The Aaron and Betty Lee Stern is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 12 grants totaling $634K. Net investment income was $148K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
-14.1% YoY
Annual Giving
$634K
+17.4% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$53K
+7.6% YoY
Under IRS private-foundation payout rules, The Aaron and Betty Lee Stern reported a distributable amount of $291K for 2024 — the minimum it must pay out in qualifying distributions.
About The Aaron and Betty Lee Stern
Based on IRS filings
The Aaron and Betty Lee Stern is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 12 grants totaling $634K. Net investment income was $148K.
Focus Areas
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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 | $2,997,675 | $3,489,267 | $3,964,902 |
| Revenue | $151,523 | $82,321 | $919,792 |
| Expenses | $643,115 | $557,956 | $595,863 |
| Qualifying Distributions | $637,172 | $540,100 | $544,500 |
| Net Investment Income | $148,351 | $79,767 | $917,153 |
| Distributable Amount | $291,413 | $280,163 | $328,551 |
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 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Weil Cornell Medical College ($131,000), Film at Lincoln Center ($125,000), David Lynch Foundation ($125,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONTRIBUTIONS LESS THAN 5000 NEW YORK, NY | SUPPORT OF THE ORGANIZATION'S MISSION | $6,000 |
| UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA | SUPPORT OF THE ORGANIZATION'S MISSION | $70,000 |
| WEIL CORNELL MEDICAL COLLEGE NEW YORK, NY | SUPPORT OF THE ORGANIZATION'S MISSION | $131,000 |
| WHITNEY MUSEUM OF AMERICAN ART NEW YORK, NY | SUPPORT OF THE ORGANIZATION'S MISSION | $15,000 |
| SQUASH HAVEN NEW HAVEN, CT | SUPPORT OF THE ORGANIZATION'S MISSION | $7,000 |
| COLUMBIA UNIVERSITY NEW YORK, NY | SUPPORT OF THE ORGANIZATION'S MISSION | $25,000 |
| FILM AT LINCOLN CENTER NEW YORK, NY | SUPPORT OF THE ORGANIZATION'S MISSION | $125,000 |
| DAVID LYNCH FOUNDATION NEW YORK, NY | SUPPORT OF THE ORGANIZATION'S MISSION | $125,000 |
| BRUNSWICK SCHOOL GREENWICH, CT | SUPPORT OF THE ORGANIZATION'S MISSION | $50,000 |
| PARK AVE SYNAGOGUE NEW YORK, NY | SUPPORT OF THE ORGANIZATION'S MISSION | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JENNIFER KLEIN | TRUSTEE | 0.25 | — |
| BETTY LEE STERN | TRUSTEE | 0.5 | — |
| LAUREN ROSENKRANZ | TRUSTEE | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Aaron and Betty Lee Stern?
The Aaron and Betty Lee Stern is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENWICH, CT. It holds $3.0M in total assets as of 2024.
How large is The Aaron and Betty Lee Stern?
As of 2024, The Aaron and Betty Lee Stern holds $3.0M in total assets with $152K in annual revenue. It awarded 12 grants totaling $634K in 2024.
Where does The Aaron and Betty Lee Stern operate?
The Aaron and Betty Lee Stern has awarded grants in Connecticut, Nebraska, New Hampshire, New York, Pennsylvania, Rhode Island.
What size grants does The Aaron and Betty Lee Stern award?
In 2024, The Aaron and Betty Lee Stern awarded 12 grants totaling $634K — an average of about $53K per grant, based on its IRS Form 990 filings.
How much is The Aaron and Betty Lee Stern required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Aaron and Betty Lee Stern reported a distributable amount of $291K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Aaron and Betty Lee Stern's EIN?
The Aaron and Betty Lee Stern's EIN (Employer Identification Number) is 27-0771357. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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