Howard M Stern Memorial Trust

PORTLAND, OR EIN: 88-6560259

Howard M Stern Memorial Trust is a private foundation, based in PORTLAND, OR. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 3 grants totaling $70K. Net investment income was $163K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

+2.4% YoY

Annual Giving

$70K

+468.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$23K

+468.4% YoY

Under IRS private-foundation payout rules, Howard M Stern Memorial Trust reported a distributable amount of $88K for 2024 — the minimum it must pay out in qualifying distributions.

About Howard M Stern Memorial Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $27K (33%)

Virginia $27K (33%)

Washington $27K (33%)

States

Oregon Virginia Washington

Cities

ArlingtonPortlandVancouver

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$2,428,340	$2,371,845
Revenue	$220,971	$99,660
Expenses	$164,476	$94,764
Qualifying Distributions	$94,571	$39,234
Net Investment Income	$163,380	$112,570
Distributable Amount	$87,629	$94,834

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fisher House Va Portland Health Care ($23,232), Ohsu Foundation Doernbecher Children's Hospital ($23,232), United Service Organization Inc ($23,232).

Recipient	Purpose	Amount
FISHER HOUSE VA PORTLAND HEALTH CARE VANCOUVER, WA	PROVIDING HOUSING FOR VETERANS AND SERVICE MEMBERS	$23,232
OHSU FOUNDATION DOERNBECHER CHILDREN'S HOSPITAL PORTLAND, OR	DIRECT MEDICAL AND SOCIAL SERVICES FOR CHILDREN	$23,232
UNITED SERVICE ORGANIZATION INC ARLINGTON, VA	SUPPORT FOR VETERANS AND THEIR FAMILIES	$23,232

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
NANCY DOTY INC STEFANIE YOUNG	TRUSTEE	0.5	$18,201

Frequently Asked Questions

How large is Howard M Stern Memorial Trust?

As of 2024, Howard M Stern Memorial Trust holds $2.4M in total assets with $221K in annual revenue. It awarded 3 grants totaling $70K in 2024.

Where does Howard M Stern Memorial Trust operate?

Howard M Stern Memorial Trust has awarded grants in Oregon, Virginia, Washington.

What size grants does Howard M Stern Memorial Trust award?

In 2024, Howard M Stern Memorial Trust awarded 3 grants totaling $70K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Howard M Stern Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Howard M Stern Memorial Trust reported a distributable amount of $88K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.