The Stern Family Foundation

Nonprofit profile at a glance

EIN
954744668
IRS 990-PF coverage
2014–2024
Forms available
Form 990-PF 2024
Location
Sherman Oaks, CA, USA
Phone
8185063687
Rating
84
Verdict
STRONG
Rating confidence
Standard
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$92,597
Expenses
$121,816

Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.

Overview

Mission

Private Grantmaking Foundations

What it reported funding in 2024

The foundation reported 36 filed grant rows totaling $108,118. The stated grant purposes included to 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., to empower pet owners and local communities to reduce abandoned animal populations through spay/neuter, and transform 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., plus 19 other reported purposes.

Operating model

Revenue model
Investment-supported. 72% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 95% of its reported charitable disbursements as grants.

The verdict

STRONG - The filed numbers largely add up and the filing identifies who received its grants. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 66
  • Cost Efficiency: 89
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 59

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 66.2%; rating input score 66; 10th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 88.8%; rating input score 89; 69th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 19.06; rating input score 59; 59th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 66.2% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 59th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 10 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 36 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Endowment Health: Endowment-health comparison scored 59/100.