Stein Family Charitable Trust

DALLAS, TX EIN: 75-6336289

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $255K (100%)

States

Texas

Cities

AustinBurlesonDallasFort WorthSan Antonio

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Foundation

Stein Family Charitable Trust Grant

STEIN FAMILY CHARITABLE TRUST

Amount

US $10,000 - US $20,000

Deadline

Rolling / Open

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.