Private foundation
STEIN FAMILY FOUNDATION
SAN DIEGO, CAEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
Private foundation
SAN DIEGO, CAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $382,092 | $245,673 | $207,074 | $3,813,464 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 43% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CASA DE AMPAROSAN MARCOS, CA | GENERAL OPERATING EXPENSES | $68,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jerome Stein | President | 5.00 | $600 |
| Sharon Stein | Vice President | 5.00 | $600 |
| Gregory Stein | Trustee | 5.00 | $600 |
| Karen Nunez | Director |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $3,813,464 |
| FY2024 | 990-PF | $367,053 | $252,641 | $215,815 | $3,664,386 | $3,664,386 |
| FY2023 | 990-PF | $292,063 | $247,486 | $213,673 | $3,550,595 | $3,550,595 |
| FY2022 | 990-PF | $139,931 | $267,588 | $232,040 | $3,511,083 | $3,511,083 |
| FY2021 | 990-PF | $326,105 | $239,073 | $200,907 | $3,638,996 | $3,638,996 |
| FY2020 | 990-PF | $263,524 | $232,668 | $200,654 | $3,552,240 | $3,552,240 |
| FY2019 | 990-PF | $191,214 | $223,480 | $192,383 | $3,522,341 | $3,522,341 |
| FY2018 | 990-PF | $176,661 | $259,742 | $227,750 | $3,552,501 | $3,552,501 |
| FY2017 | 990-PF | $273,777 | $196,711 | $167,337 | $3,632,282 | $3,632,282 |
| FY2016 | 990-PF | $98,765 | $220,730 | $193,250 | $3,492,401 | $3,492,401 |
| GENERAL OPERATING EXPENSES |
| $67,000 |
| 2018 |
| CASA DE AMPAROSAN MARCOS, CA | GENERAL OPERATING EXPENSES | $65,000 | 2022 |
| CASA DE AMPAROSAN MARCOS, CA | GENERAL OPERATING EXPENSES | $62,000 | 2024 |
| CASA DE AMPAROSAN MARCOS, CA | GENERAL OPERATING EXPENSES | $57,000 | 2020 |
| CASA DE AMPAROSAN MARCOS, CA | GENERAL OPERATING EXPENSES | $56,090 | 2017 |
| CASA DE AMPAROSAN MARCOS, CA | GENERAL OPERATING EXPENSES | $55,000 | 2021 |
| CASA DE AMPAROSAN MARCOS, CA | GENERAL OPERATING EXPENSES | $55,000 | 2016 |
| CASA DE AMPAROSAN MARCOS, CA | GENERAL OPERATING EXPENSES | $50,550 | 2019 |
| JEWISH FAMILY SERVICESAN DIEGO, CA | GENERAL OPERATING EXPENSES | $25,000 | 2016 |
| VILLAGE PROJECT AFRICA INCNOBLESVILLE, IN | GENERAL OPERATING EXPENSES | $20,000 | 2022 |
| CASA DE AMPAROSAN MARCOS, CA | GENERAL OPERATING EXPENSES | $18,000 | 2025 |
| JEWISH FAMILY SERVICESAN DIEGO, CA | GENERAL OPERATING EXPENSES | $18,000 | 2022 |
| JEWISH FAMILY SERVICESAN DIEGO, CA | GENERAL OPERATING EXPENSES | $17,000 | 2020 |
| JEWISH FAMILY SERVICESAN DIEGO, CA | GENERAL OPERATING EXPENSES | $15,268 | 2019 |
| JEWISH FAMILY SERVICESAN DIEGO, CA | GENERAL OPERATING EXPENSES | $15,000 | 2024 |
| JEWISH FAMILY SERVICESAN DIEGO, CA | GENERAL OPERATING EXPENSES | $15,000 | 2018 |
| JEWISH FAMILY SERVICESAN DIEGO, CA | GENERAL OPERATING EXPENSES | $15,000 | 2023 |
| JEWISH FAMILY SERVICESAN DIEGO, CA | GENERAL OPERATING EXPENSES | $15,000 | 2021 |
| VISTA HILL FOUNDATIONSAN DIEGO, CA | GENERAL OPERATING EXPENSES | $15,000 | 2025 |
| JEWISH FAMILY SERVICESAN DIEGO, CA | GENERAL OPERATING EXPENSES | $15,000 | 2025 |
| DEAF COMMUNITY SERVICE OF SAN DIEGOSAN DIEGO, CA | GENERAL OPERATING EXPENSES | $15,000 | 2021 |
| JEWISH FAMILY SERVICESAN DIEGO, CA | GENERAL OPERATING EXPENSES | $15,000 | 2017 |
| SOLUTIONS FOR CHANGEVISTA, CA | GENERAL OPERATING EXPENSES | $15,000 | 2025 |
| VISTA HILL FOUNDATIONSAN DIEGO, CA | GENERAL OPERATING EXPENSES | $13,600 | 2020 |
| 5.00 |
| $600 |
| Dana Stein | Director | 5.00 | $600 |
| Lisa Stein | Director | 5.00 | $600 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202511779349100316
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202412059349101056
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202310689349100606
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202211519349100716
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202101739349100610
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202011699349100426
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201941519349100804
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201811289349101816
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201741729349100009
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.