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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 it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2026.

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

Where the money goes

Grants by size, and the largest recipients.

$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
THE VALENTINE$2,000
JEWS FOR JESUS$2,000
BARNS OF ROSE HILL$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
PIEDMONT ENVIRONMENTAL COUNCIL$1,000
ADVANCING NATIVE MISSIONS$1,000
WESTMINSTER CANTERBURY$1,000
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 (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 its grants land in higher-need ZIPs.

area typical 7%WESTMINSTER CANTERBURY FOUNDATION: $1k → 9%WESTMINSTER CANTERBURY FOUNDATION: $1k → 9%WESTMINSTER CANTERBURY: $1k → 9%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.

Which US states its grants reach

NY
NJ
CA
WV
VA
NC
GA
FL
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.
$267k · 42 repeat orgs$4k to everyone else

Grantees it renews have grown median revenue +17% since the first grant, against -34% for those 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

+17%
-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
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

  • 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%
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
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
How this is measured
The grantee most central to the portfolio’s shape is Westminster Canterbury Foundation; 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.
04the grantee network

24 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. 24 of the 49 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)
24/24
Grantees still filing
15/24
Grew since first funded

Where the money sits, by cause and 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 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 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 budgetTHE PIEDMONT ENVIRONMENTAL COUNCIL: $5,564 over 6y, 0.0% of budgetVIRGINIA HISTORICAL SOCIETY: $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 budgetWESTMINSTER CANTERBURY CORPORATION: $1,000 over 1y, 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
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 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 THE PIEDMONT ENVIRONMENTAL COUNCIL ↗
  • Who funds VIRGINIA HISTORICAL SOCIETY ↗
  • 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 WESTMINSTER CANTERBURY CORPORATION ↗
  • Who funds SHELTERING ARMS HOSPITAL ↗

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 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

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 Stern Foundation funds: left to right is the share of its income from government, bottom to top the share from Stern Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's 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, 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 49 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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