Eugene And Marilyn Stein Family Foundation

Hillsborough, CA
Tax-exempt since Jan. 1998
EIN: 95-4659838

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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

$1.88M (2024)

Expenses

$8.3M (2024)

Total Assets

$22.4M (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

$1,879,030

Expenses

$8,297,671

Net Income

-$6,418,641

Net Assets

$22,431,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$792,160	42.2%
Sales of Assets	$1,086,859	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,189,501	98.7%
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	$22,431,726
Total Liabilities	$0
Net Assets	$22,431,726

Compensation

Key Employees and Officers	Compensation	Other
Eugene P Stein (President)	$0	$0
Marilyn L Stein (Chairman/Sec.)	$0	$0

990-PF

Filed on May 8, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,379,893

Expenses

$11,326,496

Net Income

-$9,946,603

Net Assets

$25,092,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$774,146	56.1%
Sales of Assets	$605,733	43.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,279,584	99.6%
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	$25,092,782
Total Liabilities	$0
Net Assets	$25,092,782

Compensation

Key Employees and Officers	Compensation	Other
Eugene P Stein (President)	$0	$0
Marilyn L Stein (Chairman/Sec.)	$0	$0

990-PF

Filed on April 30, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$1,279,630

Expenses

$533,613

Net Income

$746,017

Net Assets

$31,194,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$682,090	53.3%
Sales of Assets	$597,535	46.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$504,753	94.6%
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	$31,194,444
Total Liabilities	$0
Net Assets	$31,194,444

Compensation

Key Employees and Officers	Compensation	Other
Eugene P Stein (President)	$0	$0
Marilyn L Stein (Chairman/Sec.)	$0	$0

990-PF

Filed on April 6, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$3,073,349

Expenses

$6,674,718

Net Income

-$3,601,369

Net Assets

$30,448,427

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$523,918	17.0%
Sales of Assets	$2,549,431	83.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,594,945	98.8%
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	$30,448,427
Total Liabilities	$0
Net Assets	$30,448,427

Compensation

Key Employees and Officers	Compensation	Other
Eugene P Stein (President)	$0	$0
Marilyn L Stein (Chairman/Sec.)	$0	$0

990-PF

Filed on May 4, 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

$983,642

Expenses

$3,578,134

Net Income

-$2,594,492

Net Assets

$30,811,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,204	0.6%
Dividends	$537,960	54.7%
Sales of Assets	$439,478	44.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,555,110	99.4%
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	$30,811,361
Total Liabilities	$1
Net Assets	$30,811,360

Compensation

Key Employees and Officers	Compensation	Other
Eugene P Stein (President)	$0	$0
Marilyn L Stein (Chairman/Sec.)	$0	$0

990-PF

Filed on May 3, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,797,123

Expenses

$4,515,929

Net Income

-$2,718,806

Net Assets

$31,976,969

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,135	1.6%
Dividends	$739,536	41.2%
Sales of Assets	$1,028,452	57.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,476,291	99.1%
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	$31,976,970
Total Liabilities	$1
Net Assets	$31,976,969

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2018

Revenue

$1,816,549

Expenses

$2,423,245

Net Income

-$606,696

Net Assets

$33,443,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,534	1.2%
Dividends	$741,019	40.8%
Sales of Assets	$1,053,996	58.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,364,061	97.6%
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	$33,443,349
Total Liabilities	$0
Net Assets	$33,443,349

Compensation

Key Employees and Officers	Compensation	Other
Eugene P Stein (President)	$0	$0
Marilyn L Stein (Chairman/Sec.)	$0	$0

990-PF

Filed on May 7, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$2,258,459

Expenses

$2,370,076

Net Income

-$111,617

Net Assets

$33,290,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,947	0.4%
Dividends	$613,534	27.2%
Sales of Assets	$1,636,978	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,327,565	98.2%
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	$33,290,348
Total Liabilities	$0
Net Assets	$33,290,348

Compensation

Key Employees and Officers	Compensation	Other
Eugene P Stein (President)	$0	$0
Marilyn L Stein (Chairman/Sec.)	$0	$0

990-PF

Filed on May 4, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,922,178

Expenses

$2,134,375

Net Income

-$212,197

Net Assets

$32,661,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$326	0.0%
Dividends	$699,410	36.4%
Sales of Assets	$1,222,442	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,092,220	98.0%
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	$32,661,478
Total Liabilities	$0
Net Assets	$32,661,478

Compensation

Key Employees and Officers	Compensation	Other
Eugene P Stein (President)	$0	$0
Marilyn L Stein (Chairman/Secretary)	$0	$0

990-PF

Filed on May 8, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$2,123,304

Expenses

$2,165,650

Net Income

-$42,346

Net Assets

$32,873,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$630,766	29.7%
Sales of Assets	$1,492,534	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,124,210	98.1%
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	$32,873,675
Total Liabilities	$0
Net Assets	$32,873,675

Compensation

Key Employees and Officers	Compensation	Other
Eugene P Stein (President)	$0	$0
Marilyn L Stein (Chairman/Secretary)	$0	$0

990-PF

Filed on May 4, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$2,079,441

Expenses

$2,272,339

Net Income

-$192,898

Net Assets

$32,916,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$688,657	33.1%
Sales of Assets	$1,390,765	66.9%
Other Income	$15	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,220,028	97.7%
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	$32,916,021
Total Liabilities	$0
Net Assets	$32,916,021

Compensation

Key Employees and Officers	Compensation	Other
Eugene P Stein (President)	$0	$0
Marilyn L Stein (Chairman/Secretary)	$0	$0

990-PF

Filed on May 7, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$1,479,669

Expenses

$2,132,859

Net Income

-$653,190

Net Assets

$33,108,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$761,422	51.5%
Sales of Assets	$718,243	48.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,071,577	97.1%
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	$33,108,919
Total Liabilities	$0
Net Assets	$33,108,919

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,621,858

Expenses

$1,826,750

Net Income

-$204,892

Net Assets

$33,762,109

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$739,278	45.6%
Sales of Assets	$882,580	54.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,785,460	97.7%
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	$33,762,109
Total Liabilities	$0
Net Assets	$33,762,109

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,819,868

Expenses

$1,800,843

Net Income

$19,025

Net Assets

$33,967,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,100,000	60.4%
Interest Revenue	$0
Dividends	$719,868	39.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,750,805	97.2%
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	$33,967,001
Total Liabilities	$1
Net Assets	$33,967,000

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

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Eugene And Marilyn Stein Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.88M (2024)

Expenses $8.3M (2024)

Total Assets $22.4M (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

No Document Links

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

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$1.88M (2024)

Expenses

$8.3M (2024)

Total Assets

$22.4M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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