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· Private foundation

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.

$47k
Granted FY2025still arriving
32
Grants FY2025still arriving
6
States reached
$9k
Largest

Read this first · the figures below need context

92% of Stern Foundation’s FY2026 grant dollars went to Richmond Community Foundation, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2026 names 12 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2025, the last year Stern Foundation named its own grantees at scale: 20 organizations, $47k. It is dated, not current.

Organizations named directly on the return

24
21
23
22
19
23
20
24
20
25
12
26

Amber years are those where most dollars went to a sponsor.

01What you fund
0197% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20212026.

Philanthropy$338kReligion$78kArts & Culture$62kRecreation & Sports$44kEducation$37kInternational$24kEnvironment$9kAnimals$6kOther$0
02FY2025 · 32 grants

Where the money goes

Your grants by size, and where they go.

$1,000
Median grant
6
States reached
$588k
Total assets
Largest grants
RecipientAmount
PGA TOUR CHARITIES$8,500
PINE RIDGE MISSIONARY TRAINING CAMP$6,500
MUSEUM OF THE SHENANDOAH VALLEY$5,000
FRIENDS OF ISRAEL$4,000
BARNS OF ROSE HILL$2,000
JEWS FOR JESUS$2,000
THE VALENTINE$2,000
GRACE AND HOLY TRINITY CHURCH$1,367
ST CATHERINE'S SCHOOL$1,250
Individual grant recipient$1,166
BLUE RIDGE WILDLIFE CENTER$1,028
BLUE RIDGE SCHOOL$1,027
WESTMINSTER CANTERBURY$1,000
PIEDMONT ENVIRONMENTAL COUNCIL$1,000
ST LUKE'S EPISCOPAL CHURCH$1,000
02The need
03

Do your dollars go where the need is?

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

show:

Your human-services grants (FY21–25, $3k) land where the poverty rate runs at 9%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 7%WESTMINSTER CANTERBURY FOUNDATION: $1k → 9%WESTMINSTER CANTERBURY: $1k → 9%WESTMINSTER CANTERBURY FOUNDATION: $1k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

NY
NJ
CA
WV
VA
NC
GA
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

98%of every dollar goes to organizations you’ve funded before.
$267k · 42 repeat orgs$4k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +15% since the first grant, against -34% for the ones you funded once.

42 repeat relationships — 29 still active in FY2025, 13 since wound down; 3 grantees were first funded in FY2025 (too recent to call). Read against FY2025, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

42
3

Total granted

$267k
$1k

Median revenue growth · since first grant

+15%
-34%

Still filing today

50%
33%

New vs renewed · share of each year

In FY2026, 100% of grant dollars renewed an existing relationship; $0 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
EducationArts & CultureEnvironmentHuman ServicesYouth DevelopmentPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • TV
    THE VALENTINE MUSEUM
    6× · 2021–2026 · $14k · revenue +49%
  • BO
    BARNS OF ROSE HILL
    6× · 2021–2026 · $11k · revenue +21%
  • Washington and Lee University
    5× · 2021–2025 · $8k · revenue +69%

Funded once

  • MC
    MASSEY CANCER CENTER
    one grant, 2022 · $1k
  • UO
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    one grant, 2022 · $300
  • BV
    BOYCE VOLUNTEER FIRE COMPANY INC
    one grant, 2021 · $150 · revenue -34%

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
University of Virginia Investment Management Company

The university of virginia investment management company (uvimco) is organized to invest funds on behalf of the rector and visitors of the university of virginia (the university or uva) and university-associated organizations (uaos).

Education
2
Virginia Wesleyan University

Virginia wesleyan university is a fully accredited liberal arts, united-methodist related institution founded in 1961.

3
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
4
Vcu Investment Management Company

To provide investment and investment management and related services to the rector and the board of visitors of virginia commonwealth university (vcu), and/or to the private and independent foundations and other entities affiliated with…

Education
5
University of Lynchburg

The mission of the University is to inspire independent thinkers who become trustworthy, effective leaders that shape caring communities. The vision of the University of Lynchburg is to cultivate a world that is innovative, authentic, and…

Education
6
Westminster College

The mission of westminster college is to help students develop competencies, commitments, and characteristics which have distinguished human beings at their best. see continuation on schedule o.the liberal arts tradition is the foundation…

Education
7
William & Mary Foundation

The William & Mary Foundation advances the university's highest aspirations by securing private support, guiding a multi-asset investment portfolio, and offering strategic leadership. In this work, we propel the university toward national…

Education
8
University of Virginia Foundation

To provide administrative services to university of virginia (university) entities, university associated organizations, or other entities involved in activities which support the university. to engage in matters pertaining to real…

Education
9
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

10
Washington & Jefferson College

To graduate people of uncommon integrity, competence, and maturity, who are effective lifelong learners and responsible citizens, and who are prepared to contribute substantially to the world in which they live.

Education
11
Washington University of Virginia

Provides seminary, under-graduate, graduate, doctoral, and other continuing education programs

12
Virginia Tech Foundation Inc

Virginia tech foundation, inc. (vtf) is a virginia nonstock corporation established in 1948 for the sole purpose of managing virginia tech's endowment to advance virginia tech's mission and its strategic priorities.

Education

For reference, the grantee most central to the portfolio’s shape is Westminster Canterbury Foundation and the most unlike its peers is Boyce Volunteer Fire Company Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyLand Conservation Organizat…Faith-Based Senior LivingWildlife Rehabilitation Cen…Independent K-8 SchoolsFaith-Based Liberal Arts Co…Community Arts OrganizationsChristian Missionary Organi…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 54 years old; the field is 14. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number24%0%<5yr15%4%5–10yr20%0%10–20yr17%27%20–35yr11%27%35–55yr13%42%55yr+
THE FIELDby orgYOUR MONEYby value24%0%<5yr15%0%5–10yr20%0%10–20yr17%78%20–35yr11%14%35–55yr13%8%55yr+

The field is 24% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 14% of the field you don’t fund.

orgs you fund
0.0%0/29
the rest of the field
14%
26,003/186,949

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172026, not grant rows in a single year — so this will not match the grant count on the cover. 24 of the 49 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
24/24
Grantees still filing
15/24
Grew since you first funded

Where your money sits — by cause, then by grantee

Richmond Community Foundation — $337,549 · PhilanthropyRichmond Community Foundation+1 more — $6,092 · PhilanthropyPINE RIDGE MISSIONARY — $25,000 · OtherPINE RIDGE MISSIONARYFRIENDS OF ISRAEL GOSPEL MINISTRY INC — $22,844 · OtherFRIENDS OF ISRAEL GOSPEL MI…MUSEUM OF SHENANDOAH VALLEY — $19,094 · OtherMUSEUM OF SHENANDOAH VALLEYADVANCING NATIVE MISSIONS — $16,333 · OtherADVANCING NATIVE MISSIONSJEWS FOR JESUS — $14,000 · OtherJEWS FOR JESUSPINE RIDGE MISSIONARY TRAINING CAMP — $11,501 · OtherPINE RIDGE MISSIONARY TRAIN…ST CATHERINE'S SCHOOL — $5,500 · Other+22 more — $33,850 · Other+22 morePGA TOUR CHARITIES INC — $43,950 · Youth DevelopmentTHE VALENTINE MUSEUM — $13,548 · Arts & CultureBARNS OF ROSE HILL — $11,128 · Arts & CultureTHE GLASS-GLEN BURNIE MUSEUM INC — $10,000 · Arts & CultureVIRGINIA HISTORICAL SOCIETY — $5,564 · Arts & CultureWashington and Lee University — $7,500 · EducationTHE BLUE RIDGE SCHOOL INC — $5,391 · EducationST CHRISTOPHER'S SCHOOL FOUNDATION — $3,550 · EducationTHE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC — $2,161 · EducationTHE PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA — $1,250 · EducationTHE CORPORATION OF MERCER UNIVERSITY — $1,050 · EducationTHE COLLEGIATE SCHOOL — $1,045 · EducationHOLLINS UNIVERSITY CORPORATION — $1,000 · EducationTHE PIEDMONT ENVIRONMENTAL COUNCIL — $5,564 · EnvironmentFOUNDATION OF THE STATE ARBORETUM OF VIRGINIA — $947 · EnvironmentTHE LAND TRUST OF VIRGINIA INC — $627 · EnvironmentWESTMINSTER CANTERBURY FOUNDATION — $2,000 · Human ServicesWESTMINSTER CANTERBURY CORPORATION — $1,000 · Human Services
Philanthropy$343,641Other$148,122Youth Development$43,950Arts & Culture$40,240Education$22,947Environment$7,138Human Services$3,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetPGA TOUR CHARITIES INC — $43,950 over 5y, 0.3% of budgetADVANCING NATIVE MISSIONS — $16,333 over 6y, 0.1% of budgetTHE VALENTINE MUSEUM — $13,548 over 6y, 0.1% of budgetBARNS OF ROSE HILL — $11,128 over 6y, 0.4% of budgetTHE GLASS-GLEN BURNIE MUSEUM INC — $10,000 over 2y, 0.1% of budgetWashington and Lee University — $7,500 over 5y, 0.0% of budgetBLUE RIDGE WILDLIFE CENTER — $6,092 over 6y, 0.1% of budgetVIRGINIA HISTORICAL SOCIETY — $5,564 over 6y, 0.0% of budgetTHE PIEDMONT ENVIRONMENTAL COUNCIL — $5,564 over 6y, 0.0% of budgetTHE BLUE RIDGE SCHOOL INC — $5,391 over 6y, 0.0% of budgetST CHRISTOPHER'S SCHOOL FOUNDATION — $3,550 over 5y, 0.0% of budgetTHE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC — $2,161 over 2y, 0.0% of budgetWESTMINSTER CANTERBURY FOUNDATION — $2,000 over 2y, 0.0% of budgetCLARKE COUNTY HISTORICAL ASSOCIATION — $1,920 over 4y, 0.2% of budgetTHE PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA — $1,250 over 5y, 0.0% of budgetTHE CORPORATION OF MERCER UNIVERSITY — $1,050 over 5y, 0.0% of budgetTHE COLLEGIATE SCHOOL — $1,045 over 6y, 0.0% of budgetSHELTERING ARMS HOSPITAL — $1,000 over 3y, 0.0% of budgetHOLLINS UNIVERSITY CORPORATION — $1,000 over 2y, 0.0% of budgetFOUNDATION OF THE STATE ARBORETUM OF VIRGINIA — $947 over 4y, 0.1% of budgetTHE LAND TRUST OF VIRGINIA INC — $627 over 4y, 0.0% of budgetBOYCE VOLUNTEER FIRE COMPANY INC — $150 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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

  • Who funds Richmond Community Foundation
  • Who funds PGA TOUR CHARITIES INC
  • Who funds ADVANCING NATIVE MISSIONS
  • Who funds THE VALENTINE MUSEUM
  • Who funds BARNS OF ROSE HILL
  • Who funds THE GLASS-GLEN BURNIE MUSEUM INC
  • Who funds Washington and Lee University
  • Who funds BLUE RIDGE WILDLIFE CENTER
  • Who funds VIRGINIA HISTORICAL SOCIETY
  • Who funds THE PIEDMONT ENVIRONMENTAL COUNCIL
  • Who funds THE BLUE RIDGE SCHOOL INC
  • Who funds ST CHRISTOPHER'S SCHOOL FOUNDATION
  • Who funds THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC
  • Who funds WESTMINSTER CANTERBURY FOUNDATION
  • Who funds CLARKE COUNTY HISTORICAL ASSOCIATION
  • Who funds THE PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA
  • Who funds THE CORPORATION OF MERCER UNIVERSITY
  • Who funds THE COLLEGIATE SCHOOL
  • Who funds SHELTERING ARMS HOSPITAL
  • Who funds WESTMINSTER CANTERBURY CORPORATION
  • Who funds HOLLINS UNIVERSITY CORPORATION

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Bank of Clarke County FoundationVA22× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Bank of Clarke County Foundation · Andrew U Ferrari Foundation · American Woodmark Foundation Inc · Tj Guarriello Jr Family Foundation · Buckley Family Endowment Inc · The Guide Foundation · Wise Foundation · The Mary Morton Parsons Foundation · The Community Foundation Inc · Renaissance Charitable Foundation Inc · American Endowment Foundation · Vanguard Charitable Endowment Program

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Stern Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 20%0%1%3%5%your share of their income ↑0%5%10%15%20%share of the org’s income from government
    no gov moneyreceives it· size = income
    2get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    typical government reliance, FY2025

    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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 49 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph