Claudia Hearn & Edward Stern Foundation

Private foundation · Grantmaker Woodbridge, NJ EIN: 31-6675328

Claudia Hearn & Edward Stern Foundation is a private foundation, based in Woodbridge, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $174K in total assets. In 2025, it awarded 1 grant totaling $5K. Net investment income was $29K.

Claudia Hearn & Edward Stern Foundation at a glance

In short: Claudia Hearn & Edward Stern Foundation gave $5K across 1 grant in 2025 (avg $5K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$5,000
-83.3% vs 2024
Grants made (2025)
1
-85.7% vs 2024
Average grant
$5,000
+16.7% vs 2024
Median grant
$5,000
Total assets
$173,930
+14.2% vs 2024
Primary geography
New York (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Claudia Hearn & Edward Stern Foundation funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Hudson Valley LGBTQ & CC: $5KHudson Valley LGBTQ & CC$5K

The largest 2025 recipient was Hudson Valley LGBTQ & CC ($5K).

Grant Size Distribution

37 grants across all recorded years

37<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 37 grants of 37 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of the 2025 grant dollars on its one itemized grant.

Cities

BranfordWilliamsburgAshfordAtlantaWashingtonCheshireWorcesterKingstonNew YorkBarringtonCoronadoLos AngelesNew HavenWacoWest Hollywood

How Claudia Hearn & Edward Stern Foundation gives

  • Giving fell 86% from 2022 to 2025. Method
  • In 2025 it paid out 64% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K5 grants2020 10 grants2021 9 grants2022 10 grants2023 7 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $5K (2025) to $40K (2023). In 2025 it made 1 grant totaling $5K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Hudson Valley LGBTQ & CC Kingston, NYOperational$5,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$173,930$29,001$7,422$5,0001$6,906$28,985$10,730
2024$152,351$22,549$31,921$30,0007$31,906$22,534$11,203
2023$161,723$15,452$41,916$40,00010$41,904$15,440$11,465
2022$188,187$-1,682$38,105$36,0009$37,900$2,709$13,113
2021$227,974$31,076$40,238$38,50010$40,229$31,067$16,016
2020$237,136$5,394$25,738$23,0005—$5,385$14,470

Under IRS private-foundation payout rules, Claudia Hearn & Edward Stern Foundation reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Claudia Hearn & Edward Stern Foundation's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Bessemer Trust Company

    Corporate Trustee

    On filings since 2020

    5 hrs/week

    $13 (2020) → $24 (2025)

  • Claudia Hearn

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Edward Stern

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bessemer Trust Company — Corporate Trustee: $24Bessemer Trust CompanyCorporate Trustee$24

The highest reported compensation on the 2025 filing was $24, to Bessemer Trust Company (Corporate Trustee).

Frequently asked questions about Claudia Hearn & Edward Stern Foundation

How much does Claudia Hearn & Edward Stern Foundation give each year?

Claudia Hearn & Edward Stern Foundation gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 7 grants.

How large is Claudia Hearn & Edward Stern Foundation?

Claudia Hearn & Edward Stern Foundation reported $174K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Claudia Hearn & Edward Stern Foundation operate?

Claudia Hearn & Edward Stern Foundation has awarded grants in California, Connecticut, District of Columbia, Georgia, Massachusetts, New York, Rhode Island, Texas.

What is Claudia Hearn & Edward Stern Foundation's EIN?

Claudia Hearn & Edward Stern Foundation's EIN (Employer Identification Number) is 31-6675328. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)

Live grants for the work Claudia Hearn & Edward Stern Foundation funds

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Claudia Hearn & Edward Stern Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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