501(c)(3) charity; gifts are tax-deductible.
$9K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $7K a year · 13% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$9K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
990-PF Pt VIII
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$66K
+8% vs prior year
Spent
$95K
Net assets
$553K
By yearFY2020–FY2025
Revenue
$66K
FY2025▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$32K
FY2021$140K
FY2022−$7K
FY2023$18K
FY2024$61K
FY2025$66K
Expenses
$95K
FY2025▲ +162%
Tap a bar for its year
Expenses by fiscal year
FY2020$32K
FY2021$46K
FY2022$31K
FY2023$28K
FY2024$36K
FY2025$95K
Net assets
$553K
FY2025▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2020$512K
FY2021$606K
FY2022$568K
FY2023$558K
FY2024$582K
FY2025$553K

From the FY2025 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 87% · $83K Operating & administrative 13% · $13K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF; $9K paid to officers and key staff.

Part VII, Section A · reportable compensation
$9,229Pt VII · Sec A
See Stern Foundation executive salaries →

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Programs and updates

A private foundation based in Dallas, TX.

Questions for Stern Foundation

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 7 grants · $83K · 2025–2025
Jewish Federation of Greater Orange CntyFY2025$24,849
Amazing Grace Apostolic Faith ChFY2025$8,283
Temple Beth JacobMI · FY2025$8,283
American Heart Assn-Nys AffiliateFY2025$8,283
Catholic Charities Community ServicesFY2025$4,141
Newburgh City School DistrictFY2025$4,141

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV2
Average grantPart XV$12K
Median grantPart XV$8K
Largest grantPart XV$25K
Top cause focusNTEEFoundations & Grantmakers (14%)

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$66K
Investment income$66K
Money out
$95K
Grants paid$83K
Running costs$13K
Owns and owes
$553K
net assets
Cash and savings$27K
Total assets$553K
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$66K
Total revenue$66K
Assets in detailEnd of year
Cash and savings together$27K
Total assets$553K
Liabilities$0
Net assets$553K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $66K$95K−$29K$553K 990 PDF
FY2024 $61K$36K$25K$582K 990 PDF
FY2023 $18K$28K−$10K$558K 990 PDF
FY2022 −$7K$31K−$38K$568K 990 PDF
FY2021 $140K$46K$94K$606K 990 PDF
FY2020 $32K$32K−$5$512K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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