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
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
No grants recorded for .
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 |
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Stein Family Charitable Trust on Grantable?
- Assess strategic fit with your organization
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