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Stein Family Charitable Trust 5029 is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1986. The principal officer is Ncnb-Tnb Ttee. It holds total assets of $1.2M. Annual income is reported at $218K. The foundation is governed by 1 officer or trustee. Tax records are available from 2017 to 2024. Grantmaking is concentrated in Texas. According to available records, Stein Family Charitable Trust 5029 has made 22 grants totaling $265K, with a median grant of $10K. The foundation has distributed between $45K and $120K annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $120K distributed across 10 grants. Individual grants have ranged from $5K to $20K, with an average award of $12K. The foundation has supported 13 unique organizations. Grant recipients are concentrated in Texas. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$10K
Average Grant
$9K
Largest Grant
$10K
Based on 5 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Stein Family Charitable Trust 5029 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 22 grants. Its grantmaking reaches organizations primarily in TX.
Stein Family Charitable Trust 5029 has distributed a total of $265K across 22 grants. The median grant size is $10K, with an average of $12K. Individual grants have ranged from $5K to $20K.
The application deadline is SEPTEMBER 30. Emotionally and physically handicapped children.
Stein Family Charitable Trust 5029 is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $19K | $0 | $19K |
Total Giving
$78K
Total Assets
$1.2M
Fair Market Value
$1.4M
Net Worth
$1.2M
Grants Paid
$50K
Contributions
N/A
Net Investment Income
$29K
Distribution Amount
$65K
Total Grants
22
Total Giving
$265K
Average Grant
$12K
Median Grant
$10K
Unique Recipients
13
Most Common Grant
$10K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Shaken Baby AllianceUNRESTRICTED GENERAL | Fort Worth, TX | $20K | 2024 |
| Casa Of Tarrant CountyUNRESTRICTED GENERAL | Fort Worth, TX | $20K | 2024 |
| Hill School Of Fort Worth IncSUPPORT SCHOLARSHIPS FOR | Fort Worth, TX | $10K | 2024 |
| Camp Summit IncUNRESTRICTED GENERAL | Dallas, TX | $15K | 2023 |
| Ach Child & Family ServicesYOUTH EMERGENCY SHELTER | Fort Worth, TX | $15K | 2023 |
| Special Olympics Texas IncPROGRAMMING | San Antonio, TX | $15K | 2023 |
| The Warm PlaceUNRESTRICTED GENERAL | Fort Worth, TX | $10K | 2023 |
| Alliance For Children IncUNRESTRICTED GENERAL | Fort Worth, TX | $5K | 2023 |
| Mhmr FoundationFAMILY CONNECTS | Fort Worth, TX | $15K | 2022 |
| Lena Pope Home IncCOUNSELING SERVICES | Fort Worth, TX | $10K | 2022 |
| Wings Of Hope EquitherapySUPPORT SCHOLARSHIPS FOR | Burleson, TX | $10K | 2022 |
| Essilor Vision FoundationUNRESTRICTED GENERAL | Dallas, TX | $10K | 2021 |
| Gill Children'S ServicesUNRESTRICTED GENERAL | Fort Worth, TX | $10K | 2021 |