The@linda And Isaac Stern Charitable Foundation, Stern Isaac Ttee in Washington, District of Columbia (DC)

The@linda And Isaac Stern Charitable Foundation, Stern Isaac Ttee
Employer Identification Number (EIN)	522112066
Name of Organization	The@linda And Isaac Stern Charitable Foundation
Secondary Name	Stern Isaac Ttee
In Care of Name	David Fisher
Address	2101 Connecticut Avenue Nw, Washington, DC 20008-1728
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	12/1998
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$500,000 to $999,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$786,636
Amount of Income	$36,495
Form 990 Revenue Amount	$48,758
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

Non-representatives - add comments:

Amount of income in 2013: $36,495 (it was $175,464 in 2012)

This organization:	$36,495
Other organizations performing similar types of work:	$120,021

Assets in 2013: $786,636 (it was $719,242 in 2012)

This organization:	$786,636
Other organizations performing similar types of work:	$470,342

Expenses in 2013: $47,280

The@linda And Isaac Stern Charitable Foundation, Stern Isaac Ttee:	$47,280
Other organizations performing similar types of work:	$61,754

Income to expenses ratio in 2013: 0.8

The@linda And Isaac Stern Charitable Foundation, Stern Isaac Ttee:	0.8
Other organizations performing similar types of work:	2.0

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$36,495	$53,640	$36,495
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$12,458
Gross rents	$0
Gross sales price for all assets	$0
Gross profit from sales of goods	$0
Other income	$24,037
Total expenses and disbursements	$47,280	$600	$600	$38,411
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$950
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$1,102
Printing and publications	$0
Total operating and administrative expenses	$10,280	$600		$1,411
Contributions, gifts, grants paid	$37,000
Excess of revenue over expenses and disbursements	$-10,785
Net investment income		$53,040
Adjusted net income			$35,895

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$674,272	$674,272	$719,242	$719,242	$786,636	$786,636
Cash - non-interest-bearing	$13,521		$4,101		$6,091
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$0		$0		$0
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$715,141		$780,545
Total liabilities	$0		$0		$1
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$674,272		$719,242		$786,636

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$20,273	$2,573	$0
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$826	$314	$530
Total credits and payments	$797	$1,200	$886
Current year estimated tax payments and previous year's overpayment credited to current year	$797	$1,200	$886
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$0
Overpayment		$886	$356
Amount to be credited to next year's estimated tax	$0	$886	$356

	2011	2012	2013
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
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?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
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?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above 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?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year 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?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
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 this year?		No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
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?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$711,856	$705,868	$755,764
Net value of noncharitable-use assets		$695,280	$744,428
Minimum investment return	$35,059	$34,764	$37,221

	2011	2012	2013
Distributable Amount
Distributable amount	$34,233	$34,450	$36,691

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$34,233	$34,450	$36,691
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$12,458	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	S & G Foundation	PO BOX 860, Saratoga Spgs, NY 12866-0860	NY	1998-01	$316,260,515
2	The Walsh Foundation	190 S Lasalle St Ste 1700, Chicago, IL 60603-3496	IL	1995-06	$46,605,330
3	Tasajillo Charitable Trust, Wyatt O S Jr Ttee	PO BOX 56223, Houston, TX 77256-6223	TX	1997-06	$40,568,060
4	Bedford Falls Foundation C/O Joanne Barkett Conway	1001 Pennsylvania Avenue Nw No 220s, Washington, DC 20004-2525	DC	1997-04	$6,400,818
5	Kimsey Foundation	1700 Pennsylvania Ave Nw Ste 900, Washington, DC 20006-4730	DC	1997-05	$2,476,230
6	Alice And Russell True Foundation	4100 Cathedral Ave Nw Ste 510, Washington, DC 20016-3513	DC	1997-11	$1,816,720
7	Kirstein Family Foundation Inc	3282 N St Nw, Washington, DC 20007-2846	DC	1998-08	$1,032,713
8	The Jeffery D Bender Foundation	1025 Connecticut Ave Nw Ste 606, Washington, DC 20036-5437	DC	1998-02	$625,431
9	Omega Life Membership Foundation Inc	PO BOX 92882, Washington, DC 20090-2882	DC	1989-08	$484,563
10	David R Macdonald Foundation	815 Connecticut Ave Nw Ste 900, Washington, DC 20006-4004	DC	1996-08	$319,411
11	Mckinster Charitable Foundation, Whitworth Frank J Ttee	Tca Trustcorp America, Washington, DC 20015	DC	1998-04	$38,465
12	The@linda And Isaac Stern Charitable Foundation, Stern Isaac Ttee	2101 Connecticut Avenue Nw, Washington, DC 20008-1728	DC	1998-12	$36,495
13	The Rebecca Pollard Guggenheim Logan Foundation	1700 K St Nw 300, Washington, DC 20006	DC	1995-10	$32,345
14	Morning Sun Foundation	1233 20th St Nw Ste 610, Washington, DC 20036-7322	DC	1995-08	$24,262
15	Sk Shurberg-Klein Foundation Inc	700 7th St Sw Ste 3, Washington, DC 20024-2442	DC	1997-08	$13,795
16	Maxon Foundation, Ackerly Dana T & Sophia M Co-Ttees	4989 Glenbrook Rd Nw, Washington, DC 20016-3222	DC	1996-05	$9,092
17	Irving And Betty Berman Family Foundation Inc	5100 Lowell Ln Nw, Washington, DC 20016-2608	DC	1997-10	$8,738
18	Walter And Caren Forbes Family Foundation	725 Twelfth St Ste Nw, Washington, DC 20005-3901	DC	1998-03	$1
19	C Y Shaw Memorial Educational Tr, Shaw Jane Liu Et Al Ttee	5101 38th St Nw, Washington, DC 20016-4203	DC	1996-03	$0
20	Central Asia Research And Development Center	1250 24th St Nw Ste 300, Washington, DC 20037-1186	DC	1996-02	$0

Number of organizations performing similar types of work

Alabama	57
Arkansas	13
Arizona	25
California	194
Colorado	52
Connecticut	33
District of Columbia	19
Delaware	17
Florida	265
Georgia	95
Hawaii	12
Iowa	17
Idaho	7
Illinois	126
Indiana	58
Kansas	19
Kentucky	18
Louisiana	33
Massachusetts	75
Maryland	77
Maine	8
Michigan	100
Minnesota	45
Missouri	17
Mississippi	18
Montana	7

North Carolina	122
North Dakota	2
Nebraska	18
New Hampshire	11
New Jersey	112
New Mexico	4
Nevada	17
New York	230
Ohio	138
Oklahoma	29
Oregon	20
Pennsylvania	166
Rhode Island	22
South Carolina	27
South Dakota	2
Tennessee	51
Texas	160
Utah	24
Virginia	74
Vermont	8
Washington	23
Wisconsin	52
West Virginia	16
Wyoming	7
International	2

Total

2,744

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