Skip to main content

Nonprofit · EIN 88-6560259

HOWARD M STERN MEMORIAL TR

Also known as NANCY DOTY INC TTEE

Tax-exempt · PORTLAND, OR 97212

Financials

$100K$95K2023$221K$164K2024$170K$300K2025
Revenue Expenses · by fiscal year end
Financials of HOWARD M STERN MEMORIAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$169,827$300,167-$130,340$2,298,000$0$2,298,000
December 31, 2024990-PF$220,971$164,476$56,495$2,428,340$0$2,428,340
December 31, 2023990-PF$99,660$94,764$4,896$2,371,845$0$2,371,845
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$60,476
Interest
$6,942
Net gain from sales of assets
-$18,884
Other income
$121,293

Expenses

Grants and similar amounts paid
$141,000
Compensation of officers, directors and key employees
$20,670
Disbursements for charitable purposes
$179,110

Balance sheet and other

Total assets, start of year
$2,428,340
Total assets, end of year
$2,298,000
Total liabilities, end of year
$0
Net assets, end of year
$2,298,000
Fair market value of assets
$2,836,688
Qualifying distributions
$179,110
Net investment income
$187,105

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
NANCY DOTY INC STEFANIE YOUNG
3835 NE HANCOCK STREET STE GL-A, PORTLAND, OR 97212
TRUSTEE0.5$20,670
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
NANCY DOTY INC STEFANIE YOUNG
3835 NE HANCOCK STREET STE GL-A, PORTLAND, OR 97212
TRUSTEE0.5$18,201
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
NANCY DOTY INC STEFANIE YOUNG
3835 NE HANCOCK STREET STE GL-A, PORTLAND, OR 97212
TRUSTEE0.5$17,615

Address and contacts

Address (IRS master file)
3835 NE HANCOCK ST STE GLA, PORTLAND, OR 97212-5319
Signed the 990-PF
STEFANIE YOUNGNANCY DOTY INC, TRUSTEE
Phone
(503) 284-8240
Return prepared by
GARY MCGEE & CO 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
88-6560259
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,298,000
Income (IRS master file)
$224,881

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$169,827$300,167$2,298,000XML
990-PFDecember 2024$220,971$164,476$2,428,340XML
990-PFDecember 2023$99,660$94,764$2,371,845XML

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 88-6560259).

Questions about HOWARD M STERN MEMORIAL TR

What is the EIN of HOWARD M STERN MEMORIAL TR?
The employer identification number (EIN) of HOWARD M STERN MEMORIAL TR is 88-6560259.
Is HOWARD M STERN MEMORIAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does HOWARD M STERN MEMORIAL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of HOWARD M STERN MEMORIAL TR 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 HOWARD M STERN MEMORIAL TR 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 HOWARD M STERN MEMORIAL TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,670 (NANCY DOTY INC STEFANIE YOUNG, TRUSTEE).
How much revenue does HOWARD M STERN MEMORIAL TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $169,827, expenses of $300,167 and total assets of $2,298,000 at year end.

Other nonprofits in PORTLAND

All nonprofits in PORTLAND · Oregon