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.
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
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
**
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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
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 |
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
152 grants across all recorded years
Open Grants
1 open opportunity from Stern Sidney Memorial Tuw
Giving History
Grant recipients and amounts by year
No grants recorded for .
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 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
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Stern Sidney Memorial Tuw on Grantable?
- Assess strategic fit with your organization
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