The Stein Family Charitable Foundation
EIN 452732010Total Given 2016–2024
$4.3M
153 grants · $477K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$10K
grant size
40%
supporter · 32/80 multi-year
repeat
$25.7M
Assets (2024)
80
Distinct Recipients
About
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2016, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $707,120. This amount represents over 25% of the Foundation's net assets of $2,724,559 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2016. Although the Foundation technically experienced a "substantial contraction," it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 839-1754
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $707K | $5.6M | $3.1M | 26 |
| 2017 | $797K | $7.0M | $1.1M | 28 |
| 2018 | $895K | $9.5M | $4.6M | 29 |
| 2020 | $305K | $14.6M | $1.3M | 8 |
| 2021 | $420K | $19.0M | $313K | 17 |
| 2022 | $550K | $15.2M | $411K | 16 |
| 2023 | $417K | $20.2M | $520K | 18 |
| 2024 | $200K | $25.7M | $342K | 11 |
Grant Size Distribution
Based on 153 grants on record
Minimum
$1K
25th Pctl
$2K
Median
$5K
Average
$28K
75th Pctl
$10K
Maximum
$300K
Geographic Distribution
Officers & Directors
WS
William J Stein
8+ yrs
President, Dir, Sec
Leadership
SK
Sara Klein
3 yrs
Vice President
Leadership
SS
Sharon Stein
8+ yrs
Vice President
Leadership
MS
Matthew Stein
8+ yrs
Vice President
Leadership
WS
William J Stein
8+ yrs
President, Dir, Sec
Leadership
MS
Matthew Stein
8+ yrs
Vice President
Leadership
SS
Sharon Stein
8+ yrs
Vice President
Leadership
SK
Sara Klein
3 yrs
Vice President
Leadership
WS
William J Stein
8+ yrs
President, Dir, Sec
Leadership
SK
Sara Klein
3 yrs
Vice President
Leadership
MS
Matthew Stein
8+ yrs
Vice President
Leadership
SS
Sharon Stein
8+ yrs
Vice President
Leadership
WS
William J Stein
8+ yrs
President, Dir, Sec
Leadership
SS
Sharon Stein
8+ yrs
Vice President
Leadership
SS
Sara Stein
5 yrs
Vice President
Leadership
MS
Matthew Stein
8+ yrs
Vice President
Leadership
WS
William J Stein
8+ yrs
President, Dir, Sec
Leadership
MS
Matthew Stein
8+ yrs
Vice President
Leadership
SS
Sara Stein
5 yrs
Vice President
Leadership
SS
Sharon Stein
8+ yrs
Vice President
Leadership
WS
William J Stein
8+ yrs
President, Dir, Sec
Leadership
MS
Matthew Stein
8+ yrs
Vice President
Leadership
SS
Sharon Stein
8+ yrs
Vice President
Leadership
SS
Sara Stein
5 yrs
Vice President
Leadership
WS
William J Stein
8+ yrs
President, Dir, Sec
Leadership
SS
Sharon Stein
8+ yrs
Vice President
Leadership
SS
Sara Stein
5 yrs
Vice President
Leadership
MS
Matthew Stein
8+ yrs
Vice President
Leadership
WS
William J Stein
8+ yrs
President / Dir / Sec
Leadership
SS
Sharon Stein
8+ yrs
Vice President
Leadership
MS
Matthew Stein
8+ yrs
Vice President
Leadership
SS
Sara Stein
5 yrs
Vice President
Leadership
Grants Awarded (153 total)
| Purpose | ||||
|---|---|---|---|---|
| Chelsea Jewish Green House Inc | Chelsea, MA | $300,000 | The Dapper McDonald ALS Residence | 2018 |
| Dapper McDonald Charitable Foundation | White Plains, NY | $300,000 | To maintain the Chelsea Jewish Greenhouse Dapper mcdonald residence | 2016 |
| Dapper McDonald Charitable Foundation | White Plains, NY | $300,000 | to maintain the chelsea jewish greenhouse dapper mcdonald residence | 2017 |
| Saints Brigade | Port Chester, NY | $250,000 | expenditure responsibility grant | 2020 |
| Regents of the University of Michigan | Ann Arbor, MI | $200,000 | MOTT CHILDREN'S HOSPITAL PEDIATRIC BRAIN CANCER RESEARCH AND INNOVATION FUND | 2018 |
| Regents of the University of Michigan | Ann Arbor, MI | $200,000 | Mott Children's Hospital pediatric brain cancer research and innovation fund | 2016 |
| Regents of the University of Michigan | Ann Arbor, MI | $200,000 | Mott Children's Hospital pediatric brain cancer research and innovation fund | 2017 |
| Saints Brigade | Harrison, NY | $175,000 | EXPENDITURE RESPONSIBILITY GRANT | 2022 |
| Saints Brigade | Harrison, NY | $175,000 | EXPENDITURE RESPONSIBILITY GRANT | 2022 |
| Saints Brigade | Harrison, NY | $175,000 | Expenditure Responsibility Grant | 2021 |
| Saints Brigade | Harrison, NY | $150,000 | Expenditure Responsibility Grant | 2021 |
| Saints Brigade | Harrison, NY | $150,000 | EXPENDITURE RESPONSIBILITY GRANT | 2023 |
| Saints Brigade | Harrison, NY | $150,000 | EXPENDITURE RESPONSIBILITY GRANT | 2023 |
| Trustees of the University of Pennsylvania - Penn | Philadelphia, PA | $100,000 | Charitable Event | 2022 |
| Challenged Athletes Inc | San Diego, CA | $100,000 | Charitable Event | 2018 |
| Saints Brigade | Harrison, NY | $100,000 | EXPENDITURE RESPONSIBILITY GRANT | 2024 |
| Saints Brigade Ltd | Port Chester, NY | $100,000 | expenditure responsibility grant | 2017 |
| Trustees of the University of Pennsylvania - Schoo | Philadelphia, PA | $100,000 | Charitable Event | 2017 |
| Saints Brigade Ltd | Port Chester, NY | $75,000 | EXPENDITURE RESPONSIBILITY GRANT | 2018 |
| Saints Brigade Ltd | Port Chester, NY | $75,000 | EXPENDITURE RESPONSIBILITY GRANT | 2018 |
| Backyard Sports Cares Inc | White Plains, NY | $50,000 | Coach Danny Legacy Fund | 2023 |
| Backyard Sports Cares Inc | White Plains, NY | $50,000 | Coach Danny Legacy Fund | 2024 |
| Saints Brigade Ltd | Port Chester, NY | $50,000 | expenditure resposibility grant | 2016 |
| Regents of the University of Michigan | Ann Arbor, MI | $25,000 | Ross Annual Fund | 2022 |
| Broward Education Foundation Inc | Ft Lauderdale, FL | $25,000 | Change the Ref Inc. and their Actions For Change Food & Music Festival, Parkland | 2018 |