The Stern Family Charitable Trust

Foundation · Grantmaker FOXBORO, MA EIN: 87-4113949

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

+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

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $121K (71%)

Pennsylvania $31K (18%)

Connecticut $19K (11%)

States

Connecticut Massachusetts Pennsylvania

Cities

AmherstBostonDoverFoxboroughMansfieldPhiladelphiaStorrsWenham

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Education

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.