Stein Family Charitable Foundation
- Assets
- $3.3m
- Revenue
- $99.2k
- Investments
- $2.1m
- Employees
- 0
- Location
- Wilmington, NC
- Founding
- 02/2005
- Data as of
- 12/2023
- EIN
- 20-2031608
Organization Overview
Stein Family Charitable Foundation is located in Wilmington, NC. The organization was established in 2005. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stein Family Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Stein Family Charitable Foundation generated $99.2k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 4.1% each year. All expenses for the organization totaled $349.3k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Stein Family Charitable Foundation has awarded 256 individual grants totaling $1,581,648. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Director, Vice Pres, Treasurer | 1 | $0 | |
Name Not Listed Director, Vice Pres, Treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $732 |
| Dividends & Interest | $98,433 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $99,165 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $11,035 |
| Contributions, gifts, grants paid | $338,252 |
| Total expenses and disbursements | $349,287 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $741,955 |
| Savings and temporary cash investments | $22,825 |
| Net Accounts receivable | $500,000 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,077,143 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,341,923 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Stein Family Charitable Foundation has awarded $338,252 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
CHAMBER MUSIC WILMINGTON PURPOSE: CHARITABLE | $12,500 |
UNCW FOUNDATION PURPOSE: CHARITABLE | $172,349 |
WILMINGTON SYMPHONY ORCHESTRA PURPOSE: CHARITABLE | $4,700 |
UNITED JEWISH APPEAL OF WILMINGTON NC PURPOSE: CHARITABLE | $102,500 |
WILMINGTON JEWISH FILM FESTIVAL PURPOSE: CHARITABLE | $5,156 |
CAPE FEAR COMMUNITY COLLEGE PURPOSE: CHARITABLE | $4,000 |