Stein Family Foundation
- Assets
- $3.6m
- Revenue
- $292.1k
- Investments
- $3.5m
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 12/2007
- Data as of
- 12/2023
- EIN
- 26-1173132
Organization Overview
Stein Family Foundation is located in San Diego, CA. The organization was established in 2007. 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 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 Foundation generated $292.1k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (0.6%) each year. All expenses for the organization totaled $247.5k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Stein Family Foundation has awarded 235 individual grants totaling $1,698,980. 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 |
|---|---|---|---|
Jerome Stein President | 5 | $0 | |
Sharon Stein Vice President | 5 | $0 | |
Gregory Stein Trustee | 5 | $0 | |
Karen Nunez Director | 5 | $0 | |
Dana Stein Director | 5 | $0 | |
Lisa Stein Director | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $10,300 |
| Dividends & Interest | $71,590 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $209,157 |
| Capital Gain Net Income | $209,157 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,016 |
| Total Revenue | $292,063 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,890 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $895 |
| Total operating and administrative expenses | $38,286 |
| Contributions, gifts, grants paid | $209,200 |
| Total expenses and disbursements | $247,486 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $92,144 |
| 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 | $2,997,730 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,550,595 |
| 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 Foundation has awarded $209,200 in support to 30 organizations.
| Grant Recipient | Amount |
|---|---|
CASA DE AMPARO PURPOSE: GENERAL OPERATING EXPENSES | $68,000 |
CYSTIC FIBROSIS FOUNDATION PURPOSE: GENERAL OPERATING EXPENSES | $1,000 |
THE ELIZABETH HOSPICE FOUNDATION PURPOSE: GENERAL OPERATING EXPENSES | $4,000 |
JEWISH FAMILY SERVICE PURPOSE: GENERAL OPERATING EXPENSES | $15,000 |
NORTH COAST REPERTORY THEATRE PURPOSE: GENERAL OPERATING EXPENSES | $10,500 |
RADY CHILDREN'S HOSPITAL FOUNDATION PURPOSE: GENERAL OPERATING EXPENSES | $5,000 |