Stein Family Charitable Tr 5029

Attn Tax Dept

Dallas, TX
Tax-exempt since Oct. 1986
EIN: 75-6336289

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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.

Donations to this organization are tax deductible.

Revenue

$120k (2025)

Expenses

$82k (2025)

Total Assets

$1.22M (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 Feb.
2025

Revenue

$120,194

Expenses

$82,025

Net Income

$38,169

Net Assets

$1,215,816

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,294	30.2%
Sales of Assets	$83,900	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,031	80.5%
Compensation of Officers*	$20,513	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,215,816
Total Liabilities	$0
Net Assets	$1,215,816

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$20,513	$0

990-PF

Filed on May 12, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Feb.
2024

Revenue

$45,787

Expenses

$77,828

Net Income

-$32,041

Net Assets

$1,175,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,419	70.8%
Sales of Assets	$10,124	22.1%
Other Income	$3,244	7.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,429	82.8%
Compensation of Officers*	$18,397	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,175,078
Total Liabilities	$0
Net Assets	$1,175,078

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$18,397	$0

990-PF

Filed on May 1, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2023

Revenue

-$25,912

Expenses

$93,167

Net Income

-$119,079

Net Assets

$1,206,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,223
Sales of Assets	-$51,135
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,539	80.0%
Compensation of Officers*	$18,513	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,206,797
Total Liabilities	$0
Net Assets	$1,206,797

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$18,513	$0

990-PF

Filed on May 2, 2023

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

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PDF XML

Fiscal Year Ending Feb.
2022

Revenue

$273,880

Expenses

$85,169

Net Income

$188,711

Net Assets

$1,323,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,634	9.7%
Sales of Assets	$247,246	90.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,141	78.8%
Compensation of Officers*	$21,902	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,323,828
Total Liabilities	$0
Net Assets	$1,323,828

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$21,902	$0

990-PF

Filed on May 23, 2022

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

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PDF XML

Fiscal Year Ending Feb.
2021

Revenue

$87,211

Expenses

$73,500

Net Income

$13,711

Net Assets

$1,243,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,507	24.7%
Sales of Assets	$65,704	75.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,640	79.8%
Compensation of Officers*	$19,470	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,243,010
Total Liabilities	$1
Net Assets	$1,243,009

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$19,470	$0

990-PF

Filed on May 5, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2020

Revenue

$101,156

Expenses

$76,313

Net Income

$24,843

Net Assets

$1,124,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,000	28.7%
Sales of Assets	$70,929	70.1%
Other Income	$1,227	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,983	83.8%
Compensation of Officers*	$17,758	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,124,803
Total Liabilities	$1
Net Assets	$1,124,802

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$17,758	$0

990-PF

Filed on May 8, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2019

Revenue

$63,728

Expenses

$79,811

Net Income

-$16,083

Net Assets

$1,099,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,196	39.5%
Sales of Assets	$38,532	60.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,957	80.1%
Compensation of Officers*	$17,702	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,099,399
Total Liabilities	$0
Net Assets	$1,099,399

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$17,702	$0

990-PF

Filed on May 7, 2019

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

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PDF XML

Fiscal Year Ending Feb.
2018

Revenue

$117,697

Expenses

$72,490

Net Income

$45,207

Net Assets

$1,132,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,306	20.7%
Sales of Assets	$93,391	79.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,889	81.2%
Compensation of Officers*	$17,610	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,132,399
Total Liabilities	$0
Net Assets	$1,132,399

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$17,610	$0

990-PF

Filed on June 7, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2017

Revenue

$50,309

Expenses

$66,574

Net Income

-$16,265

Net Assets

$1,087,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,146	48.0%
Sales of Assets	$25,650	51.0%
Other Income	$513	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,873	82.4%
Compensation of Officers*	$16,284	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,087,805
Total Liabilities	$0
Net Assets	$1,087,805

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$16,284	$0

990-PF

Filed on June 1, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2016

Revenue

-$10,148

Expenses

$67,224

Net Income

-$77,372

Net Assets

$1,096,028

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,744
Sales of Assets	-$37,892
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,131	80.5%
Compensation of Officers*	$16,947	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,096,028
Total Liabilities	$0
Net Assets	$1,096,028

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$16,947	$0

990-PF

Filed on June 1, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2015

Revenue

$70,957

Expenses

$66,892

Net Income

$4,065

Net Assets

$1,167,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,682	40.4%
Sales of Assets	$41,461	58.4%
Other Income	$814	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,001	82.2%
Compensation of Officers*	$18,260	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,167,468
Total Liabilities	$0
Net Assets	$1,167,468

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$18,260	$0

990-PF

Filed on June 9, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2014

Revenue

$56,338

Expenses

$94,221

Net Income

-$37,883

Net Assets

$1,159,837

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,261	50.2%
Sales of Assets	$28,288	50.2%
Other Income	-$211

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,744	84.6%
Compensation of Officers*	$17,955	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,159,837
Total Liabilities	$0
Net Assets	$1,159,837

990-PF

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

PDF

Fiscal Year Ending Feb.
2013

Revenue

$93,962

Expenses

$57,519

Net Income

$36,443

Net Assets

$1,187,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,176	24.7%
Sales of Assets	$70,611	75.1%
Other Income	$175	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,022	83.5%
Compensation of Officers*	$15,529	27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,187,434
Total Liabilities	$0
Net Assets	$1,187,434

990-PF

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

PDF

Fiscal Year Ending Feb.
2012

Revenue

$60,685

Expenses

$79,965

Net Income

-$19,280

Net Assets

$1,149,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,437	58.4%
Sales of Assets	$24,968	41.1%
Other Income	$280	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,277	86.6%
Compensation of Officers*	$14,234	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,149,079
Total Liabilities	$0
Net Assets	$1,149,079

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

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Updated March 23, 2026

Stein Family Charitable Tr 5029

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $120k (2025)

Expenses $82k (2025)

Total Assets $1.22M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$120k (2025)

Expenses

$82k (2025)

Total Assets

$1.22M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Feb.
2002