Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
AJ & SL STERN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)9049 N KARLOV
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SKOKIE, IL60076
A Employer identification number

36-4316434
B Telephone number (see instructions)

(312) 521-2479
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$20,153,610J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 845,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 751 751  
4 Dividends and interest from securities... 21,763 21,763  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 744,909
b Gross sales price for all assets on line 6a 3,184,376
7 Capital gain net income (from Part IV, line 2)... 744,909
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,612,423 767,423 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,902 1,902 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 270 270 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,172 2,172 0 0
25 Contributions, gifts, grants paid....... 924,727 924,727
26 Total expenses and disbursements. Add lines 24 and 25 926,899 2,172 0 924,727
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 685,524
b Net investment income (if negative, enter -0-) 765,251
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 13,726,242 146,506 146,506
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,304,755 Click to see attachment19,570,015 20,007,104
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,030,997 19,716,521 20,153,610
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 19,030,997 19,716,521
29 Total net assets or fund balances (see instructions)..... 19,030,997 19,716,521
30 Total liabilities and net assets/fund balances (see instructions). 19,030,997 19,716,521
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,030,997
2
Enter amount from Part I, line 27a .....................
2
685,524
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,716,521
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,716,521
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FIFTH THIRD BANK # 2686 INVESTMENTS   2021-12-07 2021-12-17
b CIBC # 3184 INVESTMENTS   2021-11-04 2021-12-17
c HLM CAPITAL INVESTMENTS   2020-12-01 2021-12-13
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,000   27,640 -2,640
b 7,028   7,635 -607
c 3,139,013   2,404,192 734,821
d 13,335     13,335
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,640
b       -607
c       734,821
d       13,335
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 744,909
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,637
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,637
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 252
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 10,889
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletABRAHAM J STERN Telephone no.bullet (312) 521-2479

    Located atbullet9049 N KARLOVSKOKIEIL ZIP+4bullet60076
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ABRAHAM J STERN PRESIDENT
    3.00     		0 0 0
    9049 N KARLOV
    SKOKIE,IL60076
    SUSAN L STERN VICE PRESIDENT
    0.25     		0 0 0
    9049 N KARLOV
    SKOKIE,IL60076
    TODD A STERN DIRECTOR
    0.50     		0 0 0
    9101 KEYSTONE AVENUE
    SKOKIE,IL60076
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,620,993
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,620,993
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    19,620,993
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    294,315
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    19,326,678
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    966,334
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    966,334
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,637
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,637
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    955,697
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    955,697
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    955,697
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 955,697
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 620,978
    b From 2017...... 428,767
    c From 2018...... 481,007
    d From 2019...... 918,567
    e From 2020...... 529,896
    f Total of lines 3a through e ........ 2,979,215
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 924,727
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 924,727
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 30,970 30,970
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,948,245
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		590,008
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,358,237
    10 Analysis of line 9:
    a Excess from 2017.... 428,767
    b Excess from 2018.... 481,007
    c Excess from 2019.... 918,567
    d Excess from 2020.... 529,896
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ABRAHAM J STERN
    SUSAN L STERN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MOSDOS NEVEI SHALOM
    2900 SW PEACEFUL LANE
    PORTALND,OR97239     		    DONATION 360
    YESH TIKVA L'CHAYAI
    324 S BEVERLY DRIVE SUITE
    BEVERLY HILLS,CA90212     		    DONATION 280
    LAHAV
    1462 S CANFIELD AVE
    LOS ANGELES,CA90035     		    DONATION 100
    JANE WEBSTER G'MACH
    7045 N RIDGEWAY AVE
    LINCOLNWOOD,IL60712     		    DONATION 180
    CONGREGATION YEHUDA MOSHE
    4721 W TOUHY AVE
    LINCOLNWOOD,IL60712     		    DONATION 180
    HATZALAH CHICAGO
    6501 HAMLIN AVE
    LICOLNWOOD,IL60712     		    DONATION 1,800
    CHICAGO CHESED FUND
    7045 N RIDGEWAY AVE
    LICOLNWOOD,IL60712     		    DONATION 86,740
    CHICAGO CENTER FOR TORAH V'CHESED
    6557 LINCOLN AVE
    LICOLNWOOD,IL60712     		    DONATION 18,000
    JUST ONE CHESED
    7444 WILSON AVE
    HARWOOD HEIGHTS,IL60706     		    DONATION 18,360
    CONGREGATION BETH SHALOM AHAVAS ACHIM
    5665 N JERSEY AVE
    CHICAGO,IL60659     		    DONATION 180
    AGUDATH ISRAEL OF ILLINOIS
    3434 W PETERSON AVE
    CHICAGO,IL60659     		    DONATION 1,800
    JEWISH SACRED SOCIETY-WOMEN
    PO BOX 597585
    CHICAGO,IL60659     		    DONATION 500
    MADRAIGOS MIDWEST
    3557 W PETERSON AVE 122
    CHICAGO,IL60659     		    DONATION 25,000
    HANNA SACKS BAIS YAAKOV HIGH SCHOOL
    3021 W DEVON AVE
    CHICAGO,IL60659     		    DONATION 1,080
    FREE
    2935 W DEVON AVE
    CHICAGO,IL60659     		    DONATION 180
    CONGREGATION CHESED L'AVROHOM
    3135 W DEVON AVE
    CHICAGO,IL60659     		    DONATION 500
    CAMP NEGEELA MIDWEST
    3542 W PETERSON AVE
    CHICAGO,IL60659     		    DONATION 360
    MAKE A WISH AMERICA
    640 N LA SALLE ST 280
    CHICAGO,IL60654     		    DONATION 540
    KHAL CHASIDIM ORG
    6757 N RICHMOND
    CHICAGO,IL60645     		    DONATION 11,680
    OHEL SHALOM TORAH CENTER
    2949 W TOUHY AVE
    CHICAGO,IL60645     		    DONATION 1,000
    CHICAGO TORAH NETWORK
    2832 W TOUHY AVE
    CHICAGO,IL60645     		    DONATION 5,400
    CONGREGATION KINS OF WEST ROGERS PARK
    2800 W NORTH SHORE AVE
    CHICAGO,IL60645     		    DONATION 180
    YESHIVA OHR BORUCH
    2828 W PRATT BLVD
    CHICAGO,IL60645     		    DONATION 3,600
    CHICAGO MITZVAH COMPAIGN
    2757 W PRATT BLVD
    CHICAGO,IL60645     		    DONATION 36,000
    CHICAGO MITZVAH CAMPAIGN
    2757 W PRATT BLVD
    CHICAGO,IL60645     		    DONATION 20,000
    THE ARK
    6450 N CALIFORNIA AVE
    CHICAGO,IL60645     		    DONATION 12,600
    LUBAVITCH MESIVTA OF CHICAGO
    2756 W MORSE AVE
    CHICAGO,IL60645     		    DONATION 18,000
    LUBAVITCH MESIVTA OF CHICAGO
    2756 W MORSE AVE
    CHICAGO,IL60645     		    DONATION 360
    PROJECT 613 NFP
    2836 W JARVIS AVE
    CHICAGO,IL60645     		    DONATION 5,150
    KOLLEL TIFERES YISRAEL
    2855 W TOUHY AVE
    CHICAGO,IL60645     		    DONATION 1,800
    CHICAGO COMMUNITY KOLLEL
    6506 N CALIFORNIA AVE
    CHICAGO,IL60645     		    DONATION 5,400
    JLIFE OUTREACH
    3101 W NORTH SHORE AVE
    CHICAGO,IL60645     		    DONATION 2,600
    BEIS MEDRASH MIKOR HACHAIM
    2849 W CHASE AVE
    CHICAGO,IL60645     		    DONATION 1,800
    SELFHELP HOME - JEWISH RETIREMENT COMMUNITY
    908 W ARGYLE ST
    CHICAGO,IL60640     		    DONATION 540
    KALAPRIYA CENTER FOR INDIAN PERFORMING ARTS
    1925 S MICHIGAN AVE 3RD FLOOR
    CHICAGO,IL60616     		    DONATION 500
    ILLINOIS CENTER FOR JEWISH STUDIES
    601 S MORGAN ST
    CHICAGO,IL60607     		    DONATION 18,000
    JEWISH UNITED FUND
    30 S WELLS STREET
    CHICAGO,IL60606     		    DONATION 20,500
    JCFS CHICAGO
    216 W JACKSON BLVD SUITE 700
    CHICAGO,IL60606     		    DONATION 75
    ISRAEL PURIM FUND
    30SWELLSSTREET
    CHICAGO,IL60606     		    DONATION 360
    HIDDEN GEMS
    222 S RIVERSIDE 2730
    CHICAGO,IL60606     		    DONATION 1,800
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVE
    CHICAGO,IL60603     		    DONATION 500
    BETH TIKVAH SYNAGOGUE
    300 HILLCREST BLVD
    HOFFMAN ESTATES,IL60169     		    DONATION 100
    KEHILLAH JEWISH EDUCATION FUND
    5215 OLD ORCHARD RD
    SKOKIE,IL60077     		    DONATION 11,800
    HEBREW THEOLOGICAL COLLEGE
    7135 CARPENTER RD
    SKOKIE,IL60077     		    DONATION 2,800
    CHEDER LUBAVITCH
    5201 WEST HOWARD STREET
    SKOKIE,IL60077     		    DONATION 200
    RABBI NACHUM BERNSTEIN
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 100
    RABBI AVROHOM LUBIN
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    RABBI BRURIA AVICHAI
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 54
    YESHIVA MAALE AMOS
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 100
    RABBI AVRAHAM RONER
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    RABBI GEVRIEL HATABI
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    RABBI KIFER SHAHAR
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 100
    RABBI ELIAZ
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 54
    RABBI KRANZER
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 54
    RABBI DAVID KALATIAN
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    RABBI AHRON STERN
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 100
    RABBI SHMUEL FEKETE
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    ARIE CROWN HEBREW DAY SCHOOL
    4600 MAIN ST
    SKOKIE,IL60076     		    DONATION 115,000
    YISMACH YOSEF
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 100
    RABBI YOSEF COHEN
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 100
    ASSOCIATED TALMUD TORAHS
    3531 MADISON ST
    SKOKIE,IL60076     		    DONATION 7,900
    ZEVLAY ZEVULAN
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    AHRON PERETZ
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 100
    RABBI GABI BETTER
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    TAF L'TAF
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 100
    MISHPACHTAN CHAIM MOSHE
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    RABBI EREZ
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    LIBENU
    8052 MONTICELLO AVE UNIT 203
    SKOKIE,IL60076     		    DONATION 5,400
    CONGREGATION OR TORAH
    3800 DEMPSTER ST
    SKOKIE,IL60076     		    DONATION 117,979
    NCSY- MIDWEST REGION
    3200 W TOUHY AVE
    SKOKIE,IL60076     		    DONATION 1,800
    CHABAD ISRAELI CENTER
    8750 KEELER AVE
    SKOKIE,IL60076     		    DONATION 1,850
    MACHLUF BEN SHULA
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 100
    ATERES AYALA
    3412 W TOUHY AVE
    SKOKIE,IL60076     		    DONATION 50,000
    CHESED YAAKOV
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    J LIFE
    8170 N MCCORMICK BLVD 112
    SKOKIE,IL60076     		    DONATION 540
    LUBAVITCH CHABAD OF SKOKIE
    4059 DEMPSTER ST
    SKOKIE,IL60076     		    DONATION 9,000
    KEHILAT CHOVEVEI TZION
    9220 CRAWFORD AVE
    SKOKIE,IL60076     		    DONATION 31,320
    KUPAT HATZEDAKA
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    MISC
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 1,000
    OHR YISROEL ISSER
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    KOLLEL TORAS CHESED
    3732 DEMPSTER ST
    SKOKIE,IL60076     		    DONATION 3,600
    CHIYATANI
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 180
    THE CITY MIKVAH
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 1,800
    RABBI ARYEH COHEN
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 54
    RABBI COHEN
    9049 N KARLOV
    SKOKIE,IL60076     		    DONATION 54
    MAOT CHITIM OF GREATER CHICAGO
    3710 COMMERCIAL AVE 7
    NORTHBROOK,IL60062     		    DONATION 10,800
    CASA LAKE COUNTY
    700 FOREST EDGE DRIVE
    VENON HILLS,IL60061     		    DONATION 10,000
    CHABAD OF GLENCOE
    976 OAK DR
    GLENCOE,IL60022     		    DONATION 1,200
    HATZALAH OF MI
    13650 OAK PARK BLVD
    OAK PARK,MI48237     		    DONATION 540
    CHABAD JEWISH CENTER OF LIVONIA
    20108 ANTAGO ST
    LIVONIA,MI48152     		    DONATION 3,600
    FRIENDS OF KITOV
    4440 PGA BLVD STE 600
    PALM BEACH GARDENS,FL33410     		    DONATION 13,900
    ORLANDO TORAH ACADEMY
    8651 COMMODITY CIR
    ORALNDO,FL32819     		    DONATION 360
    CONGREGATION ETZ CHAIM
    1190 INDIAN HILLS PARKWAY
    MARIETTA,GA30068     		    DONATION 100
    GYE CORP
    3918 FALLSTAFF RD
    BALTIMORE,MD21215     		    DONATION 1,000
    FISHER'S YESHIVA
    2833 SMITH AVE 403
    BALTIMORE,MD21209     		    DONATION 1,000
    NER ISRAEL RABBINICAL COLLEGE
    400 MT WILSON LN
    PIKESVILLE,MD21208     		    DONATION 180
    RAY OF HOPE FOUNDATION
    1122 KENILWORTH DRIVE 201
    TOWSON,MD21204     		    DONATION 3,600
    YESHIVA OF GREATER WASHINGTON
    2010 LINDEN LANE
    SILVER SPRING,MD20910     		    DONATION 7,200
    OSEH SHALOM SYNAGOGUE
    7515 OLIVE BRANCH WAY
    LAUREL,MD20707     		    DONATION 360
    YESHIVA BETH MOSHE SCHOOL
    930 HICKORY ST
    SCRANTON,PA18505     		    DONATION 100
    CONGREGATION POALAY TZEDEK
    6318 PHILLIPS AVE
    PITTSBURGH,PA15217     		    DONATION 250
    OHEL AVRAHAM
    2131 ELMWOOD AVE
    ROCHESTER,NY14618     		    DONATION 180
    OHR L'TZION
    879 HOPKINS RD
    WILLIAMSVILLE,NY14221     		    DONATION 100
    HATZOLAH AIR EMERGENCY RESPONSE TEAM
    75 CO RD 183A HANGER 7
    MONGAUP VALLEY,NY12762     		    DONATION 10,000
    BEIT MEDRASH ATERES YISROEL
    827 CORNAGA AVE
    FAR ROCKAWAY,NY11691     		    DONATION 250
    NEVE TZION
    623 BEACH 8TH ST
    FAR ROCKAWAY,NY11691     		    DONATION 5,940
    TORAH V'CHESSED
    303 MERRICK ROAD SUITE 506
    LYNBROOK,NY11563     		    DONATION 280
    PROJECT EXTREME
    335 CENTRAL AVE
    LAWRENCE,NY11559     		    DONATION 1,116
    SHAR YASHOOV INSTITUTE
    1 CEDARLAWN AVE
    FAR ROCKAWAY,NY11559     		    DONATION 1,800
    CENTRAL FUND OF ISRAEL
    461 CENTRAL AVENUE
    CEDARHURST,NY11516     		    DONATION 15,000
    GIVE A LITTLE
    PO BOX 1934 SHORTLAND STREET
      AUCKLAND  
    NZ     		    DONATION 2,023
    CONGREGATION OHEL YITZCHAK
    137-58 70TH AVE
    FLUSHING,NY11367     		    DONATION 900
    YESHIVA HASHEVAYNU
    144-49 72ND DR
    QUEENS,NY11367     		    DONATION 500
    YESHIVA KESSER TORAH
    72-11 VLEIGH PL
    KEW GARDENS HILLS,NY11367     		    DONATION 1,800
    BEIT KINNEROT OHEL YITZCHOK
    137-58 70TH AVE FLUSHING
    NEW YORK,NY11367     		    DONATION 180
    BEIS MEDRESH OF QUEENS
    75-15 137TH ST
    FLUSHING,IL11367     		    DONATION 180
    AMERICAN FRIENDS OF HOUSE OF HOPE
    176-25 UNION TPKE 336
    FRESH MEADOWS,NY11366     		    DONATION 18,000
    SEFER TORAH PROJECT INC
    3839 FLATLANDS AVE
    BROOKLYN,NY11234     		    DONATION 7,263
    BE A MENSCH FOUNDATION
    1422 E 9TH ST
    BROOKLYN,NY11230     		    DONATION 1,943
    FRIENDS OF TORAH INSTITUTIONS OF ISRAEL
    1426 EAST 15TH
    BROOKLYN,NY11230     		    DONATION 100
    HEBRON FUND INC
    1760 OCEAN AVE
    BROOKLYN,NY11230     		    DONATION 36,000
    OZER DALIM INC
    1301 AVENUE K
    BROOKLYN,NY11230     		    DONATION 540
    ZAKA
    2920 AVENUE
    BROOKLYN,NY11229     		    DONATION 180
    MOSDOT BOTOSHAN
    1148 49TH ST
    BROOKLYN,NY11219     		    DONATION 840
    AMERICAN FRIENDS OF NETIVOT HORAAH
    1054 43RD ST
    BROOKLYN,NY11219     		    DONATION 180
    HAICHEL HABRACHA
    1504 59TH ST
    BROOKLYN,NY11219     		    DONATION 100
    RAV CHESED
    1210 43RD ST
    BROOKLYN,NY11219     		    DONATION 180
    ATIME
    1310 48TH STREET 406
    BROOKLYN,NY11219     		    DONATION 1,000
    CHIZUK HATORAH INC
    PO BOX 190006
    BROOKLYN,NY11219     		    DONATION 260
    YAD MALKA
    4403 15 AVE
    BROOKLYN,NY11219     		    DONATION 280
    CONGREGATION EZRAS YISROEL
    4415 14TH AVE
    BROOKLYN,NY11219     		    DONATION 180
    AMERICAN FRIENDS OF YESHIVA DMIR
    5227 NEW UTRECHT AVE
    BROOKLYN,NY11219     		    DONATION 3,600
    YESHIVA & MESIVTA TORAH VODAATH
    425 EAST 9TH STREET
    BROOKLYN,NY11218     		    DONATION 180
    AMERICAN FRIENDS MOSDOT HARIM OF ISRAEL
    1310 38TH ST
    BROOKLYN,NY11218     		    DONATION 180
    YAD L'ACHIM
    4018 18TH AVE
    BROOKLYN,NY11218     		    DONATION 820
    OHEL CHANA KOLLEL
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		    DONATION 180
    JEWISH EDUCATION MEDIA
    781 ESAT NEW YORK AVE
    BROOKLYN,NY11213     		    DONATION 250
    CONGREGATION ZICHRON AVOS
    183 WILSON ST
    BROOKLYN,NY11211     		    DONATION 180
    CHASDEI BENTZION INC
    166 S 9TH ST
    BROOKLYN,NY11211     		    DONATION 180
    BETH YOSEF TZVI
    543 BEDFORD AVE
    BROOKLYN,NY11211     		    DONATION 180
    OHR SHALOM V'CHESED
    285 DIVISION AVE
    NEW YORK,NY11211     		    DONATION 4,500
    MERKAZ HABRIT
    3054 BEDFORD AVE
    BROOKLYN,NY11210     		    DONATION 100
    AF KESHER
    919 E 24TH ST
    BROOKLYN,NY11210     		    DONATION 1,500
    AMERICAN FRIENDS OF MEIR PANIM
    88 WALTON STREET SUITE B1
    BROOKLYN,NY11206     		    DONATION 180
    CONG MOSDOS TOLDOS AHARON
    777 KENT AVE 239
    BROOKLYN,NY11205     		    DONATION 180
    MOSDOS KRULA
    799 KENT AVE
    BROOKLYN,NY11205     		    DONATION 1,000
    RCCS
    803 BEDFORD AVENUE
    BROOKLYN,NY11205     		    DONATION 360
    MACHON RUTH
    1796 45TH ST 111
    BROOKLYN,NY11204     		    DONATION 360
    ZICHRON SHMUEL
    4424 18TH AVE
    BROOKLYN,NY11204     		    DONATION 250
    MATAN B'SETER BAMBI
    1667 54TH ST
    BROOKLYN,NY11204     		    DONATION 250
    KEREN YISROEL
    4310 16TH AVENUE
    BROOKLYN,NY11204     		    DONATION 5,000
    MA AYNEI HAYESHUA
    C/O JUDAH SEPTIMUS 5417 18TH AVE
    BROOKLYN,NY11204     		    DONATION 1,000
    TZIR CHESED
    1933 50TH ST
    BROOKLYN,NY11204     		    DONATION 180
    YESHIVA CHASAN SOFER
    1876 50TH ST
    BROOKLYN,NY11204     		    DONATION 100
    BNEI TORAH
    5014 16TH AVE STE 152
    BROOKLYN,NY11204     		    DONATION 180
    AHAVAS CHESED
    720 LEFFERTS AVE
    BROOKLYN,NY11203     		    DONATION 880
    BREAD & BUTTER
    10 FIRST ST
    SPRING VALLEY,NY10977     		    DONATION 180
    YESHIVA GEDOLA OF SOUTH MONSEY
    260 SADDLE RIVER RD
    AIRMONT,NY10952     		    DONATION 720
    CONGREGATION CHASADIM TOVIM INC
    7 MAPLE LEAF RD
    MONSEY,NY10952     		    DONATION 1,980
    MESIFTA BETH SHRAGA
    28 N SADDLE RIVER RD
    MONSEY,NY10952     		    DONATION 100
    EZER L'KALLAH FUND
    59 COLLEGE ROAD
    MONSEY,NY10952     		    DONATION 180
    AMERICAN FRIENDS OF KOLLEL NACHLAS SHAI AND ALLIED ORGANIZATION INC
    ONE MAYFAIR ROAD
    EASTXHESTER,NY10709     		    DONATION 500
    NEVE YERUSHALAYIM
    111 JOHN STREET SUITE 1720
    NEW YORK,NY10038     		    DONATION 180
    ZICHRON MENACHEM
    50 WEST 47TH STREET SUITE 2100
    NEW YORK,NY10036     		    DONATION 180
    NETZACH FOUNDATION
    3 COLUMBUS CIR STE 2105
    NEW YORK,NY10019     		    DONATION 11,000
    TORAH V'AVODA HASHEM
    520 8TH AVE 15TH FLOOR
    NEW YORK,NY10018     		    DONATION 180
    MENORAT HAMEAR
    630 THIRD AVENUE
    NEW YORK,NY10017     		    DONATION 180
    KOLLEL AVREICHIM ATERET ELIEZER
    42 BROADWAY 14TH FLOOR
    NEW YORK,NY10004     		    DONATION 5,400
    FRIENDS OF YESHIVA OHR ELCHONON INC
    960 W COUNTY LINE RD
    LAKEWOOD,NJ08701     		    DONATION 108
    NOSAI B'OAL FUND
    82 KINGSFIELD DR
    LAKEWOOD,NJ08701     		    DONATION 1,000
    BETH JACOB HACHAREDEI
    45 WHISPERING PINES LN
    LAKEWOOD,NJ08701     		    DONATION 100
    THE NAVI JOURNEY
    956 WOODLAND DR
    LAKEWOOD,NJ08701     		    DONATION 5,000
    TZUR FOUNDATION
    418 CLIFTON AVE
    LAKEWOOD,NJ08701     		    DONATION 4,000
    YESHIVA AND MESIVTA KEREN HATORAH
    1083 BROOK RD
    LAKEWOOD,NJ08701     		    DONATION 100
    TOMCHEI TZEDAKA CORP
    16 BRIDGEWOOD AVE
    LAKEWOOD,NJ08701     		    DONATION 2,400
    YESHIVA KEREN ORAH
    761 RIVER AVE 2
    LAKEWOOD,NJ08701     		    DONATION 180
    CONGREGATION BERDITCHEV
    75 BIRCH ST
    LAKEWOOD,NJ08701     		    DONATION 180
    AF YESHIVAS TIFRACH
    246 ENCLAVE BLVD
    LAKEWOOD,NJ08701     		    DONATION 180
    YESHIVAS BAIS YISROEL
    6 ESTI CIRCLE
    LAKEWOOD,NJ08701     		    DONATION 200
    ZICHRON YISROEL
    121 E 9TH ST
    LAKEWOOD,NJ08701     		    DONATION 180
    AMERICAN FRIENDS OF TORAH BTZFAT INC
    39 SHERIE CT
    LAKEWOOD,NJ08701     		    DONATION 100
    AMERICAN FRIENDS OF NOAM ELIEZER INC
    2 RIDGE RD
    LONG BRANCH,NJ07764     		    DONATION 180
    AISH HATORAH GLOBAL
    915 CLIFTON AVENUE SUITE 4
    CLIFTON,NJ07013     		    DONATION 10,000
    CONGREGATION AGUDATH ISRAEL
    20 ACADEMY ROAD
    CALDWELL,NJ07006     		    DONATION 1,800
    YESHIVA GEDOLAH
    359 COOKE ST
    WATERBURY,CT06710     		    DONATION 540
    PROJECT SHORESH
    262 BLACKSTONE BLVD
    PROVIDENCE,RI02906     		    DONATION 360
    THE GUSH ETZION FOUNDATIOIN
    867 BOYLSTON ST
    BOSTON,MA02116     		    DONATION 2,600
    YESHIVAT TORAT SHRAGA
    BARUKH DUVDEVANI ST 40
    JERUSALEM    
    IS     		    DONATION 1,800
    KOLLEL LIBO CHOFETZ (ISRAEL)
    7/32 SHAAGAS ARYEH ST
    MODIIN ILLIT    
    IS     		    DONATION 100
    Total .................................bullet 3a 924,727
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 751  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 744,909  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 767,423 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    767,423
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    AJ & SL STERN FAMILY FOUNDATION
     
    Employer identification number

    36-4316434
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    AJ & SL STERN FAMILY FOUNDATION
          		Employer identification number
    36-4316434
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ABRAHAM AND SUSAN STERN
    9049 KARLOV AVENUE
     
    SKOKIE, IL60076

    		$ 845,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    AJ & SL STERN FAMILY FOUNDATION
          		Employer identification number

    36-4316434
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    AJ & SL STERN FAMILY FOUNDATION
          		Employer identification number

    36-4316434
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    AJ & SL STERN FAMILY FOUNDATION
    EIN:
    36-4316434
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HLM CAPITAL MANAGMENT INVESTMENTS 6,039,722 6,476,811
    CIBC # 3184 10,319,976 10,319,976
    FIFTH THIRD BANK #9475 700,751 700,751
    FIFTH THIRD BANK #2686 2,509,566 2,509,566

    TY 2021 LegalFeesSchedule
    Name:
    AJ & SL STERN FAMILY FOUNDATION
    EIN:
    36-4316434
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY 1,902 1,902 0 0


    TY 2021 TaxesSchedule
    Name:
    AJ & SL STERN FAMILY FOUNDATION
    EIN:
    36-4316434
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 270 270 0 0