Allen A Stein Family Foundation

New York, NY
Tax-exempt since April 2001
EIN: 13-4153383

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$680k (2023)

Expenses

$525k (2023)

Total Assets

$6.29M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$679,777

Expenses

$525,020

Net Income

$154,757

Net Assets

$6,287,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$129,222	19.0%
Sales of Assets	$564,419	83.0%
Other Income	-$13,864

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$411,785	78.4%
Compensation of Officers*	$40,000	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,287,249
Total Liabilities	$0
Net Assets	$6,287,249

Compensation

Key Employees and Officers	Compensation	Other
Eric Stein Co Ddc Llp (Vp, Director)	$40,000	$0
Elaine Stein Roberts Co Ddc Llp (Secretary, Vp, Director)	$0	$0
Bernard Roberts Co Ddc Llp (Treasurer, Vp, Director)	$0	$0
Sharon Stein Co Ddc Llp (President, Director)	$0	$0
Margot Stein Co Ddc Llp (Vp, Director)	$0	$0

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990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$27,535

Expenses

$539,126

Net Income

-$566,661

Net Assets

$6,128,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,512
Sales of Assets	-$146,117
Other Income	-$11,930

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$388,071	72.0%
Compensation of Officers*	$40,000	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,128,811
Total Liabilities	$0
Net Assets	$6,128,811

Compensation

Key Employees and Officers	Compensation	Other
Eric Stein Co Ddc Llp (Vp, Director)	$40,000	$0
Elaine Stein Roberts Co Ddc Llp (Secretary, Vp, Director)	$0	$0
Bernard Roberts Co Ddc Llp (Treasurer, Vp, Director)	$0	$0
Sharon Stein Co Ddc Llp (President, Director)	$0	$0
Margot Stein Co Ddc Llp (Vp, Director)	$0	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,310,582

Expenses

$591,947

Net Income

$718,635

Net Assets

$6,694,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$163,078	12.4%
Sales of Assets	$1,162,915	88.7%
Other Income	-$15,411

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$448,789	75.8%
Compensation of Officers*	$40,000	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,694,573
Total Liabilities	$0
Net Assets	$6,694,573

Compensation

Key Employees and Officers	Compensation	Other
Eric Stein Co Ddc Llp (Vp, Director)	$40,000	$0
Elaine Stein Roberts Co Ddc Llp (Secretary, Vp, Director)	$0	$0
Bernard Roberts Co Ddc Llp (Treasurer, Vp, Director)	$0	$0
Sharon Stein Co Ddc Llp (President, Director)	$0	$0
Margot Stein Co Ddc Llp (Vp, Director)	$0	$0

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990-PF

Filed on June 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$465,935

Expenses

$555,931

Net Income

-$89,996

Net Assets

$5,949,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,940	25.5%
Sales of Assets	$359,372	77.1%
Other Income	-$12,377

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$427,249	76.9%
Compensation of Officers*	$40,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,949,690
Total Liabilities	$1
Net Assets	$5,949,689

Compensation

Key Employees and Officers	Compensation	Other
Eric Stein Co Ddc Llp (Vp, Director)	$40,000	$0
Elaine Stein Roberts Co Ddc Llp (Secretary, Vp, Director)	$0	$0
Bernard Roberts Co Ddc Llp (Treasurer, Vp, Director)	$0	$0
Sharon Stein Co Ddc Llp (President, Director)	$0	$0
Margot Stein Co Ddc Llp (Vp, Director)	$0	$0

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990-PF

Filed on Nov. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$610,300

Expenses

$540,342

Net Income

$69,958

Net Assets

$6,031,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114,998	18.8%
Sales of Assets	$508,172	83.3%
Other Income	-$12,870

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,887	81.0%
Compensation of Officers*	$40,000	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,031,692
Total Liabilities	$1
Net Assets	$6,031,691

Compensation

Key Employees and Officers	Compensation	Other
Eric Stein Co Ddc Llp (Vp, Director)	$40,000	$0
Elaine Stein Roberts Co Ddc Llp (Secretary, Vp, Director)	$0	$0
Bernard Roberts Co Ddc Llp (Treasurer, Vp, Director)	$0	$0
Sharon Stein Co Ddc Llp (President, Director)	$0	$0
Margot Stein Co Ddc Llp (Vp, Director)	$0	$0

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990-PF

Filed on July 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$393,938

Expenses

$542,721

Net Income

-$148,783

Net Assets

$5,950,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,437	26.8%
Sales of Assets	$298,840	75.9%
Other Income	-$10,339

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$427,034	78.7%
Compensation of Officers*	$40,000	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,950,033
Total Liabilities	$0
Net Assets	$5,950,033

Compensation

Key Employees and Officers	Compensation	Other
Eric Stein Co Ddc Llp (Vp, Director)	$40,000	$0
Elaine Stein Roberts Co Ddc Llp (Secretary, Vp, Director)	$0	$0
Bernard Roberts Co Ddc Llp (Treasurer, Vp, Director)	$0	$0
Sharon Stein Co Ddc Llp (President, Director)	$0	$0
Margot Stein Co Ddc Llp (Vp, Director)	$0	$0

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990-PF

Filed on Aug. 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Revenue

$368,311

Expenses

$527,879

Net Income

-$159,568

Net Assets

$6,091,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$99,161	26.9%
Sales of Assets	$287,553	78.1%
Other Income	-$18,403

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$415,041	78.6%
Compensation of Officers*	$40,070	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,091,492
Total Liabilities	$0
Net Assets	$6,091,492

Compensation

Key Employees and Officers	Compensation	Other
Eric Stein Co Ddc Llp (Vp, Director)	$40,070	$0
Elaine Stein Roberts Co Ddc Llp (Secretary, Vp, Director)	$0	$0
Bernard Roberts Co Ddc Llp (Treasurer, Vp, Director)	$0	$0
Sharon Stein Co Ddc Llp (President, Director)	$0	$0
Margot Stein Co Ddc Llp (Vp, Director)	$0	$0

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990-PF

Filed on Nov. 6, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$352,282

Expenses

$510,421

Net Income

-$158,139

Net Assets

$6,206,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,247	29.0%
Sales of Assets	$276,899	78.6%
Other Income	-$26,864

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$388,492	76.1%
Compensation of Officers*	$40,000	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,206,404
Total Liabilities	$0
Net Assets	$6,206,404

Compensation

Key Employees and Officers	Compensation	Other
Eric Stein Co Ddc Llp (Vp, Director)	$40,000	$0
Elaine Stein Roberts Co Ddc Llp (Secretary, Vp, Director)	$0	$0
Bernard Roberts Co Ddc Llp (Treasurer, Vp, Dire Ctor)	$0	$0
Sharon Stein Co Ddc Llp (President, Director)	$0	$0
Margot Stein Co Ddc Llp (Vp, Dire Ctor)	$0	$0

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990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$266,813

Expenses

$547,066

Net Income

-$280,253

Net Assets

$6,356,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$108,115	40.5%
Sales of Assets	$223,227	83.7%
Other Income	-$64,529

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$439,402	80.3%
Compensation of Officers*	$40,000	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,356,672
Total Liabilities	$0
Net Assets	$6,356,672

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$473,544

Expenses

$535,912

Net Income

-$62,368

Net Assets

$6,635,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$143,543	30.3%
Sales of Assets	$357,922	75.6%
Other Income	-$27,921

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$415,139	77.5%
Compensation of Officers*	$40,000	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,635,703
Total Liabilities	$0
Net Assets	$6,635,703

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$428,010

Expenses

$511,500

Net Income

-$83,490

Net Assets

$6,695,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,132	28.8%
Sales of Assets	$342,284	80.0%
Other Income	-$37,406

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$405,766	79.3%
Compensation of Officers*	$40,000	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,695,957
Total Liabilities	$0
Net Assets	$6,695,957

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$855,379

Expenses

$557,615

Net Income

$297,764

Net Assets

$6,764,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$179,920	21.0%
Sales of Assets	$700,060	81.8%
Other Income	-$24,601

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,543	74.2%
Compensation of Officers*	$40,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,764,478
Total Liabilities	$0
Net Assets	$6,764,478

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$319,819

Expenses

$563,007

Net Income

-$243,188

Net Assets

$6,457,265

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$177,026	55.4%
Sales of Assets	$136,164	42.6%
Other Income	$6,629	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$416,345	74.0%
Compensation of Officers*	$40,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,457,265
Total Liabilities	$0
Net Assets	$6,457,265

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Allen A Stein Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $680k (2023)

Expenses $525k (2023)

Total Assets $6.29M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$680k (2023)

Expenses

$525k (2023)

Total Assets

$6.29M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002