The Fred Stein Family Foundation co Mark Stein
- Assets
- $225.6k
- Revenue
- $101.8k
- Investments
- $221.7k
- Employees
- 0
- Location
- Haverford, PA
- Founding
- 08/1987
- Data as of
- 11/2018
- EIN
- 13-3389107
Organization Overview
The Fred Stein Family Foundation co Mark Stein is located in Haverford, PA. The organization was established in 1987. 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.
For the year ending 11/2018, Fred Stein Family Foundation co Mark Stein generated $101.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 2 years, the organization has seen revenues fall by an average of (3.7%) each year. All expenses for the organization totaled $253.6k during the year ending 11/2018. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James Kaufman Vice President | 0.5 | $0 | |
Carol Baker Vp/sec/treas | 0.5 | $0 | |
Mark Stein Pres & Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $24 |
| Dividends & Interest | $5,443 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $96,367 |
| Capital Gain Net Income | $96,367 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $101,834 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,547 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,004 |
| Total operating and administrative expenses | $14,747 |
| Contributions, gifts, grants paid | $238,832 |
| Total expenses and disbursements | $253,579 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,923 |
| Savings and temporary cash investments | $0 |
| 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 | $0 |
| Total assets | $225,628 |
| 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 Fred Stein Family Foundation co Mark Stein has awarded $238,832 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
New York, NY PURPOSE: GENERAL FUND | $30,000 |
Moose, WY PURPOSE: PARK RESTORATION & GENERAL FUND | $20,000 |
Philadelphia, PA PURPOSE: MISSION CAMPAIGN | $20,000 |
Arlington, VA PURPOSE: GENERAL FUND | $20,000 |
Norristown, PA PURPOSE: ANNUAL FUND | $19,832 |
Jackson, WY PURPOSE: ANNUAL FUND | $15,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Druckenmiller Foundation New York, NY | $1,579,806,367 | $402,828,458 |
Rockefeller Brothers Fund Inc New York, NY | $1,654,004,790 | $94,665,303 |
Anna Maria And Stephen Kellen Foundation Inc New York, NY | $1,287,407,560 | $57,361,611 |
The Wallace Foundation New York, NY | $1,815,949,042 | $114,535,478 |
George Gund Foundation Cleveland, OH | $524,945,754 | $120,923,136 |
Oberkotter Foundation Philadelphia, PA | $83,021,123 | $23,009,013 |
Stephen A Schwarzman Foundation New York, NY | $124,156,635 | $61,557,254 |
Pepsico Foundation Inc Purchase, NY | $25,033,678 | $1,734,936 |
Pnc Foundation Pittsburgh, PA | $218,373,148 | $3,451,991 |
Foundation Mireille And James Levy Usa New York, NY | $36,878,233 | $277,701 |
Peter Alfond Foundation Bethesda, MD | $78,752,550 | $129,307,233 |
The Bat Hanadiv Foundation No 3 New York, NY | $1,717,297,999 | $245,079,951 |