Forte-Stein Charitiable Foundation
Forte-Stein Charitiable Foundation is a private foundation, based in Wilmington, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $257K in total assets. In 2025, it awarded 2 grants totaling $20K. Net investment income was $12K.
Forte-Stein Charitiable Foundation at a glance
In short: Forte-Stein Charitiable Foundation gave $20K across 2 grants in 2025 (avg $10K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,000
- +81.8% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $10,000
- +81.8% vs 2024
- Median grant
- $10,000
- Total assets
- $256,887
- -5.3% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Forte-Stein Charitiable Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was HS School Foundation ($10K). Together the top 2 received $20K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Forte-Stein Charitiable Foundation gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2021 it paid out 50% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2021) to $20K (2025). In 2025 it made 2 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| HS School Foundation Fairfield, CT | Education | $10,000 |
| Brianna Esposito Cheshire, CT | Education | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $256,887 | $8,425 | $22,529 | $20,000 | 2 | $22,529 | $12,350 | — |
| 2024 | $271,268 | $8,219 | $13,627 | $11,000 | 2 | $13,627 | $5,592 | — |
| 2023 | $276,396 | $8,067 | $11,288 | $11,000 | 2 | $11,288 | $7,779 | — |
| 2022 | $280,055 | $12,503 | $21,635 | $19,000 | 3 | $21,635 | $9,868 | — |
| 2021 | $289,187 | $29,217 | $9,232 | $6,200 | 3 | $7,955 | $27,914 | $15,985 |
| 2020 | $269,202 | $36,778 | $13,846 | $11,550 | 9 | — | $36,122 | $13,256 |
Leadership & Key People
Officers and directors from IRS filings
Forte-Stein Charitiable Foundation is led by Dennis Stein, President since 2022 (on filings since 2020); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Dennis Stein
President
Director & President → President, 2022
On filings since 2020
2 hrs/week
No compensation reported
Chris Stein
Board Member
Director → Board Memeber, 2022
Board Memeber → Board Member, 2023
On filings since 2021
1 hr/week
No compensation reported
Jason Herrman
Seceretary
Treasurer → Secretary, 2022
Secretary → Seceretary, 2023
On filings since 2021
1 hr/week
No compensation reported
Julie Stein
Vptreasurer
Secretary → Vice President & Treasurer, 2022
Vice President & Treasurer → Vptreasurer, 2023
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: Jean F. Stein (2020) — Director, Secretary & CFO
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Forte-Stein Charitiable Foundation
How much does Forte-Stein Charitiable Foundation give each year?
Forte-Stein Charitiable Foundation gave $20K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 2 grants.
How large is Forte-Stein Charitiable Foundation?
Forte-Stein Charitiable Foundation reported $257K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $8K.
Where does Forte-Stein Charitiable Foundation operate?
Forte-Stein Charitiable Foundation has awarded grants in California, Connecticut, New York, Tennessee.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 8, 2026)
- IRS filings on file for fiscal years 2020–2024
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