2024-11-14T14:48:49-06:00 2023-12-31 811227223 MANN GELON GLODNEY GUMEROVE YEE LLP 1880 CENTURY PARK EAST SUITE 950 LOS ANGELES CA 90067 990PF 2023-01-01 954744668 THE STERN FAMILY FOUNDATION STER 8185063687 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 SHELLEY KRIEGLER PRESIDENT 8185063687 2024-11-14 1 0 DONALD ZAMOST P01250693 3102773633 2024-11-10 2023 2024-10-15 13:58:12Z X X 3182154 X 87157 1818 1818 56203 56203 -65378 1146865 0 79800 58021 0 0 0 3200 1600 1600 1230 619 0 179 90 89 4609 2309 1689 350017 350017 354626 2309 351706 -274826 55712 82841 41198 41198 42565 10443 10443 200 310769 310769 599932 0 55094 55753 1930287 1673889 2474828 2366662 2091393 3182154 0 0 X 2366662 2091393 2366662 2091393 2366662 2091393 2366662 -274826 0 2091836 443 2091393 PUBLICLY TRADED SECURITIES P 684123 684268 -145 -145 PUBLICLY TRADED SECURITIES P 462742 527975 -65233 -65233 -65378 774 0 774 0 774 840 0 1878 0 2718 X 0 1944 1944 0 0 0 0 0 0 0 0 0 0 0 1 1 NV 1 0 1 0 0 0 N/A THE FOUNDATION 8185063687 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JODY S LINDELL 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / BOARD CHAIRMAN 1.00 0 0 0 SHELLEY STERN KRIEGLER 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / PRESIDENT 2.00 0 0 0 TAFFY J STERN 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / SECRETARY 1.00 0 0 0 STACEY L STERN-VON BERG 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 DIRECTOR / CFO 0.25 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 2906534 85826 0 2992360 0 0 2992360 44885 2947475 147374 147374 774 774 146600 0 146600 0 146600 351706 0 351706 146600 0 0 9759 9759 351706 0 0 0 146600 205106 0 0 214865 0 0 0 0 0 0 0 214865 9759 205106 JODY S LINDELL SHELLEY STERN KRIEGLER TAFFY J STERN STACEY L STERN-VON BERG X A SPRING OF HOPE 515 N FLAGLER DRIVE P-300 WEST PALM BEACH FL 33401 N/A PC EDUCATIONAL PROGRAMS 1500 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 N/A PC RELIGIOUS PROGRAMS 5400 AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA 122 EAST 42ND STREET SUITE 4507 NEW YORK NY 10168 N/A PC RELIGIOUS PROGRAMS 2700 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 N/A PC MEDICAL RESEARCH AND TREATMENT PROGRAMS 1000 ASU FOUNDATION 300 E UNIVERSITY DR 2061 TEMPE AZ 85281 N/A PC EDUCATIONAL PROGRAMS 8000 BETTERTOGETHER FOREVER 1413 1/2 KENNETH RD 245 GLENDALE CA 91201 N/A PC TO EMPOWER PET OWNERS AND LOCAL COMMUNITIES TO REDUCE ABANDONED ANIMAL POPULATIONS THROUGH SPAY/NEUTER 1800 BLIND CHILDREN'S CENTER 4120 MARATHON ST LOS ANGELES CA 90029 N/A PC PEDIATRIC THERAPY PROGRAMS 1000 CALIBRATE EARTH 298 PLEASANT ST PASADENA CA 91101 N/A PC TRANSFORM THE LIVES OF YOUNG PEOPLE FROM UNDERSERVED COMMUNITIES, PARTICULARLY THE DESCENDANTS OF AMERICAN SLAVERY, BY PROVIDING SAFE, EQUITABLE, HUMANITARIAN SPACES WHERE THEIR WHOLE SELVES ARE VALUED, WHERE THEY CAN EXPERIENCE ENGAGEMENT, EMPOWERMENT, AND EMOTIONAL THRIVING. 15500 CALVARY BAPTIST CHURCH 755 8TH ST NW WASHINGTON DC 20001 N/A PC RELIGIOUS PROGRAMS 8165 CAMPBELL HALL SCHOOL 4533 LAUREL CANYON BLVD STUDIO CITY CA 91607 N/A PC EDUCATIONAL PROGRAMS 2000 CENTER FOR DISASTER PHILANTHROPY 1 THOMAS CIR NW STE 700 WASHINGTON DC 20005 N/A PC DISASTER RELIEF SERVICES 6000 CENTER THEATRE GROUP 601 W TEMPLE ST LOS ANGELES CA 90012 N/A PC CENTER THEATRE GROUP BELIEVES THAT THE ART OF THEATRE IS A CULTURAL FORCE WITH THE CAPACITY TO TRANSFORM THE LIVES OF INDIVIDUALS AND SOCIETY AT LARGE. 10000 CLAREMONT MCKENNA 888 N COLUMBIA AVE CLAREMONT CA 91711 N/A PC EDUCATIONAL PROGRAMS 1000 COLLEGE GROVE ELEMENTARY SCHOOL PTO 6668 AMO COLLEGE GROVE RD COLLEGE GROVE CA 37046 N/A PC SUCCESSFUL STUDENTS MAKE SUCCESSFUL SCHOOLS WHICH MAKE THRIVING COMMUNITIES. 8000 COLLEGE TRACK 112 LINDEN STREET OAKLAND CA 94607 N/A PC INSPIRE ALL STUDENTS TO DEVELOP THE BELIEF THAT THEY HAVE THE ABILITY, AND RESPONSIBILITY, TO INFLUENCE THEIR OWN DESTINY. 4000 CONCERN FOUNDATION 11111 W OLYMPIC BLVD 214 LOS ANGELES CA 90064 N/A PC TO HELP CANCER PATIENTS 1000 CULVER CITY EDUCATION FOUNDATION 4034 IRVING PL CULVER CITY CA 90232 N/A PC EDUCATIONAL PROGRAMS 1000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 N/A PC DISASTER RELIEF SERVICES 7000 DOGS WITHOUT BORDERS PO BOX 17344 ENCINO CA 91416 N/A PC ANIMAL PROTECTION PROGRAMS 500 EDUCATION PIONEERS 177 HUNTINGTON AVE SUITE 1703-14991 BOSTON MA 02115 N/A PC WE BELIEVE IN THE TRANSFORMATIVE POWER OF EDUCATION TO CREATE A MORE JUST SOCIETY. WITH A DEEP COMMITMENT TO EQUITY, COMMUNITY, AND IMPACT, OUR NATIONWIDE NETWORK OF DIVERSE LEADERS DRIVES LASTING CHANGE IN PUBLIC EDUCATION. 2000 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 N/A PC HEALTH AND WELLNESS PROGRAMS 1000 GIRL SCOUTS OF NORTHERN CALIFORNIA 1301 MARINA VILLAGE PKWY 200 ALAMEDA CA 94501 N/A PC EDUCATIONAL PROGRAMS 2000 IMACA 180 CLARKE ST BISHOP CA 93514 N/A PC ITH THE SUPPORT OF GENEROUS DONORS AND DEDICATED VOLUNTEERS AND COMMUNITY PARTNERS, WE STRIVE TO SEE OUR MISSION THROUGH OUR MISSION TO SUPPORT, EDUCATE, EMPOWER, AND ADVOCATE FOR VULNERABLE POPULATIONS IN OUR COMMUNITY 1000 JEWISH FEDERATION OR GREATER PORTLAND 9900 SW GREENBURG ROAD SUITE 220 TIGARD OR 97223 N/A PC RELIGIOUS PROGRAMS 5000 KNOTS OF LOVE 2973 HARBOR BLVD 822 COSTA MESA CA 92626 N/A PC TO WARM THE HEARTS & HEADS OF CHILDREN + WOMEN + MEN + VETERANS GOING THROUGH CHEMO 500 LA JEWISH HOME FOR THE AGING 18855 VICTORY BLVD RESEDA CA 91335 N/A PC MEDICAL RESEARCH AND TREATMENT PROGRAMS 17000 LIVING HOPE FOUNDATION 14758 PIPELINE AVE STE E CHINO HILLS CA 91709 N/A PC OUR MISSION IS TO BRING HOPE TO DISADVANTAGED PERSONS, SINGLE MOMS, DISABLED PERSONS, AND PERSONS OF COLOR WHO HAVE BEEN OPPRESSED. 1000 LOMA LINDA UNIVERSITY HEALTH PO BOX 2000 LOMA LINDA CA 92354 N/A PC TO SPONSOR, ADVANCE, AND PROMOTE HEALTH AND MEDICAL EDUCATION; AND TO ENGAGE IN MEDICALLY RELATED RESEARCH SERVICES THROUGH AFFILIATION WITH THE LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE 1000 LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST ST LOS ANGELES CA 90058 N/A PC HEALTH AND WELLNESS PROGRAMS 3000 MAMMOTH HOSPITAL FOUNDATION PO BOX 100 PMB 487 MAMMOTH LAKES CA 93546 N/A PC MEDICAL RESEARCH AND TREATMENT PROGRAMS 500 MVAT FOUNDATION 13636 VENTURA BLVD 218 SHERMAN OAKS CA 91423 N/A PC VETERANS SERVICES 6000 MY FRIENDS PLACE 5850 HOLLYWOOD BLVD HOLLYWOOD CA 90028 N/A PC HEALTH AND WELLNESS PROGRAMS 1000 NATIONAL GEOGRAPHIC 1145 17TH ST NW WASHINGTON DC 20036 N/A PC TO SUPPORT EXPLORER-LED PROGRAMS AND MISSION WORK 1000 NATIONAL NETWORK OF ABORTION FUNDS 9450 SW GEMINI DR PMB 16009 BEAVERTON OR 97008 N/A PC O REMOVE FINANCIAL AND LOGISTICAL BARRIERS TO ABORTION ACCESS BY CENTERING PEOPLE WHO HAVE ABORTIONS AND ORGANIZING AT THE INTERSECTIONS OF RACIAL, ECONOMIC, AND REPRODUCTIVE JUSTICE 1000 RAICES 1305 N FLORES ST SAN ANTONIO TX 78212 N/A PC WE MODEL A WELCOMING NATION BY FIGHTING FOR THE FREEDOMS OF IMMIGRANT, REFUGEE, AND ASYLUM-SEEKING PEOPLE AND FAMILIES 600 RONALD MCDONALD HOUSE CHARITIES ONE KROC DRIVE OAK BROOK IL 60523 N/A PC RONALD MCDONALD HOUSE CHARITIES CREATES, FINDS AND SUPPORTS PROGRAMS THAT DIRECTLY IMPACT THE HEALTH AND WELL BEING OF CHILDREN 500 SAN FRANCISCO - MARIN FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 N/A PC HUMAN WELFARE PROGRAMS 4000 SIERRA CLUB 3250 WILSHIRE BLVD 1106 LOS ANGELES CA 90010 N/A PC PROTECTION OF OUR PLANET'S ENVIRONMENT 4000 SOAR INC 226 SOAR LANE BALSAM NC 28707 N/A PC EDUCATIONAL PROGRAMS 1500 TEMPLE OF THE ARTS 8444 WILSHIRE BLVD BEVERLY HILLS CA 90211 N/A PC EDUCATIONAL PROGRAMS 200852 THE BRETT BOYER FOUNDATION 4191 ARNO RD FRANKLIN TN 37064 N/A PC TO RAISE AWARENESS FOR CONGENITAL HEART DISEASE (CHD) AND FUND RESEARCH TO ADVANCE TREATMENT OPTIONS. 7000 TRUCKEE DONNER LAND TRUST 11073 DONNER PASS RD TRUCKEE CA 96161 N/A PC TO PROTECT AND ENJOY OPEN SPACE FOR NATURE FOR PEOPLE FOREVER. 2000 UCLA DEPT OF STATISTICS 8125 MATH SCIENCES BLDG LOS ANGELES CA 90095 N/A PC EDUCATIONAL PROGRAMS 1000 350017 0 NONE 14 1818 14 56203 18 -65378 0 -7357 0 -7357 0 0 0 0 0 0 0 0 0 0 X X 1 JODY S LINDELL 2536 FILLMORE STREET SAN FRANCISCO CA 94115 613 X X 2 SHELLEY KRIEGLER 3502 WESLIN AVENUE SHERMAN OAKS CA 91423 10879 X X 3 STACEY STERN VON BERG 15 SEA TERRACE NEWPORT COAST CA 92660 10154 X X 4 TAFFY STERN 4804 LAUREL CANYON BLVD PMB 811 VALLEY VILLAGE CA 91607 5954 X X 5 SFF CHARITABLE TRUST 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 57704 X ACCOUNTING FEES 3200 1600 1600 FIDELITY #646-256013 CORPORATE BONDS 55094 55753 FIDELITY #646-256013 CORP STOCK 310769 599932 FIDELITY #646-256013 MUTUAL FUNDS AT COST 1673124 2474063 FIDELITY #646-256013 ACCRUED DIVIDENDS REINVESTED AT COST 765 765 SECURITIES BASIS ADJUSTMENT 443 LICENSES AND FEES 50 25 25 PROFESSIONAL FEES 129 65 64 SGK CHARITABLE TRUST 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 SHELLEY KRIEGLER 3502 WESLIN AVE SHERMAN OAKS CA 91423 STACEY STERN VON BERG 15 SEA TERRACE NEWPORT COAST CA 92660 TAFFY STERN 4804 LAUREL CANYON BLVD PMB 811 VALLEY VILLAGE CA 91607 JODY S LINDELL 2536 FILLMORE STREET SAN FRANCISCO CA 94115 STERN PARTNERS LP 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 SFF CHARITABLE TRUST 324 SOUTH BEVERLY DRIVE 303 BEVERLY HILLS CA 90212 FOREIGN TAXES WITHHELD ON DIVIDEND INCOME 619 619 0 FEDERAL EXCISE TAX 611 0 0