The Stern Family Charitable Trust
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.
The Stern Family Charitable Trust at a glance
In short: The Stern Family Charitable Trust gave $86K across 8 grants in 2024 (avg $11K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $86,134
- +42.1% vs 2023
- Grants made (2024)
- 8
- +0.0% vs 2023
- Average grant
- $10,767
- +42.1% vs 2023
- Median grant
- $8,790
- Total assets
- $852,210
- -6.5% vs 2023
- Primary geography
- Massachusetts (54% 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 Stern Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Saint Joseph's University ($21K). Together the top 8 received $86K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
How The Stern Family Charitable Trust gives
- In 2024 it paid out 186% 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 2022 to 2024, annual grant giving ranged from $25K (2022) to $86K (2024). In 2024 it made 8 grants totaling $86K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Saint Joseph's University Philadelphia, PA | To provide saint joseph's university mission a strong academic and value-oriented education at the undergraduate and graduate levels, rooted in a liberal arts tradition that supports provision for career preparation and enhancement. | $20,788 |
| University of Connecticut Storrs, CT | To support university of Connecticut's mission to nationally and internationally recognize public research university, focus on excellence in teaching, research, and service. | $19,220 |
| University of Massachusetts Boston Boston, MA | To provide university of Massachusetts boston's mission to support students, advance knowledge, advance social justice, promote wellness, provide accessible healthcare, resist inequities, and partner with the community. | $15,681 |
| University of Massachusetts Amherst Amherst, MA | To support university of Massachusetts' mission to provide collaboration, community building, compassion, engagement, innovation, local and global impact, and excellence. | $12,580 |
| JB'S Keys to DMD Dover, MA | To support the mission of jb's keys to dmd which is to support the research, advocacy, clinics, and quality of life experiences for families affected by dmd. | $5,000 |
| Northeastern University Boston, MA | To support northeastern university mission to develop excellence in the students by instilling knowledge, advancing skills, and providing opportunities to transfer and enter the workforce successfully. | $4,830 |
| Emerson College Boston, MA | To support emerson college's mission to educate students to lead in the arts and communication, and to advance scholarship and creative work. | $4,785 |
| Gordon College Wenham, MA | To support gordon college's mission to graduate men and women distinguished by intellectual maturity and christian character, committed to lives of service and prepared for leadership worldwide. | $3,250 |
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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 | $852,210 | $29,548 | $89,009 | $86,134 | 8 | $86,134 | $34,953 | $46,272 |
| 2023 | $911,671 | $14,888 | $64,838 | $60,600 | 8 | $60,600 | $27,131 | $43,250 |
| 2022 | $961,621 | $-8,319 | $30,060 | $25,000 | 3 | $28,050 | $6,269 | $47,515 |
| 2021 | $1,000,000 | $1,000,000 | — | — | — | — | — | $2,024 |
Under IRS private-foundation payout rules, The Stern Family Charitable Trust reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Stern Family Charitable Trust's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Brianna Stern
Trustee
On filings since 2021
No compensation reported
Carlie Stern
Trustee
On filings since 2021
No compensation reported
Jessica Stern
Trustee
On filings since 2021
No compensation reported
Larry Stern
Trustee
On filings since 2021
No compensation reported
Sonja Stern
Trustee
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "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 Stern Family Charitable Trust
How much does The Stern Family Charitable Trust give each year?
The Stern Family Charitable Trust gave $86K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $61K across 8 grants.
What is The Stern Family Charitable Trust's typical grant size?
The Stern Family Charitable Trust's median grant in 2024 was $8,790, and its average grant was $10,767, across 8 grants on its 2024 IRS Form 990-PF.
Where does The Stern Family Charitable Trust give grants?
The Stern Family Charitable Trust gives mostly in Massachusetts: 54% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Pennsylvania (24%) and Connecticut (22%). The most frequent recipient cities were Boston, MA (3 grants).
Does The Stern Family Charitable Trust give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on The Stern Family Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support.
Who are The Stern Family Charitable Trust's largest grantees?
The Stern Family Charitable Trust's largest 2024 grantees include Saint Joseph's University ($20,788), University of Connecticut ($19,220) and University of Massachusetts Boston ($15,681), according to its 2024 IRS Form 990-PF. Together they received 65% of its itemized 2024 grant dollars.
How large is The Stern Family Charitable Trust?
The Stern Family Charitable Trust reported $852K in total assets on its 2024 IRS Form 990-PF. It paid out $86K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets).
What is The Stern Family Charitable Trust?
The Stern Family Charitable Trust is a private foundation focused on Education, based in Foxboro, MA. It holds $852K in total assets as of 2024.
What is The Stern Family Charitable Trust's EIN?
The Stern Family Charitable Trust's EIN (Employer Identification Number) is 87-4113949. IRS Form 990 filing data is available on this page for 2021–2024.
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 2021–2024
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