The Herbert and Marsha Stern
The Herbert and Marsha Stern is a private foundation focused on Education, based in Palm Beach Gardens, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $44K in total assets. In 2025, it awarded 1 grant totaling $5K. Net investment income was $262.
The Herbert and Marsha Stern at a glance
In short: The Herbert and Marsha Stern gave $5K across 1 grant in 2025 (avg $5K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $5,000
- +0.0% vs 2024
- Median grant
- $5,000
- Total assets
- $44,438
- +0.6% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Herbert and Marsha Stern funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Hebrew Free Loan Society Inc ($5K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Herbert and Marsha Stern gives
- Giving grew 67% from 2022 to 2025. Method
- In 2025 it paid out 107% 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 2021 to 2025, annual grant giving ranged from $2K (2021) to $5K (2025). In 2025 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hebrew Free Loan Society Inc New York, NY | Unrestricted Grant to Support the Organization's Exempt Purpose. | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $44,438 | $5,412 | $5,150 | $5,000 | 1 | $5,000 | $262 | $4,666 |
| 2024 | $44,176 | $5,396 | $5,150 | $5,000 | 1 | $5,000 | $246 | $4,110 |
| 2023 | $43,930 | $3,380 | $3,220 | $3,000 | 1 | $3,000 | $230 | $3,428 |
| 2022 | $43,770 | $2,864 | $3,150 | $3,000 | 1 | $3,000 | $214 | $3,135 |
| 2021 | $44,056 | $2,499 | $2,182 | $2,000 | 1 | $2,030 | $349 | $2,765 |
| 2020 | $43,739 | $43,889 | $150 | — | — | — | $164 | $1,327 |
Under IRS private-foundation payout rules, The Herbert and Marsha Stern reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Herbert and Marsha Stern is led by Herbert J. Stern, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Herbert J. Stern
President
On filings since 2020
1 hr/week
No compensation reported
Kevin M. Kilcullen
Vice President
On filings since 2020
1 hr/week
No compensation reported
Marsha K. Stern
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Herbert and Marsha Stern
How much does The Herbert and Marsha Stern give each year?
The Herbert and Marsha Stern gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.
How large is The Herbert and Marsha Stern?
The Herbert and Marsha Stern reported $44K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What is The Herbert and Marsha Stern?
The Herbert and Marsha Stern is a private foundation focused on Education, based in Palm Beach Gardens, FL. It holds $44K in total assets as of 2025.
Where does The Herbert and Marsha Stern operate?
The Herbert and Marsha Stern has awarded grants in Florida, New York.
What is The Herbert and Marsha Stern's EIN?
The Herbert and Marsha Stern's EIN (Employer Identification Number) is 84-5041067. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Herbert and Marsha Stern funds
Education Open opportunities, soonest deadline first.
- Creative Impact Grants $500 - $2,500 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Herbert and Marsha Stern's focus areas in our free grants database
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