Leo & Marjorie Stern Foundation

Foundation · Grantmaker Paradise Valley, AZ EIN: 13-6084394
Arts and cultureEducationHealthDiseases and conditions

Leo & Marjorie Stern Foundation is a private foundation focused on Arts and culture, based in Paradise Valley, AZ. IRS filing data is available from 2020 through 2024. In 2024, it awarded 2 grants totaling $196K.

Key facts about Leo & Marjorie Stern Foundation

In short: Leo & Marjorie Stern Foundation gave $196K across 2 grants in 2024 (avg $98K), mostly in New Jersey. Source: 2024 IRS Form 990-PF.

EIN
13-6084394
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$196,426
Grants made (2024)
2
Average grant
$98,213
Median grant
$98,213
Primary geography
New Jersey (100% of itemized 2024 grant dollars)

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

Quick answers about Leo & Marjorie Stern Foundation

How much does Leo & Marjorie Stern Foundation give each year?

Leo & Marjorie Stern Foundation gave $196K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.

How Leo & Marjorie Stern Foundation gives

  • Giving grew 1925% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

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

Next steps with Leo & Marjorie Stern Foundation

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$196K

Grant Count

2

Avg Grant Size

$98K

Under IRS private-foundation payout rules, Leo & Marjorie Stern Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Leo & Marjorie Stern Foundation

Based on IRS filings

Leo & Marjorie Stern Foundation is a private foundation focused on Arts and culture, based in Paradise Valley, AZ. IRS filing data is available from 2020 through 2024. In 2024, it awarded 2 grants totaling $196K.

Focus Areas

Arts and cultureEducationHealthDiseases and conditions
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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 2 itemized 2024 grant dollars.

Cities

PhoenixHoustonNew YorkCambridgeNorth HollywoodNorwalkPrinceton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K20202021202220232024
Metric202420232022
Total Assets—$183,626$175,096
Revenue$4,757$10,871$12,218
Expenses$205,409$2,886$2,606
Qualifying Distributions$196,426——
Net Investment Income—$8,121$9,768
Distributable Amount$2,303$9,301$9,946

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K2 grants20208 grants20210 grants20220 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Princeton University: $196KPrinceton University$196KAlzheimer's Association: $125Alzheimer's Association$125

Grant Size Distribution

12 grants across all recorded years

11<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
PRINCETON UNIVERSITY Princeton, NJCHARITABLE PURPOSE$196,301
ALZHEIMER'S ASSOCIATION Phoenix, AZCHARITABLE PURPOSE$125

Leadership & Key People

Officers and directors from IRS filings

Leo & Marjorie Stern Foundation's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Andrew H. Stern

    Trustee

    On filings since 2020

    No compensation reported

  • Marjorie Stern Jackson

    Trustee

    On filings since 2020

    No compensation reported

  • Phyllis Stern

    Trustee

    On filings since 2020

    No compensation reported

  • Richard D. Stern

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Subject Areas

Focus areas based on grantmaking activity

Arts and cultureEducationHealthDiseases and conditions

Frequently Asked Questions

What is Leo & Marjorie Stern Foundation?

Leo & Marjorie Stern Foundation is a private foundation focused on Arts and culture, based in Paradise Valley, AZ. It holds — in total assets as of 2024.

Where does Leo & Marjorie Stern Foundation operate?

Leo & Marjorie Stern Foundation has awarded grants in Arizona, California, Connecticut, Massachusetts, New Jersey, New York, Texas.

How much is Leo & Marjorie Stern Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Leo & Marjorie Stern Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Leo & Marjorie Stern Foundation's EIN?

Leo & Marjorie Stern Foundation's EIN (Employer Identification Number) is 13-6084394. IRS Form 990 filing data is available on this page for 2020–2024.

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

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