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Nonprofit · EIN 27-0771357

AARON AND BETTY LEE STERN FOUNDATION

Tax-exempt · GREENWICH, CT 06830

Financials

$82K$558K2023$152K$643K2024$960K$601K2025
Revenue Expenses · by fiscal year end
Financials of AARON AND BETTY LEE STERN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$959,939$601,130$358,809$3,356,484$0$3,356,484
December 31, 2024990-PF$151,523$643,115-$491,592$2,997,675$0$2,997,675
December 31, 2023990-PF$82,321$557,956-$475,635$3,489,267$0$3,489,267
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$34,137
Interest
$61,327
Net gain from sales of assets
$864,475

Expenses

Grants and similar amounts paid
$589,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$593,454
Excise tax on investment income
$13,288

Balance sheet and other

Total assets, start of year
$2,997,675
Total assets, end of year
$3,356,484
Total liabilities, end of year
$0
Net assets, end of year
$3,356,484
Fair market value of assets
$5,972,809
Qualifying distributions
$593,454
Net investment income
$959,939

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JENNIFER KLEIN
53 DINGLETOWN ROAD, GREENWICH, CT 06830
TRUSTEE0.25$0
BETTY LEE STERN
4850 RYNA GREENBAUM DRIVE APT 4008, WEST PALM BEACH, FL 33417
TRUSTEE0.5$0
LAUREN ROSENKRANZ
980 FIFTH AVE APT 9A, NEW YORK, NY 10075
TRUSTEE0.25$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JENNIFER KLEIN
53 DINGLETOWN ROAD, GREENWICH, CT 06830
TRUSTEE0.25$0
BETTY LEE STERN
4850 RYNA GREENBAUM DRIVE APT 4008, WEST PALM BEACH, FL 33417
TRUSTEE0.5$0
LAUREN ROSENKRANZ
980 FIFTH AVE APT 9A, NEW YORK, NY 10075
TRUSTEE0.25$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JENNIFER KLEIN
53 DINGLETOWN ROAD, GREENWICH, CT 06830
TRUSTEE0.25$0
BETTY LEE STERN
465 PARK AVENUE, NEW YORK, NY 10022
TRUSTEE0.5$0
LAUREN ROSENKRANZ
980 FIFTH AVE APT 9A, NEW YORK, NY 10075
TRUSTEE0.25$0

Address and contacts

Address (IRS master file)
JENNIFER KLEIN-53 DINGLETOWN RD, GREENWICH, CT 06830-0000
Signed the 990-PF
JENNIFER KLEIN, TRUSTEE
Phone
(917) 363-7012
Return prepared by
FORVIS MAZARS LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-0771357
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,356,484
Income (IRS master file)
$1,620,815

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$959,939$601,130$3,356,484IRS
990-PFDecember 2024$151,523$643,115$2,997,675IRS
990-PFDecember 2023$82,321$557,956$3,489,267XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0771357).

Questions about AARON AND BETTY LEE STERN FOUNDATION

What is the EIN of AARON AND BETTY LEE STERN FOUNDATION?
The employer identification number (EIN) of AARON AND BETTY LEE STERN FOUNDATION is 27-0771357.
Is AARON AND BETTY LEE STERN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to AARON AND BETTY LEE STERN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AARON AND BETTY LEE STERN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of AARON AND BETTY LEE STERN FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AARON AND BETTY LEE STERN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of AARON AND BETTY LEE STERN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does AARON AND BETTY LEE STERN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $959,939, expenses of $601,130 and total assets of $3,356,484 at year end.

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