The Stern Family Charitable Trust is a private foundation focused on Education, based in FOXBORO, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $852K in total assets. In 2024, it awarded 8 grants totaling $86K. Net investment income was $35K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$852K
-6.5% YoY
Annual Giving
$86K
+42.1% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$11K
+42.1% YoY
About The Stern Family Charitable Trust
Based on IRS filings
The Stern Family Charitable Trust is a private foundation focused on Education, based in FOXBORO, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $852K in total assets. In 2024, it awarded 8 grants totaling $86K. Net investment income was $35K.
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 | $852,210 | $911,671 | $961,621 |
| Revenue | $29,548 | $14,888 | $-8,319 |
| Expenses | $89,009 | $64,838 | $30,060 |
| Qualifying Distributions | $86,134 | $60,600 | $28,050 |
| Net Investment Income | $34,953 | $27,131 | $6,269 |
| Distributable Amount | $46,272 | $43,250 | $47,515 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LARRY STERN | TRUSTEE | — | — |
| SONJA STERN | TRUSTEE | — | — |
| JESSICA STERN | TRUSTEE | — | — |
| BRIANNA STERN | TRUSTEE | — | — |
| CARLIE STERN | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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