The Stein Family Fund
- Assets
- $1.6m
- Revenue
- $159.0k
- Investments
- $1.5m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 10/1996
- Data as of
- 12/2021
- EIN
- 36-3261176
Organization Overview
The Stein Family Fund is located in Chicago, IL. The organization was established in 1996. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, 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 Fund 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 12/2021, Stein Family Fund generated $159.0k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.9%) each year. All expenses for the organization totaled $142.6k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Stein Family Fund has awarded 272 individual grants totaling $786,788. 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 |
|---|---|---|---|
Judie Stein Friedman Director | 5 | $0 | |
Pam Dixon Board Member | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $8 |
| Dividends & Interest | $41,244 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $51,359 |
| Capital Gain Net Income | $51,359 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $66,413 |
| Total Revenue | $159,024 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,259 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $401 |
| Printing and publications | $0 |
| Other expenses | $4,631 |
| Total operating and administrative expenses | $39,310 |
| Contributions, gifts, grants paid | $103,265 |
| Total expenses and disbursements | $142,575 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $65,894 |
| 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 | $35,372 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $985,943 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,619,765 |
| 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, The Stein Family Fund has awarded $103,265 in support to 46 organizations.
| Grant Recipient | Amount |
|---|---|
CENTER THEATRE GROUP PURPOSE: UNRESTRICTED | $25,500 |
Santa Paula, CA PURPOSE: UNRESTRICTED | $21,000 |
Los Angeles, CA PURPOSE: UNRESTRICTED | $15,364 |
Los Angeles, CA PURPOSE: UNRESTRICTED | $10,000 |
AMERICAN WILD HORSE PRESERVATION CAMPAIGN PURPOSE: UNRESTRICTED | $9,165 |
Port St Lucie, FL PURPOSE: UNRESTRICTED | $4,599 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Way Of Greater St Louis Inc Saint Louis, MO | $114,175,989 | $83,585,264 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI | $57,056,595 | $64,052,238 |
United Way Of Central Indiana Inc Indianapolis, IN | $217,442,591 | $59,941,831 |
United Way Of Metropolitan Chicago Inc Chicago, IL | $58,068,035 | $46,184,540 |
James Whitcomb Riley Memorial Association Indianapolis, IN | $429,029,854 | $68,543,198 |
Worldwide Inventory Network Inc St Louis, MO | $154,273,003 | $31,738,147 |
United Way Of Greater Kansas City Inc Kansas City, MO | $27,299,107 | $44,015,637 |
Metro United Way Inc Louisville, KY | $52,656,581 | $25,773,108 |
Aurora Health Care Foundation Inc Milwaukee, WI | $332,167,553 | $7,899,285 |
United Way Of Central Iowa Des Moines, IA | $37,480,917 | $26,442,012 |
Milwaukee Jewish Federation Inc Milwaukee, WI | $275,238,952 | $33,191,987 |
United Way Of Dane County Inc Madison, WI | $25,467,311 | $22,528,941 |