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

-3.0% YoY

Avg Grant Size

$1K

-6.8% YoY

Under IRS private-foundation payout rules, Stern Foundation reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.

About Stern Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $163K (67%)

Florida $44K (18%)

New Jersey $18K (7%)

California $11K (5%)

New York $2K (1%)

West Virginia $2K (1%)

North Carolina $1K (1%)

Georgia $1K (0%)

States

California Florida Georgia North Carolina New Jersey New York Virginia West Virginia

Cities

AftonAlexandriaBerryvilleBoyceBronxvilleBvoyceChapel HillCharlestonCharlottesvilleFront RoyalLexingtonMaconMarionMechanicsvilleMiddleburgMillwoodPonte Vedra BeachPowhatanRichmondRoanoke

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Grant Size Distribution

172 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Pga Tour Charities ($8,500), Pine Ridge Missionary Training Camp ($6,500), Museum of the Shenandoah Valley ($5,000).

Recipient	Purpose	Amount
ADVANCING NATIVE MISSIONS AFTON, VA	GENERAL OPERATING SUPPORT	$1,000
BARNS OF ROSE HILL BERRYVILLE, VA	GENERAL OPERATING SUPPORT	$2,000
THE BETHEL MEMORIAL MILLWOOD, VA	GENERAL OPERATING SUPPORT	$233
BLUE RIDGE SCHOOL ST GEORGE, VA	GENERAL OPERATING SUPPORT	$1,027
BLUE RIDGE WILDLIFE CENTER BOYCE, VA	GENERAL OPERATING SUPPORT	$1,028
CHRIST CHURCH MILLWOOD MILLWOOD, VA	GENERAL OPERATING SUPPORT	$560
CLARKE COUNTY CONSERVATION EASEMENT AUTHORITY BERRYVILLE, VA	GENERAL OPERATING SUPPORT	$373
CLARKE COUNTY HISTORICAL SOCIETY BERRYVILLE, VA	GENERAL OPERATING SUPPORT	$560
COLLEGIATE SCHOOL RICHMOND, VA	GENERAL OPERATING SUPPORT	$187
EPISCOPAL HIGH SCHOOL ALEXANDRIA, VA	GENERAL OPERATING SUPPORT	$200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
SIDNEY L STERN II	DIRECTOR, PRESIDENT	1	—
HENRY F STERN JR	DIRECTOR, VICE PRESIDENT	1	—
CONSTANCE S MOORE	DIRECTOR, SECRETARY, TREASURER	1	—

Frequently Asked Questions

How large is Stern Foundation?

As of 2025, Stern Foundation holds $895K in total assets with $47K in annual revenue. It awarded 32 grants totaling $47K in 2025.

Where does Stern Foundation operate?

Stern Foundation has awarded grants in California, Florida, Georgia, North Carolina, New Jersey, New York, Virginia, West Virginia.

What size grants does Stern Foundation award?

In 2025, Stern Foundation awarded 32 grants totaling $47K — an average of about $1K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2025, Stern Foundation reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.