SIDNEY STERN MEMORIAL TRUST NO 300-6-4020-02
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Cite this
Plain text SIDNEY STERN MEMORIAL TRUST NO 300-6-4020-02. furp.org, nonprofit organization profile, tax years 2019–2024. https://furp.org/org/sidney-stern-memorial-trust-no-300-6-4020-02-956495222. Retrieved 2026-11-05.
APA furp.org. (n.d.). SIDNEY STERN MEMORIAL TRUST NO 300-6-4020-02 [Nonprofit organization profile; tax years 2019–2024]. Retrieved November 5, 2026, from https://furp.org/org/sidney-stern-memorial-trust-no-300-6-4020-02-956495222
MLA “SIDNEY STERN MEMORIAL TRUST NO 300-6-4020-02.” furp.org, tax years 2019–2024, https://furp.org/org/sidney-stern-memorial-trust-no-300-6-4020-02-956495222. Accessed 5 Nov. 2026.
Retrieved 2026-11-05; covers tax years 2019–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $1.9M · expenses $1.5M · assets $19.0M
- EIN
- 95-6495222
- Address
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- NTEE code
- T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- December 2025 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Wells Fargo Bank Na Institution | TRUSTEE | 2021-2024 | $129,974 | $565,019 | 3453 |
| Peter H Hoffenberg (former) | MEMBER BOARD OF ADVISORS | 2019-2022 | $24,291 | $179,730 | 1 |
| Rebecca Schwartz (former) | MEMBER BOARD OF ADVISORS | 2019-2022 | $20,000 | $79,120 | 1 |
| Carol Sevilla (former) | MEMBER BOARD OF ADVISORS | 2019-2022 | $19,330 | $78,067 | 1 |
| Daniel Luevano (former) | MEMBER BOARD OF ADVISORS | 2019-2022 | $19,330 | $77,320 | 1 |
| David Hoffenberg (former) | MEMBER BOARD OF ADVISORS | 2019-2022 | $10,000 | $41,312 | 1 |
| Saundra Schwartz (former) | MEMBER BOARD OF ADVISORS | 2022 | $19,330 | $19,330 | 1 |
Officers and directors, no compensation reported
1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Judy Novak (former) | MEMBER BOARD OF ADVISORS | 2019-2021 | 1 | $0 reported | 1 |
People by year
2024 · 1 person listed · 1 paid, $130K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK N A Institution | TRUSTEE | 1 | $129,974 | - | - | $129,974 | 3453 |
2023 · 1 person listed · 1 paid, $143K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK N A Institution | TRUSTEE | 1 | $142,961 | - | - | $142,961 | 3453 |
2022 · 7 people listed · 7 paid, $252K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK N A Institution | TRUSTEE | 1 | $140,102 | - | - | $140,102 | 3453 |
| PETER H HOFFENBERG | MEMBER BOARD OF ADVISORS | 1 | $24,291 | - | - | $24,291 | 1 |
| REBECCA SCHWARTZ | MEMBER BOARD OF ADVISORS | 1 | $20,000 | - | - | $20,000 | 1 |
| CAROL SEVILLA | MEMBER BOARD OF ADVISORS | 1 | $19,330 | - | - | $19,330 | 1 |
| DANIEL LUEVANO | MEMBER BOARD OF ADVISORS | 1 | $19,330 | - | - | $19,330 | 1 |
| SAUNDRA SCHWARTZ | MEMBER BOARD OF ADVISORS | 1 | $19,330 | - | - | $19,330 | 1 |
| DAVID HOFFENBERG | MEMBER BOARD OF ADVISORS | 1 | $10,000 | - | - | $10,000 | 1 |
2021 · 7 people listed · 6 paid, $264K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK N A Institution | TRUSTEE | 1 | $151,982 | - | - | $151,982 | 3453 |
| PETER H HOFFENBERG | MEMBER BOARD OF ADVISORS | 1 | $43,620 | - | - | $43,620 | 1 |
| REBECCA SCHWARTZ | MEMBER BOARD OF ADVISORS | 1 | $20,000 | - | - | $20,000 | 1 |
| CAROL SEVILLA | MEMBER BOARD OF ADVISORS | 1 | $19,330 | - | - | $19,330 | 1 |
| DANIEL LUEVANO | MEMBER BOARD OF ADVISORS | 1 | $19,330 | - | - | $19,330 | 1 |
| DAVID HOFFENBERG | MEMBER BOARD OF ADVISORS | 1 | $10,000 | - | - | $10,000 | 1 |
| JUDY NOVAK | MEMBER BOARD OF ADVISORS | 1 | $0 | - | - | $0 | 1 |
2020 · 6 people listed · 5 paid, $112K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER H HOFFENBERG | MEMBER BOARD OF ADVISORS | 1 | $43,620 | - | - | $43,620 | 1 |
| REBECCA SCHWARTZ | MEMBER BOARD OF ADVISORS | 1 | $20,000 | - | - | $20,000 | 1 |
| CAROL SEVILLA | MEMBER BOARD OF ADVISORS | 1 | $19,330 | - | - | $19,330 | 1 |
| DANIEL LUEVANO | MEMBER BOARD OF ADVISORS | 1 | $19,330 | - | - | $19,330 | 1 |
| DAVID HOFFENBERG | MEMBER BOARD OF ADVISORS | 1 | $10,000 | - | - | $10,000 | 1 |
| JUDY NOVAK | MEMBER BOARD OF ADVISORS | 1 | $0 | - | - | $0 | 1 |
2019 · 6 people listed · 5 paid, $138K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER HOFFENBERG | CHAIRPERSON | 1 | $68,199 | - | - | $68,199 | 1 |
| CAROL SEVILLA | MEMBER BOARD OF ADVISORS | 1 | $20,077 | - | - | $20,077 | 1 |
| DANIEL LUEVANO | MEMBER BOARD OF ADVISORS | 1 | $19,330 | - | - | $19,330 | 1 |
| REBECCA SCHWARTZ | MEMBER BOARD OF ADVISORS | 1 | $19,120 | - | - | $19,120 | 1 |
| DAVID HOFFENBERG | MEMBER BOARD OF ADVISORS | 1 | $11,312 | - | - | $11,312 | 1 |
| JUDY NOVAK | MEMBER BOARD OF ADVISORS | 1 | $0 | - | - | $0 | 1 |
Highest-paid independent contractors
2022 · 1 contractor · $78K
| Name | Location | Service | Paid |
|---|---|---|---|
| TEAM RISK MANAGEMENT STRATEGIES LLC | SAN DIEGO, CA | INVESTMENT SERVICES | $78,402 |
2021 · 1 contractor · $83K
| Name | Location | Service | Paid |
|---|---|---|---|
| TEAM RISK MANAGEMENT STRATEGIES LLC | SAN DIEGO, CA | INVESTMENT SERVICES | $83,361 |
2020 · 2 contractors · $236K
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLS FARGO BANK N A | WINSTON SALEM, NC | INVESTMENT SERVICES | $156,109 |
| TEAM RISK MANAGEMENT STRATEGIES LLC | SAN DIEGO, CA | INVESTMENT SERVICES | $80,320 |
2019 · 2 contractors · $233K
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLS FARGO BANK N A | WINSTON SALEM, NC | INVESTMENT SERVICES | $152,662 |
| TEAM RISK MANAGEMENT STRATEGIES LLC | SAN DIEGO, CA | INVESTMENT SERVICES | $80,303 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 236 grants to organizations · $1.1M
2023 · 252 grants to organizations · $1.1M
2022 · 299 grants to organizations · $1.5M
2021 · 0 grants to organizations · $0 · 1 summary line · $1.8M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2020 · 0 grants to organizations · $0 · 1 summary line · $1.9M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2019 · 0 grants to organizations · $0 · 1 summary line · $1.6M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $1,909,329 | $1,544,155 | $18,967,705 | $18,967,705 | - | - | $129,974 | - | - |
| 2023 · Form 990PF | ||||||||
| $1,429,463 | $1,502,198 | $18,592,000 | $18,592,000 | - | - | $142,961 | - | - |
| 2022 · Form 990PF | ||||||||
| $965,982 | $1,853,202 | $18,648,727 | $18,648,727 | - | - | $252,383 | - | - |
| 2021 · Form 990PF | ||||||||
| $3,669,078 | $2,309,737 | $19,536,798 | $19,536,798 | - | - | $264,262 | - | - |
| 2020 · Form 990PF | ||||||||
| $7,856,022 | $2,400,053 | $18,176,884 | $18,176,884 | - | - | $112,280 | - | - |
| 2019 · Form 990PF | ||||||||
| $1,603,204 | $2,010,171 | $12,725,572 | $12,725,572 | - | - | $138,038 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| THE HELENA S@AUYANG CHARITABLE TRUST | MO | T20 | $1,749,730 | $278,859 | TRUSTEE | $111,722 | Same NTEE code T20, revenue within 2x, same state |
| EUGENE EDGE III CHARITABLE TRUST | MO | T20 | $1,912,093 | $993,173 | TRUSTEE | $145,659 | Same NTEE code T20, revenue within 2x, same state |
| EGTVEDT CHARITABLE TR SPECIAL 3 | MO | T20 | $1,768,881 | $1,422,960 | TRUSTEE | $87,315 | Same NTEE code T20, revenue within 2x, same state |
| ROBERT E OLIPHANT CHARITABLE FOUNDATION TRUST | MO | T20 | $1,868,890 | $1,288,166 | Co-Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| EGTVEDT CHARITABLE TR SPECIAL 1 | MO | T20 | $1,855,758 | $2,994,359 | TRUSTEE | $173,700 | Same NTEE code T20, revenue within 2x, same state |
| JACK F AND GLENNA Y@WYLIE CHARITABLE FOUNDATION TRUST | MO | T20 | $2,107,146 | $4,521,626 | Co-Trustee | $191,480 | Same NTEE code T20, revenue within 2x, same state |
| ALEXANDER MCCAUSLAND CHARITABLE TR | MO | T20 | $2,061,767 | $1,267,214 | TRUSTEE | $208,614 | Same NTEE code T20, revenue within 2x, same state |
| COONEY FAMILY FOUNDATION | MO | T20 | $1,874,162 | $383,163 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| GLENVIEW MERCURY FAMILY FOUNDATION | MO | T20 | $1,696,209 | $548,788 | TRUESTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE IRVEN E AND NEVADA P LINSCOMB FOUNDATION | MO | T20 | $1,936,997 | $1,519,957 | DIRECTOR/VP/ASST SECRETARY | $0 | Same NTEE code T20, revenue within 2x, same state |
| CHRISTMAS VALLEY FOUNDATION | MO | T20 | $1,921,765 | $287,320 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| CHARLES AND KIMBERLY PETERS FAM FOUNDATION | MO | T20 | $1,832,359 | $343,616 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| PAULINE R BARRETT CHARITABLE FOUNDATION | MO | T20 | $1,990,886 | $1,373,045 | TRUSTEE | $160,169 | Same NTEE code T20, revenue within 2x, same state |
| PENNINGTON FIDLER FAMILY FOUNDATION | MO | T20 | $1,993,702 | $1,616 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| DAVID R AND RACHEL R EIDELMAN FAMILY FOUNDATION | MO | T20 | $2,042,916 | $508,818 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| KENT FAMILY FOUNDATION | MO | T20 | $1,711,437 | $1,659,702 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| TILLIE S PATTERSON MEMORIAL FOUNDATION | MT | T20 | $1,881,534 | $808,851 | TRUSTEE | $138,058 | Same NTEE code T20, revenue within 2x |
| ROMULUS T WEATHERMAN MEMORIAL FUND | NY | T20 | $2,094,110 | $2,660,898 | OFFICER | $200,408 | Same NTEE code T20, revenue within 2x |
| JAY & DEANIE STEIN FOUNDATION TRUST | FL | T20 | $2,174,949 | $2,091,612 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| EUSEBIA STONESTREET TRUST UW | TX | T20 | $1,928,855 | $1,074,225 | TRUSTEE | $148,823 | Same NTEE code T20, revenue within 2x |
| TUDOR TRUST | T20 | $1,965,597 | $0 | CHIEF EXECUTIVE OFFICER | $187,811 | Same NTEE code T20, revenue within 2x | |
| JOSEPH D OBRIEN III MEMORIAL FOUNDATION | KY | T20 | $1,775,598 | $558,222 | CHAIRMAN, PR | $0 | Same NTEE code T20, revenue within 2x |
| FRANK M HALLEY CHARITABLE TRUST | OK | T20 | $2,197,079 | $2,516,089 | CO-TRUSTEE | $188,068 | Same NTEE code T20, revenue within 2x |
| MARY FROST ASHLEY CHARITABLE TRUST | IL | T20 | $1,711,686 | $889,517 | C0-TRUSTEE | $88,757 | Same NTEE code T20, revenue within 2x |
| HERSHEL AND MIRIAM HERBST CHARITABLE TRUST | NY | T20 | $1,753,850 | $615,783 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $1,544,155 spent · pay $129,974 · grants $1,103,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,103,500 | 71.5% | |
| Other expenses | $136,790 | 8.9% | |
| Fees: other professional | $134,596 | 8.7% | |
| Pay: officers, directors, trustees | $129,974 | 8.4% | |
| Taxes | $37,133 | 2.4% | |
| Fees: accounting | $1,537 | 0.1% | |
| Fees: legal | $625 | 0.0% | |
| Total | $1,544,155 | 100% |
2023 · Form 990PF · $1,502,198 spent · pay $142,961 · grants $1,077,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,077,500 | 71.7% | |
| Other expenses | $154,083 | 10.3% | |
| Pay: officers, directors, trustees | $142,961 | 9.5% | |
| Fees: other professional | $111,844 | 7.4% | |
| Taxes | $14,060 | 0.9% | |
| Fees: accounting | $1,750 | 0.1% | |
| Total | $1,502,198 | 100% |
2022 · Form 990PF · $1,853,202 spent · pay $252,383 · grants $1,453,600 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,453,600 | 78.4% | |
| Pay: officers, directors, trustees | $252,383 | 13.6% | |
| Fees: other professional | $87,337 | 4.7% | |
| Other expenses | $36,144 | 2.0% | |
| Taxes | $22,969 | 1.2% | |
| Fees: accounting | $769 | 0.0% | |
| Total | $1,853,202 | 100% |
2021 · Form 990PF · $2,309,737 spent · pay $264,262 · grants $1,832,600 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,832,600 | 79.3% | |
| Pay: officers, directors, trustees | $264,262 | 11.4% | |
| Fees: other professional | $83,361 | 3.6% | |
| Taxes | $72,249 | 3.1% | |
| Other expenses | $40,105 | 1.7% | |
| Fees: legal | $16,448 | 0.7% | |
| Fees: accounting | $712 | 0.0% | |
| Total | $2,309,737 | 100% |
2020 · Form 990PF · $2,400,053 spent · pay $112,280 · grants $1,932,499 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,932,499 | 80.5% | |
| Fees: other professional | $236,429 | 9.9% | |
| Pay: officers, directors, trustees | $112,280 | 4.7% | |
| Taxes | $84,958 | 3.5% | |
| Other expenses | $33,189 | 1.4% | |
| Fees: accounting | $698 | 0.0% | |
| Total | $2,400,053 | 100% |
2019 · Form 990PF · $2,010,171 spent · pay $138,038 · grants $1,571,495 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,571,495 | 78.2% | |
| Fees: other professional | $232,965 | 11.6% | |
| Pay: officers, directors, trustees | $138,038 | 6.9% | |
| Taxes | $40,986 | 2.0% | |
| Other expenses | $26,003 | 1.3% | |
| Fees: accounting | $684 | 0.0% | |
| Total | $2,010,171 | 100% |
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