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THE HERBERT AND MARSHA STERN FOUNDATION, INC. - Florida Company Profile

Company Details

Entity Name: THE HERBERT AND MARSHA STERN FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 08 Apr 2020 (5 years ago)
Last Event: AMENDMENT
Event Date Filed: 27 Mar 2024 (a year ago)
Document Number: N20000003920
FEI/EIN Number 84-5041067

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 7108 FAIRWAY DRIVE, SUITE 123, PALM BEACH GARDENS, FL, 33418, US
Mail Address: 7108 FAIRWAY DRIVE, SUITE 123, PALM BEACH GARDENS, FL, 33418, US
ZIP code: 33418
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
STERN HERBERT J Director 265 W INDIES DRIVE, PO BOX 423, PALM BEACH, FL, 33480
STERN HERBERT J President 265 W INDIES DRIVE, PO BOX 423, PALM BEACH, FL, 33480
STERN MARSHA K Director 265 W INDIES DRIVE, PO BOX 423, PALM BEACH, FL, 33480
STERN MARSHA K Treasurer 265 W INDIES DRIVE, PO BOX 423, PALM BEACH, FL, 33480
STERN MARSHA K Secretary 265 W INDIES DRIVE, PO BOX 423, PALM BEACH, FL, 33480
KILCULLEN KEVIN M Director 18366 SE VILLAGE CIRCLE, TEQUESTA, FL, 33469
KILCULLEN KEVIN M Vice President 18366 SE VILLAGE CIRCLE, TEQUESTA, FL, 33469
STERN HERBERT J Agent 7108 FAIRWAY DRIVE, PALM BEACH GARDENS, FL, 33418

Events

Event Type Filed Date Value Description
AMENDMENT 2024-03-27 - -
CHANGE OF PRINCIPAL ADDRESS 2024-03-27 7108 FAIRWAY DRIVE, SUITE 123, PALM BEACH GARDENS, FL 33418 -
CHANGE OF MAILING ADDRESS 2024-03-27 7108 FAIRWAY DRIVE, SUITE 123, PALM BEACH GARDENS, FL 33418 -
REGISTERED AGENT ADDRESS CHANGED 2024-03-27 7108 FAIRWAY DRIVE, SUITE 123, PALM BEACH GARDENS, FL 33418 -

Documents

Name Date
Amendment 2024-03-27
ANNUAL REPORT 2024-02-14
ANNUAL REPORT 2023-01-18
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-02-08
Domestic Non-Profit 2020-04-08

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
84-5041067 Corporation Unconditional Exemption 214 BRAZILIAN AVE STE 200, PALM BEACH, FL, 33480-4676 2020-07
In Care of Name % HERBERT J STERN
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Scientific Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 25,000 to 99,999
Income 1 to 9,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 43930
Income Amount 3380
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Education: Higher Education Institutions
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Determination Letter

Final Letter(s) FinalLetter_84-5041067_THEHERBERTANDMARSHASTERNFOUNDATIONINC_05042020_00.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name HERBERT AND MARSHA STERN FOUNDATION INC
EIN 84-5041067
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name HERBERT AND MARSHA STERN FOUNDATION INC
EIN 84-5041067
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name HERBERT AND MARSHA STERN FOUNDATION INC
EIN 84-5041067
Tax Period 202012
Filing Type E
Return Type 990PF
File View File

Date of last update: 01 May 2025

Sources: Florida Department of State