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Sidney Stern Memorial Trust No 300-6-4020-02 is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 2025. The principal officer is Wells Fargo Bank N A Ttee. It holds total assets of $19M. Annual income is reported at $5.8M. The foundation is governed by 7 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2020 to 2023. According to available records, Sidney Stern Memorial Trust No 300-6-4020-02 has made 3 grants totaling $5.6M, with a median grant of $1.8M. Annual giving has grown from $1.9M in 2021 to $3.7M in 2022. Individual grants have ranged from $1.8M to $1.9M, with an average award of $1.9M. Grant recipients are concentrated in North Carolina. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Sidney Stern Memorial Trust No 300-6-4020-02 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in NC.
Sidney Stern Memorial Trust No 300-6-4020-02 has distributed a total of $5.6M across 3 grants. The median grant size is $1.8M, with an average of $1.9M. Individual grants have ranged from $1.8M to $1.9M.
The application deadline is REQUESTS ARE EXCEPTED AT ANY TIME. All distributions are made for charitable, scientific, medical or educational purposes within the u.s.
Sidney Stern Memorial Trust No 300-6-4020-02 is headquartered in SAINT LOUIS, MO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $140K | $0 | $140K |
| Peter H Hoffenberg | MEMBER BOARD OF ADVISORS | $24K | $0 | $24K |
| Rebecca Schwartz | MEMBER BOARD OF ADVISORS | $20K | $0 | $20K |
| Saundra Schwartz | MEMBER BOARD OF ADVISORS | $19K | $0 | $19K |
| Carol Sevilla | MEMBER BOARD OF ADVISORS | $19K | $0 | $19K |
| Daniel Luevano | MEMBER BOARD OF ADVISORS | $19K | $0 | $19K |
| David Hoffenberg | MEMBER BOARD OF ADVISORS | $10K | $0 | $10K |
Total Giving
$1.9M
Total Assets
$18.6M
Fair Market Value
$20.6M
Net Worth
$18.6M
Grants Paid
$1.5M
Contributions
N/A
Net Investment Income
$765K
Distribution Amount
$990K
Total: $7.2M
Total Grants
3
Total Giving
$5.6M
Average Grant
$1.9M
Median Grant
$1.8M
Unique Recipients
1
Most Common Grant
$1.8M
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See AttachedGENERAL SUPPORT | Winston Salem, NC | $1.8M | 2022 |