The Stern Family Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Stern Family Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 87-4113949

Foundation Overview

Based in Foxboro, MA, The Stern Family Charitable Trust has awarded 22 grants totaling $196,734 to organizations in Massachusetts, Pennsylvania and 1 other state across the US. Individual grants range from $3,000 to $20,788, with a median award of $9,500.

Latest Tax Year
2024
Total Giving (all years)
$196,734
Total Assets
$936,520
Median Grant (all grants)
$9,500

Latest Form 990-PF Snapshot

Total Grants
8
Median Grant
$8,790
% Median Grant Growth
+12% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 38%

3 of 8 recipients (38%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Massachusetts

86% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Boston (26%), Foxborough (21%), Dover (21%).

Funding Trajectory
+245%

Strong 245% growth in annual giving over 2 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Education + 2 others

Diversified giving across multiple program areas with primary emphasis on education (54%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Stern Family Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Emerson College $4,785 Boston, MA, US To Support Emerson College's Mission To Educate Students To Lead In The Arts And Communication, And To Advance Scholarship And Creative Work. 2024
Gordon College $3,250 Wenham, MA, US 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. 2024
Jb's Keys To Dmd $5,000 Dover, MA, US 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. 2024
Saint Joseph's University $20,788 Philadelphia, PA, US 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. 2024
University Of Massachusetts Amherst $12,580 Amherst, MA, US To Support University Of Massachusetts' Mission To Provide Collaboration, Community Building, Compassion, Engagement, Innovation, Local And Global Impact, And Excellence. 2024
University Of Massachusetts Boston $15,681 Boston, MA, US 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. 2024
University Of Connecticut $19,220 Storrs, CT, US To Support University Of Connecticut's Mission To Nationally And Internationally Recognize Public Research University, Focus On Excellence In Teaching, Research, And Service. 2024
Northeastern University $4,830 Boston, MA, US 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. 2024
Jb's Keys To Dmd $5,000 Dover, MA, US 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. 2023
Gordon College $6,500 Wenham, MA, US 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. 2023
Emerson College $9,000 Boston, MA, US To Support Emerson College's Mission To Educate Students To Lead In The Arts And Communication, And To Advance Scholarship And Creative Work. 2023
Friends Of Foxboro Fire $3,000 Foxborough, MA, US To Support Friends Of Foxboro Fire Department's Mission To Be A Leader In Prevention, Mitigation, And Response To All Hazards. 2023
Foxboro Recreational Department $10,000 Foxborough, MA, US To Support Foxboro Recreational Department's Mission Of Improving The Lives Of Foxboro Residents By Offering Safe And Welcoming Parks And Recreation Facilities, Affordable And Diverse Recreation And Cultural Opportunities For All Ages, And Opportunities For All People To Play, Learn, And Build Community. 2023
University Of Massachusetts $6,750 Amherst, MA, US To Support University Of Massachusetts' Mission To Provide Collaboration, Community Building, Compassion, Engagement, Equity, Inclusion, Innovation, Local And Global Impact, And Excellence. 2023
Saint Joseph's University $10,350 Philadelphia, PA, US 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. 2023
University Of Massachusetts Boston $10,000 Boston, MA, US 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. 2023
Foxborough Discretionary Fund $10,000 Foxborough, MA, US To Support The Food Pantry's Mission To Provide Food And Household Items To The Foxborough Community. 2022
Our Daily Bread Mansfield's Food Pantry $5,000 Mansfield, MA, US To Support The Food Pantry's Mission To Provide Food And Household Items To The Mansfield Community. 2022
Jb's Keys To Dmd $10,000 Dover, MA, US 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. 2022
Foxborough Discretionary Fund $10,000 Foxborough, MA, US To Support The Food Pantry's Mission To Provide Food And Household Items To The Foxborough Community. 2022
Our Daily Bread Mansfield's Food Pantry $5,000 Mansfield, MA, US To Support The Food Pantry's Mission To Provide Food And Household Items To The Mansfield Community. 2022
Jb's Keys To Dmd $10,000 Dover, MA, US 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. 2022

Foundations Similar to The Stern Family Charitable Trust

Discover 5 foundations with comparable assets ($923,017-$947,106), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 04-3453095 | 10 grants awarded
$935,513
(≈ Similar)
$10,000
median grant
Watertown, MA
Same state
100%
Excellent match

EIN: 04-6956281 | 33 grants awarded
$940,319
(≈ Similar)
$10,000
median grant
Weston, MA
Same state
100%
Excellent match

EIN: 47-7106346 | 67 grants awarded
$947,106
(≈ Similar)
$10,000
median grant
Westwood, MA
Same state
99%
Excellent match

EIN: 87-3930083 | 5 grants awarded
$924,417
(≈ Similar)
$15,000
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 20-6447289 | 22 grants awarded
$923,017
(≈ Similar)
$5,000
median grant
Edgartown, MA
Same state
99%
Excellent match

Contact Information

Official contact details for The Stern Family Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 87-4113949
Website N/A
Address 6 MARY WAY Foxboro, MA 02035-0000

Key People (5)

Board members, trustees, and key staff who oversee The Stern Family Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Larry Stern
Trustee Sonja Stern
Trustee Jessica Stern
Trustee Brianna Stern
Trustee Carlie Stern

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Stern Family Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.