Stern Sidney Memorial Tuw
The Sidney Stern Memorial Trust is a private charitable trust established in 1974 through the will of S. Sidney Stern. The Trust operates as a grantmaking foundation focused on supporting non-profit organizations that demonstrate substantial and meaningful impact on their target populations and contribute to the general welfare.
Key facts about Stern Sidney Memorial Tuw
- EIN
- 95-6495222
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,103,500
- Grants made (2025)
- 236
- Average grant
- $4,676
- Median grant
- $3,500
- Total assets
- $18,967,705
- Primary geography
- California (48% of itemized 2025 grant dollars)
- How to apply
- Applications accepted year-round with rolling deadlines. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Stern Sidney Memorial Tuw funds
By grant dollars, the top recipient states for Stern Sidney Memorial Tuw's 236 itemized 2025 grants were California (48%), Hawaii (13%) and New York (8%). The most frequent recipient cities were Los Angeles, CA (41 grants), Honolulu, HI (18 grants), New York, NY (16 grants) and Washington, DC (5 grants). 100% of grants with a stated purpose were for general or operating support.
How Stern Sidney Memorial Tuw gives
- 45% of 2025 grantees were also funded in 2024. Method
- Giving fell 40% from 2022 to 2025. Method
- In 2025 it paid out 126% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Stern Sidney Memorial Tuw
- How to evaluate Stern Sidney Memorial Tuw as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$19.0M
+2.0% YoY
Annual Giving
$1.1M
+2.4% YoY
Grant Count
236
-6.3% YoY
Avg Grant Size
$5K
+9.4% YoY
Under IRS private-foundation payout rules, Stern Sidney Memorial Tuw reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The Trust supports non-profit organizations with demonstrated effectiveness and significant community impact. Priority funding areas include:
- Education
- Youth summer camps
- Socio-economic equity and equality
- Food security
- Legal justice
- Medical research and care
- Arts and arts education
- Scientific research
- Higher education
- Social service agencies, including aid to the handicapped
- Youth and child welfare agencies
- Scientific and medical organizations, including health associations
- Cultural programs
The Board of Advisors does not discriminate on the basis of ethnicity, race, gender, sexual orientation, or religion.
Grantmaking
Review Cycle
- Reviewed during regularly scheduled Board meetings
How to Apply
**
Ready to take the next step with Stern Sidney Memorial Tuw?
Geographic Focus
Where this funder awards grants
The Trust primarily funds organizations in California, New York, and Hawaii, with some national giving. Grants are limited to projects within the United States.
Grant Distribution by State
Share of all 236 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving (2025):
- Total assets: $19,000,000
- Total revenue: $1,910,000
- Total expenses: $1,540,000
- Total liabilities: $0
Assets & Giving (2024):
- Total assets: $23,000,000
- Total distributions: $1,400,000
Assets & Giving (2023):
- Total assets: $18,648,727
- Total revenues: $965,982
- Total expenses: $1,853,202
Income Sources:
- Investment income and dividends
- Net gains from sale of non-inventory assets
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $18,967,705 | $18,592,000 | $18,648,727 |
| Revenue | $1,909,329 | $1,429,463 | $965,982 |
| Expenses | $1,544,155 | $1,502,198 | $1,853,202 |
| Qualifying Distributions | $1,376,541 | $1,366,988 | $1,637,652 |
| Net Investment Income | $1,767,320 | $1,287,571 | $764,983 |
| Distributable Amount | $1,094,959 | $1,039,811 | $989,915 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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
789 grants across all recorded years
Open Grants
1 open opportunity from Stern Sidney Memorial Tuw
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include The UCLA Foundation ($63,000), University of Hawaii Foundation ($60,750), Adventure Rabbi Trips ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE UCLA FOUNDATION Los Angeles, CA | GENERAL OPERATING | $63,000 |
| UNIVERSITY OF HAWAII FOUNDATION Honolulu, HI | GENERAL OPERATING | $60,750 |
| ADVENTURE RABBI TRIPS Beverly Hills, CO | GENERAL OPERATING | $15,000 |
| DUNN SCHOOL Los Olivos, CA | GENERAL OPERATING | $15,000 |
| SWARTHMORE COLLEGE Swathmore, PA | GENERAL OPERATING | $14,750 |
| HILLEL THE FDN FOR JEWISH CAMPUS LIFE Honolulu, HI | GENERAL OPERATING | $11,500 |
| WESLEYAN UNIVERSITY Middletown, CT | GENERAL OPERATING | $10,000 |
| PERFORMANCE ZONE INC New York, NY | GENERAL OPERATING | $10,000 |
| CREDIT DO INC South Orange, NJ | GENERAL OPERATING | $10,000 |
| WORKING WARDROBES FOR A NEW START Santa Ana, CA | GENERAL OPERATING | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Trustee: Wells Fargo Bank N.A. (compensation: $130,000)
- Board of Advisors: Reviews all funding proposals and manages grant distribution
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Wells Fargo Bank N a | Trustee | 1 | $129,974 |
Recent News & Activity
Recent developments and announcements
The Trust has made recent grants to educational institutions and cultural organizations, including support for Towson University programs and the Warbirds Museum in Paso Robles. The Trust continues to accept applications throughout the year and maintains active grantmaking operations.
Warbirds Museum receives grant from Sidney Stern Memorial Trust - Paso RoblesSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Stern Sidney Memorial Tuw fund?
The Trust supports non-profit organizations with demonstrated effectiveness and significant community impact. Priority funding areas include: • Education • Youth summer camps • Socio-economic equity and equality • Food security • Legal justice • Medical research and care • Arts and arts education • Scientific research • Higher education • Social service agencies, including aid to the handicapped • Youth and child welfare agencies • Scientific and medical organizations, including health associat…
How do I apply for a grant from Stern Sidney Memorial Tuw?
Applications accepted year-round with rolling deadlines. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Stern Sidney Memorial Tuw make grants?
The Trust primarily funds organizations in California, New York, and Hawaii, with some national giving. Grants are limited to projects within the United States.
What size grants does Stern Sidney Memorial Tuw award?
In 2025, Stern Sidney Memorial Tuw awarded 236 grants totaling $1.1M — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Stern Sidney Memorial Tuw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Stern Sidney Memorial Tuw reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stern Sidney Memorial Tuw's EIN?
Stern Sidney Memorial Tuw's EIN (Employer Identification Number) is 95-6495222. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Stern Sidney Memorial Tuw's focus areas in our free grants database
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.