The B & B Stern Foundation Inc
The B & B Stern Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE WORTH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 4 grants totaling $170K. Net investment income was $300K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
+2.4% YoY
Annual Giving
$170K
+49.9% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$43K
+124.9% YoY
Under IRS private-foundation payout rules, The B & B Stern Foundation Inc reported a distributable amount of $197K for 2024 — the minimum it must pay out in qualifying distributions.
About The B & B Stern Foundation Inc
Based on IRS filings
The B & B Stern Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE WORTH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 4 grants totaling $170K. Net investment income was $300K.
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 | $2,988,478 | $2,917,315 | $2,969,181 |
| Revenue | $354,855 | $167,604 | $79,813 |
| Expenses | $283,692 | $211,807 | $255,163 |
| Qualifying Distributions | $226,489 | $163,251 | $203,103 |
| Net Investment Income | $299,652 | $119,096 | $31,541 |
| Distributable Amount | $197,136 | $179,141 | $183,703 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Alpert Jewish Family Service ($100,000), Georgia Tech Foundation ($40,000), Society for the History of Technology ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GEORGIA TECH FOUNDATION ATLANTA, GA | EDUCATIONAL PURPOSE | $40,000 |
| Alpert Jewish Family Service West Palm Beach, FL | Charitable Purpose | $100,000 |
| Canine Companions Orlando, FL | charitable purpose | $5,000 |
| Society for the History of Technology Dearborn, MI | Charitable Purpose | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN M STERN | DIRECTOR | — | $20,000 |
| L REED CATLETT | DIRECTOR | — | $40,000 |
| STEVEN B KAUFMAN | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The B & B Stern Foundation Inc?
The B & B Stern Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE WORTH, FL. It holds $3.0M in total assets as of 2024.
How large is The B & B Stern Foundation Inc?
As of 2024, The B & B Stern Foundation Inc holds $3.0M in total assets with $355K in annual revenue. It awarded 4 grants totaling $170K in 2024.
Where does The B & B Stern Foundation Inc operate?
The B & B Stern Foundation Inc has awarded grants in Florida, Georgia, Michigan, New York, Pennsylvania.
What size grants does The B & B Stern Foundation Inc award?
In 2024, The B & B Stern Foundation Inc awarded 4 grants totaling $170K — an average of about $43K per grant, based on its IRS Form 990 filings.
How much is The B & B Stern Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The B & B Stern Foundation Inc reported a distributable amount of $197K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The B & B Stern Foundation Inc's EIN?
The B & B Stern Foundation Inc's EIN (Employer Identification Number) is 65-1150831. 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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