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
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.
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
Among its reported 2024 grants, the largest include Saint Joseph's University ($20,788), University of Connecticut ($19,220), University of Massachusetts Boston ($15,681).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| 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 |
| 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 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 |
| 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 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 |
| 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 |
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
Frequently Asked Questions
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.
How large is The Stern Family Charitable Trust?
As of 2024, The Stern Family Charitable Trust holds $852K in total assets with $30K in annual revenue. It awarded 8 grants totaling $86K in 2024.
Where does The Stern Family Charitable Trust operate?
The Stern Family Charitable Trust has awarded grants in Connecticut, Massachusetts, Pennsylvania.
What size grants does The Stern Family Charitable Trust award?
In 2024, The Stern Family Charitable Trust awarded 8 grants totaling $86K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is The Stern Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Stern Family Charitable Trust reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Stern Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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