Stein Family Charitable Trust
Stein Family Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.4M in total assets. In 2026, it awarded 5 grants totaling $55K. Net investment income was $180K.
Stein Family Charitable Trust at a glance
In short: Stein Family Charitable Trust gave $55K across 5 grants in 2026 (avg $11K), mostly in Texas. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $55,000
- +10.0% vs 2025
- Grants made (2026)
- 5
- +0.0% vs 2025
- Average grant
- $11,000
- +10.0% vs 2025
- Median grant
- $10,000
- Total assets
- $1,356,762
- +11.6% vs 2025
- Primary geography
- Texas (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
How to apply to Stein Family Charitable Trust
Open Grants
1 open opportunity from Stein Family Charitable Trust
Who Stein Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2026
The largest 2026 recipient was Unbound Now the Underground ($15K). Together the top 5 received $55K.
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 22 grants of 22 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 5 itemized grants.
States
Cities
How Stein Family Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (−8%). Method
- In 2026 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2026, annual grant giving ranged from $45K (2021) to $60K (2023). In 2026 it made 5 grants totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Unbound Now the Underground Fort Worth, TX | Unrestricted General | $15,000 |
| Neuro Assistance Foundation Keller, TX | Unrestricted General | $10,000 |
| Center for ASD Burleson, TX | Unrestricted General | $10,000 |
| Justin's Place Fort Worth, TX | Unrestricted General | $10,000 |
| Alliance for Children Fort Worth, TX | Unrestricted General | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,356,762 | $196,324 | $89,247 | $55,000 | 5 | $71,089 | $179,740 | $74,380 |
| 2025 | $1,215,816 | $120,194 | $82,025 | $50,000 | 5 | $66,031 | $103,990 | $71,053 |
| 2024 | $1,175,078 | $45,787 | $77,828 | $50,000 | 3 | $64,429 | $28,671 | $64,843 |
| 2023 | $1,206,797 | $-25,912 | $93,167 | $60,000 | 5 | $74,539 | $11,787 | $64,334 |
| 2022 | $1,323,828 | $273,880 | $85,169 | $50,000 | 4 | $67,141 | $256,759 | $73,964 |
| 2021 | $1,243,010 | $87,211 | $73,500 | $45,000 | 5 | — | $73,405 | $64,799 |
| 2020 | $1,124,803 | $101,156 | $76,313 | $50,000 | 3 | — | $90,852 | $61,921 |
Under IRS private-foundation payout rules, Stein Family Charitable Trust reported a distributable amount of $74K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stein Family Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$22K (2022) → $23K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $23K, to Bank of America (Trustee).
Frequently asked questions about Stein Family Charitable Trust
How much does Stein Family Charitable Trust give each year?
Stein Family Charitable Trust gave $55K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $50K across 5 grants.
What is Stein Family Charitable Trust's typical grant size?
Stein Family Charitable Trust's median grant in 2026 was $10,000, and its average grant was $11,000, across 5 grants on its 2026 IRS Form 990-PF.
Where does Stein Family Charitable Trust give grants?
Stein Family Charitable Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Worth, TX (3 grants).
Does Stein Family Charitable Trust give general operating support?
Yes: 100% of Stein Family Charitable Trust's 2026 grants with a stated purpose (5 of 5) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Stein Family Charitable Trust's largest grantees?
Stein Family Charitable Trust's largest 2026 grantees include Unbound Now the Underground ($15,000), Neuro Assistance Foundation ($10,000) and Center for ASD ($10,000), according to its 2026 IRS Form 990-PF. Together they received 64% of its itemized 2026 grant dollars.
How large is Stein Family Charitable Trust?
Stein Family Charitable Trust reported $1.4M in total assets on its 2026 IRS Form 990-PF. It paid out $71K in qualifying distributions that year, against a required minimum of $74K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2020–2025
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