Leo & Marjorie Stern Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Leo & Marjorie Stern Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 13-6084394
Foundation Overview
Based in Paradise Valley, AZ, Leo & Marjorie Stern Foundation has awarded 26 grants totaling $420,943 to organizations in New York, Texas and 5 other states across the US. Individual grants range from $100 to $196,301, with a median award of $877.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
42% of grants are awarded in Arizona, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within Arizona, funding concentrates in Phoenix (100%).
Funding Trajectory
Strong 1198% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on general purposes (75%) and education, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Leo & Marjorie Stern Foundation'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 |
|---|---|---|---|---|
| Alzheimer's Association | $125 | Phoenix, AZ, US | Charitable Purpose | 2023 |
| Princeton University | $196,301 | Princeton, NJ, US | Charitable Purpose | 2023 |
| Alzheimer's Association | $125 | Phoenix, AZ, US | Charitable Purpose | 2023 |
| Princeton University | $196,301 | Princeton, NJ, US | Charitable Purpose | 2023 |
| Anti-defamation League | $4,000 | New York, NY, US | Charitable Purpose | 2021 |
| Cll Global Research Foundation | $1,500 | Houston, TX, US | Charitable Purpose | 2021 |
| Friends Of Public Radio Az | $2,000 | Phoenix, AZ, US | Charitable Purpose | 2021 |
| Harvard University | $500 | Cambridge, MA, US | Harvard Business School For The Class Of 1962 Mba Program Innovation Fund | 2021 |
| International Myeloma Foundation | $100 | North Hollywood, CA, US | Charitable Purpose | 2021 |
| Md Anderson Cancer Center | $500 | Houston, TX, US | Charitable Purpose | 2021 |
| Multiple Myeloma Research Foundation | $1,000 | Norwalk, CT, US | Charitable Purpose | 2021 |
| Planned Parenthood | $100 | New York, NY, US | Charitable Purpose | 2021 |
| Arizona Opera | $2,500 | Phoenix, AZ, US | Chartiable Purpose | 2020 |
| Phoenix Art Museum | $754 | Phoenix, AZ, US | Charitable Purpose | 2020 |
| Anti-defamation League | $450 | New York, NY, US | Charitable Purpose | 2018 |
| Arizona Theatre Company | $600 | Phoenix, AZ, US | Charitable Purpose | 2018 |
| Cll Global Research Foundation | $1,000 | Houston, TX, US | Charitable Purpose | 2018 |
| Desert Botanical Garden | $1,000 | Phoenix, AZ, US | Charitable Purpose | 2018 |
| Arizona Pbs | $500 | Phoenix, AZ, US | Charitable Purpose | 2018 |
| Friends Of Public Radio Az | $1,000 | Phoenix, AZ, US | Charitable Purpose | 2018 |
| Harvard University | $500 | Cambridge, MA, US | Harvard Business School For The Class Of 1962 Mba Program Innovation Fund | 2018 |
| International Myeloma Foundation | $100 | North Hollywood, CA, US | Charitable Purpose | 2018 |
| Multiple Myeloma Research Foundation | $3,000 | Norwalk, CT, US | Charitable Purpose | 2018 |
| Phoenix Art Museum | $1,387 | Phoenix, AZ, US | Charitable Purpose | 2018 |
| Phoenix Chamber Music Society | $5,100 | Phoenix, AZ, US | Charitable Purpose | 2018 |
| Princeton University | $500 | Princeton, NJ, US | Charitable Purpose | 2018 |
Foundations Similar to Leo & Marjorie Stern Foundation
Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in AZ 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 |
|---|---|---|---|---|
|
Marlin Charitable Trust
EIN: 04-6838065 | 29 grants awarded |
$0
(≈ Similar) |
$1,000
median grant |
Peoria, AZ
Same state |
|
|
Prayer Child Foundation
EIN: 03-0558277 | 33 grants awarded |
$0
(≈ Similar) |
$845
median grant |
Mesa, AZ
Same state |
|
|
Gerald Abell Foundation Inc
EIN: 13-4011765 | 46 grants awarded |
$0
(≈ Similar) |
$500
median grant |
Prescott, AZ
Same state |
|
|
Alexander And Adelaide Burnham Foundation
EIN: 11-3565583 | 8 grants awarded |
$0
(≈ Similar) |
$1,250
median grant |
Sun City West, AZ
Same state |
|
|
Henry Family Foundation
EIN: 02-0516848 | 138 grants awarded |
$0
(≈ Similar) |
$1,500
median grant |
Fountain Hills, AZ
Same state |
|
Related Foundation Resources in AZ:
Contact Information
Official contact details for Leo & Marjorie Stern Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 13-6084394 |
| Website | N/A |
| Address | 7547 N LAKESIDE LN Paradise Vly, AZ 85253-2857 |
Key People (4)
Board members, trustees, and key staff who oversee Leo & Marjorie Stern Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Richard D Stern |
|---|---|
| Trustee | Phyllis Stern |
| Trustee | Andrew H Stern |
| Trustee | Marjorie Stern Jackson |
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 Leo & Marjorie Stern Foundation 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.