The Bernard Stern Foundation
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.
Key facts about The Bernard Stern Foundation
- EIN
- 71-0899950
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $93,600
- Grants made (2024)
- 17
- Average grant
- $5,506
- Median grant
- $5,000
- New grantees (estimate)
- 24% first-time grantees (4 of 17, 2024)
- Total assets
- $1,408,576
- Primary geography
- Florida (40% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Bernard Stern Foundation funds
By grant dollars, the top recipient states for The Bernard Stern Foundation's 17 itemized 2024 grants were Florida (40%), New York (26%) and Illinois (11%). The most frequent recipient cities were New York, NY (5 grants) and Boca Raton, FL (2 grants). None of its 17 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (17 grants).
Is The Bernard Stern Foundation open to new grantees?
24%
first-time grantees, 2024
In 2024, 4 of 17 grantees (24%) were first-time recipients. First grants averaged $6K; repeat grants $5K. How we count
Medians: $8K first-time, $5K repeat.
- 59% of 2024 grantees were also funded in 2023. Method
- Giving grew 58% from 2021 to 2024. Method
- In 2024 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Bernard Stern Foundation
- How to evaluate The Bernard Stern Foundation as a funder
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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
17
+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
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.
Ready to take the next step with The Bernard Stern Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 17 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Hillel of Broward & Palm Beach ($15,000), Fau Foundation ($10,000), Jewish Federation of Palm Beach ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HILLEL OF BROWARD & PALM BEACH Davie, FL | CHARITABLE | $15,000 |
| FAU FOUNDATION Boca Raton, FL | CHARITABLE | $10,000 |
| JEWISH FEDERATION OF PALM BEACH West Palm Beach, FL | CHARITABLE | $10,000 |
| ALZHEIMERS ASSOCIATION Chicago, IL | CHARITABLE | $10,000 |
| ANTI-DEFAMATION LEAGUE New York, NY | CHARITABLE | $5,000 |
| BLADDER CANCER ADVOCACY NETWORK Bethesda, MD | CHARITABLE | $5,000 |
| FRIENDS OF THE IDF New York, NY | CHARITABLE | $5,000 |
| BIRTHRIGHT ISRAEL FOUNDATION New York, NY | CHARITABLE | $5,000 |
| ST JUDE CHILDRENS HOSPITAL Memphis, TN | CHARITABLE | $5,000 |
| HADASSAH New Yourk, NY | CHARITABLE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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.
What is The Bernard Stern Foundation's EIN?
The Bernard Stern Foundation's EIN (Employer Identification Number) is 71-0899950. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.