Stein Family Charitable Foundation

WILMINGTON, NC EIN: 20-2031608

The Stein Family Charitable Foundation is a private 501(c)(3) grantmaking foundation based in Wilmington, North Carolina. Established in 2005, the foundation operates as a private foundation focused on philanthropic giving across multiple sectors and geographic regions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.6M

+7.6% YoY

Annual Giving

$190K

-43.8% YoY

Grant Count

22

+15.8% YoY

Avg Grant Size

$9K

-51.4% YoY

Under IRS private-foundation payout rules, Stein Family Charitable Foundation reported a distributable amount of $151K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding areas include:

  • Education (including K-12 schools, charter schools, and science education)
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Health
  • Religion
  • Arts and culture

Grantmaking

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Geographic Focus

Where this funder awards grants

The foundation supports charitable work primarily in:

  • North Carolina
  • New York
  • Washington

The foundation also funds initiatives in multiple other states including DC, Florida, Georgia, Massachusetts, Maryland, Mississippi, Pennsylvania, South Carolina, and Texas. Specific cities receiving support include Wilmington, Charleston, Atlanta, Baltimore, Philadelphia, New York, and Seattle.

Grant Distribution by State

14states
+6 more states

Cities

AgawamAtlantaBaltimoreBirminghamChapel HillCharlestonCullowheeDurhamFort WorthJacksonvilleKinstonKrakowLelandMerrifieldMorrisvilleNew YorkNorth WalesOxfordPhiladelphiaResearch Triangle Park

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total Assets: $3,596,600
  • Total Revenue: $102,449
  • Total Expenses: $199,409
  • Total Liabilities: $0
  • Net Income: -$9

Revenue Composition (2024):

  • Investment income and dividends: $102,449
  • Grants and contributions: $0

The foundation's revenue is derived entirely from investment income, with no contributions received during the fiscal year.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$468K$935K$1M$2M20202021202220232024
Metric202420232022
Total Assets$3,596,600$3,341,923$3,717,399
Revenue$102,449$99,165$1,700,258
Expenses$199,409$349,287$550,985
Qualifying Distributions$197,131$346,528$546,447
Net Investment Income$100,171$96,406$100,629
Distributable Amount$151,241$163,144$150,318

Giving Over Time

Total grant dollars and number of grants per year

$0$134K$269K$403K$537K40 grants202038 grants202118 grants202219 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UJA$101KCape Fear Community Coll…$32KAlbert Schweitzer Fellow…$13KWHQR$11KPort City Music Festival$5KVivace Music Foundation$5KNC Jazz Festival$5KUNCW$3KOpera House Theater$3KJewish Federations of No…$3K

Grant Size Distribution

137 grants across all recorded years

128<$50K2$50–100K6$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Uja ($101,000), Cape Fear Community College ($32,296), Albert Schweitzer Fellowship ($13,000).

RecipientPurposeAmount
World Jewish Congress Merrifield, VACHARITABLE$200
St Anne's Episcopal Church Jacksonville, NCCHARITABLE$1,000
Community Council for the Arts Kinston, NCCHARITABLE$100
Project ALS New York, NYCHARITABLE$100
Albert Schweitzer Fellowship Birmingham, ALCHARITABLE$13,000
Kids Making It Wilmington, NCCHARITABLE$2,000
American Cancer Society Wilmington, NCCHARITABLE$100
Opera House Theater Wilmington, NCCHARITABLE$2,500
Port City Music Festival Wilmington, NCCHARITABLE$5,000
WHQR Wilmington, NCCHARITABLE$11,000

Leadership & Key People

Leadership team and compensation from IRS filings

Key personnel identified:

  • Howard M Stein — Director, Vice President, Treasurer
  • Elliot Stein — Director, Vice President, Treasurer

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Recent News & Activity

Recent developments and announcements

2024

The foundation filed its most recent Form 990-PF for the fiscal year ending December 2024, received by the IRS on May 12, 2025. The foundation maintains an active grantmaking program and continues to support charitable organizations across its focus areas.

Stein Family Charitable Foundation - Full Filing - Nonprofit Explorer

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Stein Family Charitable Foundation fund?

The foundation's primary funding areas include: • Education (including K-12 schools, charter schools, and science education) • Philanthropy, Voluntarism & Grantmaking • Human Services • Health • Religion • Arts and culture

How do I apply for a grant from Stein Family Charitable Foundation?

**Grant Activity (2024):** • Total giving: $190,296 • Number of grants: 18 • Recent grantees include WHQR ($11,000), Vivace Music Foundation ($5,000), and The Jewish Federations of North America ($2,500) **Grant Characteristics:** • Typical award range: $100–$250,000 • The foundation made grants across multiple states and to diverse nonprofit organizations

Where does Stein Family Charitable Foundation make grants?

The foundation supports charitable work primarily in: • North Carolina • New York • Washington The foundation also funds initiatives in multiple other states including DC, Florida, Georgia, Massachusetts, Maryland, Mississippi, Pennsylvania, South Carolina, and Texas. Specific cities receiving support include Wilmington, Charleston, Atlanta, Baltimore, Philadelphia, New York, and Seattle.

What size grants does Stein Family Charitable Foundation award?

In 2024, Stein Family Charitable Foundation awarded 22 grants totaling $190K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Stein Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stein Family Charitable Foundation reported a distributable amount of $151K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stein Family Charitable Foundation's EIN?

Stein Family Charitable Foundation's EIN (Employer Identification Number) is 20-2031608. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Stein Family Charitable Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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