net Income 2018: $61,6922018Revenue 2019: $143,302Expenses 2019: $125,079Net Income 2019: $18,2232019Revenue 2020: $173,213Expenses 2020: $137,273Net Income 2020: $35,9402020Revenue 2021: $62,171Expenses 2021: $130,810Net Income 2021: -$68,6392021Revenue 2022: $41,493Expenses 2022: $113,840Net Income 2022: -$72,3472022Revenue 2023: -$121,614Expenses 2023: $135,927Net Income 2023: -$257,5412023Revenue 2024: $155,195Expenses 2024: $162,358Net Income 2024: -$7,1632024

Highlighted filing

2010

Revenue-
Expenses$71,398
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 16, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE G STERNPres/Treas/Director-$0--
SUSAN STERNVP/Director-$0--
ALBERT J JACOBSONAsst Secty/Director-$0--
BRINTON D WRIGHTSecty/Director-$0--
KATHERINE O STERNVP/Director-$0--
SIDNEY J STERN IIIVP/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHEDULE ATTACHEDTHE STATEDALL ARE GRANTEDOBJECTIVESALL AREPUBLICVARIOUS, NC, US$62,950
Paid Grant-INCLUDINGOF EACH GRANTEECAPITAL CAMPAIGNS--$0
Filing and Contact Details

Filer

EIN
56-1841856
Raw XML Appendix353 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/AccountingFees/AdjustedNetIncome01250
AccountingFeesSchedule/AccountingFees/Amount01250
AccountingFeesSchedule/AccountingFees/Category0ALBERT J JACOBSON, CPA BOOKKEEPING, ACCOUNTING AND TAX SERVICES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01442517
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01442517
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0RECONCILED BALANCE IN SECURITY ACCOUNT-PERSHING
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome017334
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps062950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss062950
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm025737
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm025737
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss025737
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-45640
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss021
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm02000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm02000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss02000
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome017310
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm05174
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps05198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm05198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss05198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome025758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm08424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps068148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm08448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss071398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome025758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses025758
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm08424
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps05198
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm08448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08448
IRS990PF/BalanceSheets/CashBOY06152
IRS990PF/BalanceSheets/CashEOY04020
IRS990PF/BalanceSheets/CashEOYFMV04020
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01093261
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01442517
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01442517
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY01099413
IRS990PF/BalanceSheets/TotalAssetsEOY01446537
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01446537
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01099413
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IRS990PF/BalanceSheets/TotalNetAssetsBOY01099413
IRS990PF/BalanceSheets/TotalNetAssetsEOY01446537
IRS990PF/BalanceSheets/UnrestrictedBOY01099413
IRS990PF/BalanceSheets/UnrestrictedEOY01446537
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-12712
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis050006
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-11-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01000 SH COMMON STK GLAXO SMITH KLINE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-12712
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-12712
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice037294
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-45640
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0392764
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01446537
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01099413
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01446537
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted065799
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj065799
IRS990PF/DistributableAmount/DistributableAmountBeforeDed065799
IRS990PF/DistributableAmount/MinimumInvestmentReturn066145
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0346
IRS990PF/DistributableAmount/TotalTax0346
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0348
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded0506
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0346
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-1200
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0854
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0346
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0346
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension01200
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01200
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01446537
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01343049
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances012638
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01330411
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable020146
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn066145
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01322903
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01343049
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KATHERINE G STERN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SUSAN STERN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ALBERT J JACOBSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3BRINTON D WRIGHT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4KATHERINE O STERN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5SIDNEY J STERN III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES/TREAS/DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VP/DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2ASST SECTY/DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SECTY/DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4VP/DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5VP/DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102304 PRINCESS ANN ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11120 COQUINA DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121002 DOVER RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine132306 BRANDT TRACE FARM RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14NOTTINGHAM DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine15215 N EDGEWORTH ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0GREENSBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WILMINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2GREENSBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3GREENSBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4GREENSBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5GREENSBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode027408
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode128411
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode227408
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode327455
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode424408
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode527401
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct02176638
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets02176465
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio01.645219
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear206.435006
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.047496
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.051114
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01322903
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101120424
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2012432
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401989652
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501931964
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0173
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions068148
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1052950
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2080000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30112342
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4094500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5098750
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio06.580875
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions068148
IRS990PF/QualifyingDistributions/ExpensesAndContributions068148
IRS990PF/QualifyingDistributions/QualifyingDistributions068148
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ALBERT J JACOBSON CPA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03362743027
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101002 DOVER ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0GREENSBORO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode027408
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN APPLICATION-TWO YEARS AUDITED STATEMENTS-FULL MISSION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials1STATEMENT OF GOALS AND OBJECTIVES OF ORGANIZATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ALBERT J JACOBSON CPA TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1ALBERT J JACOBSON CPA ASST SECTY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03362743027
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber13362743027
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101002 DOVER ROAD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine111002 DOVER ROAD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0GREENSBORO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City1GREENSBORO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode027408
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode127408
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO GRANTS TO INDIVIDUALS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards1BASICALLY GUILFORD COUNTY, AND STATE OF NORTH CAROLINA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0WILLIAM A STERN-DECEASED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount062950
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount10
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0THE STATEDALL ARE GRANTEDOBJECTIVES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1INCLUDINGOF EACH GRANTEECAPITAL CAMPAIGNS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SCHEDULE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0ALL AREPUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode027401
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear062950
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted065799
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1059304
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2080000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30114500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4094500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5098750
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5098750
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0416452
IRS990PF/UndistributedIncome/ExcessFromCurrentYear068148
IRS990PF/UndistributedIncome/ExcessFromYear1059304
IRS990PF/UndistributedIncome/ExcessFromYear2080000
IRS990PF/UndistributedIncome/ExcessFromYear30114500
IRS990PF/UndistributedIncome/ExcessFromYear4094500
IRS990PF/UndistributedIncome/QualifyingDistributions068148
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus068148
IRS990PF/UndistributedIncome/TaxableAmount2054996
IRS990PF/UndistributedIncome/TotalCorpus0515202
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0447054
IRS990PF/UndistributedIncome/UndistributedIncomeCY065799
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear054996
LegalFeesSchedule/LegalFees/AdjustedNetIncome02000
LegalFeesSchedule/LegalFees/Amount02000
LegalFeesSchedule/LegalFees/Category0BRINTON WRIGHT ADVICE & COUNSEL
LegalFeesSchedule/LegalFees/NetInvestmentIncome02000
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome05148
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome126
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT MANAGEMENT
OtherExpensesSchedule/OtherExpenses/Description2Amortization
OtherExpensesSchedule/OtherExpenses/Description3PUBLICATION OF NOTICE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps024
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps15148
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps226
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome024
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome15148
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome226
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks024
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks15148
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks226
OtherIncomeSchedule2/OtherIncome/Description00
OtherIncomeSchedule2/OtherIncome/Description10
OtherIncomeSchedule2/OtherIncome/Description20
OtherIncomeSchedule2/OtherIncome/Description30
OtherIncreasesSchedule/OtherIncreases/Amount0392764
OtherIncreasesSchedule/OtherIncreases/Description0INCREASE IN MARKET VALUE OF SECURITIES
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/Category1$1097 REFUND RECD
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0561841856
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM A STERN FOUNDATION
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone03362743027
ReturnHeader/Filer/USAddress/AddressLine10C/O A J JACOBSONCPA 1002 DOVER ROAD
ReturnHeader/Filer/USAddress/City0GREENSBORO
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027408
ReturnHeader/Officer/DateSigned02011-05-16
ReturnHeader/Officer/Name0ALBERT J JACOBSON CPA ASST TREAS
ReturnHeader/Officer/Phone03362743027
ReturnHeader/Officer/Title0ASST SECTY/TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-06-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALBERT J JACOBSON CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101002 DOVER ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREENSBORO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0274087312
ReturnHeader/Preparer/Name0ALBERT J JACOBSON CPA
ReturnHeader/Preparer/Phone03362743027
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-06-22T13:21:01-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,446,537
Liabilities
$0
Net assets
$1,446,537
Revenue
-
Expenses
$71,398
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.16$0.16$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.12$0.14$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.04$0.11$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.06$0.13$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.17$0.14$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.14$0.13$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.19$0.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.13$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.05$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.31$0.11$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.00$0.10$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.03$0.09$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$0.03$0.09$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.07