Joseph & Ruth E Stern Foundation

Foundation · Grantmaker 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.

Key facts about Joseph & Ruth E Stern Foundation

EIN: 34-6557729
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $17,000
Grants made (2024): 16
Average grant: $1,063
Median grant: $1,000
Total assets: $282,288
Primary geography: California (24% of itemized 2024 grant dollars)

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

Who Joseph & Ruth E Stern Foundation funds

By grant dollars, the top recipient states for Joseph & Ruth E Stern Foundation's 16 itemized 2024 grants were California (24%), Virginia (15%) and New York (15%). The most frequent recipient cities were New York, NY (2 grants). None of its 16 grants with a stated purpose were described as general or operating support.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$282K

Annual Giving

$17K

Grant Count

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

Your AI grants department

Ready to take the next step with Joseph & Ruth E Stern Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $4K (24%)

Virginia $3K (15%)

New York $3K (15%)

District of Columbia $2K (12%)

Kansas $2K (9%)

All other $5K (26%)

Share of all 16 itemized 2024 grant dollars.

States

Arizona California District of Columbia Florida Illinois Kansas Kentucky Maryland Michigan New York Ohio Tennessee Virginia

Cities

New YorkLos AngelesRohnert ParkStaten IslandTopekaCatlettHollywoodMemphisMount AiryRockvilleTicsonWashingtonAlexandriaSherman OaksSteubenvilleWestlake VillageLong BeachSerman OaksChicagoCorona

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2022	2021
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

86 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
Food on Foot Hollywood, CA	Provide food and clothings to the homeless	$2,000
American Red Cross Washingon, DC	To Help people affected by disasters	$2,000
Wounded Warriors Project Topeka, KS	Provide Assistance to injured warriors as they undergo rehabilitation and return to civilian life	$1,500
Tunnel to Towers Staten Island, NY	supports Gold star families	$1,500
Saddleback Community Outreach Inc Ticson, AZ	Provide opportimities for kids to succeed	$1,500
Shriners Hospitals Tampa, FL	Helping Childre in Need Get the Most Amazing Care anywhere	$1,500
Salvation Army Alexandria, VA	Provide food and shelter for children and senior citizens	$1,000
Paws for Purple heart Rohnert Park, CA	Grant 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
Gentle Giants Draft Horse Rescue Mount Airy, MD	committed to saving draft horses from slaughter, abuse, and neglect	$1,000
Mercy Chefs Portsmouth, VA	Disaster Relief	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Craig Stern	Trustee	10	—

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.