Stein Family Charitable Foundation
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.
Key facts about Stein Family Charitable Foundation
- EIN
- 20-2031608
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $190,296
- Grants made (2024)
- 22
- Average grant
- $8,650
- Median grant
- $1,750
- New grantees (estimate)
- 59% first-time grantees (13 of 22, 2024)
- Total assets
- $3,596,600
- Primary geography
- New York (54% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated June 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Stein Family Charitable Foundation funds
By grant dollars, the top recipient states for Stein Family Charitable Foundation's 22 itemized 2024 grants were New York (54%), North Carolina (35%) and Alabama (7%). The most frequent recipient cities were Wilmington, NC (11 grants), New York, NY (3 grants) and Chapel Hill, NC (2 grants). None of its 22 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (22 grants).
Is Stein Family Charitable Foundation open to new grantees?
59%
first-time grantees, 2024
In 2024, 13 of 22 grantees (59%) were first-time recipients. First grants averaged $10K; repeat grants $7K. How we count
Medians: $1K first-time, $5K repeat.
- 14% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−6%). Method
- In 2024 it paid out 130% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Stein Family Charitable Foundation
- How to evaluate Stein Family Charitable Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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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.
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
Share of all 22 itemized 2024 grant dollars.
States
Cities
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.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
137 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Uja ($101,000), Cape Fear Community College ($32,296), Albert Schweitzer Fellowship ($13,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UJA New York, NY | CHARITABLE | $101,000 |
| Cape Fear Community College Wilmington, NC | CHARITABLE | $32,296 |
| Albert Schweitzer Fellowship Birmingham, AL | CHARITABLE | $13,000 |
| WHQR Wilmington, NC | CHARITABLE | $11,000 |
| Port City Music Festival Wilmington, NC | CHARITABLE | $5,000 |
| Vivace Music Foundation Seattle, WA | CHARITABLE | $5,000 |
| NC Jazz Festival Wilmington, NC | CHARITABLE | $5,000 |
| UNCW Wilmington, NC | CHARITABLE | $3,000 |
| Opera House Theater Wilmington, NC | CHARITABLE | $2,500 |
| Jewish Federations of North America New York, NY | CHARITABLE | $2,500 |
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
No officer or director reported compensation in the available filings.
From 2022 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Howard M Stein | Director, Vice Pres, Treas | 1 | — |
| Elliot Stein | Director, Vice Pres, Treas | 1 | — |
Recent News & Activity
Recent developments and announcements
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 ExplorerSubject 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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.