Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
AJ & SL STERN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3701 W LUNT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LINCOLNWOOD, IL60712
A Employer identification number

36-4316434
B Telephone number (see instructions)

(312) 307-1695
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$18,839,743J 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) 450,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 172,618 172,618  
4 Dividends and interest from securities... 467,817 467,817  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -139,142
b Gross sales price for all assets on line 6a 6,025,656
7 Capital gain net income (from Part IV, line 2)... 0
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........ 951,293 640,435 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
List of Attached Documents:
// Content
128 64 0 64
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
28,220 28,220 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,135 1,057 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
100 0 0 100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,583 29,341 0 164
25 Contributions, gifts, grants paid....... 933,897 933,897
26 Total expenses and disbursements. Add lines 24 and 25 976,480 29,341 0 934,061
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,187
b Net investment income (if negative, enter -0-) 611,094
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,151,327 6,010,813 6,010,813
2 Savings and temporary cash investments.........   2,389,000 2,389,000
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 18,108,213 Click to see attachment
List of Attached Documents:
// Content
10,794,905 		10,420,722
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
19,208 		Click to see attachment
List of Attached Documents:
// Content
19,208
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,259,540 19,213,926 18,839,743
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 19,259,540 19,213,926
29 Total net assets or fund balances (see instructions)..... 19,259,540 19,213,926
30 Total liabilities and net assets/fund balances (see instructions). 19,259,540 19,213,926
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
19,259,540
2
Enter amount from Part I, line 27a .....................
2
-25,187
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,234,353
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
20,427
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,213,926
Form 990-PF (2023)
Form 990-PF (2023)
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 CIBC 3184 LT      
b CIBC 3184 ST      
c HLM 9606      
d FIFTH THIRD 2686 ST      
e FIFTH THIRD 2686 LT      
FIFTH THIRD 2686 CAP GAIN DISTRIBUTIONS      
CIBC 3184 CAP GAIN DISTRIBUTION      
(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 5,279,916   5,355,387 -75,471
b 91,383   97,472 -6,089
c 250,000   250,001 -1
d 73,996   75,124 -1,128
e 328,295   386,814 -58,519
1,178     1,178
888     888
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       -75,471
b       -6,089
c       -1
d       -1,128
e       -58,519
      1,178
      888
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 -139,142
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  
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 right arrow 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) 1 8,494
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 8,494
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 8,494
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 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 13,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 137
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,369
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,369 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowIL
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowABRAHAM J STERN Telephone no.right arrow (312) 521-2479

Located atright arrow3701 W LUNTLINCOLNWOODIL ZIP+4right arrow60712
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
13,473,612
b
Average of monthly cash balances.......................
1b
2,988,148
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,461,760
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
16,461,760
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
246,926
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,214,834
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
810,742
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
810,742
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,494
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,494
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
802,248
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
802,248
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
802,248
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
934,061
b
Program-related investments—total from Part VIII-B..................
1b
0
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
934,061
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 802,248
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 481,007
b From 2019...... 918,567
c From 2020...... 714,006
d From 2021......  
e From 2022...... 478,170
f Total of lines 3a through e ........ 2,591,750
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 934,061
a Applied to 2022, 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 2023 distributable amount..... 802,248
e Remaining amount distributed out of corpus 131,813
5 Excess distributions carryover applied to 2023. 0 0
(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 2,723,563
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		481,007
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,242,556
10 Analysis of line 9:
a Excess from 2019.... 918,567
b Excess from 2020.... 714,006
c Excess from 2021....  
d Excess from 2022.... 478,170
e Excess from 2023.... 131,813
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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
VARIOUS INDIVIDUALS - LIST AVAILABL


3701 W LUNT AVE
LINCOLNWOOD,IL60712 		  I DONATION 6,836

SACK FAMILY FUND

3701 W LUNT AVE
LINCOLNWOOD,IL60712 		  PC DONATION 550

RABBI MEIR BAL HANES

3701 W LUNT AVE
LINCOLNWOOD,IL60712 		  PC DONATION 180

JANE WEBSTER G'MACHCHESED CHICAGO

7045 N RIDGEWAY AVE
LINCOLNWOOD,IL60712 		  PC DONATION 180

YESHIVATH BETH MOSHE-THE MILTON EISNER YESHIVA HIGH SCHOOL

PO BOX 1141
SCRANTON,PA18501 		  PC DONATION 36

YESHIVAS OUR ELIYAHU - LUBAVITCH MESIVTA OF CHICAGO

2756 W MORSE AVE
CHICAGO,IL60645 		  PC DONATION 1,000

YESHIVAS NACHLAS HATORAH

10 CEDAR ROW
LAKEWOOD,NJ08701 		  PC DONATION 1,800

YESHIVAS KESSER YONAH

3635 W DEVON AVE
CHICAGO,IL60659 		  PC DONATION 1,000

YESHIVAS BEIS DOVID INC

1671 E 29TH ST
BROOKLYN,NY11229 		  PC DONATION 36

YESHIVAS DERECH HAMLECH INC

1846 49TH ST
BROOKLYN,NY11204 		  PC DONATION 1,980

YESHIVA OHR BORUCH

2828 W PRATT BLVD
CHICAGO,IL60645 		  PC DONATION 1,800

YESHIVA OF GREATER WASHINGTON

1216 ARCOLA AVE
SILVER SPRING,MD20902 		  PC DONATION 1,800

YESHIVA MINCHAS ELUZAR

4706 14TH AVE
BROOKLYN,NY11219 		  PC DONATION 180

ZICHRON NOACH ZEV INC

49 MOHAWK PL
LAKEWOOD,NJ08701 		  PC DONATION 1,000

YESHIVA LAVREICHIM METZUYANIM INC

5314 16TH AVE STE 291
BROOKLYN,NY11204 		  PC DONATION 180

YACHADNATIONAL JEWISH COUNCIL FOR DISABILITIES

40 RECTOR ST 4TH FLOOR
NEW YORK,NY10006 		  PC DONATION 540

YESHIVA GEDOLA OF SOUTH MONSEY

260 SADDLE RIVER RD
AIRMONT,NY10952 		  PC DONATION 180

YESHIVA ELEMENTARY SCHOOL

13300 MEMORIAL HWY
MIAMI,FL33161 		  PC DONATION 1,800

YESHIVA CHSAN SOFER

1876 50TH ST
BROOKLYN,NY11204 		  PC DONATION 360

YESHIVA BETH MOSHE SCHOOL

930 HICKORY ST
SCRANTON,PA18505 		  PC DONATION 54

YESH TIKVA L'CHAYAI

324 S BEVERLY DRIVE SUITE
BEVERLY HILLS,CA90212 		  PC DONATION 180

YAD MALKA

4403 15 AVE
BROOKLYN,NY11219 		  PC DONATION 180

YAD LAMYUCHAD

4403 15TH AVE APT 127
BROOKLYN,NY11219 		  PC DONATION 180

YAD L'ACHIM

4018 18TH AVE
BROOKLYN,NY11218 		  PC DONATION 1,440

OSEH CHESED

18 RODNEY ST
BROOKLYN,NY11249 		  PC DONATION 36

UPWARDS COMMUNITIESMADRAIGOS MIDWEST

3557 W PETERSON AVE 122
CHICAGO,IL60659 		  PC DONATION 25,000

SHOR YASHOOV INSTITUTE

1 CEDARLAWN AVE
FAR ROCKAWAY,NY11559 		  PC DONATION 1,000

TZIR CHESED

1933 50TH ST
BROOKLYN,NY11204 		  PC DONATION 180

TORAH V'CHESSED

303 MERRICK ROAD SUITE 506
LYNBROOK,NY11563 		  PC DONATION 360

TORAH IMAGES INC

5014 - 16TH AVE STE 549
BROOKLYN,NY11204 		  PC DONATION 1,800

TOMCHEI TZEDAKA CORP

16 BRIDGEWOOD AVE
LAKEWOOD,NJ08701 		  PC DONATION 790

TOMCHEI TSHUVA

1335 45TH ST
BROOKLYN,NY11219 		  PC DONATION 180

TIME OUT FOR VALUES INC

6858 147TH ST
FLUSHING,NY11367 		  PC DONATION 180

TIFERES BERDITCHEV KEREN SHLOMO

70 CABINFIELD CIR
LAKEWOOD,NJ08701 		  PC DONATION 180

THE COMPASSIONATE FRIENDS PROVIDENCE CHAPTER (TCF)

10 DAIL DRIVE
PROVIDENCE,RI02911 		  PC DONATION 180

THE ARK

6450 N CALIFORNIA AVE
CHICAGO,IL60645 		  PC DONATION 12,600

SHIFRA'S ARM

11723 STONINGTON PL
SILVER SPRING,MD20902 		  PC DONATION 360

SHARLENE LEVINSON BIKUR CHOLIM

6311 N MONTICELLO AVE
CHICAGO,IL60659 		  PC DONATION 10,000

OSEH CHESED

202 KEAP ST
BROOKLYN,NY11211 		  PC DONATION 180

SATMAR BIKUR CHOLIM

545 BEDFORD AVE
BROOKLYN,NY11211 		  PC DONATION 180

REFUAH V SIMCHA INC

1072 MADISON AVE STE D3
LAKEWOOD,NJ08701 		  PC DONATION 1,000

RAY OF HOPE FOUNDATION

1122 KENILWORTH DRIVE 201
TOWSON,MD21204 		  PC DONATION 7,200

PROJECT EXTREME

335 CENTRAL AVE
LAWRENCE,NY11559 		  PC DONATION 1,250

PROJECT 613 NFP

2836 W JARVIS AVE
CHICAGO,IL60645 		  PC DONATION 5,400

PLAYTHINKS

2800 W NORTH SHORE AVE
CHICAGO,IL60645 		  PC DONATION 2,000

OZER DALIM INC

1301 AVENUE K
BROOKLYN,NY11230 		  PC DONATION 1,900

OUR PLACE IN NEW YORK INC

3521 QUENTIN RD
BROOKLYN,NY11234 		  PC DONATION 15,000

SHALHEVET HATORAH

1072 MADISON AVE
LAKEWOOD,NJ08701 		  PC DONATION 180

NEVE YERUSHALAYIM

111 JOHN STREET SUITE 1720
NEW YORK,NY10038 		  PC DONATION 180

OHR L'TZION

879 HOPKINS RD
WILLIAMSVILLE,NY14221 		  PC DONATION 180

OHR HATORAH

38 WHITMAN ST
BERGENFIELD,NJ07621 		  PC DONATION 4,000

OHEL AVRAHAM

2131 ELMWOOD AVE
ROCHESTER,NY14618 		  PC DONATION 360

JUST ONE CHESED

7444 WILSON AVE
HARWOOD HEIGHTS,IL60706 		  PC DONATION 251,800

NETZACH FOUNDATION

3 COLUMBUS CIR STE 2105
NEW YORK,NY10019 		  PC DONATION 18,000

NETIVOT PATHWAYS ACADEMY

3701 WEST LUNT AVE
LINCOLNWOOD,IL60712 		  PC DONATION 25,000

MOSDOT BOTOSHAN

1148 49TH ST
BROOKLYN,NY11219 		  PC DONATION 792

MOSDOS NESIVAS SHALOM INC

14 MANOR DRIVE
MONSEY,NY10952 		  PC DONATION 180

MOSDOS MINCHAS

1232 48TH STREET
BROOKLYN,NY11219 		  PC DONATION 36

MEIR PANIM LACHAYAL

390 KINGSTON AVE
BROOKLYN,NY11225 		  PC DONATION 180

MOSDOS KRULA

799 KENT AVE
BROOKLYN,NY11205 		  PC DONATION 2,800

MOISDOS SANZ-STROPKOV

7 WEBSTER AVE
BROOKLYN,NY11230 		  PC DONATION 5,000

MISHPACHTAINU INC

1111 57TH ST
BROOKLYN,NY11219 		  PC DONATION 180

MISHKAN YITZCHOK

506 6TH ST
LAKEWOOD,NJ08701 		  PC DONATION 36

MIFAL CHESED FOUNDATION INC

1566 38TH ST
BROOKLYN,NY11218 		  PC DONATION 180

MESIVTA SHAAREI ADIRIM

5130 TOUHY AVE
SKOKIE,IL60077 		  PC DONATION 1,000

MESIFTA BETH SHRAGA

28 N SADDLE RIVER RD
MONSEY,NY10952 		  PC DONATION 36

MERKAZ MORDECHAI MEIR INC

804 MONTGOMERY ST
BROOKLYN,NY11213 		  PC DONATION 180

MERKAZ HABRIT

3054 BEDFORD AVE
BROOKLYN,NY11210 		  PC DONATION 260

MENORAT HAMEAR

630 THIRD AVENUE
NEW YORK,NY10017 		  PC DONATION 180

OHR YOSEF

1417A E 9TH ST
BROOKLYN,NY11230 		  PC DONATION 180

MATAN B'SETER BAMBI

1667 54TH ST
BROOKLYN,NY11204 		  PC DONATION 180

KOLLEL LIBO CHOFETZ (ISRAEL)

7/32 SHAAGAS ARYEH ST
MODIIN ILLIT    
IS 		    DONATION 180

LIBENU

8052 MONTICELLO AVE UNIT 203
SKOKIE,IL60076 		  PC DONATION 3,600

LEZION BERINA

639 EAST 2ND ST SUITE 3R
BROOKLYN,NY11218 		  PC DONATION 180

LEV CHANA L'KALLAH

6336 N LINCOLN AVE
CHICAGO,IL60659 		  PC DONATION 100

LAHAV

1462 S CANFIELD AVE
LOS ANGELES,CA90035 		  PC DONATION 180

KOLLEL OHR LETZION

12223 MIRANDA ST
VALLEY VLG,CA91607 		  PC DONATION 180

KOLLEL OHR HATORAH

4053 BEDFORD AVE
BROOKLYN,NY11229 		  PC DONATION 180

KOLLEL NACHAL AVRAHAM

1303 53RD STREET NUMBER 40
BROOKLYN,NY11219 		  PC DONATION 180

MACHON RUTH

1796 45TH ST 111
BROOKLYN,NY11204 		  PC DONATION 180

KOLLEL HALACHA VHORAAH INC

100 FREEMAN RD
LAKEWOOD,NJ08701 		  PC DONATION 180

MAOT CHITIM OF GREATER CHICAGO

3710 COMMERCIAL AVE 7
NORTHBROOK,IL60062 		  PC DONATION 5,000

KOLLEL AISH TAMID INC

100 BOULEVARD OF THE AMERICAS
LAKEWOOD,NY08701 		  PC DONATION 180

KHAL CHASIDIM ORG

6757 N RICHMOND
CHICAGO,IL60645 		  PC DONATION 8,800

KESHET

610 ACADEMY DR
NORTHBROOK,IL60062 		  PC DONATION 3,600

KEREN HATZEDAKA

422 MONMOUTH AVE
LAKEWOOD,NJ08702 		  PC DONATION 3,780

KEREN EZRA

5308 13TH AVENUE SUITE 164
BROOKLYN,NY11219 		  PC DONATION 36

KEHILAT CHOVEVEI TZION

9220 CRAWFORD AVE
SKOKIE,IL60076 		  PC DONATION 56,245

KOLLEL CHOFETZ CHAIM

60 DIVISION AVENUE
BROOKLYN,NY11211 		  PC DONATION 180

BRESLOV INSTITUTE

PO BOX 587
MONSEY,NJ10952 		  PC DONATION 1,000

JEWISH STUDIES ENRICHMENT

2833 W HOWARD STREET
CHICAGO,IL60645 		  PC DONATION 25,000

JEWISH COMMUNITY CENTER CHABAD OF ROSEVILLE INC

4410 DOUGLAS BLVD
GRANITE BAY,CA95746 		  PC DONATION 20,000

J LIFE

8170 N MCCORMICK BLVD 112
SKOKIE,IL60076 		  PC DONATION 1,800

HIDDEN GEMS

222 S RIVERSIDE 2730
CHICAGO,IL60606 		  PC DONATION 1,000

HELP HOPE LIVE

100 MATSONFORD ROAD
RADNOR,PA19087 		  PC DONATION 20,000

HECHEL MORDECHAI

1838 E 15TH ST
BROOKLYN,NY11229 		  PC DONATION 180

HEBRON FUND INC

1760 OCEAN AVE
BROOKLYN,NY11230 		  PC DONATION 12,600

HEBREW THEOLOGICAL COLLEGE

7135 CARPENTER RD
SKOKIE,IL60077 		  PC DONATION 10,860

HINDA INSTITUTE

9401 N MARGAIL AVE
DES PLAINES,IL60016 		  PC DONATION 10,000

HATZALAH CHICAGO

6501 HAMLIN AVE
LINCOLNWOOD,IL60712 		  PC DONATION 7,200

HANNA SACKS BAIS YAAKOV HIGH SCHOOL

3021 W DEVON AVE
CHICAGO,IL60659 		  PC DONATION 1,980

FRIENDS OF YESHIVAS RASHI

6313 GREEN MEADOW PKWY
BALTIMORE,MD21209 		  PC DONATION 54

FRIENDS OF KITOV

4440 PGA BLVD STE 600
PALM BEACH GARDENS,FL33410 		  PC DONATION 3,600

FREE SYNAGOGUE

2935 W DEVON AVE
CHICAGO,IL60659 		  PC DONATION 250

EZER L'KALLAH FUND

59 COLLEGE ROAD
MONSEY,NY10952 		  PC DONATION 180

CONGREGATION ZICHRON AVOS

183 WILSON ST
BROOKLYN,NY11211 		  PC DONATION 180

GYE CORP

3918 FALLSTAFF RD
BALTIMORE,MD21215 		  PC DONATION 260

CONGREGATION OR TORAH

3800 DEMPSTER ST
SKOKIE,IL60076 		  PC DONATION 19,900

CONGREGATION BETH JEHUDAH

3100 N 52ND ST
MILWAUKEE,WI53216 		  PC DONATION 5,600

CONGREGATION LIOZNA

1603 41ST ST
BROOKLYN,NY11218 		  PC DONATION 3,600

CONGREGATION TIFERES YAAKOV

6 SHOSHANNA DR
LAKEWOOD,NJ08701 		  PC DONATION 540

CONGREGATION CHASADIM TOVIM INC

7 MAPLE LEAF RD
MONSEY,NY10952 		  PC DONATION 180

CONGREGATION BNEI YEHUDA

825 FOREST AVE APT 23C
LAKEWOOD,NJ08701 		  PC DONATION 500

CONGREGATION POALIE ZEDEK

2801 W ALBION AVE
CHICAGO,IL60645 		  PC DONATION 360

CONGREGATION ORCHOS CHAIM

6 LEON DR
MONSEY,NY10952 		  PC DONATION 3,000

CONGREGATION AHAVAS TZEDAKA V'CHESED

1347 42ND STREET
BROOKLYN,NY11211 		  PC DONATION 180

CONGREGATION AHAVAS CHESED

8832 N MONTICELLO AVE
SKOKIE,IL60076 		  PC DONATION 378

CONGREGATION ADAS YESHURUN

3050 W TOUHY
CHICAGO,IL60645 		  PC DONATION 180

CONGREGATION ADAS BNEI YISROEL

6200 N KIMBALL AVE
CHICAGO,IL60659 		  PC DONATION 1,800

CONGREGATION & GMACH ZICHRON SHLOMO

5014 SIXTEENTH AVE STE 132
BROOKLYN,NY11204 		  PC DONATION 180

CONG MAGEN SHOUL

46 PENN ST STE 431
BROOKLYN,NY11249 		  PC DONATION 180

CHICAGO TORAH NETWORK

2832 W TOUHY AVE
CHICAGO,IL60645 		  PC DONATION 3,600

CHICAGO MITZVAH CAMPAIGN

2757 W PRATT BLVD
CHICAGO,IL60645 		  PC DONATION 36,000

CHICAGO CHESED FUND

7045 N RIDGEWAY AVE
LINCOLNWOOD,IL60712 		  PC DONATION 84,600

CHICAGO CENTER FOR TORAH V'CHESED

6557 LINCOLN AVE
LINCOLNWOOD,IL60712 		  PC DONATION 28,000

CONGREGATION TZEDAKAS HALEV INC

100 CASE RD
LAKEWOOD,NJ08701 		  PC DONATION 180

GREATER CHICAGO FOOD DEPOSITORY

4100 WEST ANN LURIE PLACE
CHICAGO,IL60632 		  PC DONATION 1,000

BREAD & BUTTER

10 FIRST ST
SPRING VALLEY,NY10977 		  PC DONATION 360

CHAVERIM ISRAEL FAMILY SERVICES INC

1360 CLIFTON AVE NO 370
CLIFTON,NJ07012 		  PC DONATION 180

CHASDEI MEIR INC

21 DOCTOR FRANK RD
SPRING VALLEY,NY10977 		  PC DONATION 180

CHASDEI ELIYAHU

200 HAVERFORD RD
WYNNEWOOD,PA19096 		  PC DONATION 180

CHAIM SHEL TIKVAH

1217 E 32ND STREET
BROOKLYN,NY11210 		  PC DONATION 180

CHAI LIFELINE MIDWEST

6600 LINCOLN AVE STE 300
LINCOLNWOOD,IL60712 		  PC DONATION 6,400

CHABAD SERVING NORTHWESTERN

2014 ORRINGTON AVE
EVANSTON,IL60201 		  PC DONATION 1,500

CHABAD OF SKOKIE

4059 DEMPSTER STREET
SKOKIE,IL60076 		  PC DONATION 3,600

CHABAD OF GLENCOE

976 OAK DR
GLENCOE,IL60022 		  PC DONATION 1,200

CENTRAL FUND OF ISRAEL

461 CENTRAL AVENUE
CEDARHURST,NY11516 		  PC DONATION 10,000

JEWISH UNITED FUND

30 S WELLS STREET
CHICAGO,IL60606 		  PC DONATION 7,200

ARIE CROWN HEBREW DAY SCHOOL

4600 MAIN ST
SKOKIE,IL60076 		  PC DONATION 10,000

BITTON FAMILY FOUNDATION

5005 TOUHY AVE
SKOKIE,IL60077 		  PF DONATION 10,000

BETH JACOB HACHAREDEI

45 WHISPERING PINES LN
LAKEWOOD,NJ08701 		  PC DONATION 180

BEIT MEDRASH ATERES YISROEL

827 CORNAGA AVE
FAR ROCKAWAY,NY11691 		  PC DONATION 250

BEIS MEDRESH OF QUEENS

75-15 137TH ST
FLUSHING,NY11367 		  PC DONATION 180

BE A MENSCH FOUNDATION

1422 E 9TH ST
BROOKLYN,NY11230 		  PC DONATION 1,000

CAMP GAN ISRAEL

9401 MARGAIL AVE
DES PLAINES,IL60016 		  PC DONATION 260

AMERICAN FRIENDS OF HOUSE OF HOPE

176-25 UNION TPKE 336
FRESH MEADOWS,NY11366 		  PC DONATION 10,000

AMERICAN FRIENDS OF YESHIVAT TIFRACH

246 ENCLAVE BLVD
LAKEWOOD,NJ08701 		  PC DONATION 180

AMERICAN FRIENDS OF YESHIVAS ALIYOIS ELIYAHU INC

111 MADISON AVE
LAKEWOOD,NJ08701 		  PC DONATION 180

AMERICAN FRIENDS OF YESHIVA DMIR

5227 NEW UTRECHT AVE
BROOKLYN,NY11219 		  PC DONATION 2,300

AMERICAN FRIENDS OF TORAH AND TEFILAH RAMAT ESHKOL INC

2183 78TH ST
BROOKLYN,NY11214 		  PC DONATION 180

AMERICAN FRIENDS OF NOAM ELIEZER INC

2 RIDGE RD
LONG BRANCH,NJ07764 		  PC DONATION 180

AMERICAN FRIENDS OF NEVEH ZION

623 BEACH 8TH ST
BROOKLYN,NY11691 		  PC DONATION 6,000

AMERICAN FRIENDS OF MOSDOS HAKEREM INC

22 TEMPO RD
NEW CITY,NY10956 		  PC DONATION 180

AMERICAN FRIENDS OF MOSDOS

1507 PARKSIDE DR
LAKEWOOD,NJ08701 		  PC DONATION 180

AMERICAN FRIENDS OF KOLLEL TIFERES YISROEL

1820 AVENUE M
BROOKLYN,NY11230 		  PC DONATION 1,800

AMERICAN FRIENDS OF KOLLEL OHR YOSEF

100 FREEMAN RD
LAKEWOOD,NJ08701 		  PC DONATION 180

AMERICAN FRIENDS OF KOLLEL NACHLAS SHAI AND ALLIED ORGANIZATION INC

C/O B KATZ CO PC ONE MAYFAIR ROAD
EASTCHESTER,NY10709 		  PC DONATION 500

CHESED L'YISROEL

1417 AVENUE K
BROOKLYN,NY11210 		  PC DONATION 216

AMERICAN FRIENDS OF YESHIVAS EITZ CHAIM KLETZK INC

180 LAFAYETTE AVE
PASSAIC,NJ07055 		  PC DONATION 20,180

AMERICAN FRIENDS OF KOLLEL BAIS YECHIEL ESFORMES INC

6034 N DRAKE AVE
CHICAGO,IL60659 		  PC DONATION 500

AMERICAN FRIENDS OF HAMAAYAN FOUNDATION OF JEWISH CULTURE

1110 E 18TH ST
BROOKLYN,NY11230 		  PF DONATION 10,400

AMERICAN FRIENDS OF KEREN ACHIM

18 ORCHARD HILL DR
MONSEY,NY10952 		  PC DONATION 180

AHAVAS TORAH INC

411 OLD CROSSING DR
PIKESVILLE,MD21208 		  PC DONATION 180

AHAVAS CHESED

720 LEFFERTS AVE
BROOKLYN,NY11203 		  PC DONATION 360

AGUDATH ISRAEL OF ILLINOIS

3434 W PETERSON AVE
CHICAGO,IL60659 		  PC DONATION 10,000

AGUDAH CAMPS INC

7247 SAINT LOUIS AVE
SKOKIE,IL60076 		  PC DONATION 1,000

AFO TAFL'TAF

1856 N NOB HILL ROAD 219
PLANTATION,FL33322 		  PC DONATION 180

ASSOCIATED TALMUD TORAHS

3531 MADISON ST
SKOKIE,IL60076 		  PC DONATION 5,400
Total .................................right arrow 3a 933,897
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 172,618  
4 Dividends and interest from securities ....     14 467,817  
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 ............ 		    18 -139,142  
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) .. 0 501,293 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
501,293
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 450,000


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 #9606 5,986,793 5,636,785
CIBC #3184 2,444,515 2,357,384
FIFTH THIRD #2686 2,363,597 2,426,553

TY 2023 LegalFeesSchedule
Name:
AJ & SL STERN FAMILY FOUNDATION
EIN:
36-4316434
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 128 64 0 64


TY 2023 OtherAssetsSchedule
Name:
AJ & SL STERN FAMILY FOUNDATION
EIN:
36-4316434
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS 0 19,208 19,208


TY 2023 OtherDecreasesSchedule
Name:
AJ & SL STERN FAMILY FOUNDATION
EIN:
36-4316434
Description Amount
TIMING DIFFERENCE WITH 1099 REPORTING 20,427


TY 2023 OtherExpensesSchedule
Name:
AJ & SL STERN FAMILY FOUNDATION
EIN:
36-4316434
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS REGISTRATION FEES 25 0 0 25
BANK FEES 75 0 0 75


TY 2023 OtherProfessionalFeesSchedule
Name:
AJ & SL STERN FAMILY FOUNDATION
EIN:
36-4316434
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY 28,220 28,220 0 0


TY 2023 TaxesSchedule
Name:
AJ & SL STERN FAMILY FOUNDATION
EIN:
36-4316434
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,057 1,057 0 0
EXCISE TAX 13,078 0 0 0