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· Private foundation

Robert and Adele Stern Foundation

Its FY2026 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$357k
Granted FY2026still arriving
12
Grants FY2026still arriving
4
States reached
$100k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Health$125kEducation$115kReligion$100kHuman Services$55kPhilanthropy$45kInternational$40kFood & Nutrition$25kPublic Safety & Disaster$20kOther$0
02FY2026 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2026

  • Under $10k5 grants · $24k
  • $10k–50k4 grants · $133k
  • $50k–250k3 grants · $200k
$40,000
Median grant
4
States reached
$7.9M
Total assets
Largest grants
RecipientAmount
THE CALCULUS PROJECT$100,000
RARE VILLAGE FOUNDATION$50,000
RARE VILLAGE FOUNDATION$50,000
SONOMA COUNTY LIBRARY FOUNDATION$40,000
RARE VILLAGE FOUNDATION$40,000
SAVE THE REDWOODS LEAUGE$40,000
CHRIST CHURCH UNITED METHODIST$13,000
CONGREGATION BETH DAVID OF SAN LUIS OBISPO$5,000
PEOPLE'S SELF HELP HOUSING CORPORATION$5,000
REDWOOD EMPIRE FOOD BANK$5,000
NATIONAL DISASTER SEARCH DOG FOUNDATION$5,000
CUESTA COLLEGE FOUNDATION$4,400
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY21–26) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 49% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 10%THE CALCULUS PROJECT: $100k → 7%CONGREGATION SHOMREI TORAH: $35k → 9%Cuesta College Nursing Scholarship: $4k → 10%SAVE THE REDWOODS LEAUGE: $40k → 10%PEOPLE'S SELF HELP HOUSING CORPORATION: $5k → 12%CHILDREN'S HOSPITAL LOS ANGELES: $35k → 14%Planned Parenthood CA Central Coast: $5k → 14%PIONEER ELEMENTARY SCHOOL: $3k → 16%PLANNED PARENTHOOD FOUNDATION OF AMERICA: $35k → 17%RARE VILLAGE FOUNDATION: $50k → 5%Jewish United Fund of Chicago: $25k → 14%HIAS: $40k → 8%CHRIST CHURCH UNITED METHODIST: $13k → 15%THE CALCULUS PROJECT: $50k → 7%CONGREGATION SHOMREI TORAH: $30k → 9%NATIONAL DISASTER SEARCH DOG FOUNDATION: $5k → 10%SCHOLARMATCH: $30k → 10%PEOPLE'S SELF HELP HOUSING CORPORATION: $5k → 12%PASADENA HUMANE SOCIETY & SPCA: $20k → 14%DAVIS MUSICAL THEATRE COMPANY: $3k → 16%RARE VILLAGE FOUNDATION: $50k → 5%Jewish United Fund of Chicago: $20k → 14%CONGREGATION SHOMREI TORAH: $10k → 9%NATIONAL DISASTER SEARCH DOG FOUNDATION: $5k → 10%SLO Food Bank: $5k → 12%Los Angeles Regional Food Bank: $20k → 14%RARE VILLAGE FOUNDATION: $40k → 5%REDWOOD EMPIRE FOOD BANK: $5k → 9%NATIONAL DISASTER SEARCH DOG FOUNDATION: $5k → 10%PEOPLE'S SELF HELP HOUSING CORPORATION: $5k → 12%Salvation Army Red Shield: $25k → 14%National Search Dog Foundation: $5k → 10%PEOPLE'S SELF HELP HOUSING CORPORATION: $2k → 12%COLLEGE VIEW SCHOOL: $10k → 14%NATIONAL DISASTER SEARCH DOG FOUNDATION: $5k → 10%People Self Help Housing: $2k → 12%CEDARS SINAI MEDICAL CENTER: $50k → 14%CONGREGATION BETH DAVID OF SAN LUIS OBISPO: $5k → 12%FOOTHILL UNITY CENTER: $5k → 14%Congregation Beth David: $5k → 12%FOOTHILL UNITY CENTER: $3k → 14%CONGREGATION BETH DAVID OF SAN LUIS OBISPO: $5k → 12%FOOTHILL UNITY CENTER: $3k → 14%CONGREGATION BETH DAVID OF SAN LUIS OBISPO: $5k → 12%Salvation Army Community Center: $20k → 14%CONGREGATION BETH DAVID OF SAN LUIS OBISPO: $5k → 12%Congregation Beth David: $5k → 12%Cuesta College Foundation: $4k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

41%of every dollar goes to organizations it has funded before.
$376k · 9 repeat orgs$542k to everyone else

Grantees it renews have grown median revenue +33% since the first grant, against +5% for those funded once.

9 repeat relationships: 5 still active in FY2026, 4 since wound down; 5 grantees were first funded in FY2026 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
15

Total granted

$376k
$304k

Median revenue growth · since first grant

+33%
+5%

Still filing today

67%
60%

New vs renewed · share of each year

In FY2026, 33% of grant dollars renewed an existing relationship; $238k went to new ones.

50%100%’21’22’23’24’25’26
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24’25’26
HealthEducationFood & NutritionEnvironmentInternationalAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CP
    CALCULUS PROJECT INC
    2× · 2025–2026 · $150k · revenue +184%
  • JU
    JEWISH UNITED FUND OF METROPOLITAN CHICAGO
    2× · 2021–2022 · $45k · revenue +33%
  • PS
    PEOPLE'S SELF HELP HOUSING CORP
    5× · 2022–2026 · $19k · revenue +53%

Funded once

  • CEDARS-SINAI MEDICAL CENTER
    one grant, 2025 · $50k · revenue 0%
  • HI
    HIAS INC
    one grant, 2023 · $40k · revenue +22%
  • PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    one grant, 2024 · $35k · revenue +5%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
2
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
3
Second Harvest of Silicon Valley

To realize our vision of a hunger free community we will provide more food, healthy food and better access to food. we will leverage our own resources and also work with partners in the community.

Food & Nutrition
4
Food Forward Inc

Food forward fights hunger and prevents food waste by rescuing fresh surplus produce, connecting this abundance with people experiencing food insecurity, and inspiring others to do the same.

Food & Nutrition
5
San Francisco Food Bank

To end hunger in san francisco and marin counties by soliciting food donations nationally, distributing this food to qualifying public service agencies and neighborhood pantries, advocating for improved government food programs, and…

—
6
Central California Food Bank

Ccfb is dedicated to ending hunger, working with over 200 partner agencies to provide food to those experiencing hunger. our mission: transforming lives together, in the passionate pursuit to end hunger in central ca - one meal, one…

Food & Nutrition
7
California Farmlink

As a community development financial institution, we invest in the prosperity and well-being of farmers, ranchers, and fishers who have limited access to financial resources. see schedule o for more information.

Education
8
Sutter Bay Medical Foundation

Mission statement: mission: caring for our patients first and our people always. vision: to be the most comprehensive, integrated and connected health system for getting and staying well. values: excellence - we deliver high-quality,…

Health
9
Sutter Bay Hospitals

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
10
Foodbank of Santa Barbara County Inc

To end hunger and transform the health of our community by providing nourishment to those in need by acquiring and distributing safe nutritious food via local agencies and by providing education to solve hunger and nutritional problems in…

Food & Nutrition
11
Usc Credit Union

To provide financial services to our core membership. our core membership is the faculty, staff, students, and alumni of the university of southern california.

—
12
Second Harvest Food Bank Santa Cruz County

Second harvest food bank's mission is to end hunger and malnutrition by educating and involving the community.

Food & Nutrition
How this is measured
The grantee most central to the portfolio’s shape is Redwood Empire Food Bank; the most unlike its peers is Davis Musical Theatre Company. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

19 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 19 of the 29 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
19/19
Grantees still filing
14/19
Grew since first funded

Where the money sits, by cause and then by grantee

RARE VILLAGE FOUNDATION: $140,000 · HealthRARE VILLAGE FOUNDATIONCEDARS-SINAI MEDICAL CENTER: $50,000 · HealthCEDARS-SINAI MEDICAL CENTERPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $35,000 · HealthPLANNED PARENTHOOD FEDERATION OF AM…Children's Hospital Los Angeles: $35,000 · HealthChildren's Hospital Los AngelesNATIONAL DISASTER SEARCH DOG FOUNDATION: $25,000 · HealthNATIONAL DISASTER SEARCH DOG FOUNDA…SANTA ROSA REFORM JEWISH CONGREGATION INC: $75,000 · OtherSANTA ROSA REFORM JEWISH CONGREGATI…Sonoma County Library Foundation: $40,000 · OtherSonoma County Library FoundationSalvation Army Red Shield: $25,000 · OtherSalvation Army Red ShieldSalvation Army Community Center: $20,000 · OtherSalvation Army Community CenterCONGREGATION BETH DAVID OF SAN LUIS OBISPO: $20,000 · OtherCONGREGATION BETH DAVID OF SAN LUIS…LOS ANGELES REGIONAL FOOD BANK: $20,000 · OtherLOS ANGELES REGIONAL FOOD BANKCHRIST CHURCH UNITED METHODIST: $13,000 · OtherFOOTHILL UNITY CENTER INC: $10,000 · OtherCONGREGATION BETH DAVID: $10,000 · OtherCOLLEGE VIEW SCHOOL: $10,000 · OtherPEOPLE'S SELF HELP HOUSING CORP: $19,000 · OtherPEOPLE'S SELF HELP HOUSING CORP+6 more: $24,400 · Other+6 moreCALCULUS PROJECT INC: $150,000 · EducationCALCULUS PROJECT INCSCHOLARMATCH INC: $30,000 · EducationSCHOLARMATCH INCCUESTA COLLEGE FOUNDATION: $22,000 · EducationCUESTA COLLEGE FOUNDATIO…JEWISH UNITED FUND OF METROPOLITAN CHICAGO: $45,025 · PhilanthropySAVE THE REDWOODS LEAGUE: $40,000 · EnvironmentHIAS INC: $40,000 · InternationalPASADENA HUMANE: $20,000 · Animals
Health$285,000Other$286,400Education$202,000Philanthropy$45,025Environment$40,000International$40,000Animals$20,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCEDARS-SINAI MEDICAL CENTER: $50,000 over 1y, 0.0% of budgetJEWISH UNITED FUND OF METROPOLITAN CHICAGO: $45,025 over 2y, 0.0% of budgetHIAS INC: $40,000 over 1y, 0.1% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $35,000 over 1y, 0.0% of budgetChildren's Hospital Los Angeles: $35,000 over 1y, 0.0% of budgetSCHOLARMATCH INC: $30,000 over 1y, 0.7% of budgetNATIONAL DISASTER SEARCH DOG FOUNDATION: $25,000 over 5y, 0.1% of budgetCUESTA COLLEGE FOUNDATION: $22,000 over 5y, 0.1% of budgetPASADENA HUMANE: $20,000 over 1y, 0.1% of budgetLOS ANGELES REGIONAL FOOD BANK: $20,000 over 1y, 0.0% of budgetPEOPLE'S SELF HELP HOUSING CORP: $19,000 over 5y, 0.0% of budgetFOOTHILL UNITY CENTER INC: $10,000 over 3y, 0.0% of budgetFOOD BANK COALITION OF SAN LUIS OBISPO COUNTY: $5,000 over 1y, 0.0% of budgetDAVIS MUSICAL THEATRE COMPANY: $2,500 over 1y, 0.6% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Community Foundation San Luis ObispoCA13.6× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation San Luis Obispo · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Robert and Adele Stern Foundation funds: left to right is the share of its income from government, bottom to top the share from Robert and Adele Stern Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 88%
  • Hias Inc: 88% of income from government
no gov moneyreceives it· size = income
1get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 29 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2026, released 2026. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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