Jane and Frances Stein Foundation

MORRISTOWN, NJ EIN: 27-4830712

Jane and Frances Stein Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MORRISTOWN, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 26 grants totaling $263K. Net investment income was $187K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

-2.3% YoY

Annual Giving

$263K

+79.2% YoY

Grant Count

26

+52.9% YoY

Avg Grant Size

$10K

+17.2% YoY

Under IRS private-foundation payout rules, Jane and Frances Stein Foundation reported a distributable amount of $200K for 2024 — the minimum it must pay out in qualifying distributions.

About Jane and Frances Stein Foundation

Based on IRS filings

Jane and Frances Stein Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MORRISTOWN, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 26 grants totaling $263K. Net investment income was $187K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BronxClarkstonElmsfordGreat NeckGreenvaleNew Hyde ParkNew YorkPittsfieldPort WashingtonPrincetonRye BrookWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$87K$173K$260K$347K20202021202220232024
Metric202420232022
Total Assets$3,320,293$3,400,131$3,441,276
Revenue$235,300$157,123$212,137
Expenses$315,138$197,938$194,867
Qualifying Distributions$266,848$151,463$155,250
Net Investment Income$187,010$110,648$172,770
Distributable Amount$200,368$190,070$194,567

Giving Over Time

Total grant dollars and number of grants per year

$0$66K$131K$197K$263K23 grants202024 grants202121 grants202217 grants202326 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CITY HARVEST INC$35KFOOD BANK NYC$25KAMERICAN MUSEUM OF NATUR…$20KMETROPOLITAN MUSEUM OF ART$20KPROMISE PROJECT$20KNORTHWELL HEALTH FOUNDAT…$15KNORTH SHORE ANIMAL LEAGUE$15KAMYLOIDOSIS FOUNDATION$13KGREAT NECK SCHOOL DISTRI…$10KSHARE OUR STRENGTH$10K

Grant Size Distribution

111 grants across all recorded years

111<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include City Harvest Inc ($35,000), Food Bank Nyc ($25,000), American Museum of Natural History ($20,000).

RecipientPurposeAmount
AMERICAN MUSEUM OF NATURAL HISTORY NEW YORK, NYGENERAL$20,000
AMYLOIDOSIS FOUNDATION CLARKSTON, MIGENERAL$13,000
CITY HARVEST INC NEW YORK, NYGENERAL$35,000
CITY MEALS ON WHEELS NEW YORK, NYGENERAL$2,000
CITY PARK FOUNDATION NEW YORK, NYGENERAL$3,500
FOOD BANK NYC NEW YORK, NYGENERAL$25,000
FRIENDS OF KAREN NEW YORK, NYFAMILY SUPPORT$4,000
GIRLS WHO CODE NEW YORK, NYGENERAL$5,000
GOD'S LOVE WE DELIVER NEW YORK, NYGENERAL$5,000
GREAT NECK SCHOOL DISTRICT JERRY SPIELMAN SCHOLARSHIP FUND GREAT NECK, NYGENERAL$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
FRANCES STEINPRESIDENT0.5
CLAIRE F DICKINSON LUCZAKVICE PRESIDENT0.5
MICHAEL GOLDMANSECRETARY0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jane and Frances Stein Foundation?

Jane and Frances Stein Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MORRISTOWN, NJ. It holds $3.3M in total assets as of 2024.

How large is Jane and Frances Stein Foundation?

As of 2024, Jane and Frances Stein Foundation holds $3.3M in total assets with $235K in annual revenue. It awarded 26 grants totaling $263K in 2024.

Where does Jane and Frances Stein Foundation operate?

Jane and Frances Stein Foundation has awarded grants in District of Columbia, Massachusetts, Michigan, New Jersey, New York.

What size grants does Jane and Frances Stein Foundation award?

In 2024, Jane and Frances Stein Foundation awarded 26 grants totaling $263K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Jane and Frances Stein Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jane and Frances Stein Foundation reported a distributable amount of $200K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jane and Frances Stein Foundation's EIN?

Jane and Frances Stein Foundation's EIN (Employer Identification Number) is 27-4830712. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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