Steinberg Lalli Charitable Foundation

Steinberg Stephen P Ttee

Acton, MA
Tax-exempt since June 2005
EIN: 20-6184268

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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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$635k (2024)

Expenses

$547k (2024)

Total Assets

$10.3M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$634,926

Expenses

$547,365

Net Income

$87,561

Net Assets

$10,296,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$214,269	33.7%
Dividends	$194,538	30.6%
Sales of Assets	$90,791	14.3%
Other Income	$135,328	21.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$492,517	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,296,848
Total Liabilities	$0
Net Assets	$10,296,848

Compensation

Key Employees and Officers	Compensation	Other
Stephen P Steinberg (Trustee)	$0	$0
Randall Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on Nov. 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$538,691

Expenses

$553,315

Net Income

-$14,624

Net Assets

$10,209,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$119,381	22.2%
Dividends	$207,789	38.6%
Sales of Assets	-$17,112
Other Income	$228,633	42.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$462,455	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,209,287
Total Liabilities	$0
Net Assets	$10,209,287

Compensation

Key Employees and Officers	Compensation	Other
Stephen P Steinberg (Trustee)	$0	$0
Randall Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on Sept. 25, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$560,346

Expenses

$613,946

Net Income

-$53,600

Net Assets

$10,223,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$79,472	14.2%
Dividends	$207,407	37.0%
Sales of Assets	-$28,227
Other Income	$301,694	53.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$488,590	79.6%
Compensation of Officers*	$41,895	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	$10,223,911
Total Liabilities	$0
Net Assets	$10,223,911

Compensation

Key Employees and Officers	Compensation	Other
Randall Steinberg (Trustee)	$41,895	$0
Stephen P Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on Sept. 12, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$678,466

Expenses

$556,499

Net Income

$121,967

Net Assets

$10,277,511

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77,282	11.4%
Dividends	$201,455	29.7%
Sales of Assets	$170,908	25.2%
Other Income	$228,821	33.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$491,099	88.2%
Compensation of Officers*	$44,619	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,277,511
Total Liabilities	$0
Net Assets	$10,277,511

Compensation

Key Employees and Officers	Compensation	Other
Randall Steinberg (Trustee)	$44,619	$0
Stephen P Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on April 26, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$528,879

Expenses

$653,131

Net Income

-$124,252

Net Assets

$10,155,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$101,406	19.2%
Dividends	$235,976	44.6%
Sales of Assets	$55,881	10.6%
Other Income	$135,616	25.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$575,650	88.1%
Compensation of Officers*	$31,949	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,155,544
Total Liabilities	$1
Net Assets	$10,155,543

Compensation

Key Employees and Officers	Compensation	Other
Randall Steinberg (Trustee)	$31,949	$0
Stephen P Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on July 27, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$600,546

Expenses

$624,360

Net Income

-$23,814

Net Assets

$10,279,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$118,671	19.8%
Dividends	$239,993	40.0%
Sales of Assets	$7,730	1.3%
Other Income	$234,152	39.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$546,665	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,279,796
Total Liabilities	$1
Net Assets	$10,279,795

Compensation

Key Employees and Officers	Compensation	Other
Stephen P Steinberg (Trustee)	$0	$0
Randall Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on June 1, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$666,538

Expenses

$616,385

Net Income

$50,153

Net Assets

$10,303,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$116,335	17.5%
Dividends	$228,418	34.3%
Sales of Assets	$116,277	17.4%
Other Income	$205,508	30.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$534,933	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,303,610
Total Liabilities	$0
Net Assets	$10,303,610

Compensation

Key Employees and Officers	Compensation	Other
Stephen P Steinberg (Trustee)	$0	$0
Randall Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on May 13, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$870,770

Expenses

$662,513

Net Income

$208,257

Net Assets

$10,253,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$98,001	11.3%
Dividends	$241,240	27.7%
Sales of Assets	$299,075	34.3%
Other Income	$232,454	26.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$529,960	80.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,253,457
Total Liabilities	$0
Net Assets	$10,253,457

Compensation

Key Employees and Officers	Compensation	Other
Stephen P Steinberg (Trustee)	$0	$0
Randall Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$469,505

Expenses

$590,863

Net Income

-$121,358

Net Assets

$10,045,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67,937	14.5%
Dividends	$265,408	56.5%
Sales of Assets	-$106,921
Other Income	$243,081	51.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$522,273	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,045,200
Total Liabilities	$0
Net Assets	$10,045,200

Compensation

Key Employees and Officers	Compensation	Other
Stephen P Steinberg (Trustee)	$0	$0
Randall Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on May 22, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$634,219

Expenses

$720,060

Net Income

-$85,841

Net Assets

$10,166,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$111,725	17.6%
Dividends	$207,773	32.8%
Sales of Assets	$25,308	4.0%
Other Income	$289,413	45.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$597,490	83.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,166,558
Total Liabilities	$0
Net Assets	$10,166,558

Compensation

Key Employees and Officers	Compensation	Other
Stephen P Steinberg (Trustee)	$0	$0
Randall Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on Aug. 3, 2016

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

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$795,402

Expenses

$475,964

Net Income

$319,438

Net Assets

$10,252,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$90,547	11.4%
Dividends	$152,017	19.1%
Sales of Assets	$30,941	3.9%
Other Income	$521,897	65.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$351,575	73.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,252,399
Total Liabilities	$0
Net Assets	$10,252,399

Compensation

Key Employees and Officers	Compensation	Other
Stephen P Steinberg (Trustee)	$0	$0
Randall Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on May 14, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$728,005

Expenses

$918,031

Net Income

-$190,026

Net Assets

$9,932,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$116,913	16.1%
Dividends	$84,680	11.6%
Sales of Assets	$20,718	2.8%
Other Income	$505,694	69.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$796,216	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,944,961
Total Liabilities	$12,000
Net Assets	$9,932,961

Compensation

Key Employees and Officers	Compensation	Other
Stephen P Steinberg (Trustee)	$0	$0
Randall Steinberg (Trustee)	$0	$0
Cornelia Steinberg (Trustee)	$0	$0

990-PF

Filed on June 26, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$838,851

Expenses

$662,692

Net Income

$176,159

Net Assets

$10,122,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$173,238	20.7%
Dividends	$110,083	13.1%
Sales of Assets	$4,979	0.6%
Other Income	$550,551	65.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$537,932	81.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,122,987
Total Liabilities	$1
Net Assets	$10,122,986

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,037,709

Expenses

$659,325

Net Income

$378,384

Net Assets

$9,946,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$216,009	20.8%
Dividends	$87,866	8.5%
Sales of Assets	$5,745	0.6%
Other Income	$728,089	70.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$508,656	77.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,946,828
Total Liabilities	$1
Net Assets	$9,946,827

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

Fiscal Year Ending Dec.
2004

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)

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.

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Updated January 26, 2026

Steinberg Lalli Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $635k (2024)

Expenses $547k (2024)

Total Assets $10.3M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$635k (2024)

Expenses

$547k (2024)

Total Assets

$10.3M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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.
2004