Ta Stern Foundation
Ta Stern Foundation is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $553K in total assets. In 2025, it awarded 7 grants totaling $83K. Net investment income was $59K.
Ta Stern Foundation at a glance
In short: Ta Stern Foundation gave $83K across 7 grants in 2025 (avg $12K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $82,829
- +234.5% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $11,833
- +234.5% vs 2024
- Median grant
- $8,283
- Total assets
- $553,371
- -5.0% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ta Stern Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was United Way of Orange County ($25K). Together the top 7 received $83K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Ta Stern Foundation gives
- Giving grew 368% from 2022 to 2025. Method
- In 2025 it paid out 277% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2022) to $83K (2025). In 2025 it made 7 grants totaling $83K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way of Orange County Poughkeepsie, NY | Unrestricted General | $24,849 |
| Jewish Federation of Greater Orange Cnty Newburgh, NY | Unrestricted General | $24,849 |
| American Heart Assn-NYS Affiliate Syracuse, NY | Unrestricted General | $8,283 |
| Temple Beth Jacob Newburgh, NY | Unrestricted General | $8,283 |
| Amazing Grace Apostolic Faith Ch Newburgh, NY | Unrestricted General | $8,283 |
| Newburgh City School District Newburgh, NY | Unrestricted General | $4,141 |
| Catholic Charities Community Services Goshen, NY | Unrestricted General | $4,141 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $553,371 | $66,324 | $95,436 | $82,829 | 7 | $87,121 | $59,147 | $31,436 |
| 2024 | $582,271 | $61,428 | $36,407 | $24,762 | 7 | $29,047 | $53,697 | $31,501 |
| 2023 | $557,831 | $17,786 | $27,989 | $17,694 | 5 | $21,532 | $9,490 | $28,645 |
| 2022 | $568,261 | $-6,817 | $31,327 | $17,694 | 5 | $21,622 | $4,562 | $29,010 |
| 2021 | $606,418 | $139,977 | $46,171 | $33,933 | 7 | $38,261 | $132,051 | $32,184 |
| 2020 | $511,884 | $32,093 | $32,098 | $22,126 | 5 | — | $25,564 | $28,184 |
Under IRS private-foundation payout rules, Ta Stern Foundation reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ta Stern Foundation's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$10K (2021) → $9K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $9K, to Bank of America (Trustee).
Frequently asked questions about Ta Stern Foundation
How much does Ta Stern Foundation give each year?
Ta Stern Foundation gave $83K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 7 grants.
What is Ta Stern Foundation's typical grant size?
Ta Stern Foundation's median grant in 2025 was $8,283, and its average grant was $11,833, across 7 grants on its 2025 IRS Form 990-PF.
Where does Ta Stern Foundation give grants?
Ta Stern Foundation gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newburgh, NY (4 grants).
Does Ta Stern Foundation give general operating support?
Yes: 100% of Ta Stern Foundation's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ta Stern Foundation's largest grantees?
Ta Stern Foundation's largest 2025 grantees include United Way of Orange County ($24,849), Jewish Federation of Greater Orange Cnty ($24,849) and American Heart Assn-NYS Affiliate ($8,283), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Ta Stern Foundation?
Ta Stern Foundation reported $553K in total assets on its 2025 IRS Form 990-PF. It paid out $87K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is Ta Stern Foundation's EIN?
Ta Stern Foundation's EIN (Employer Identification Number) is 14-6016750. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Ta Stern Foundation's focus areas in our free grants database
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