Lawrence Z & Jacqueline a Stern Fdn

Private foundation · Grantmaker Reston, VA EIN: 26-1120252

Lawrence Z & Jacqueline a Stern Fdn is a private foundation, based in Reston, VA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 6 grants totaling $80K. Net investment income was $295K.

Key facts about Lawrence Z & Jacqueline a Stern Fdn

In short: Lawrence Z & Jacqueline a Stern Fdn gave $80K across 6 grants in 2025 (avg $13K), mostly in Arizona. Source: 2025 IRS Form 990-PF.

EIN
26-1120252
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$80,000
Grants made (2025)
6
Average grant
$13,333
Median grant
$13,750
Total assets
$1,716,842
Primary geography
Arizona (75% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.7M

+15.0% YoY

Annual Giving

$80K

+6.0% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$13K

+23.6% YoY

Under IRS private-foundation payout rules, Lawrence Z & Jacqueline a Stern Fdn reported a distributable amount of $92K for 2025 — the minimum it must pay out in qualifying distributions.

How Lawrence Z & Jacqueline a Stern Fdn gives

  • Giving held roughly steady from 2022 to 2025 (+5%). Method
  • In 2025 it paid out 98% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

TucsonPortlandHartsdaleBrooklynAlbuquerqueChicagoNewtown

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K5 grants2019 7 grants2020 8 grants2021 8 grants2022 9 grants2023 7 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $73K (2023) to $80K (2025). In 2025 it made 6 grants totaling $80K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Center for Biological Diversity Inc: $25KCenter for BiologicalDiversity Inc$25KEl Rio Health Centre Foundation: $15KEl Rio Health CentreFoundation$15KMuscular Dystrophy Association of New Zealand Inc: $15KMuscular Dystrophy Associationof New Zealand Inc$15KPima Community College Foundation Inc: $13KPima Community CollegeFoundation Inc$13KUniversity of Arizona Foundation: $8KUniversity of ArizonaFoundation$8KJames Madison HS Alumni Association: $5KJames Madison HS AlumniAssociation$5K

The largest 2025 recipient was Center for Biological Diversity Inc ($25K). Together the top 6 received $80K.

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 38 grants of 38 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Center for Biological Diversity Inc Tucson, AZGeneral Support$25,000
El Rio Health Centre Foundation Tucson, AZThe El Rio Rillito Health Center$15,000
Muscular Dystrophy Association of New Zealand Inc General Support$15,000
Pima Community College Foundation Inc Tucson, AZStern Scholarships$12,500
University of Arizona Foundation Tucson, AZLawrence Z Stern Scholarship Fund and Endowment Fund$7,500
James Madison HS Alumni Association Brooklyn, NYGeneral Support$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,716,842$1,493,092$1,188,707
Revenue$334,095$390,377$43,883
Expenses$110,345$85,992$84,868
Qualifying Distributions$90,050$78,500$76,325
Net Investment Income$295,034$382,885$35,340
Distributable Amount$92,314$85,251$76,903

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS March 27, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 1, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)

Leadership & Key People

Officers and directors from IRS filings

Lawrence Z & Jacqueline a Stern Fdn is led by Lawrence Z. Stern, President, Treasurer & Director on every filing since 2019; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Lawrence Z. Stern

    President, Treasurer & Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jacqueline A. Stern

    Vice President, Secretary & Director

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Lawrence Z & Jacqueline a Stern Fdn

How much does Lawrence Z & Jacqueline a Stern Fdn give each year?

Lawrence Z & Jacqueline a Stern Fdn gave $80K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $76K across 7 grants.

What is Lawrence Z & Jacqueline a Stern Fdn's typical grant size?

Lawrence Z & Jacqueline a Stern Fdn's median grant in 2025 was $13,750, and its average grant was $13,333, across 6 grants on its 2025 IRS Form 990-PF.

Where does Lawrence Z & Jacqueline a Stern Fdn give grants?

Lawrence Z & Jacqueline a Stern Fdn gives mostly in Arizona: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (6%). The most frequent recipient cities were Tucson, AZ (4 grants).

Does Lawrence Z & Jacqueline a Stern Fdn give general operating support?

Yes: 50% of Lawrence Z & Jacqueline a Stern Fdn's 2025 grants with a stated purpose (3 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Lawrence Z & Jacqueline a Stern Fdn's largest grantees?

Lawrence Z & Jacqueline a Stern Fdn's largest 2025 grantees include Center for Biological Diversity Inc ($25,000), El Rio Health Centre Foundation ($15,000) and Muscular Dystrophy Association of New Zealand Inc ($15,000), according to its 2025 IRS Form 990-PF. Together they received 69% of its itemized 2025 grant dollars.

How large is Lawrence Z & Jacqueline a Stern Fdn?

Lawrence Z & Jacqueline a Stern Fdn reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $90K in qualifying distributions that year, against a required minimum of $92K (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 Lawrence Z & Jacqueline a Stern Fdn's EIN?

Lawrence Z & Jacqueline a Stern Fdn's EIN (Employer Identification Number) is 26-1120252. IRS Form 990 filing data is available on this page for 2019–2025.

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

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