Stern Memorial Fund a

PENNINGTON, NJ EIN: 95-6050141

Stern Memorial Fund a is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 13 grants totaling $53K. Net investment income was $59K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

-0.2% YoY

Annual Giving

$53K

+23.3% YoY

Grant Count

13

+8.3% YoY

Avg Grant Size

$4K

+13.8% YoY

Under IRS private-foundation payout rules, Stern Memorial Fund a reported a distributable amount of $57K for 2024 — the minimum it must pay out in qualifying distributions.

About Stern Memorial Fund a

Based on IRS filings

Stern Memorial Fund a is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 13 grants totaling $53K. Net investment income was $59K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

AlexandriaDallasDenverDuarteLos AngelesNew YorkW HollywoodWashingtonWestlake VillageWhite Plains

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31K$63K$94K$126K20202021202220232024
Metric202420232022
Total Assets$1,006,923$1,008,841$997,763
Revenue$74,327$76,670$41,676
Expenses$76,632$64,161$68,088
Qualifying Distributions$59,587$49,109$56,635
Net Investment Income$58,532$61,124$31,977
Distributable Amount$57,497$51,621$54,268

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$27K$40K$53K13 grants202013 grants202113 grants202212 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ASPCA$6KJEWISH ORPHANS HOME$6KBRAILLE INSTITUTE OF AME…$6KMY STUFF BAGS FOUNDATION$6KBREATHE CALIFORNIA OF LA$5KJEWISH FEDERATIONS OF NO…$4KCITY OF HOPE$4KMARCH OF DIMES$4KNATIONAL JEWISH HOSPITAL$3KUNIVERSITY OF COLORADO C…$3K

Grant Size Distribution

64 grants across all recorded years

64<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Aspca ($6,000), Jewish Orphans Home ($6,000), Braille Institute of America ($5,500).

RecipientPurposeAmount
ASPCA NEW YORK, NYUNRESTRICTED GENERAL$6,000
JEWISH FEDERATIONS OF NORTH AMERICA INC NEW YORK, NYUNRESTRICTED GENERAL$4,000
UNITED WAY WORLDWIDE ALEXANDRIA, VAUNRESTRICTED GENERAL$2,500
MARCH OF DIMES WHITE PLAINS, NYUNRESTRICTED GENERAL$3,500
HUMANE SOCIETY OF THE UNITED STATES WASHINGTON, DCUNRESTRICTED GENERAL$2,500
NATIONAL JEWISH HOSPITAL DENVER, COUNRESTRICTED GENERAL$3,000
HEARTS & BONES ANIMAL RESCUE DALLAS, TXUNRESTRICTED GENERAL$2,500
UNIVERSITY OF COLORADO CANCER CTR FUND DENVER, COUNRESTRICTED GENERAL$3,000
BRAILLE INSTITUTE OF AMERICA LOS ANGELES, CAUNRESTRICTED GENERAL$5,500
BREATHE CALIFORNIA OF LA LOS ANGELES, CAUNRESTRICTED GENERAL$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

DON BILSONTRUSTEE$3K

From 2024 filing

NameTitleHoursCompensation
DON BILSONTRUSTEE4$3,000

Frequently Asked Questions

How large is Stern Memorial Fund a?

As of 2024, Stern Memorial Fund a holds $1.0M in total assets with $74K in annual revenue. It awarded 13 grants totaling $53K in 2024.

Where does Stern Memorial Fund a operate?

Stern Memorial Fund a has awarded grants in California, Colorado, District of Columbia, New York, Texas, Virginia.

What size grants does Stern Memorial Fund a award?

In 2024, Stern Memorial Fund a awarded 13 grants totaling $53K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Stern Memorial Fund a required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stern Memorial Fund a reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stern Memorial Fund a's EIN?

Stern Memorial Fund a's EIN (Employer Identification Number) is 95-6050141. IRS Form 990 filing data is available on this page for 2020–2024.

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

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