Sam S Stein and Rose Stein Foundation
The Sam S Stein and Rose Stein Foundation is a private foundation located in Sandusky, Ohio. Established in 1984, it operates as a 501(c)(3) tax-exempt organization with a focus on philanthropic giving to support various community initiatives and programs.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.2M
+1.4% YoY
Annual Giving
$235K
+8.8% YoY
Grant Count
14
-6.7% YoY
Avg Grant Size
$17K
+16.6% YoY
Under IRS private-foundation payout rules, Sam S Stein and Rose Stein Foundation reported a distributable amount of $203K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's giving generally supports organizations that benefit ailing youth, ailing aged, and medical research. The foundation has funded programs including operations support, tuition assistance, summer internship programs, food assistance for those in need, patient services programs, and accessibility improvements such as handicapped accessible doors.
Grantmaking
The foundation is an active grantmaker with recent grant activity showing 15 grants made in the most recent reporting period. Recent grants include:
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Ohio, with a particular emphasis on the local Sandusky area and surrounding regions.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $3,196,006 (as of 2024)
Annual Giving: $234,800 (2024)
Total Revenues: $334,940 (2024)
Total Expenses: $281,351 (2024)
Total Liabilities: $0 (2024)
The foundation maintains no employees and operates with significant assets relative to its annual giving activity.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,196,006 | $3,150,721 | $3,123,195 |
| Revenue | $334,940 | $286,669 | $134,919 |
| Expenses | $281,351 | $258,037 | $211,544 |
| Qualifying Distributions | $245,199 | $229,940 | $181,712 |
| Net Investment Income | $305,320 | $259,272 | $105,787 |
| Distributable Amount | $202,550 | $190,123 | $191,254 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
89 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include CAC of Erie Huron & Richland Counties ($60,000), CASA (EC Court Appointed Special Advocate) ($30,000), Firelands Symphony Orchestra ($23,300).
| Recipient | Purpose | Amount |
|---|---|---|
| CAC of Erie Huron & Richland Counties Sandusky, OH | Operations | $60,000 |
| Cancer Services of Erie Cty Sandusky, OH | Patient ServicesProgram | $5,000 |
| CASA (EC Court Appointed Special Advocate) Sandusky, OH | Operations | $30,000 |
| Erie County Board of Development Disabilities Sandusky, OH | Operations | $15,000 |
| Erie County Boys & Girls Club Lorain, OH | Academic Remediationand Enrichment forErie County children | $7,500 |
| Firelands Symphony Orchestra Huron, OH | 2024-2025 concertsand Music Education Encrichment program | $23,300 |
| Kinship Inc Sandusky, OH | General Operations | $20,000 |
| Project I Am Foundation Toledo, OH | Fund for distributionto local families affectedby autism | $10,000 |
| Second Harvest Food Bank of N Cent Ohio Lorain, OH | Purchase food forthose in need | $10,000 |
| Sandusky Bay Kiwanis Sandusky, OH | Stuff the BusProgram | $500 |
Leadership & Key People
Leadership team and compensation from IRS filings
M.J. Stauffer is listed as the contact person for the foundation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Marcia L Goff | Pres/Trustee | 0.5 | — |
| Martin E Goff | V Pres/Trustee | 0.5 | — |
| David F Goff | Treas/Trustee | 0.5 | — |
| Mary Jane S Hill | Sec/Trustee | 0.5 | — |
Contact Information
Address: 165 East Washington Row, Sandusky, OH 44870-2610
Telephone: 419-625-8324
EIN: 34-1406795
Frequently Asked Questions
What does Sam S Stein and Rose Stein Foundation fund?
The foundation's giving generally supports organizations that benefit ailing youth, ailing aged, and medical research. The foundation has funded programs including operations support, tuition assistance, summer internship programs, food assistance for those in need, patient services programs, and accessibility improvements such as handicapped accessible doors.
How do I apply for a grant from Sam S Stein and Rose Stein Foundation?
The foundation is an active grantmaker with recent grant activity showing 15 grants made in the most recent reporting period. Recent grants include: • Firelands Symphony Orchestra: $23,300 for 2024-2025 Concerts and Music Education Enrichment Program • The Foundation for Firelands: $21,500 for Purchase Nursing Simulator • Stein Hospice: $12,000 for Charity and Specialcare Programs Total giving in 2024 was $234,800. Typical award amounts range from $500 to $60,000.
Where does Sam S Stein and Rose Stein Foundation make grants?
The foundation primarily funds organizations in Ohio, with a particular emphasis on the local Sandusky area and surrounding regions.
What size grants does Sam S Stein and Rose Stein Foundation award?
In 2024, Sam S Stein and Rose Stein Foundation awarded 14 grants totaling $235K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Sam S Stein and Rose Stein Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sam S Stein and Rose Stein Foundation reported a distributable amount of $203K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sam S Stein and Rose Stein Foundation's EIN?
Sam S Stein and Rose Stein Foundation's EIN (Employer Identification Number) is 34-1406795. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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