Joseph & Ruth E Stern Foundation

CALABASAS, CA EIN: 34-6557729

Joseph & Ruth E Stern Foundation is a private foundation, based in CALABASAS, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $282K in total assets. In 2024, it awarded 16 grants totaling $17K. Net investment income was $23K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$282K

Annual Giving

$17K

Grant Count

16

Avg Grant Size

$1K

Under IRS private-foundation payout rules, Joseph & Ruth E Stern Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph & Ruth E Stern Foundation

Based on IRS filings

Joseph & Ruth E Stern Foundation is a private foundation, based in CALABASAS, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $282K in total assets. In 2024, it awarded 16 grants totaling $17K. Net investment income was $23K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states
+5 more states

Cities

AlexandriaCatlettChicagoCoronaDetroitFrankfortHollywoodLong BeachLos AngelesMemphisMount AiryNew YorkPhoenixPortsmouthRockvilleRohnert ParkSanta MonicaSerman OaksSherman OaksStaten Island

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$9K$18K$27K$36K20192020202120222024
Metric202420222021
Total Assets$282,288$292,031$295,771
Revenue$200$21,527$20,629
Expenses$19,476$25,267$21,692
Qualifying Distributions$17,000$19,400$20,700
Net Investment Income$22,583$19,810$20,137
Distributable Amount$20,240$21,318$19,277

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$20K$27K16 grants201918 grants202020 grants202116 grants202216 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Food on Foot$2KAmerican Red Cross$2KWounded Warriors Project$2KTunnel to Towers$2KSaddleback Community Out…$2KShriners Hospitals$2KSalvation Army$1KPaws for Purple heart$1KGentle Giants Draft Hors…$1KMercy Chefs$1K

Grant Size Distribution

86 grants across all recorded years

86<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Food on Foot ($2,000), American Red Cross ($2,000), Wounded Warriors Project ($1,500).

RecipientPurposeAmount
Salvation Army Alexandria, VAProvide food and shelter for children and senior citizens$1,000
Food on Foot Hollywood, CAProvide food and clothings to the homeless$2,000
Paws for Purple heart Rohnert Park, CAGrant for therapeutic intervention for Veterans and active-duty military personnel by teaching those with Post-Traumatic Stress Disorder (PTSD) to train service dogs for their comrades with combat-related injuries.$1,000
Cousteau Society New York, NYGrant to protect the water systems of the planet, marine and fresh water.$500
Malibu Lost Hills Sheriffs Foundati Westlake Village, CAProvide local law enforcement equipment needs.$500
ASPCA New York, NYProvide effective means for the prevention of cruelty to animals throughout the United States$500
Wounded Warriors Project Topeka, KSProvide Assistance to injured warriors as they undergo rehabilitation and return to civilian life$1,500
Tunnel to Towers Staten Island, NYsupports Gold star families$1,500
Saddleback Community Outreach Inc Ticson, AZProvide opportimities for kids to succeed$1,500
Semper K9 assistant Dogs Catlett, VAProvide service dogs for veterans$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Craig SternTrustee10

Frequently Asked Questions

How large is Joseph & Ruth E Stern Foundation?

As of 2024, Joseph & Ruth E Stern Foundation holds $282K in total assets with $200 in annual revenue. It awarded 16 grants totaling $17K in 2024.

Where does Joseph & Ruth E Stern Foundation operate?

Joseph & Ruth E Stern Foundation has awarded grants in Arizona, California, District of Columbia, Florida, Illinois, Kansas, Kentucky, Maryland, Michigan, New York, Ohio, Tennessee, Virginia.

What size grants does Joseph & Ruth E Stern Foundation award?

In 2024, Joseph & Ruth E Stern Foundation awarded 16 grants totaling $17K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Joseph & Ruth E Stern Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph & Ruth E Stern Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph & Ruth E Stern Foundation's EIN?

Joseph & Ruth E Stern Foundation's EIN (Employer Identification Number) is 34-6557729. IRS Form 990 filing data is available on this page for 2019–2024.

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

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