The George And Sara Stern | Foundation Profile

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

EIN: 52-6972964

Foundation Overview

Based in Boston, MA, The George And Sara Stern has awarded 9 grants totaling $681,724 to organizations in New York and Massachusetts. Individual grants range from $40,925 to $105,421, with a median award of $75,621.

Latest Tax Year
2024
Total Giving (all years)
$681,724
Total Assets
$2,115,422
Median Grant (all grants)
$75,621

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$89,200
% No Significant Change
-5% (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
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
New York

67% of grants are awarded in New York, with additional funding distributed across 1 other locations. The foundation balances regional focus with broader geographic diversity. Within New York, funding concentrates in See List (100%).

Funding Trajectory
+118%

Strong 118% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The George And Sara Stern'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
See Attached Schedule $89,200 See List, NY, US See Schedule 2024
See Attached Schedule $93,700 See List, NY, US See Schedule 2023
See Attached Schedule $75,621 See List, NY, US See Schedule 2022
See Attached Schedule $75,621 See List, NY, US See Schedule 2022
See Attached Schedule $78,390 See List, NY, US See Schedule 2021
See Attached Schedule $69,333 See List, NY, US See Schedule 2020
See Attached Schedule $53,513 See List, MA, US See Attached Schedule 2018
See Attached Schedule $105,421 See List, MA, US See Attached Schedule 2017
See Attached Schedule $40,925 See List, MA, US See Attached Schedule 2016

Foundations Similar to The George And Sara Stern

Discover 5 foundations with comparable assets ($2,023,751-$2,237,527), 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: 04-2705767 | 4 grants awarded
$2,107,387
(≈ Similar)
$115,061
median grant
Wellesley, MA
Same state
100%
Excellent match

EIN: 05-0499622 | 8 grants awarded
$2,106,851
(≈ Similar)
$117,870
median grant
Vineyard Haven, MA
Same state
100%
Excellent match

EIN: 04-6915044 | 11 grants awarded
$2,045,204
(≈ Similar)
$50,000
median grant
Boston, MA
Same state
98%
Excellent match

EIN: 93-2683502 | 2 grants awarded
$2,023,751
(≈ Similar)
$75,000
median grant
Worcester, MA
Same state
98%
Excellent match

EIN: 04-6053493 | 19 grants awarded
$2,237,527
(≈ Similar)
$47,500
median grant
Beverly, MA
Same state
97%
Excellent match

Contact Information

Official contact details for The George And Sara Stern as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 52-6972964
Website N/A
Address 31 RUTLAND ST UNIT 1 Boston, MA 02118-0000

Key People (4)

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

Trustee Richard A Stern
Trustee David Stern
Trustee Susan Kaufman
Trustee Jeff Russell

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 George And Sara Stern 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.