Nonprofit · EIN 34-6557729
JOSEPH STERN & RUTH E STERN FOUNDATION
Tax-exempt · CALABASAS, CA 91302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $126,856 | $30,404 | $96,452 | $378,740 | $0 | $378,740 |
| December 31, 2024 | 990-PF | $200 | $19,476 | -$19,276 | $282,288 | $0 | $282,288 |
| December 31, 2023 | 990-PF | $45,790 | $36,258 | $9,532 | $278,980 | $0 | $278,980 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,200
- Dividends
- $23,320
- Interest
- $36
- Net gain from sales of assets
- $3,300
Expenses
- Grants and similar amounts paid
- $26,700
- Disbursements for charitable purposes
- $26,700
- Excise tax on investment income
- $365
Balance sheet and other
- Total assets, start of year
- $282,288
- Total assets, end of year
- $378,740
- Total liabilities, end of year
- $0
- Net assets, end of year
- $378,740
- Fair market value of assets
- $562,982
- Qualifying distributions
- $26,700
- Net investment income
- $26,656
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Craig Stern 22508 Charlestown Drive, Calabasas, CA 91302 | Trustee | 10 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Craig Stern 22508 Charlestown Drive, Calabasas, CA 91302 | Trustee | 10 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Craig Stern 22508 Charlestown Drive, Calabasas, CA 91302 | Trustee | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 22508 CHARLESTOWN DR, CALABASAS, CA 91302-5707
- Signed the 990-PF
- Craig Stern, Trustee
- Return prepared by
- GARY G COHEN & ASSOCIATES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 34-6557729 or by the name JOSEPH STERN & RUTH E STERN FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 34-6557729
- 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
- 1964
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $378,740
- Income (IRS master file)
- $226,856
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $126,856 | $30,404 | $378,740 | XML |
| 990-PF | December 2024 | $200 | $19,476 | $282,288 | XML |
| 990-PF | December 2023 | $45,790 | $36,258 | $278,980 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 34-6557729).
Questions about JOSEPH STERN & RUTH E STERN FOUNDATION
- What is the EIN of JOSEPH STERN & RUTH E STERN FOUNDATION?
- The employer identification number (EIN) of JOSEPH STERN & RUTH E STERN FOUNDATION is 34-6557729.
- Is JOSEPH STERN & RUTH E STERN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to JOSEPH STERN & RUTH E STERN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH STERN & RUTH E STERN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH STERN & RUTH E 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 JOSEPH STERN & RUTH E 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 JOSEPH STERN & RUTH E STERN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOSEPH STERN & RUTH E STERN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $126,856, expenses of $30,404 and total assets of $378,740 at year end.
Other nonprofits in CALABASAS
- SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC EIN 95-4116679 · last filed 990 for 2024
- VIEWPOINT EDUCATIONAL FOUNDATION EIN 95-2242261 · last filed 990 for 2025
- CRAIG H NEILSEN FOUNDATION EIN 06-1695275 · last filed 990-PF for 2024
- BURHANI QARDAN HASANA CORPORATION AMERICA EIN 36-4109578 · last filed 990 for 2024
- CENTER FOR CIVIC EDUCATION EIN 95-3546790 · last filed 990 for 2025
- COMMUNITY OUTREACH PROMOTING EMERGENCY -COPE- PREPAREDNESS EIN 75-3231197 · last filed 990 for 2024
- OPERALIA FOUNDATION INC EIN 95-4857653 · last filed 990 for 2025
- QUALIA SCHOOL FOR DEEPER LEARNING EIN 87-1474481 · last filed 990 for 2025