Stern Family Foundation
Stern Family Foundation is a private foundation, based in Columbia, SC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $205K in total assets. Net investment income was $13K.
Key facts about Stern Family Foundation
- EIN
- 20-8015847
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $205,199
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$205K
+6.9% YoY
Revenue
$15K
+186.8% YoY
Net Investment Income
$13K
+196.0% YoY
Expenses
$2K
+16.2% YoY
Under IRS private-foundation payout rules, Stern Family Foundation reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
How Stern Family Foundation gives
- In 2023 it paid out 867% of its IRS minimum distribution (the 5% rule). 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
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $7K (2019) to $101K (2023). In 2023 it made 1 grant totaling $101K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 1 grant of 2 (50%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $205,199 | $191,910 | $188,093 |
| Revenue | $14,886 | $5,191 | $3,171 |
| Expenses | $1,597 | $1,374 | $102,534 |
| Qualifying Distributions | — | — | $100,908 |
| Net Investment Income | $13,339 | $4,506 | $4,852 |
| Distributable Amount | $10,800 | $10,190 | $11,633 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 22, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 30, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Stern Family Foundation is led by William H. Stern, President, Treasurer & Director on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
William H. Stern
President, Treasurer & Director
On filings since 2019
0.5 hrs/week
No compensation reported
Brian J. Stern
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Jason A. Stern
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Linda C. Stern
Vice President, Secretary & Director
On filings since 2019
0.5 hrs/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 Stern Family Foundation
How large is Stern Family Foundation?
Stern Family Foundation reported $205K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $15K.
Where does Stern Family Foundation operate?
Stern Family Foundation has awarded grants in South Carolina.
How much is Stern Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Stern Family Foundation reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stern Family Foundation's EIN?
Stern Family Foundation's EIN (Employer Identification Number) is 20-8015847. 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.
Here's the math on researching Stern Family Foundation by hand.
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