Private foundation · Dallas, TX

Stein Family Charitable Trust

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Typical grant size
$10K $10K $15K
25th · median · 75th percentile
Unique recipients
15
Repeat grantees
9
funded 2+ years

Application procedures · from 2024 990-PF

DeadlinesSEPTEMBER 30
ContactKELLY GARLOCK BANK OF AMERICA · 2142092396
Materials1. A BRIEF DESCRIPTION OF PROJECT OR PROGRAM 2. THE AMOUNT REQUESTED 3. COPIES OF IRS DOCUMENTS PERTAINING TO TAX EXEMPT STATUS
RestrictionsEMOTIONALLY AND PHYSICALLY HANDICAPPED CHILDREN

Leadership · from 2024 990-PF

Bank of America
TRUSTEE
$21K
Bank of America N a
TRUSTEE
$19K

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024
4.1%
grants paid ÷ assets · ~5% IRS minimum
'17
'18
'19
'20
'21
'22
'23
'24
46
Total grants awarded
$522K
Total amount
$11K
Average grant
$25K
Largest grant

Giving by year

2024
$50K
5 grants
2023
$50K
3 grants
2022
$60K
5 grants
2021
$50K
4 grants
2020
$45K
5 grants
2019
$50K
3 grants
2018
$50K
5 grants
2017
$45K
4 grants
2016
$42K
4 grants
2015
$40K
4 grants
2014
$40K
4 grants

Top recipients

5 grants · TX · ✓ Exact match
$60K
4 grants · TX · ✓ Exact match
$55K
3 grants · TX · ✓ Exact match
$45K
2 grants · TX · ✓ Exact match
$40K
Campfire USA First Tx
4 grants · TX
$32K
The Warm Place
3 grants · TX
$30K
2 grants · TX · ✓ Exact match
$30K
3 grants · TX · ✓ Exact match
$30K
2 grants · TX · ≈ likely match
$25K
New Key School Inc
2 grants · TN
$25K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

The Warm Place
UNRESTRICTED GENERAL
TX · TY 2024
$10K
Union Gospel Mission of Tarrant County
THERAPEUTIC CHILDREN'S
TX · TY 2024
$10K
Ach Child and Family Services
UNRESTRICTED GENERAL
TX · TY 2024
$10K
Camp Summit Inc
UNRESTRICTED GENERAL
TX · TY 2024
$10K
Gill Children's Services
UNRESTRICTED GENERAL
TX · TY 2024
$10K
Shaken Baby Alliance
UNRESTRICTED GENERAL
TX · TY 2023
$20K
Casa of Tarrant County
UNRESTRICTED GENERAL
TX · TY 2023
$20K
Hill School of Fort Worth Inc
SUPPORT SCHOLARSHIPS FOR
TX · TY 2023
$10K
Special Olympics Texas Inc
PROGRAMMING
TX · TY 2022
$15K
Ach Child & Family Services
YOUTH EMERGENCY SHELTER
TX · TY 2022
$15K
Camp Summit Inc
UNRESTRICTED GENERAL
TX · TY 2022
$15K
The Warm Place
UNRESTRICTED GENERAL
TX · TY 2022
$10K
Alliance for Children Inc
UNRESTRICTED GENERAL
TX · TY 2022
$5K
Mhmr Foundation
FAMILY CONNECTS
TX · TY 2021
$15K
Casa of Tarrant County
UNRESTRICTED GENERAL
TX · TY 2021
$15K
Lena Pope Home Inc
COUNSELING SERVICES
TX · TY 2021
$10K
Wings of Hope Equitherapy
SUPPORT SCHOLARSHIPS FOR
TX · TY 2021
$10K
The Warm Place
UNRESTRICTED GENERAL
TX · TY 2020
$10K
Shaken Baby Alliance
UNRESTRICTED GENERAL
TX · TY 2020
$10K
Essilor Vision Foundation
UNRESTRICTED GENERAL
TX · TY 2020
$10K
Gill Children's Services
UNRESTRICTED GENERAL
TX · TY 2020
$10K
Alliance for Children Inc
UNRESTRICTED GENERAL
TX · TY 2020
$5K
The New Key School
SUPPORT STUDENTS WITH
TX · TY 2019
$25K
Special Olympics Texas
UNRESTRICTED GENERAL
TX · TY 2019
$15K
Casa of Tarrant County
UNRESTRICTED GENERAL
TX · TY 2019
$10K
Mhmr Visions
HEALTHY STEPS
TX · TY 2018
$10K
Gill Children's Services
UNRESTRICTED GENERAL
TX · TY 2018
$10K
Warm Place
SIBLING GRIEF SUPPORT GROUP
TX · TY 2018
$10K
Campfire USA First Tx
CAMP EL TESORO
TX · TY 2018
$10K
Wings of Hope Equitherapy
SUPPORT SCHOLARSHIPS FOR
TX · TY 2018
$10K
Gill Children's Services
UNRESTRICTED GENERAL
TX · TY 2017
$15K
New Key School Inc
SUPPORT STUDENTS WITH
TN · TY 2017
$10K
Campfire USA First Tx
CAMP EL TESORO
TX · TY 2017
$10K
What About Remembering
GRIEF SUPPORT PROGRAM
TX · TY 2017
$10K
New Key School Inc
SUPPORT STUDENTS WITH
TN · TY 2016
$15K
Special Olympics Texas
UNRESTRICTED GENERAL
TX · TY 2016
$15K
Campfire USA First Tx
CAMP EL TESORO
TX · TY 2016
$7K
Best Buddies
FRIENDSHIP PROGRAM
FL · TY 2016
$5K
Gill Children's Services
UNRESTRICTED GENERAL
TX · TY 2015
$15K
Wings of Hope Equitherapy
SUPPORT SCHOLARSHIPS FOR
TX · TY 2015
$10K
Special Olympics Texas
UNRESTRICTED GENERAL
TX · TY 2015
$10K
Muscular Dystrophy Association
SUPPORT OF MDA SUMMER CAMP
AZ · TY 2015
$5K
The New Key School
SUPPORT STUDENTS WITH
TX · TY 2014
$15K
Boulevard Heights School
SUPPORT AUTISM AND
TX · TY 2014
$10K
Child Study Center Foundation
DECKER CHILD STUDY CLINIC
TX · TY 2014
$10K
Campfire USA First Tx
CAMP EL TESORO
AL · TY 2014
$5K

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.