The Stein Family Foundation
The Stein Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Diego, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 27 grants totaling $203K. Net investment income was $330K.
Key facts about The Stein Family Foundation
- EIN
- 26-1173132
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $202,700
- Grants made (2024)
- 27
- Average grant
- $7,507
- Median grant
- $4,000
- New grantees (estimate)
- 11% first-time grantees (3 of 27, 2024)
- Total assets
- $3,664,386
- Primary geography
- California (78% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Stein Family Foundation funds
By grant dollars, the top recipient states for The Stein Family Foundation's 27 itemized 2024 grants were California (78%), Ohio (7%) and Texas (7%). The most frequent recipient cities were San Diego, CA (7 grants), Columbus, OH (3 grants), Austin, TX (2 grants) and El Cajon, CA (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is The Stein Family Foundation open to new grantees?
11%
first-time grantees, 2024
In 2024, 3 of 27 grantees (11%) were first-time recipients. First grants averaged $3K; repeat grants $8K. How we count
Medians: $1K first-time, $4K repeat.
- 89% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+5%). Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 The Stein Family Foundation
- How to evaluate The Stein Family 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
$3.7M
+3.2% YoY
Annual Giving
$203K
-3.1% YoY
Grant Count
27
-10.0% YoY
Avg Grant Size
$8K
+7.7% YoY
Under IRS private-foundation payout rules, The Stein Family Foundation reported a distributable amount of $229K for 2024 — the minimum it must pay out in qualifying distributions.
About The Stein Family Foundation
Based on IRS filings
The Stein Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Diego, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 27 grants totaling $203K. Net investment income was $330K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 27 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,664,386 | $3,550,595 | $3,511,083 |
| Revenue | $367,053 | $292,063 | $139,931 |
| Expenses | $252,641 | $247,486 | $267,588 |
| Qualifying Distributions | $215,815 | $213,673 | $232,040 |
| Net Investment Income | $330,227 | $258,250 | $104,383 |
| Distributable Amount | $228,919 | $208,637 | $216,944 |
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
135 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include CASA De Amparo ($62,000), Jewish Family Service ($15,000), Village Project Africa Inc ($13,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CASA DE AMPARO San Marcos, CA | GENERAL OPERATING EXPENSES | $62,000 |
| JEWISH FAMILY SERVICE San Diego, CA | GENERAL OPERATING EXPENSES | $15,000 |
| VILLAGE PROJECT AFRICA INC Noblesville, IN | GENERAL OPERATING EXPENSES | $13,000 |
| VISTA HILL FOUNDATION San Diego, CA | GENERAL OPERATING EXPENSES | $12,000 |
| SOLUTIONS FOR CHANGE Vista, CA | GENERAL OPERATING EXPENSES | $12,000 |
| NORTH COAST REPERTORY THEATRE Solana Beach, CA | GENERAL OPERATING EXPENSES | $11,500 |
| JEWISH FEDERATION OF SD COUNTY San Diego, CA | GENERAL OPERATING EXPENSES | $10,000 |
| KORDA INSTITUTE Cleveland, OH | GENERAL OPERATING EXPENSES | $10,000 |
| ANY BABY CAN OF AUSTIN INC Austin, TX | GENERAL OPERATING EXPENSES | $9,000 |
| EAST COUNTY TRANSITIONAL LIVING CT El Cajon, CA | GENERAL OPERATING EXPENSES | $8,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jerome Stein | President | 5 | $600 |
| Sharon Stein | Vice President | 5 | $600 |
| Gregory Stein | Trustee | 5 | $600 |
| Karen Nunez | Director | 5 | $600 |
| Dana Stein | Director | 5 | $600 |
| Lisa Stein | Director | 5 | $600 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Stein Family Foundation?
The Stein Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Diego, CA. It holds $3.7M in total assets as of 2024.
How large is The Stein Family Foundation?
As of 2024, The Stein Family Foundation holds $3.7M in total assets with $367K in annual revenue. It awarded 27 grants totaling $203K in 2024.
Where does The Stein Family Foundation operate?
The Stein Family Foundation has awarded grants in California, Florida, Indiana, Ohio, Tennessee, Texas, Virginia.
What size grants does The Stein Family Foundation award?
In 2024, The Stein Family Foundation awarded 27 grants totaling $203K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is The Stein Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Stein Family Foundation reported a distributable amount of $229K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Stein Family Foundation's EIN?
The Stein Family Foundation's EIN (Employer Identification Number) is 26-1173132. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.