Forte-stein Charitiable Foundation
Forte-stein Charitiable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $271K in total assets. In 2024, it awarded 2 grants totaling $11K. Net investment income was $6K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$271K
-1.9% YoY
Annual Giving
$11K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$6K
+0.0% YoY
About Forte-stein Charitiable Foundation
Based on IRS filings
Forte-stein Charitiable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $271K in total assets. In 2024, it awarded 2 grants totaling $11K. Net investment income was $6K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $271,268 | $276,396 | $280,055 |
| Revenue | $8,219 | $8,067 | $12,503 |
| Expenses | $13,627 | $11,288 | $21,635 |
| Qualifying Distributions | $13,627 | $11,288 | $21,635 |
| Net Investment Income | $5,592 | $7,779 | $9,868 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hs School Foundation ($10,000), Reti Foundation ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HS SCHOOL FOUNDATION FAIRFIELD, CT | EDUCATION | $10,000 |
| RETI FOUNDATION BROOKLYN, NY | CHARITY | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DENNIS STEIN | PRESIDENT | 2 | — |
| JULIE STEIN | VPTREASURER | 1 | — |
| CHRIS STEIN | BOARD MEMBER | 1 | — |
| JASON HERRMAN | SECERETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Forte-stein Charitiable Foundation?
Forte-stein Charitiable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, NC. It holds $271K in total assets as of 2024.
How large is Forte-stein Charitiable Foundation?
As of 2024, Forte-stein Charitiable Foundation holds $271K in total assets with $8K in annual revenue. It awarded 2 grants totaling $11K in 2024.
Where does Forte-stein Charitiable Foundation operate?
Forte-stein Charitiable Foundation has awarded grants in California, Connecticut, New York, Tennessee.
What size grants does Forte-stein Charitiable Foundation award?
In 2024, Forte-stein Charitiable Foundation awarded 2 grants totaling $11K — an average of about $6K per grant, based on its IRS Form 990 filings.
What is Forte-stein Charitiable Foundation's EIN?
Forte-stein Charitiable Foundation's EIN (Employer Identification Number) is 77-0528972. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Forte-stein Charitiable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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