Louis And Bessie Stein Foundation Fund 2

Atlanta, GA
Tax-exempt since Feb. 2002
EIN: 25-1899982

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.6M (2025)

Expenses

$4.1M (2025)

Total Assets

$4.47M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$4,600,991

Expenses

$4,100,849

Net Income

$500,142

Net Assets

$4,474,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,000,000	86.9%
Interest Revenue	$0
Dividends	$215,818	4.7%
Sales of Assets	$385,173	8.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,054,243	98.9%
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	$4,474,605
Total Liabilities	$0
Net Assets	$4,474,605

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Bein (Trustee)	$0	$0

990-PF

Filed on Nov. 17, 2025

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

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Fiscal Year Ending June
2024

Revenue

$240,928

Expenses

$216,078

Net Income

$24,850

Net Assets

$3,974,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$188,325	78.2%
Sales of Assets	$52,603	21.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,450	88.1%
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	$3,974,463
Total Liabilities	$0
Net Assets	$3,974,463

Compensation

Key Employees and Officers	Compensation	Other
Audrey Merves (Trustee)	$0	$0

990-PF

Filed on Aug. 27, 2024

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

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XML

Fiscal Year Ending June
2023

Revenue

$213,429

Expenses

$269,623

Net Income

-$56,194

Net Assets

$3,949,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$173,915	81.5%
Sales of Assets	$39,514	18.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,900	89.3%
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	$3,949,613
Total Liabilities	$0
Net Assets	$3,949,613

Compensation

Key Employees and Officers	Compensation	Other
Audrey Merves (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2023

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

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Fiscal Year Ending June
2022

Revenue

$283,599

Expenses

$368,381

Net Income

-$84,782

Net Assets

$4,005,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$161,375	56.9%
Sales of Assets	$122,224	43.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,250	92.1%
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	$4,005,807
Total Liabilities	$0
Net Assets	$4,005,807

Compensation

Key Employees and Officers	Compensation	Other
Audrey Merves (Trustee)	$0	$0

990-PF

Filed on Oct. 4, 2022

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

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Fiscal Year Ending June
2021

Revenue

$269,836

Expenses

$407,378

Net Income

-$137,542

Net Assets

$4,090,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$157,430	58.3%
Sales of Assets	$112,406	41.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$369,200	90.6%
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	$4,090,589
Total Liabilities	$1
Net Assets	$4,090,588

Compensation

Key Employees and Officers	Compensation	Other
Audrey Merves (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

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Fiscal Year Ending June
2020

Revenue

$547,376

Expenses

$428,904

Net Income

$118,472

Net Assets

$4,228,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,154	3.7%
Interest Revenue	$0
Dividends	$169,623	31.0%
Sales of Assets	$357,599	65.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,750	92.3%
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	$4,228,131
Total Liabilities	$1
Net Assets	$4,228,130

Compensation

Key Employees and Officers	Compensation	Other
Audrey Merves (Trustee)	$0	$0

990-PF

Filed on Sept. 21, 2020

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

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XML

Fiscal Year Ending June
2019

Revenue

$451,467

Expenses

$321,112

Net Income

$130,355

Net Assets

$4,109,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$81,198	18.0%
Interest Revenue	$0
Dividends	$159,775	35.4%
Sales of Assets	$210,494	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$293,130	91.3%
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	$4,109,659
Total Liabilities	$0
Net Assets	$4,109,659

Compensation

Key Employees and Officers	Compensation	Other
Audrey Merves (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2019

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

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Fiscal Year Ending June
2018

Revenue

$443,929

Expenses

$598,105

Net Income

-$154,176

Net Assets

$3,979,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$155,134	34.9%
Sales of Assets	$288,795	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$569,200	95.2%
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	$3,979,304
Total Liabilities	$0
Net Assets	$3,979,304

Compensation

Key Employees and Officers	Compensation	Other
Audrey Merves (Trustee)	$0	$0

990-PF

Filed on Sept. 17, 2018

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

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XML

Fiscal Year Ending June
2017

Revenue

$451,146

Expenses

$470,786

Net Income

-$19,640

Net Assets

$4,133,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	4.4%
Interest Revenue	$0
Dividends	$169,594	37.6%
Sales of Assets	$261,552	58.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$445,000	94.5%
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	$4,133,480
Total Liabilities	$0
Net Assets	$4,133,480

Compensation

Key Employees and Officers	Compensation	Other
Audrey Merves (Trustee)	$0	$0

990-PF

Filed on Aug. 16, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$229,175

Expenses

$353,592

Net Income

-$124,417

Net Assets

$4,153,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.0%
Dividends	$172,303	75.2%
Sales of Assets	$55,395	24.2%
Other Income	$1,460	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$332,294	94.0%
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	$4,153,120
Total Liabilities	$0
Net Assets	$4,153,120

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2015

Revenue

$194,907

Expenses

$411,720

Net Income

-$216,813

Net Assets

$4,277,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$169,904	87.2%
Sales of Assets	$23,605	12.1%
Other Income	$1,390	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$388,184	94.3%
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	$4,277,537
Total Liabilities	$0
Net Assets	$4,277,537

990-PF

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

PDF

Fiscal Year Ending June
2014

Revenue

$243,227

Expenses

$393,114

Net Income

-$149,887

Net Assets

$4,494,350

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$165,500	68.0%
Sales of Assets	$78,307	32.2%
Other Income	-$585

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$372,684	94.8%
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	$4,494,350
Total Liabilities	$0
Net Assets	$4,494,350

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$224,574

Expenses

$430,389

Net Income

-$205,815

Net Assets

$4,644,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$192,029	85.5%
Sales of Assets	$35,756	15.9%
Other Income	-$3,214

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$410,358	95.3%
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	$4,644,237
Total Liabilities	$0
Net Assets	$4,644,237

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$338,381

Expenses

$316,346

Net Income

$22,035

Net Assets

$4,850,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$210,416	62.2%
Sales of Assets	$134,579	39.8%
Other Income	-$6,617

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,639	88.7%
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	$4,850,052
Total Liabilities	$0
Net Assets	$4,850,052

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Updated January 26, 2026

Louis And Bessie Stein Foundation Fund 2

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.6M (2025)

Expenses $4.1M (2025)

Total Assets $4.47M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Revenue

$4.6M (2025)

Expenses

$4.1M (2025)

Total Assets

$4.47M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

Fiscal Year Ending June
2015

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2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002