Sternberg Charitable Trust
Sternberg Charitable Trust is a private foundation, based in LAKE SUCCESS, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $19.1M in total assets. In 2024, it awarded 1 grants totaling $731K. Net investment income was $2.3M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$19.1M
+8.5% YoY
Annual Giving
$731K
-19.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$731K
-19.8% YoY
Under IRS private-foundation payout rules, Sternberg Charitable Trust reported a distributable amount of $851K for 2024 — the minimum it must pay out in qualifying distributions.
About Sternberg Charitable Trust
Based on IRS filings
Sternberg Charitable Trust is a private foundation, based in LAKE SUCCESS, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $19.1M in total assets. In 2024, it awarded 1 grants totaling $731K. Net investment income was $2.3M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $19,131,391 | $17,625,430 | $18,573,066 |
| Revenue | $2,303,060 | $24,078 | $-135,212 |
| Expenses | $797,099 | $971,714 | $1,060,005 |
| Qualifying Distributions | $736,837 | $917,275 | $1,025,365 |
| Net Investment Income | $2,267,798 | $279,375 | $234,112 |
| Distributable Amount | $851,122 | $777,293 | $859,340 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Names See Attached Schedule #1 ($731,162).
| Recipient | Purpose | Amount |
|---|---|---|
| NAMES SEE ATTACHED SCHEDULE #1 LAKE SUCCESS, NY | THE PURPOSE OF THE CASH CONTRIBUTIONS IS TO AID EACH DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTION. | $731,162 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STUART L STERNBERG | TRUSTEE | — | — |
| LISA STERNBERG | TRUSTEE | — | — |
Frequently Asked Questions
How large is Sternberg Charitable Trust?
As of 2024, Sternberg Charitable Trust holds $19.1M in total assets with $2.3M in annual revenue. It awarded 1 grants totaling $731K in 2024.
Where does Sternberg Charitable Trust operate?
Sternberg Charitable Trust has awarded grants in New York.
What size grants does Sternberg Charitable Trust award?
In 2024, Sternberg Charitable Trust awarded 1 grants totaling $731K — an average of about $731K per grant, based on its IRS Form 990 filings.
How much is Sternberg Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sternberg Charitable Trust reported a distributable amount of $851K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sternberg Charitable Trust's EIN?
Sternberg Charitable Trust's EIN (Employer Identification Number) is 13-7046097. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Sternberg Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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