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· Private foundation

Sol Stern and Rose Stern Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$195k
Granted FY2025still arriving
19
Grants FY2025still arriving
1
States reached
$50k
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Religion$447kEducation$342kHuman Services$214kFood & Nutrition$124kHealth$73kAnimals$50kPhilanthropy$40kInternational$3kOther$0
02FY2025 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k10 grants · $34k
  • $10k–50k9 grants · $161k
$7,000
Median grant
1
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
CONGREGATION SHERITH ISRAEL$49,500
AKIVA SCHOOL$32,000
SEXUAL ASSAULT CENTER$12,500
GILDA'S CLUB$12,500
SECOND HARVEST FOOD BANK$12,500
GORDON JEWISH COMMUNITY CENTER$11,500
JEWISH MIDDLE SCHOOL$10,000
JEWISH FEDERATION$10,000
JEWISH FAMILY SERVICES$10,000
WEST END SYNAGOGUE$7,000
KEHILLA HIGH SCHOOL$5,000
NASHVILLE POLICE & PUBLIC SAFETY$5,000
NASHVILLE ZOO$5,000
Individual grant recipient$3,000
BOOK EM$2,500
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:

Its human-services grants (FY17–25, $103k) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%THE STORE: $3k → 14%THE STORE: $3k → 14%THE STORE: $2k → 14%ALIVE HOSPICE: $3k → 14%GORDON JEWISH COMMUNITY CENTER: $15k → 14%GORDON JEWISH COMMUNITY CENTER: $15k → 14%GORDON JEWISH COMMUNITY CENTER: $13k → 14%GORDON JEWISH COMMUNITY CENTER: $12k → 14%GORDON JEWISH COMMUNITY CENTER: $10k → 14%GORDON JEWISH COMMUNITY CENTER: $10k → 14%GORDON JEWISH COMMUNITY CENTER: $9k → 14%GORDON JEWISH COMMUNITY CENTER: $6k → 14%GORDON JEWISH COMMUNITY CENTER: $4k → 14%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.

98%of every dollar goes to organizations it has funded before.
$1.3M · 15 repeat orgs$23k to everyone else

15 repeat relationships: 14 still active in FY2025, 1 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
6

Total granted

$1.3M
$11k

Still filing today

40%
0%

New vs renewed · share of each year

In FY2025, 94% of grant dollars renewed an existing relationship; $12k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Human ServicesHealthAnimalsEducationOther
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

  • AS
    AKIVA SCHOOL
    9× · 2017–2025 · $269k · revenue +97%
  • JC
    JEWISH COMMUNITY CENTER OF NASHVILLE
    9× · 2017–2025 · $93k · revenue +34%
  • SA
    SEXUAL ASSAULT CENTER
    9× · 2017–2025 · $53k · revenue +97%

Funded once

  • IG
    Individual grant recipient
    one grant, 2020 · $4k
  • UM
    UKRAINE MISSION DEV INTL
    one grant, 2022 · $3k
  • CF
    CONSERVANCY FOR CENTENNIAL PARK
    one grant, 2022 · $2k
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
Nashville Public Radio

Nashville public radio is a non-profit, non-commercial public media service. nashville public radio's mission is to create and deliver content essential to understanding your world.

Arts & Culture
2
Nashville Public Media Inc

Providing non-partisan journalism from an independent, nonprofit newsroom for tn.

Arts & Culture
3
Arts and Business Council of Greater Nashville Inc

Arts & business council of greater nashville supports and promotes the arts by driving collaboration between arts and business that contribute to the creativity, vitality, and prosperity of greater nashville/the regions/the city.

Crime & Legal
4
Nashville Safe Haven Family Shelter Inc

Lead our community's efforts to house and support families experiencing homelessness.

Housing & Shelter
5
Nashville Academy of Medicine

To promote physician health, practice health, and community health for physician practices.

Community Improvement
6
Nashville Bar Association

Nashville bar association is organized to improve the practice of law through education, service & fellowship

—
7
The Nasdaq Entrepreneurial Center Inc

Deliver world-class resources and mentoring to enable every entrepreneur across the globe to realize their maximum potential.

Arts & Culture
8
Tennessee Performing Arts Center (Tpac)

Create experiences through performing arts; provide arts entertainment/education to tn

Arts & Culture
9
National Association for College

Empowering college admission counseling professionals through education, advocacy, and community.

Education
10
Avivo

Increase well-being through recovery & career advancement while working to end homelessness.

Human Services
11
America's Newspapers

To represent, promote and advance the interest of those in the newspaper industry

Employment
12
National Public Radio Inc
Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Nashville Police & Public Safety; the most unlike its peers is Akiva School. 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

7 grantees tracked through their own filings, 2017–2025.

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 2025, not grant rows in a single year, so this will not match the grant count on the cover. 7 of the 26 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)
3
Early backer (in before they grew)
7/7
Grantees still filing
7/7
Grew since first funded

Where the money sits, by cause and then by grantee

CONGREGATION SHERITH ISRAEL: $366,000 · OtherCONGREGATION SHERITH ISRAELAKIVA SCHOOL: $268,700 · OtherAKIVA SCHOOLSECOND HARVEST FOOD BANK: $105,500 · OtherSECOND HARVEST FOOD BANKJEWISH FEDERATION: $95,500 · OtherJEWISH FEDERATIONJEWISH FAMILY SERVICES: $90,500 · OtherJEWISH FAMILY SERVICESJEWISH MIDDLE SCHOOL: $42,500 · Other+14 more: $114,090 · Other+14 moreJEWISH COMMUNITY CENTER OF NASHVILLE: $92,500 · Human ServicesJEWISH CO…THE STORE INC: $8,300 · Human ServicesTHE STORE…+1 more: $2,500 · Human ServicesSEXUAL ASSAULT CENTER: $52,500 · HealthNASHVILLE ZOO INC: $49,500 · AnimalsBook Em: $11,000 · Education
Other$1,082,790Human Services$103,300Health$52,500Animals$49,500Education$11,000

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

25%50%75%100%$10Mgrantee revenue →↑ funder's share of their budgetAKIVA SCHOOL: $268,700 over 9y, 1.8% of budgetJEWISH COMMUNITY CENTER OF NASHVILLE: $92,500 over 9y, 0.2% of budgetSEXUAL ASSAULT CENTER: $52,500 over 9y, 0.3% of budgetNASHVILLE ZOO INC: $49,500 over 9y, 0.0% of budgetBook Em: $11,000 over 8y, 0.3% of budgetTHE STORE INC: $8,300 over 3y, 0.3% 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.

  • Who funds AKIVA SCHOOL ↗
  • Who funds JEWISH COMMUNITY CENTER OF NASHVILLE ↗
  • Who funds SEXUAL ASSAULT CENTER ↗
  • Who funds NASHVILLE ZOO INC ↗
  • Who funds Book Em ↗
  • Who funds THE STORE INC ↗
  • Who funds ALIVE HOSPICE INC ↗

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 of Middle Tennessee IncTN17× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation of Middle Tennessee Inc · The Annette & Irwin Eskind Family Foundation · Hca Healthcare Foundation · The Jeffrey & Donna Eskind Family Foundation · The John and Heidi Hassenfeld Family Foundation · The Steven & Laurie Eskind Family Foundation · The Frist Foundation · Nashville Predators Foundation · Memorial Foundation Inc · Network for Good · Natl Christian Charitable Fdn Inc · Donor Advised Charitable Giving Inc

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 Sol Stern and Rose Stern Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Sol Stern and Rose Stern Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    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 26 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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