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The Stern Family Foundation

SHERMAN OAKS, CA EIN: 95-4744668 Website

The Stern Family Foundation is a private 501(c)(3) grantmaking foundation based in Beverly Hills, California (with operations also noted in Sherman Oaks, CA). Established in August 1999, the foundation operates as a charitable trust designed to provide resources for individuals who have encountered adversity and to assist in opening pathways toward success.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

-1.5% YoY

Annual Giving

$108K

-69.1% YoY

Grant Count

36

-16.3% YoY

Avg Grant Size

$3K

-63.1% YoY

Under IRS private-foundation payout rules, The Stern Family Foundation reported a distributable amount of $171K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to lend a hand to those whose circumstances have not provided a level playing field of opportunities for success. The organization states that its grants and scholarships are focused on causes that have touched the foundation's life and can make meaningful, immediate, and direct impact on individuals and their communities.

Primary funding areas include:

  • Educational scholarships
  • Individual hardship assistance
  • Targeted community giving
  • Educational programs
  • Animal protection programs
  • Human welfare programs
  • Medical research and treatment programs
  • Wilderness protection programs
  • Veterans services

Grantmaking

The foundation makes grants in the form of educational scholarships, individual hardship assistance, and community giving. Recent grant activity shows the foundation made 48 grants in 2024.

Grant Range

s:** Typical awards range from $200 to $200,852, with recent grants including:

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Geographic Focus

Where this funder awards grants

The foundation primarily funds in California, Massachusetts, and the District of Columbia.

Grant Distribution by State

24states
+16 more states

Cities

AlamedaAmericusAnaheimAnnandaleArlingtonAustinBalsamBaltimoreBanderaBeavertonBeverly HillsBishopBoiseBostonChicagoChicoChino HillsClaremontCollege GroveColorado Springs

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $2,060,987
  • Total Giving: $108,118
  • Total Revenues: $92,597
  • Total Expenses: $121,816

As of 2023:

  • Total Assets: $2.09 million
  • Total Revenues: $79.8k
  • Total Expenses: $355k
  • Total Liabilities: $0
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$123K$245K$368K$490K20202021202220232024
Metric202420232022
Total Assets$2,060,987$2,091,393$2,366,662
Revenue$92,597$79,800$178,001
Expenses$121,816$354,626$80,141
Qualifying Distributions$113,656$351,706$70,999
Net Investment Income$60,430$55,712$57,651
Distributable Amount$170,938$146,600$146,360

Giving Over Time

Total grant dollars and number of grants per year

$0$88K$175K$263K$350K48 grants202038 grants202131 grants202243 grants202336 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CALIBRATE EARTH$12KCALVARY BAPTIST CHURCH$12KDIRECT RELIEF - CALIFORN…$10KCAMPBELL HALL SCHOOL$8KCOLLEGE GROVE ELEMENTARY…$8KIMACA$5KWORLD CENTRAL KITCHEN$5KHEROES LINKED - MVAT FOU…$4KHUMANITY HALE$4KSOAR INC$4K

Grant Size Distribution

196 grants across all recorded years

193<$50K$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Calibrate Earth ($12,000), Calvary Baptist Church ($11,681), Direct Relief - California Wildfire ($10,000).

RecipientPurposeAmount
ACCESS 4 BIKES FOUNDATION WOODACRE, CATO MOTIVATE AND EMPOWER MARIN MOUNTAIN BIKERS TO ACT IN THEIR OWN SELF-INTEREST, TO GET FAIR AND REASONABLE ACCESS TO OUR PUBLIC TRAILS AND TO PRESERVE THE EXPERIENCE OF TRAIL RIDING FOR FUTURE GENERATIONS.$1,250
BETTERTOGETHER FOREVER GLENDALE, CATO EMPOWER PET OWNERS AND LOCAL COMMUNITIES TO REDUCE ABANDONED ANIMAL POPULATIONS THROUGH SPAY/NEUTER$500
CALIBRATE EARTH PASADENA, CATRANSFORM THE LIVES OF YOUNG PEOPLE FROM UNDERSERVED COMMUNITIES, PARTICULARLY THE DESCENDANTS OF AMERICAN SLAVERY, BY PROVIDING SAFE, EQUITABLE, HUMANITARIAN SPACES WHERE THEIR WHOLE SELVES ARE VALUED, WHERE THEY CAN EXPERIENCE ENGAGEMENT, EMPOWERMENT, AND EMOTIONAL THRIVING.$12,000
CALIFORNIA FIRE FOUNDATION SACRAMENTO, CAPROVIDES EMOTIONAL AND FINANCIAL ASSISTANCE TO FAMILIES OF FALLEN FIREFIGHTERS, FIREFIGHTERS AND THE COMMUNITIES THEY PROTEC$1,000
CALIFORNIA TROUT SAN FRANCISCO, CATO PROTECT WILDERNESS$1,250
CALVARY BAPTIST CHURCH WASHINGTON, DCRELIGIOUS PROGRAMS$11,681
CAMPBELL HALL SCHOOL STUDIO CITY, CAEDUCATIONAL PROGRAMS$8,000
CITY OF HOPE IRVINE, CAMEDICAL RESEARCH AND TREATMENT PROGRAMS$1,500
COLLEGE GROVE ELEMENTARY SCHOOL PTO COLLEGE GROVE, CASUCCESSFUL STUDENTS MAKE SUCCESSFUL SCHOOLS WHICH MAKE THRIVING COMMUNITIES.$8,000
COLLEGE TRACK OAKLAND, CAINSPIRE ALL STUDENTS TO DEVELOP THE BELIEF THAT THEY HAVE THE ABILITY, AND RESPONSIBILITY, TO INFLUENCE THEIR OWN DESTINY.$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JODY S LINDELLDIRECTOR / BOARD CHAIRMAN1
SHELLEY STERN KRIEGLERDIRECTOR / PRESIDENT2
TAFFY J STERNDIRECTOR / BOARD MEMBER1
STACEY L STERN-VON BERGDIRECTOR / CFO0.25
KAREN LEWISDIRECTOR / VICE PRESIDENT1
NICOLE VON-BERGDIRECTOR / SECRETARY1
MEGAN ROWEDIRECTOR / BOARD MEMBER1

Recent News & Activity

Recent developments and announcements

2025

The foundation announced congratulations to its 2025 Scholarship Recipients, with applications for new candidates opening January 1, 2026 through April 1, 2026.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The Stern Family Foundation fund?

The foundation's mission is to lend a hand to those whose circumstances have not provided a level playing field of opportunities for success. The organization states that its grants and scholarships are focused on causes that have touched the foundation's life and can make meaningful, immediate, and direct impact on individuals and their communities. Primary funding areas include: • Educational scholarships • Individual hardship assistance • Targeted community giving • Educational programs • An…

How do I apply for a grant from The Stern Family Foundation?

The foundation makes grants in the form of educational scholarships, individual hardship assistance, and community giving. Recent grant activity shows the foundation made 48 grants in 2024. **Grant Sizes:** Typical awards range from $200 to $200,852, with recent grants including: • $12,000 to Calibrate A Non Profit Corporation • $11,681 to Calvary Burmese Baptist Church • $8,000 to College Grove Elementary School PTO **Scholarship Program:** The foundation operates a "Scholarship for Perseveran…

Where does The Stern Family Foundation make grants?

The foundation primarily funds in California, Massachusetts, and the District of Columbia.

What size grants does The Stern Family Foundation award?

In 2024, The Stern Family Foundation awarded 36 grants totaling $108K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Stern Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Stern Family Foundation reported a distributable amount of $171K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Stern Family Foundation's EIN?

The Stern Family Foundation's EIN (Employer Identification Number) is 95-4744668. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in The Stern Family Foundation's focus areas in our free grants database

Related Funders

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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