Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 74-2652851

J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION

Tax-exempt · EL PASO, TX 79943

Financials

$169K$360K2023$449K$350K2024$438K$396K2025
Revenue Expenses · by fiscal year end
Financials of J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$437,793$395,698$42,095$5,779,666$0$5,779,666
December 31, 2024990$449,307$350,088$99,219$5,737,571$0$5,737,571
December 31, 2023990$169,024$359,681-$190,657$5,638,352$0$5,638,352
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$437,793
Net gain from sales of assets
$256,616
Other revenue
$0

Expenses

Grants and similar amounts paid
$324,929
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,000
Program services (functional)
$324,929
Management and general (functional)
$70,769

Balance sheet and other

Total assets, start of year
$5,737,571
Total assets, end of year
$5,779,666
Total liabilities, end of year
$0
Net assets, end of year
$5,779,666
Publicly traded securities
$5,495,592
Net assets without donor restrictions
$5,779,666
Gross receipts
$1,201,849
Employees
0
Year formed
1992
State of legal domicile
TX

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
ERIC PEARSONSecretary
Officer
1$0$361,695$104,643
BARBARA WHEELERChairman
Trustee or director, Officer
1$0$0$0
SHARON BUTTERWORTHVice Chairman
Trustee or director, Officer
1$0$0$0
HABIB ASFAHANITreasurer
Trustee or director, Officer
1$0$0$0
PATTY TISCARENODirector
Trustee or director
0.5$0$0$0
STEPHEN MEADORDirector
Trustee or director
0.5$0$0$0
GINGER FRANCISDirector
Trustee or director
0.5$0$0$0
RANA KRONFOLDirector
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ERIC PEARSONSecretary
Officer
1$0$347,175$101,360
BARBARA WHEELERChairman
Trustee or director, Officer
1$0$0$0
SHARON BUTTERWORTHVice Chairman
Trustee or director, Officer
1$0$0$0
HABIB ASFAHANITreasurer
Trustee or director, Officer
1$0$0$0
PATTY TISCARENODirector
Trustee or director
0.5$0$0$0
STEPHEN MEADORDirector
Trustee or director
0.5$0$0$0
GINGER FRANCISDirector
Trustee or director
0.5$0$0$0
RANA KRONFOLDirector
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ERIC PEARSONSecretary
Officer
1$0$328,687$97,343
BARBARA WHEELERChairman
Trustee or director, Officer
1$0$0$0
SHARON BUTTERWORTHVice Chairman
Trustee or director, Officer
1$0$0$0
HABIB ASFAHANITreasurer
Trustee or director, Officer
1$0$0$0
PATTY TISCARENODirector
Trustee or director
0.5$0$0$0
STEPHEN MEADORDirector
Trustee or director
0.5$0$0$0
GINGER FRANCISDirector
Trustee or director
0.5$0$0$0
RANA KRONFOLDirector
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 272, EL PASO, TX 79943-0272
Principal officer (990 for 2025)
BARBARA WHEELER, PO BOX 272, EL PASO, TX 799430272
Signed the 990
BARBARA WHEELER, Chairman
Phone
(915) 533-4020
Return prepared by
GIBSON RUDDOCK PATTERSON LLC

Mission

TO PROVIDE DIRECT SUPPORT TO THE EL PASO COMMUNITY FOUNDATION IN ORDER TO MAKE GRANTS TO TEMPLE MT. SINAI, SYNAGOGUE B'NAI ZION, COLUMBIA UNIVERSITY, MT. SINAI MEDICAL CENTER OF NEW YORK, SUPPORT TO MEDICAL SCIENCES AND RELATED FIELDS OF INTEREST IN THE EL PASO AREA, AND OTHER CHARITABLE AND CIVIC ORGANIZATIONS IN THE EL PASO AREA.

990 for the year ended December 31, 2025

Program accomplishments

  • MADE GRANTS OR OTHER PAYMENTS TO THE EL PASO COMMUNITY FOUNDATION FOR SUPPORT OF MEDICAL SCIENCES, CHARITABLE FIELDS OF INTEREST, AND ORGANIZATIONS SPECIFIED IN THE ORGANIZATIONAL DOCUMENTS.
    Expenses $324,929 · grants $324,929

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
74-2652851
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,779,666
Income (IRS master file)
$1,201,849

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$437,793$395,698$5,779,666IRS
990December 2024$449,307$350,088$5,737,571IRS
990December 2023$169,024$359,681$5,638,352XML
990December 2022–––IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 74-2652851).

Questions about J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION

What is the EIN of J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION?
The employer identification number (EIN) of J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION is 74-2652851.
Is J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of J EDWARD STERN AND HELEN M C STERN CHARITABLE 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 J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION?
The 990 for the year ended December 31, 2025 names BARBARA WHEELER.
Who are the officers and directors of J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION?
The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does J EDWARD STERN AND HELEN M C STERN CHARITABLE FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $437,793, expenses of $395,698 and total assets of $5,779,666 at year end.

Other nonprofits in EL PASO

All nonprofits in EL PASO · Texas