Sol Stern and Rose Stern Charitable

Foundation · Grantmaker Nashville, TN EIN: 27-6309356
EducationAgriculturefishing and forestryReligion

Sol Stern and Rose Stern Charitable is a private foundation focused on Education, based in Nashville, TN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 19 grants totaling $195K. Net investment income was $247K.

Key facts about Sol Stern and Rose Stern Charitable

In short: Sol Stern and Rose Stern Charitable gave $195K across 19 grants in 2025 (avg $10K), mostly in Tennessee. 26% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
27-6309356
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$194,790
Grants made (2025)
19
Average grant
$10,252
Median grant
$7,000
New grantees (estimate)
26% first-time grantees (5 of 19, 2025)
Total assets
$1,434,925
Primary geography
Tennessee (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+3.3% YoY

Annual Giving

$195K

+23.4% YoY

Grant Count

19

+26.7% YoY

Avg Grant Size

$10K

-2.5% YoY

Under IRS private-foundation payout rules, Sol Stern and Rose Stern Charitable reported a distributable amount of $184K for 2025 — the minimum it must pay out in qualifying distributions.

Is Sol Stern and Rose Stern Charitable open to new grantees?

26%

first-time grantees, 2025

In 2025, 5 of 19 grantees (26%) were first-time recipients. First grants averaged $2K; repeat grants $13K. How we count

Medians: $3K first-time, $10K repeat.

  • 74% of 2025 grantees were also funded in 2024. Method
  • Giving grew 35% from 2022 to 2025. Method
  • In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 19 itemized 2025 grant dollars.

Cities

NashvilleGrand Isle

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K12 grants201912 grants202013 grants202116 grants202214 grants202315 grants202419 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Congregation Sherith Israel: $50KCongregation Sherith Israel$50KAkiva School: $32KAkiva School$32KSecond Harvest Food Bank: $13KSecond Harvest Food Bank$13KGilda's Club: $13KGilda's Club$13KSexual Assault Center: $13KSexual Assault Center$13KGordon Jewish Community Center: $12KGordon Jewish Community Center$12KJewish Federation: $10KJewish Federation$10KJewish Family Services: $10KJewish Family Services$10KJewish Middle School: $10KJewish Middle School$10KWest End Synagogue: $7KWest End Synagogue$7K

Grant Size Distribution

77 grants across all recorded years

77<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CONGREGATION SHERITH ISRAEL Nashville, TNCHARITABLE-RELIGIOUS$49,500
AKIVA SCHOOL Nashville, TNCHARITABLE-EDUCATION$32,000
SECOND HARVEST FOOD BANK Nashville, TNCHARITABLE-FOOD SAFETY$12,500
GILDA'S CLUB Nashville, TNCHARITABLE-CANCER PROGRAMS$12,500
SEXUAL ASSAULT CENTER Nashville, TNCHARITABLE-COUNSELING$12,500
GORDON JEWISH COMMUNITY CENTER Nashville, TNCHARITABLE-PROGRAMS$11,500
JEWISH FEDERATION Nashville, TNCHARITABLE-RELIGIOUS$10,000
JEWISH FAMILY SERVICES Nashville, TNCHARITABLE-SENIOR PROGRAMS AND FOOD SAFETY$10,000
JEWISH MIDDLE SCHOOL Nashville, TNCHARITABLE-EDUCATION$10,000
WEST END SYNAGOGUE Nashville, TNCHARITABLE-RELIGIOUS$7,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019202020212022202320242025
Metric202520242023
Total Assets$1,434,925$1,389,256$1,292,521
Revenue$269,678$280,308$183,572
Expenses$224,009$183,573$197,328
Qualifying Distributions$194,790$157,800$173,500
Net Investment Income$246,829$259,951$165,669
Distributable Amount$184,124$178,676$157,997

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 5, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 18, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 26, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 13, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 25, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Sol Stern and Rose Stern Charitable is led by Kenneth R. Kraft, Trustee on every filing since 2019 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Kenneth R. Kraft

    Trustee

    On filings since 2019

    3 hrs/week

    $15K (2019) → $23K (2025)

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.

Compensation Overview

From 2025 IRS filing

Kenneth R Kraft — Trustee: $23KKenneth R KraftTrustee$23K

Frequently asked questions about Sol Stern and Rose Stern Charitable

How much does Sol Stern and Rose Stern Charitable give each year?

Sol Stern and Rose Stern Charitable gave $195K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $158K across 15 grants.

What is Sol Stern and Rose Stern Charitable's typical grant size?

Sol Stern and Rose Stern Charitable's median grant in 2025 was $7,000, and its average grant was $10,252, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Sol Stern and Rose Stern Charitable that year got $2K on average.

Where does Sol Stern and Rose Stern Charitable give grants?

Sol Stern and Rose Stern Charitable gives mostly in Tennessee: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Nashville, TN (19 grants).

Does Sol Stern and Rose Stern Charitable give general operating support?

Not in 2025: none of the 19 grants with a stated purpose on Sol Stern and Rose Stern Charitable's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable-Education" (5 grants) and "Charitable-Religious" (3 grants).

Who are Sol Stern and Rose Stern Charitable's largest grantees?

Sol Stern and Rose Stern Charitable's largest 2025 grantees include Congregation Sherith Israel ($49,500), Akiva School ($32,000) and Second Harvest Food Bank ($12,500), according to its 2025 IRS Form 990-PF. Together they received 48% of its itemized 2025 grant dollars.

How large is Sol Stern and Rose Stern Charitable?

Sol Stern and Rose Stern Charitable reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $195K in qualifying distributions that year, against a required minimum of $184K (roughly 5% of its investment assets).

What is Sol Stern and Rose Stern Charitable?

Sol Stern and Rose Stern Charitable is a private foundation focused on Education, based in Nashville, TN. It holds $1.4M in total assets as of 2025.

What is Sol Stern and Rose Stern Charitable's EIN?

Sol Stern and Rose Stern Charitable's EIN (Employer Identification Number) is 27-6309356. 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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