Sternberg Charitable Trust

LAKE SUCCESS, NY EIN: 13-7046097

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

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

1states

States

Cities

Lake Success

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
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

$0$302K$603K$905K$1M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

NAMES SEE ATTACHED SCHED…$731K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K1$100–250K$250–500K2$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
STUART L STERNBERGTRUSTEE
LISA STERNBERGTRUSTEE

Related Funders

Similar funders by location and focus area

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

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