Stern Foundation

MECHANICSVILLE, VA EIN: 54-0847408

Stern Foundation is a private foundation, based in MECHANICSVILLE, VA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $895K in total assets. In 2025, it awarded 32 grants totaling $47K. Net investment income was $40K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$895K

-1.3% YoY

Annual Giving

$47K

-9.6% YoY

Grant Count

32

-3.0% YoY

Avg Grant Size

$1K

-6.8% YoY

About Stern Foundation

Based on IRS filings

Stern Foundation is a private foundation, based in MECHANICSVILLE, VA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $895K in total assets. In 2025, it awarded 32 grants totaling $47K. Net investment income was $40K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

AftonAlexandriaBerryvilleBoyceBronxvilleBvoyceChapel HillCharlestonCharlottesvilleFront RoyalLexingtonMaconMarionMechanicsvilleMiddleburgMillwoodPonte Vedra BeachPowhatanRichmondRoanoke

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$24K$47K$71K$94K20212022202320242025
Metric202520242023
Total Assets$895,346$907,202$883,386
Revenue$46,518$85,803$35,093
Expenses$58,374$61,987$50,899
Qualifying Distributions$50,885$53,458$42,532
Net Investment Income$39,796$78,455$31,467
Distributable Amount$49,624$48,360$52,868

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$39K$52K36 grants202138 grants202233 grants202333 grants202432 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

PGA TOUR CHARITIES$9KPINE RIDGE MISSIONARY TR…$7KMUSEUM OF THE SHENANDOAH…$5KFRIENDS OF ISRAEL$4KBARNS OF ROSE HILL$2KJEWS FOR JESUS$2KTHE VALENTINE$2KGRACE AND HOLY TRINITY C…$1KST CATHERINE'S SCHOOL$1KSTEP RICHMOND$1K

Grant Size Distribution

172 grants across all recorded years

172<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
SIDNEY L STERN IIDIRECTOR, PRESIDENT1
HENRY F STERN JRDIRECTOR, VICE PRESIDENT1
CONSTANCE S MOOREDIRECTOR, SECRETARY, TREASURER1

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

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