Stein Family Charitable Trust
EIN 756336289 Private FoundationTotal Given 2017–2024
$342K
30 grants · $43K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$10K
typical small grants · $10K–$15K
grant size
21%
balanced · 5/24 multi-year
repeat
$1.4M
Assets (2024)
24
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
KELLY DONOHUE BANK OF AMERICA
Phone
(888) 866-3275
Deadlines
SEPTEMBER 30
How to Apply
1. A BRIEF DESCRIPTION OF PROJECT OR PROGRAM 2. THE AMOUNT REQUESTED 3. COPIES OF IRS DOCUMENTS PERTAINING TO TAX EXEMPT STATUS
Restrictions
EMOTIONALLY AND PHYSICALLY HANDICAPPED CHILDREN
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $42K | $1.2M | $50K | 4 |
| 2018 | $45K | $1.3M | $118K | 4 |
| 2019 | $50K | $1.2M | $64K | 5 |
| 2021 | $45K | $1.5M | $87K | 5 |
| 2022 | $50K | $1.5M | $274K | 4 |
| 2023 | $60K | $1.3M | $-26K | 5 |
| 2024 | $50K | $1.4M | $46K | 3 |
Grant Size Distribution
Based on 30 grants on record
Minimum
$5K
25th Pctl
$10K
Median
$10K
Average
$11K
75th Pctl
$15K
Maximum
$20K
Geographic Distribution
Texas Counties Served
83.3% of US grants
· Rank #1 of 3 states
$292K across
25 grants
5 of 254 counties
Top 5 counties
- 1 Tarrant
- 2 Collin
- 3 Bexar
- 4 Travis
- 5 Dallas
Officers & Directors
BA
Bank of America
3 yrs
Trustee
BA
Bank of America
3 yrs
Trustee
BA
Bank of America
3 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
Grants Awarded (30 total)
| Purpose | ||||
|---|---|---|---|---|
| Casa of Tarrant County | Fort Worth, TX | $20,000 | UNRESTRICTED GENERAL | 2024 |
| Shaken Baby Alliance | Fort Worth, TX | $20,000 | UNRESTRICTED GENERAL | 2024 |
| Casa of Tarrant County | Fort Worth, TX | $15,000 | UNRESTRICTED GENERAL | 2022 |
| Mhmr Foundation | Fort Worth, TX | $15,000 | FAMILY CONNECTS | 2022 |
| Special Olympics Texas | Austin, TX | $15,000 | UNRESTRICTED GENERAL | 2017 |
| New Key School Inc | Fort Worth, TN | $15,000 | SUPPORT STUDENTS WITH | 2017 |
| Gill Children'S Services | Fort Worth, TX | $15,000 | UNRESTRICTED GENERAL | 2018 |
| Ach Child & Family Services | Fort Worth, TX | $15,000 | YOUTH EMERGENCY SHELTER | 2023 |
| Camp Summit Inc | Dallas, TX | $15,000 | UNRESTRICTED GENERAL | 2023 |
| Special Olympics Texas Inc | San Antonio, TX | $15,000 | PROGRAMMING | 2023 |
| Gill Children'S Services | Fort Worth, TX | $10,000 | UNRESTRICTED GENERAL | 2019 |
| Warm Place | Fort Worth, TX | $10,000 | SIBLING GRIEF SUPPORT GROUP | 2019 |
| Campfire Usa First Tx | Fort Worth, TX | $10,000 | CAMP EL TESORO | 2019 |
| Wings of Hope Equitherapy | Burleson, TX | $10,000 | SUPPORT SCHOLARSHIPS FOR | 2019 |
| Mhmr Visions | Fort Worth, TX | $10,000 | HEALTHY STEPS | 2019 |
| Gill Children'S Services | Fort Worth, TX | $10,000 | UNRESTRICTED GENERAL | 2021 |
| Essilor Vision Foundation | Dallas, TX | $10,000 | UNRESTRICTED GENERAL | 2021 |
| Shaken Baby Alliance | Fort Worth, TX | $10,000 | UNRESTRICTED GENERAL | 2021 |
| The Warm Place | Fort Worth, TX | $10,000 | UNRESTRICTED GENERAL | 2021 |
| Wings of Hope Equitherapy | Burleson, TX | $10,000 | SUPPORT SCHOLARSHIPS FOR | 2022 |
| Lena Pope Home Inc | Fort Worth, TX | $10,000 | COUNSELING SERVICES | 2022 |
| Hill School of Fort Worth Inc | Fort Worth, TX | $10,000 | SUPPORT SCHOLARSHIPS FOR | 2024 |
| Campfire Usa First Tx | Fort Worth, TX | $10,000 | CAMP EL TESORO | 2018 |
| New Key School Inc | Fort Worth, TN | $10,000 | SUPPORT STUDENTS WITH | 2018 |
| What About Remembering | Fort Worth, TX | $10,000 | GRIEF SUPPORT PROGRAM | 2018 |
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