Robert a Stein Family Foundation
Robert a Stein Family Foundation is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2023. In 2023, it awarded 1 grant totaling $193K. Net investment income was $99K.
Robert a Stein Family Foundation at a glance
In short: Robert a Stein Family Foundation gave $193K across 1 grant in 2023 (avg $193K), mostly in Minnesota. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $193,246
- +2422.8% vs 2022
- Grants made (2023)
- 1
- -75.0% vs 2022
- Average grant
- $193,246
- +9991.2% vs 2022
- Median grant
- $193,246
- Primary geography
- Minnesota (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Robert a Stein Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Schwab Charitable Fund - Robert a Stein Family Charitable Fund ($193K).
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 12 grants of 13 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
Cities
How Robert a Stein Family Foundation gives
- Giving grew 3068% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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 2019 to 2023, annual grant giving ranged from $6K (2021) to $193K (2023). In 2023 it made 1 grant totaling $193K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwab Charitable Fund - Robert a Stein Family Charitable Fund Golden Valley, MN | Community Support to Donor Advised Fund | $193,246 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $100,484 | $198,364 | $193,246 | 1 | $197,364 | $99,469 | $4,959 |
| 2022 | $99,881 | $11,362 | $9,155 | $7,660 | 4 | $7,798 | $5 | $9,280 |
| 2021 | $97,674 | $11,268 | $7,658 | $6,000 | 2 | $6,123 | — | $7,897 |
| 2020 | $94,064 | $33,006 | $7,332 | $6,100 | 3 | — | $18,901 | $6,006 |
| 2019 | $68,390 | $7,788 | $7,681 | $6,500 | 3 | — | $728 | $6,431 |
Under IRS private-foundation payout rules, Robert a Stein Family Foundation reported a distributable amount of $5K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert a Stein Family Foundation's 2023 filing lists 5 officers; none of the 5 officers listed in 2023 report compensation.
Officers on the 2023 filing
Karen Stein O'Boyle
Director
On filings since 2019
1 hr/week
No compensation reported
Laura A. Stein
Director
On filings since 2019
1 hr/week
No compensation reported
Linda S. Stein
Director
On filings since 2019
1 hr/week
No compensation reported
Robert A. Stein
Director
On filings since 2019
1 hr/week
No compensation reported
Sandra H. Stein
Director
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2023. "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 Robert a Stein Family Foundation
How much does Robert a Stein Family Foundation give each year?
Robert a Stein Family Foundation gave $193K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $8K across 4 grants.
Where does Robert a Stein Family Foundation operate?
Robert a Stein Family Foundation has awarded grants in Illinois, Minnesota, New York, Pennsylvania.
How much is Robert a Stein Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Robert a Stein Family Foundation reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert a Stein Family Foundation's EIN?
Robert a Stein Family Foundation's EIN (Employer Identification Number) is 36-4390437. IRS Form 990 filing data is available on this page for 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 30, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 16, 2024)
- IRS filings on file for fiscal years 2019–2023
Live grants for the work Robert a Stein Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Robert a Stein Family Foundation's focus areas in our free grants database
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