Howard M Stern Memorial Trust

Foundation · Grantmaker 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.

Key facts about Howard M Stern Memorial Trust

EIN: 88-6560259
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $69,696
Grants made (2024): 3
Average grant: $23,232
Median grant: $23,232
Total assets: $2,428,340
Primary geography: Washington (33% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Howard M Stern Memorial Trust funds

By grant dollars, the top recipient states for Howard M Stern Memorial Trust's 3 itemized 2024 grants were Washington (33%), Oregon (33%) and Virginia (33%). None of its 3 grants with a stated purpose were described as general or operating support.

How Howard M Stern Memorial Trust gives

In 2024 it paid out 108% of its IRS minimum distribution (the 5% rule). Method

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

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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

Washington $23K (33%)

Oregon $23K (33%)

Virginia $23K (33%)

Share of all 3 itemized 2024 grant dollars.

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

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2023–2024

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 recipients 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

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.