2024-11-08T09:15:59-06:00 2023-12-31 Danaher Attig & Plante PLC 41 Rye Cr POB 2166 S Burlington VT 054072166 990PF 2023-01-01 030323120 The Morris & Bessie Altman Foundation C/O Peter Stern % PETER STERN MORR 8029859943 PO Box 458 Shelburne VT 05482 Peter Stern DIRECTOR 8029859943 2024-11-07 true true Matthew F Johnson P00440444 8023830399 2024-11-06 2023 2024-10-15 13:58:12Z X 10722654 X 1481428 5560 5560 49995 49995 383300 1923674 383300 1920283 438855 0 40231 0 0 40231 7459 1544 157837 157837 205527 159381 0 40231 733350 733350 938877 159381 0 773581 981406 279474 148982 698467 698467 2496567 2600415 3978934 4081699 4409772 6045253 14992 14992 6727248 7708654 10722654 0 0 X 6727248 7708654 6727248 7708654 6727248 7708654 6727248 981406 7708654 7708654 NEUBERGER BERMAN 2023-01-01 2023-12-31 719378 680246 41828 39132 NEUBERGER BERMAN 2020-01-01 2023-12-31 1192845 862944 332369 329901 COATUE VENTURES 2, LP 2023-01-01 2023-12-31 29 -29 -29 COATUE VENTURES 2, LP 2020-01-01 2023-12-31 11451 11451 11451 COATUE GROWTH FUND V LP 2023-01-01 2023-12-31 33 -33 -33 COATUE GROWTH FUND V LP 2020-01-01 2023-12-31 2286 -2286 -2286 383300 3885 3885 3885 5600 0 4000 9600 5715 5715 false false false false false false false true true VT false false true false false true N/A PETER STERN 8029859943 PO BOX 458 Shelburne VT 05482 false false false false false false false false false false false false false false false false false false false false false MAJORIE STERN PO BOX 458 SHELBURNE VT 05482 DIRECTOR 0 0 0 0 ABBI STERN 375 North Avenue 208 Burlington VT 05401 DIRECTOR 0 0 0 0 SARENA STERN PO BOX 458 SHELBURNE VT 05482 DIRECTOR 0 0 0 0 PETER STERN PO BOX 458 SHELBURNE VT 05482 DIRECTOR 0 0 0 0 N/A 8972027 194167 0 9166194 0 9166194 137493 9028701 451435 451435 3885 3885 447550 447550 447550 773581 0 0 0 0 773581 447550 0 2021 2020 2019 0 365154 110304 1269 5786 482513 773581 0 447550 326031 808544 0 0 0 0 808544 365154 110304 1269 5786 326031 NONE NONE PETER STERN PO BOX 458 SHELBURNE VT 05482 8029859943 ANY FORM IS ACCEPTABLE. INCLUDE ORGANIZATIONAL DETAILS AND PROPOSED USE OF FUNDS. N/A N/A 52 Kids 47 Maple Street Unit 313 BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 1000 AGE WELL 76 PEARL STREET 201 ESSEX JUNCTION VT 05401 NONE PC GENERAL SUPPORT 750 BOYS & GIRLS CLUB OF BURLINGTON 62 OAK STREET BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 500 BURLINGTON CITY ARTS 135 Church Street BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 5500 BURLINGTON GENERATOR 250 Main Street BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 1000 CHANGING PERSPECTIVES PO Box 694 BRADFORD VT 05033 NONE PC GENERAL SUPPORT 40000 COLD HOLLOW SCULPTURE PARK 4280 Boston Post ROAD ENOSBURG FALLS VT 05450 NONE PC GENERAL SUPPORT 500 COMMITTEE ON TEMPORARY SHELTER 95 NORTH AVENUE BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 500 DISMUS HOUSE PO BOX 156 HYDE PARK VT 05655 NONE PC GENERAL SUPPORT 500 FLEMING MUSEUM 61 Colchester Avenue BURLINGTON VT 05405 NONE PC GENERAL SUPPORT 500 FLYNN THEATRE 153 Main Street BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 750 FOOD 4 FARMERS 70 S Winooski AveNUE BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 1000 HOWARD CENTER FOR HUMAN SERVICES 208 Flynn Avenue Suite 3J BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 50000 HUMANE SOCIETY OF CHITTENDEN COUNTY 142 Kindness COURT BURLINGTON VT 05403 NONE PC GENERAL SUPPORT 5000 JUNIOR MILERS INC 101 LYMAN MEADOWS G4 HINESBURG VT 05461 NONE PC GENERAL SUPPORT 750 KIDS ON THE BALL INC 19 Lindenwood Drive SOUTH BURLINGTON VT 05403 NONE PC GENERAL SUPPORT 1500 KING STREET CENTER PO BOX 1615 Burlington VT 05402 NONE PC GENERAL SUPPORT 1000 LEE PESKY CENTER 3324 Elder Street BOISE ID 83705 NONE PC GENERAL SUPPORT 1000 OUTREACH FOR EARTH STEWARDSHIP 1611 Harbor Road Shelburne VT 05482 NONE PC GENERAL SUPPORT 1000 PARTNERS IN HEALTH 800 Boylston Street BOSTON VT 02199 NONE PC GENERAL SUPPORT 1000 PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND 128 Lakeside Avenue Suite 301 BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 5000 PRESCOTT COLLEGE 220 Grove Avenue PRESCOTT AZ 86301 NONE PC GENERAL SUPPORT 2000 PROCTOR ACADEMY 204 Main Street Andover NH 03216 NONE PC GENERAL SUPPORT 1000 RESOURCE 329 Harvest Lane Suite 200 WILLISTON VT 05495 NONE PC GENERAL SUPPORT 750 RONALD MCDONALD HOUSE CHARITIES 16 S Winooski Avenue BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 500 SHELBURNE CRAFT SCHOOL 64 Harbor Road SHELBURNE VT 05482 NONE PC GENERAL SUPPORT 500 SHELBURNE FARMS 1611 HARBOR Road SHELBURNE VT 05482 NONE PC GENERAL SUPPORT 80000 SHELBURNE FOOD SHELF 5420 Shelburne Road SHELBURNE VT 05482 NONE PC GENERAL SUPPORT 750 Boon Philanthropy Inc 51 Front Street Suite 327 Cumberland RI 02864 NONE PC GENERAL SUPPORT 750 SHELBURNE RESCUE PO Box 254 SHELBURNE VT 05482 NONE EOF GENERAL SUPPORT 500 Spectrum Youth & Family Services 31 Elmwood Avenue BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 12000 STERLING COLLEGE 16 Sterling Drive CRAFTSBURY COMMON VT 05827 NONE PC GENERAL SUPPORT 500 Champlain College 163 South Willard Street BURLINGTON VT 05402 NONE PC GENERAL SUPPORT 5000 THE HUN SCHOOL 176 Edgerstoune Road PRINCETON NJ 08540 NONE PC GENERAL SUPPORT 750 Community Health Center of Burlington 617 Riverside Avenue Burlington VT 05401 NONE PC GENERAL SUPPORT 2500 UNITED WAY OF NORTHWEST VERMONT 412 Farrell Street 200 SOUTH BURLINGTON VT 05403 NONE PC GENERAL SUPPORT 1000 UNIVERSITY OF VERMONT FOUNDATION 411 Main Street BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 20000 ECHO Museum 1 College Street BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 500 VABVI 60 Kimball Avenue SOUTH BURLINGTON VT 05403 NONE PC GENERAL SUPPORT 500 VERMONT FOOD BANK 33 Parker Road BARRE VT 05641 NONE PC GENERAL SUPPORT 55000 VERMONT PUBLIC RADIO 365 Troy Avenue COLCHESTER VT 05446 NONE PC GENERAL SUPPORT 1000 VERMONT WOMEN'S FUND 3 Court St MIDDLEBURY VT 05753 NONE PC GENERAL SUPPORT 500 VERMONT YOUTH CONSERVATION CORE 1949 E MAIN STREET RICHMOND VT 05477 NONE PC GENERAL SUPPORT 1500 VTDIGGER 97 STATE STREET MONTPELIER VT 05602 NONE PC GENERAL SUPPORT 11000 WORLD CENTRAL KITCHEN 200 Massachusetts Avenue NW 7TH FLOOR WASHINGTON DC 20001 NONE PC GENERAL SUPPORT 5000 Friends Furever Animal Rescue 174 Gristwood Road Pennellville NY 13132 None PC General Support 1100 Gift of Life Donor Program 401 N 3rd Street Philadelphia PA 19123 no Relationship PC General Support 1000 Keeping Track Inc PO BOX 1115 Richmond VT 05477 None PC General Support 1500 Mountain Lake PBS 1 Sesame Street Plattsburgh NY 12901 None PC General Support 500 Pathways Vermont Community Center 279 N Winooski Avenue Burlington VT 05401 None PC General Support 1000 Rilo's Rescue 640 N Main Street Ketchum ID 83340 None PC General Support 1000 Safe in Austin Rescue Ranch 14601 Honeycomb Drive Leander TX 78641 None PC General Support 1000 Sail Beyond Cancer VT 136 Covington Lane Shelburne VT 05482 none PC General Support 2000 Stern Center for Language & Learning 183 Talcott Road STE 101 Williston VT 05495 None PC General Support 275000 The Dorset Equine Rescue PO Box 92 East Dorset VT 05253 None PC General Support 1000 The Janet S Munt Family Room 20 Allen Street Burlington VT 05401 None PC General Support 15000 The School House 8 Catkin Drive South Burlington VT 05403 None PC General Support 1000 Tuck Annual Giving 6066 Development Drive Hanover NH 03755 None PC General Support 750 Vermont Community Foundation 3 Court Street Middlebury VT 05753 None PC General Support 100000 Vermont Shakespeare Festival PO Box 64733 Burlington VT 05402 None PC General Support 1000 Vermont Symphony Orchestra 2 Church Street 3B Burlington VT 05401 none PC General Support 500 Vermont Youth Orchestra 223 Ethan Allen Avenue Colchester VT 05446 None PC General Support 500 Shelburne Museum 6000 Shelburne Road Shelburne VT 05482 none PC General Support 750 Team Rubicon USA 5230 Pacific Concourse Drive Suite 200 Los Angeles CA 90045 none General Support 1000 Doctors without Borders 40 Rector Street 16th Floor New York NY 10006 None PC General Support 5000 The Greater Burlington YMCA 298 College Street Burlington VT 05401 None PC General Support 500 733350 14 5560 14 49995 18 383300 438855 438855 false false false false false false false false false false X X 1 Bernice Stern Estate 1430 Broadway New York NY 10018 15000 X 2 The Bernice and Milton Stern Founda C/O PG CO LLP 1430 BROADWAY NEW YORK NY 10018 1466428 X ACCOUNTING FEES 40231 40231 PRINTER 1999-04-01 1522 1522 M5 COMPUTER 2002-02-27 3408 3408 M5 COMPUTER 2005-02-03 1361 1361 M5 COMPUTER 2006-08-31 2473 2473 M5 COMPUTER 2007-11-09 3048 3048 M5 COMPUTER 2010-11-01 3180 3180 M5 Reporting is not required by the state of Vermont PUBLICLY TRADED SECURITIES 2424144 3796281 EXCHANGE TRADED PRODUCTS 176271 182653 OCA GSO CAP SOLUTIONS AT COST 63030 23377 SELECT EQUITY OFFSHORE LTC AT COST 1281340 2996479 COATUE GROWTH FUND V LP AT COST 1137114 1137114 COATUE VENTURES II LP AT COST 847915 847915 COATUE OFFSHORE FUND, LTD AT COST 591121 670768 COATUE ASIA OFFSHORE FUND, LP AT COST 483940 369600 OCA CREDIT OPPORTUNITES AT COST 5312 PRINTER 1522 1522 COMPUTER 3408 3408 COMPUTER 1361 1361 COMPUTER 2473 2473 COMPUTER 3048 3048 COMPUTER 3180 3180 BANK SERVICE CHARGES 420 420 INVESTMENT FEES 99112 99112 OTHER EXPENSES FROM K-1S 45038 45038 OTHER MISCELLANEOUS 13267 13267 The Bernice and Milton Stern Founda C/O PG CO LLP 1430 BROADWAY NEW YORK NY 10018 FEDERAL EXCISE TAX 5915 FOREIGN TAXES 1544 1544