Sam S Stein And Rose Stein Foundation
- Assets
- $3.1m
- Revenue
- $134.9k
- Investments
- $3.0m
- Employees
- 0
- Location
- Sandusky, OH
- Founding
- 01/1984
- Data as of
- 12/2022
- EIN
- 34-1406795
Organization Overview
Sam S Stein And Rose Stein Foundation is located in Sandusky, OH. The organization was established in 1984. 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. Sam S Stein And Rose Stein 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 12/2022, Sam S Stein And Rose Stein Foundation generated $134.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (4.9%) each year. All expenses for the organization totaled $211.5k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (0.2%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Sam S Stein And Rose Stein Foundation has awarded 64 individual grants totaling $578,939. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Marcia L Goff Pres/trustee | 0.5 | $0 | |
Martin E Goff V Pres/trustee | 0.5 | $0 | |
David F Goff Treas/trustee | 0.5 | $0 | |
Mary Jane S Hill Sec/trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $7 |
| Dividends & Interest | $64,672 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $70,240 |
| Capital Gain Net Income | $70,240 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $134,919 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $700 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,302 |
| Total operating and administrative expenses | $43,059 |
| Contributions, gifts, grants paid | $168,485 |
| Total expenses and disbursements | $211,544 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $117 |
| Savings and temporary cash investments | $123,873 |
| Net Accounts receivable | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $859 |
| Total assets | $3,123,195 |
| 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, Sam S Stein And Rose Stein Foundation has awarded $168,485 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
CAC OF ERIE HURON & RICHLAND COUNTIES PURPOSE: PARENTS AS TEACHERSPROGRAM | $48,000 |
CANCER SERVICES OF ERIE CTY PURPOSE: PATIENT SERVICESPROGRAM | $5,000 |
BGSU FOUNDATION INC CO BGSU FIRELANDS PURPOSE: STUDENT PARENTSUPPORT PROGRAM | $10,000 |
CASA (EC COURT APPOINTED SPECIAL ADVOCATE) PURPOSE: OPERATIONS | $30,000 |
ERIE COUNTY COMMUNITY FOUNDATION PURPOSE: SUMMER INTERNSHIPPROGRAM | $3,000 |
ERIE COUNTY UNITED WAY PURPOSE: "STUFF THE BUS" PROGRAM - SCHOOLSUPPLIES | $500 |