Private foundation
STEIN FAMILY CHARITABLE TR 5029
DALLAS, TXEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
DALLAS, TXEIN
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.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
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 | $120,194 | $82,025 | $66,031 | $1,215,816 |
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 58% 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 |
|---|---|---|---|---|
| THE NEW KEY SCHOOLFORT WORTH, TX | SUPPORT STUDENTS WITH | $25,000 | 2020 | |
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. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| $1,215,816 |
| FY2024 | 990-PF | $45,787 | $77,828 | $64,429 | $1,175,078 | $1,175,078 |
| FY2023 | 990-PF | −$25,912 | $93,167 | $74,539 | $1,206,797 | $1,206,797 |
| FY2022 | 990-PF | $273,880 | $85,169 | $67,141 | $1,323,828 | $1,323,828 |
| FY2021 | 990-PF | $87,211 | $73,500 | $58,640 | $1,243,010 | $1,243,010 |
| FY2020 | 990-PF | $101,156 | $76,313 | $63,983 | $1,124,803 | $1,124,803 |
| FY2019 | 990-PF | $63,728 | $79,811 | $63,957 | $1,099,399 | $1,099,399 |
| FY2018 | 990-PF | $117,697 | $72,490 | $58,889 | $1,132,399 | $1,132,399 |
| FY2017 | 990-PF | $50,309 | $66,574 | $54,873 | $1,087,805 | $1,087,805 |
| UNRESTRICTED GENERAL |
| $20,000 |
| 2024 |
| SHAKEN BABY ALLIANCEFORT WORTH, TX | UNRESTRICTED GENERAL | $20,000 | 2024 |
| GILL CHILDREN'S SERVICESMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.FORT WORTH, TX | UNRESTRICTED GENERAL | $15,000 | 2018 |
| NEW KEY SCHOOL INCFORT WORTH, TN | SUPPORT STUDENTS WITH | $15,000 | 2017 |
| ACH CHILD & FAMILY SERVICESMatched to this organization because 5 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.FORT WORTH, TX | YOUTH EMERGENCY SHELTER | $15,000 | 2023 |
| MHMR FOUNDATIONMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.FORT WORTH, TX | FAMILY CONNECTS | $15,000 | 2022 |
| SPECIAL OLYMPICS TEXASAUSTIN, TX | UNRESTRICTED GENERAL | $15,000 | 2020 |
| CASA OF TARRANT COUNTYFORT WORTH, TX | UNRESTRICTED GENERAL | $15,000 | 2022 |
| SPECIAL OLYMPICS TEXAS INCSAN ANTONIO, TX | PROGRAMMING | $15,000 | 2023 |
| SPECIAL OLYMPICS TEXASAUSTIN, TX | UNRESTRICTED GENERAL | $15,000 | 2017 |
| CAMP SUMMIT INCDALLAS, TX | UNRESTRICTED GENERAL | $15,000 | 2023 |
| LENA POPE HOME INCFORT WORTH, TX | COUNSELING SERVICES | $10,000 | 2022 |
| THE WARM PLACEFORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 | 2021 |
| WHAT ABOUT REMEMBERINGFORT WORTH, TX | GRIEF SUPPORT PROGRAM | $10,000 | 2018 |
| ACH CHILD AND FAMILY SERVICESFORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 | 2025 |
| WINGS OF HOPE EQUITHERAPYBURLESON, TX | SUPPORT SCHOLARSHIPS FOR | $10,000 | 2019 |
| THE WARM PLACEFORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 | 2023 |
| MHMR VISIONSFORT WORTH, TX | HEALTHY STEPS | $10,000 | 2019 |
| HILL SCHOOL OF FORT WORTH INCFORT WORTH, TX | SUPPORT SCHOLARSHIPS FOR | $10,000 | 2024 |
| GILL CHILDREN'S SERVICESMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.FORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 | 2019 |
| GILL CHILDREN'S SERVICESMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.FORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 | 2025 |
| SHAKEN BABY ALLIANCEFORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 | 2021 |
| CAMPFIRE USA FIRST TXFORT WORTH, TX | CAMP EL TESORO | $10,000 | 2019 |
| WINGS OF HOPE EQUITHERAPYBURLESON, TX | SUPPORT SCHOLARSHIPS FOR | $10,000 | 2022 |
Form 990-PF · FY2024 · period ending Feb 29, 2024IRS bulk XML
Filing id 202431229349100328
Form 990-PF · FY2023 · period ending Feb 28, 2023
Filing id 202311229349100731
Form 990-PF · FY2022 · period ending Feb 28, 2022
Filing id 202221439349100517
Form 990-PF · FY2021 · period ending Feb 28, 2021
Filing id 202121259349101302
Form 990-PF · FY2020 · period ending Feb 29, 2020
Filing id 202001299349101215
Form 990-PF · FY2019 · period ending Feb 28, 2019
Filing id 201931279349101253
Form 990-PF · FY2018 · period ending Feb 28, 2018
Filing id 201841589349100509
Form 990-PF · FY2017 · period ending Feb 28, 2017
Filing id 201711529349100121
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.