Stern Family Charitable Foundation

Foundation · Grantmaker Valley Stream, NY EIN: 81-4016628

Stern Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Valley Stream, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $20K in total assets. In 2024, it awarded 16 grants totaling $19K.

Key facts about Stern Family Charitable Foundation

EIN: 81-4016628
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $18,590
Grants made (2024): 16
Average grant: $1,162
Median grant: $550
New grantees (estimate): 70% first-time grantees (7 of 10, 2024)
Total assets: $19,873
Primary geography: New York (94% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Stern Family Charitable Foundation funds

By grant dollars, the top recipient states for Stern Family Charitable Foundation's 16 itemized 2024 grants were New York (94%) and New Jersey (6%). The most frequent recipient cities were Valley Stream, NY (3 grants), Lawrence, NY (2 grants), Cedarhurst, NY (2 grants) and New York, NY (2 grants). None of its 16 grants with a stated purpose were described as general or operating support. Recurring purposes include "To Support Torah Study" (3 grants) and "To Support Religious Activities" (3 grants).

Is Stern Family Charitable Foundation open to new grantees?

70%

first-time grantees, 2024

In 2024, 7 of 10 grantees (70%) were first-time recipients. First grants averaged $547; repeat grants $2K. How we count

Medians: $500 first-time, $900 repeat.

30% of 2024 grantees were also funded in 2023. Method
Giving fell 70% from 2021 to 2024. Method
In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). 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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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$20K

+1726.6% YoY

Annual Giving

$19K

-70.1% YoY

Grant Count

-68.6% YoY

Avg Grant Size

$1K

-4.7% YoY

Under IRS private-foundation payout rules, Stern Family Charitable Foundation reported a distributable amount of $37 for 2024 — the minimum it must pay out in qualifying distributions.

About Stern Family Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $17K (94%)

New Jersey $1K (6%)

Share of all 16 itemized 2024 grant dollars.

States

California Colorado Connecticut Florida Illinois Massachusetts Maryland New Jersey New York Ohio Texas

Cities

BrooklynNew YorkLakewoodMonseyCedarhurstValley StreamFar RockawayWoodmereSpring ValleyLawrenceQueensFlushingKiryas JoelChicagoSuffernArlington HeightsBaltimoreBoulderEdisonHewlett

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$19,873	$1,088	$1,969
Revenue	$36,054	$62,700	$31,800
Expenses	$19,425	$66,486	$34,310
Qualifying Distributions	$18,590	$62,191	$32,362
Net Investment Income	—	—	—
Distributable Amount	$37	$44	$37

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

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

201 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Yeshivath Gesher ($5,000), Jake Walden ($3,100), Moshe Bergstein ($3,000).

Recipient	Purpose	Amount
YESHIVATH GESHER Lawrence, NY	TO SUPPORT JEWISH EDUCATION	$5,000
JAKE WALDEN Valley Stream, NY	TO SUPPORT NEEDY PEOPLE	$3,100
MOSHE BERGSTEIN Lawrence, NY	TO PROVIDE SUPPORT FOR NEEDY PEOPLE	$3,000
ESTI STERN Cedarhurst, NY	TO SUPPORT POOR SINGLE MOTHER	$1,400
KODESH SHUL Valley Stream, NY	TO SUPPORT RELIGIOUS ACTIVITIES	$1,000
NER GAVRIEL Toms River, NJ	TO SUPPORT TORAH STUDY AND RELIGIOUS ACTIVITIES	$1,000
CONGREGATION YISROEL Cedarhurst, NY	TO PROVIDE COUNSELING AND EMOTIONAL SUPPORT FOR PEOPLE	$900
MOSHE STERN Valley Stream, NY	TO PROVIDE SUPPORT FOR NEEDY PEOPLE TO SUPPORT RELIGIOUS ACTIVITIES	$600
MERCAZ CHAYILIM Woodmere, NY	TO SUPPORT RELIGIOUS ACTIVITIES	$500
OHR YOT New York, NY	TO SUPPORT POOR PEOPLE	$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Joseph Stern	Director	2	—
Miri Stern	Director	1	—
Simcha Stern	Director	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Stern Family Charitable Foundation?

Stern Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Valley Stream, NY. It holds $20K in total assets as of 2024.

How large is Stern Family Charitable Foundation?

As of 2024, Stern Family Charitable Foundation holds $20K in total assets with $36K in annual revenue. It awarded 16 grants totaling $19K in 2024.

Where does Stern Family Charitable Foundation operate?

Stern Family Charitable Foundation has awarded grants in California, Colorado, Connecticut, Florida, Illinois, Massachusetts, Maryland, New Jersey, New York, Ohio, Texas.

What size grants does Stern Family Charitable Foundation award?

In 2024, Stern Family Charitable Foundation awarded 16 grants totaling $19K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Stern Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stern Family Charitable Foundation reported a distributable amount of $37 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stern Family Charitable Foundation's EIN?

Stern Family Charitable Foundation's EIN (Employer Identification Number) is 81-4016628. IRS Form 990 filing data is available on this page for 2020–2024.