The Bernard Stern Foundation

BOCA RATON, FL EIN: 71-0899950

The Bernard Stern Foundation is a private foundation, based in BOCA RATON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 17 grants totaling $94K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-10.1% YoY

Annual Giving

$94K

+31.8% YoY

Grant Count

+54.5% YoY

Avg Grant Size

$6K

-14.7% YoY

Under IRS private-foundation payout rules, The Bernard Stern Foundation reported a distributable amount of $105K for 2024 — the minimum it must pay out in qualifying distributions.

About The Bernard Stern Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $195K (55%)

New York $89K (25%)

Tennessee $20K (5%)

Maryland $18K (5%)

California $15K (4%)

Illinois $10K (3%)

Georgia $4K (1%)

District of Columbia $3K (1%)

+1 more states

States

California District of Columbia Florida Georgia Illinois Maryland New York Pennsylvania Tennessee

Cities

AtlantaBethesdaBoca RatonBoynton BeachChicagoDavieDeerfield BeachJacksonvilleLos AngelesMargateMemphisMiami BeachNew YorkNew YourkPalmettoPhiladelphiaWashingtonWest Palm Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,408,576	$1,566,399	$1,723,203
Revenue	$48,782	$22,770	$42,635
Expenses	$202,266	$189,709	$187,305
Qualifying Distributions	$128,680	$109,048	$105,455
Net Investment Income	—	—	—
Distributable Amount	$105,074	$103,969	$109,665

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

75 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hillel of Broward & Palm Beach ($15,000), Fau Foundation ($10,000), Jewish Federation of Palm Beach ($10,000).

Recipient	Purpose	Amount
ANTI-DEFAMATION LEAGUE NEW YORK, NY	CHARITABLE	$5,000
BLADDER CANCER ADVOCACY NETWORK BETHESDA, MD	CHARITABLE	$5,000
FAU FOUNDATION BOCA RATON, FL	CHARITABLE	$10,000
HILLEL OF BROWARD & PALM BEACH DAVIE, FL	CHARITABLE	$15,000
FRIENDS OF THE IDF NEW YORK, NY	CHARITABLE	$5,000
PLAY FOR PINK NEW YORK, NY	CHARITABLE	$2,000
BIRTHRIGHT ISRAEL FOUNDATION NEW YORK, NY	CHARITABLE	$5,000
ST JUDE CHILDRENS HOSPITAL MEMPHIS, TN	CHARITABLE	$5,000
IN JACOB'S SHOES DEERFIELD BEACH, FL	CHARITABLE	$2,000
HADASSAH NEW YOURK, NY	CHARITABLE	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ELLEN STERN	DIRECTOR	—	$50,000
ELISSA PAGAN	DIRECTOR	—	$24,000

Frequently Asked Questions

How large is The Bernard Stern Foundation?

As of 2024, The Bernard Stern Foundation holds $1.4M in total assets with $49K in annual revenue. It awarded 17 grants totaling $94K in 2024.

Where does The Bernard Stern Foundation operate?

The Bernard Stern Foundation has awarded grants in California, District of Columbia, Florida, Georgia, Illinois, Maryland, New York, Pennsylvania, Tennessee.

What size grants does The Bernard Stern Foundation award?

In 2024, The Bernard Stern Foundation awarded 17 grants totaling $94K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is The Bernard Stern Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bernard Stern Foundation reported a distributable amount of $105K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.