Ta Stern Foundation
Ta Stern Foundation is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $582K in total assets. In 2024, it awarded 7 grants totaling $25K. Net investment income was $54K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$582K
+4.4% YoY
Annual Giving
$25K
+39.9% YoY
Grant Count
7
+40.0% YoY
Avg Grant Size
$4K
-0.0% YoY
Under IRS private-foundation payout rules, Ta Stern Foundation reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
About Ta Stern Foundation
Based on IRS filings
Ta Stern Foundation is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $582K in total assets. In 2024, it awarded 7 grants totaling $25K. Net investment income was $54K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $582,271 | $557,831 | $568,261 |
| Revenue | $61,428 | $17,786 | $-6,817 |
| Expenses | $36,407 | $27,989 | $31,327 |
| Qualifying Distributions | $29,047 | $21,532 | $21,622 |
| Net Investment Income | $53,697 | $9,490 | $4,562 |
| Distributable Amount | $31,501 | $28,645 | $29,010 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United Way of Orange County ($6,635), Jewish Federation of Greater Orange Cnty ($6,635), American Heart Assn-nys Affiliate ($3,534).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY OF ORANGE COUNTY POUGHKEEPSIE, NY | UNRESTRICTED GENERAL | $6,635 |
| AMERICAN HEART ASSN-NYS AFFILIATE SYRACUSE, NY | UNRESTRICTED GENERAL | $3,534 |
| TEMPLE BETH JACOB NEWBURGH, NY | UNRESTRICTED GENERAL | $2,212 |
| JEWISH FEDERATION OF GREATER ORANGE CNTY NEWBURGH, NY | UNRESTRICTED GENERAL | $6,635 |
| AMAZING GRACE APOSTOLIC FAITH CH Newburgh, NY | UNRESTRICTED GENERAL | $3,534 |
| NEWBURGH CITY SCHOOL DISTRICT NEWBURGH, NY | UNRESTRICTED GENERAL | $1,106 |
| CATHOLIC CHARITIES COMMUNITY SERVICES GOSHEN, NY | UNRESTRICTED GENERAL | $1,106 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $9,211 |
Frequently Asked Questions
How large is Ta Stern Foundation?
As of 2024, Ta Stern Foundation holds $582K in total assets with $61K in annual revenue. It awarded 7 grants totaling $25K in 2024.
Where does Ta Stern Foundation operate?
Ta Stern Foundation has awarded grants in Florida, New York.
What size grants does Ta Stern Foundation award?
In 2024, Ta Stern Foundation awarded 7 grants totaling $25K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Ta Stern Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ta Stern Foundation reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ta Stern Foundation'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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