John F Stern Tua Dtd 5-1-87
John F Stern Tua Dtd 5-1-87 is a private foundation, based in Lenox, MA. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $101K in total assets. In 2025, it awarded 5 grants totaling $6K. Net investment income was $13K.
John F Stern Tua Dtd 5-1-87 at a glance
In short: John F Stern Tua Dtd 5-1-87 gave $6K across 5 grants in 2025 (avg $1K), top state Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,000
- +0.0% vs 2024
- Grants made (2025)
- 5
- +66.7% vs 2024
- Average grant
- $1,200
- -40.0% vs 2024
- Median grant
- $1,000
- Total assets
- $100,710
- +6.6% vs 2024
- Primary geography
- Connecticut (33% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who John F Stern Tua Dtd 5-1-87 funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Mitchell College Jack Bissaillon ($2K). Together the top 5 received $6K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How John F Stern Tua Dtd 5-1-87 gives
- In 2025 it paid out 92% 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
From 2024 to 2025, annual grant giving ranged from $6K (2024) to $6K (2025). In 2025 it made 5 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mitchell College Jack Bissaillon New London, CT | Scholarship | $2,000 |
| Lehigh University Helen Thorpe Bethlehem, PA | Scholarship | $2,000 |
| Berkshire Medical Center Inc Program Development Pittsfield, MA | General Purpose | $1,000 |
| Stockbridge Housing Authority Andrea Lindsay Stockbridge, MA | General Purpose | $600 |
| The Salvation Army West Nyack, NY | General Purpose | $400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $100,710 | $14,524 | $8,324 | $6,000 | 5 | $6,554 | $12,720 | $7,090 |
| 2024 | $94,474 | $5,221 | $8,289 | $6,000 | 3 | $6,412 | $3,333 | $6,775 |
Under IRS private-foundation payout rules, John F Stern Tua Dtd 5-1-87 reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John F Stern Tua Dtd 5-1-87's only listed officer is Beacon Bank & Trust, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Beacon Bank & Trust
Trustee
On filings since 2024
10 hrs/week
$2K (2024) → $2K (2025)
Data from IRS Form 990 filings, 2024–2025. "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
The highest reported compensation on the 2025 filing was $2K, to Beacon Bank (Trustee).
Frequently asked questions about John F Stern Tua Dtd 5-1-87
How much does John F Stern Tua Dtd 5-1-87 give each year?
John F Stern Tua Dtd 5-1-87 gave $6K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 3 grants.
What is John F Stern Tua Dtd 5-1-87's typical grant size?
John F Stern Tua Dtd 5-1-87's median grant in 2025 was $1,000, and its average grant was $1,200, across 5 grants on its 2025 IRS Form 990-PF.
Where does John F Stern Tua Dtd 5-1-87 give grants?
John F Stern Tua Dtd 5-1-87's top state is Connecticut, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Pennsylvania (33%) and Massachusetts (27%).
Does John F Stern Tua Dtd 5-1-87 give general operating support?
Yes: 60% of John F Stern Tua Dtd 5-1-87's 2025 grants with a stated purpose (3 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are John F Stern Tua Dtd 5-1-87's largest grantees?
John F Stern Tua Dtd 5-1-87's largest 2025 grantees include Mitchell College Jack Bissaillon ($2,000), Lehigh University Helen Thorpe ($2,000) and Berkshire Medical Center Inc Program Development ($1,000), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.
How large is John F Stern Tua Dtd 5-1-87?
John F Stern Tua Dtd 5-1-87 reported $101K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $7K (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.
What is John F Stern Tua Dtd 5-1-87's EIN?
John F Stern Tua Dtd 5-1-87's EIN (Employer Identification Number) is 04-6571295. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS November 26, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 17, 2026)
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