The George and Sara Stern
The George and Sara Stern is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grant totaling $89K. Net investment income was $184K.
The George and Sara Stern at a glance
In short: The George and Sara Stern gave $89K across 1 grant in 2024 (avg $89K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $89,200
- -4.8% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $89,200
- -4.8% vs 2023
- Median grant
- $89,200
- Total assets
- $1,594,237
- +4.0% vs 2023
- Primary geography
- New York (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The George and Sara Stern funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
How The George and Sara Stern gives
- Giving held roughly steady from 2021 to 2024 (+14%). Method
- In 2024 it paid out 121% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $69K (2020) to $94K (2023). In 2024 it made 1 grant totaling $89K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Schedule See List, NY | See Schedule | $89,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,594,237 | $194,404 | $131,036 | $89,200 | 1 | $120,568 | $183,936 | $99,877 |
| 2023 | $1,533,020 | $35,782 | $133,303 | $93,700 | 1 | $124,202 | $43,963 | $99,325 |
| 2022 | $1,630,541 | $63,698 | $118,609 | $75,621 | 1 | $105,221 | $54,490 | $107,908 |
| 2021 | $1,685,452 | $198,391 | $121,654 | $78,390 | 1 | $106,713 | $188,186 | $111,772 |
| 2020 | $1,608,715 | $131,288 | $105,465 | $69,333 | 1 | — | $123,841 | $104,447 |
Under IRS private-foundation payout rules, The George and Sara Stern reported a distributable amount of $100K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The George and Sara Stern's 2024 filing lists 4 officers; all 4 officers listed in 2024 are compensated.
Officers on the 2024 filing
David Stern
Trustee
On filings since 2020
4 hrs/week
$8K (2020) → $8K (2024)
Jeff Russell
Trustee
On filings since 2020
2 hrs/week
$4K (2020) → $4K (2024)
Richard A. Stern
Trustee
On filings since 2020
4 hrs/week
$8K (2020) → $8K (2024)
Susan Kaufman
Trustee
On filings since 2020
4 hrs/week
$8K (2020) → $8K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $8K, to Richard a Stern (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about The George and Sara Stern
How much does The George and Sara Stern give each year?
The George and Sara Stern gave $89K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $94K across 1 grant.
How large is The George and Sara Stern?
The George and Sara Stern reported $1.6M in total assets on its 2024 IRS Form 990-PF. It paid out $121K in qualifying distributions that year, against a required minimum of $100K (roughly 5% of its investment assets).
Where does The George and Sara Stern operate?
The George and Sara Stern has awarded grants in New York.
What is The George and Sara Stern's EIN?
The George and Sara Stern's EIN (Employer Identification Number) is 52-6972964. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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