Stein Family Foundation

San Diego, CA
Tax-exempt since Dec. 2007
EIN: 26-1173132

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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

$367k (2024)

Expenses

$253k (2024)

Total Assets

$3.66M (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

$367,053

Expenses

$252,641

Net Income

$114,412

Net Assets

$3,664,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,568	5.6%
Dividends	$81,149	22.1%
Sales of Assets	$265,081	72.2%
Other Income	$255	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,815	85.4%
Compensation of Officers*	$3,600	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,664,386
Total Liabilities	$0
Net Assets	$3,664,386

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$600	$0
Sharon Stein (Vice President)	$600	$0
Gregory Stein (Trustee)	$600	$0
Karen Nunez (Director)	$600	$0
Dana Stein (Director)	$600	$0
Lisa Stein (Director)	$600	$0

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990-PF

Filed on June 26, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$292,063

Expenses

$247,486

Net Income

$44,577

Net Assets

$3,550,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,300	3.5%
Dividends	$71,590	24.5%
Sales of Assets	$209,157	71.6%
Other Income	$1,016	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,673	86.3%
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	$3,550,595
Total Liabilities	$0
Net Assets	$3,550,595

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$0	$0
Sharon Stein (Vice President)	$0	$0
Gregory Stein (Trustee)	$0	$0
Karen Nunez (Director)	$0	$0
Dana Stein (Director)	$0	$0
Lisa Stein (Director)	$0	$0

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990-PF

Filed on July 23, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$139,931

Expenses

$267,588

Net Income

-$127,657

Net Assets

$3,511,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,017	5.7%
Dividends	$65,963	47.1%
Sales of Assets	$65,853	47.1%
Other Income	$98	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,040	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	$3,511,083
Total Liabilities	$0
Net Assets	$3,511,083

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$0	$0
Sharon Stein (Vice President)	$0	$0
Gregory Stein (Trustee)	$0	$0
Karen Nunez (Director)	$0	$0
Dana Stein (Director)	$0	$0
Lisa Stein (Director)	$0	$0

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990-PF

Filed on March 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$326,105

Expenses

$239,073

Net Income

$87,032

Net Assets

$3,638,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,617	2.3%
Dividends	$67,115	20.6%
Sales of Assets	$251,373	77.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,907	84.0%
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	$3,638,996
Total Liabilities	$0
Net Assets	$3,638,996

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$0	$0
Sharon Stein (Vice President)	$0	$0
Gregory Stein (Trustee)	$0	$0
Karen Nunez (Director)	$0	$0
Dana Stein (Director)	$0	$0
Lisa Stein (Director)	$0	$0

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990-PF

Filed on May 31, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$263,524

Expenses

$232,668

Net Income

$30,856

Net Assets

$3,552,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,729	2.9%
Dividends	$68,332	25.9%
Sales of Assets	$187,451	71.1%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,654	86.2%
Compensation of Officers*	$3,600	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,552,240
Total Liabilities	$1
Net Assets	$3,552,239

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$600	$0
Sharon Stein (Vice President)	$600	$0
Gregory Stein (Trustee)	$600	$0
Karen Nunez (Director)	$600	$0
Dana Stein (Director)	$600	$0
Lisa Stein (Director)	$600	$0

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990-PF

Filed on June 22, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$191,214

Expenses

$223,480

Net Income

-$32,266

Net Assets

$3,522,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,321	50.4%
Sales of Assets	$91,211	47.7%
Other Income	$3,682	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,383	86.1%
Compensation of Officers*	$3,600	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,522,341
Total Liabilities	$1
Net Assets	$3,522,340

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$600	$0
Sharon Stein (Vice President)	$600	$0
Gregory Stein (Trustee)	$600	$0
Karen Nunez (Director)	$600	$0
Dana Stein (Director)	$600	$0
Lisa Stein (Director)	$600	$0

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990-PF

Filed on June 17, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$176,661

Expenses

$259,742

Net Income

-$83,081

Net Assets

$3,552,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,657	51.9%
Sales of Assets	$85,004	48.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$227,750	87.7%
Compensation of Officers*	$14,400	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,552,501
Total Liabilities	$0
Net Assets	$3,552,501

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$2,400	$0
Sharon Stein (Vice President)	$2,400	$0
Gregory Stein (Trustee)	$2,400	$0
Karen Nunez (Director)	$2,400	$0
Dana Stein (Director)	$2,400	$0
Lisa Stein (Director)	$2,400	$0

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990-PF

Filed on May 31, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$273,777

Expenses

$196,711

Net Income

$77,066

Net Assets

$3,632,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,793	30.2%
Sales of Assets	$190,984	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,337	85.1%
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	$3,632,282
Total Liabilities	$0
Net Assets	$3,632,282

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$0	$0
Sharon Stein (Vice President)	$0	$0
Gregory Stein (Trustee)	$0	$0

990-PF

Filed on May 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$98,765

Expenses

$220,730

Net Income

-$121,965

Net Assets

$3,492,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,019	85.1%
Sales of Assets	$14,746	14.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,250	87.6%
Compensation of Officers*	$3,600	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,492,401
Total Liabilities	$0
Net Assets	$3,492,401

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$1,200	$0
Sharon Stein (Vice President)	$1,200	$0
Gregory Stein (Trustee)	$1,200	$0

990-PF

Filed on June 21, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$307,491

Expenses

$236,192

Net Income

$71,299

Net Assets

$3,628,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,726	24.3%
Sales of Assets	$232,765	75.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,697	82.9%
Compensation of Officers*	$1,800	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,628,508
Total Liabilities	$0
Net Assets	$3,628,508

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$600	$0
Sharon Stein (Vice President)	$600	$0
Gregory Stein (Trustee)	$600	$0

990-PF

Filed on June 30, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$278,551

Expenses

$236,397

Net Income

$42,154

Net Assets

$3,604,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,150	25.5%
Sales of Assets	$207,401	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,910	80.3%
Compensation of Officers*	$3,600	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,604,608
Total Liabilities	$0
Net Assets	$3,604,608

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$1,200	$0
Sharon Stein (Vice President)	$1,200	$0
Gregory Stein (Trustee)	$1,200	$0

990-PF

Filed on June 11, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$410,084

Expenses

$232,247

Net Income

$177,837

Net Assets

$3,513,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,084	15.6%
Sales of Assets	$341,000	83.2%
Other Income	$5,000	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,042	81.0%
Compensation of Officers*	$3,600	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,513,275
Total Liabilities	$0
Net Assets	$3,513,275

Compensation

Key Employees and Officers	Compensation	Other
Jerome Stein (President)	$1,200	$0
Sharon Stein (Vice President)	$1,200	$0
Gregory Stein (Trustee)	$1,200	$0

990-PF

Filed on April 30, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$124,411

Expenses

$237,210

Net Income

-$112,799

Net Assets

$3,385,265

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,665	53.6%
Sales of Assets	$57,746	46.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,113	81.4%
Compensation of Officers*	$3,600	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,385,265
Total Liabilities	$0
Net Assets	$3,385,265

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$154,641

Expenses

$212,059

Net Income

-$366,700

Net Assets

$3,493,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,289
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,632	85.2%
Compensation of Officers*	$3,600	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,493,641
Total Liabilities	$0
Net Assets	$3,493,641

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

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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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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Stein Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $367k (2024)

Expenses $253k (2024)

Total Assets $3.66M (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

$367k (2024)

Expenses

$253k (2024)

Total Assets

$3.66M (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