Private foundation (trust)EIN 540847408Est. 1969-08

STERN FOUNDATION

MECHANICSVILLE, VA 23116

Total Assets

$979K

FY 2023

Annual Giving

$52K

FY 2023

Grants Made

33

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$150–$9K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$86K

Total Expenses

$62K

Qualifying Distributions

$53K

Distributable Amount

$48K

Min. Investment Return

$49K

Undistributed Income

$46K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

33 grants

Grant sizes from minimum $150 through median $750 to maximum $9K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $52K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

140 grants

PGA TOUR CHARITIES
$35K
4 grants
PINE RIDGE MISSIONARY
$25K
4 grants
MUSEUM OF SHENANDOAH VALLEY
$19K
4 grants
ADVANCING NATIVE MISSIONS
$14K
4 grants
FRIENDS OF ISRAEL
$14K
4 grants
THE VALENTINE
$10K
4 grants
JEWS FOR JESUS
$9K
4 grants
BARNS OF ROSE HILL
$7K
4 grants

Grant Size Distribution

140 grants

<$10K
140
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Virginia
$131K
68% of total
Florida
$35K
18% of total
New Jersey
$14K
7% of total
California
$9K
5% of total
New York
$2K
1% of total
West Virginia
$2K
1% of total
Georgia
$850
0% of total
North Carolina
$300
0% of total

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