Stein Family Charitable Trust
Stein Family Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 5 grants totaling $50K. Net investment income was $104K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.2M
+3.5% YoY
Annual Giving
$50K
+0.0% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$10K
-40.0% YoY
Under IRS private-foundation payout rules, Stein Family Charitable Trust reported a distributable amount of $71K for 2025 — the minimum it must pay out in qualifying distributions.
About Stein Family Charitable Trust
Based on IRS filings
Stein Family Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 5 grants totaling $50K. Net investment income was $104K.
Ready to take the next step with Stein Family Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,215,816 | $1,175,078 | $1,206,797 |
| Revenue | $120,194 | $45,787 | $-25,912 |
| Expenses | $82,025 | $77,828 | $93,167 |
| Qualifying Distributions | $66,031 | $64,429 | $74,539 |
| Net Investment Income | $103,990 | $28,671 | $11,787 |
| Distributable Amount | $71,053 | $64,843 | $64,334 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
22 grants across all recorded years
Open Grants
1 open opportunity from Stein Family Charitable Trust
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Ach Child and Family Services ($10,000), Gill Children's Services ($10,000), The Warm Place ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACH CHILD AND FAMILY SERVICES FORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 |
| GILL CHILDREN'S SERVICES FORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 |
| THE WARM PLACE FORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 |
| CAMP SUMMIT INC DALLAS, TX | UNRESTRICTED GENERAL | $10,000 |
| UNION GOSPEL MISSION OF TARRANT COUNTY FORT WORTH, TX | THERAPEUTIC CHILDREN'S | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $20,513 |
Frequently Asked Questions
How large is Stein Family Charitable Trust?
As of 2025, Stein Family Charitable Trust holds $1.2M in total assets with $120K in annual revenue. It awarded 5 grants totaling $50K in 2025.
Where does Stein Family Charitable Trust operate?
Stein Family Charitable Trust has awarded grants in Texas.
What size grants does Stein Family Charitable Trust award?
In 2025, Stein Family Charitable Trust awarded 5 grants totaling $50K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Stein Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Stein Family Charitable Trust reported a distributable amount of $71K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stein Family Charitable Trust's EIN?
Stein Family Charitable Trust's EIN (Employer Identification Number) is 75-6336289. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Stein Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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