2026-06-02T13:43:53-07:00 2025-12-31 412448499 BXB Tax Advisors 16855 W Bernardo Dr Ste 320 San Diego CA 92127 990PF 2025-01-01 261173132 THE STEIN FAMILY FOUNDATION STEI 8582933037 11027 NOBLE LANE 137 SAN DIEGO CA 92131 JEROME STEIN Director 8582933037 2026-06-02 true MARK BENITO CPA P00145865 8583532797 2025 2025-03-06 01:10:19Z X 5447355 X X 23138 23138 82293 82293 276624 1977138 276624 37 37 382092 382092 3600 3600 7259 7259 34151 34151 8928 3249 5679 1235 1199 36 55173 38599 16574 190500 190500 245673 38599 207074 136419 343493 182046 163423 163423 531135 608378 601822 2951205 3041663 4682110 3664386 3813464 5447355 0 X 3664386 3813464 3664386 3813464 3664386 3813464 3664386 136419 14140 3814945 1481 3813464 MORGAN STANLEY PRIVATE WEALTH (028200) P 2025-01-01 2025-12-31 886780 908551 -21771 -21771 MORGAN STANLEY PRIVATE WEALTH (028200) P 2024-01-01 2025-12-31 1084592 791963 292629 292629 MORGAN STANLEY PRIVATE WEALTH (028200) P 2024-01-01 2025-12-31 5766 5766 5766 276624 4775 4775 4775 4600 2600 7200 2425 2425 false false false false false false false true true CA true false false false false true N/A JEROME STEIN 8582933037 11027 NOBEL LANE 137 SAN DIEGO CA 92131 false false false false false false false false false true 2024 true false false false false false false false false false false false false JEROME STEIN 11027 NOBLE LANE 137 SAN DIEGO CA 92131 President 5.00 600 SHARON STEIN 11027 NOBLE LANE 137 SAN DIEGO CA 92131 Vice President 5.00 600 GREGORY STEIN 5638 SEDONA DRIVE AUSTIN TX 78759 Trustee 5.00 600 KAREN NUNEZ 1346 HARDIN DRIVE EL CAJON CA 92020 Director 5.00 600 DANA STEIN 1721 BLUE WATER LANE SAN MARCOS CA 92078 Director 5.00 600 LISA STEIN 847 MOHAWK ST COLUMBUS OH 43206 Director 5.00 600 NONE NONE 4907390 155398 0 5062788 0 5062788 75942 4986846 249342 249342 4775 4775 244567 244567 244567 207074 207074 244567 216869 207074 207074 0 9795 244567 STEIN FAMILY FOUNDATION 11027 NOBLE LANE 137 SAN DIEGO CA 92131 8582933037 THE FOUNDATION DOES NOT REQUIRE AN APPLICATION FORM NOR A FORMAL GRANT PROPOSAL. EACH PROSPECTIVE GRANTEE WILL BE REQUIRED TO SUBMIT A LETTER AND APPROPRIATE SUPPORTING DATA THAT WILL EXPLAIN THE PURPOSES FOR WHICH THE GRANT WILL BE EXPENDED IF RECEIVED AND USUALLY A GRANT APPLICANT WILL BE REQUIRED TO SUBMIT FINANCIAL DATA INCLUDING ITS RECENT FINANCIAL STATEMENTS AND A BUDGET FOR THE YEAR(S) IN WHICH THE GRANT WILL BE EXPENDED. NONE NONE CASA DE AMPARO 325 BUENA CREEK RD SAN MARCOS CA 92069 NONE PC GENERAL OPERATING EXPENSES 18000 CYSTIC FIBROSIS FOUNDATION 10455 SORRENTO VALLEY RD 103 SAN DIEGO CA 92121 NONE PC GENERAL OPERATING EXPENSES 1000 THE ELIZABETH HOSPICE FOUNDATION 500 LA TERRAZA BLVD 130 ESCONDIDO CA 92025 NONE PC GENERAL OPERATING EXPENSES 4000 JEWISH FAMILY SERVICE 8804 BALBOA AVENUE SAN DIEGO CA 92123 NONE PC GENERAL OPERATING EXPENSES 15000 NORTH COAST REPERTORY THEATRE 987 LOMAS SANTA FE DR STE D SOLANA BEACH CA 92075 NONE PC GENERAL OPERATING EXPENSES 10000 JEWISH FEDERATION OF SD COUNTY 4950 MURPHY CANYON RD SAN DIEGO CA 92123 NONE PC GENERAL OPERATING EXPENSES 12500 THE VISION OF CHILDREN FOUNDATION 12555 HIGH BLUFF DR 330 SAN DIEGO CA 92130 NONE PC GENERAL OPERATING EXPENSES 1000 VISTA HILL FOUNDATION 8910 CLAIREMONT MESA BLVD SAN DIEGO CA 92123 NONE PC GENERAL OPERATING EXPENSES 15000 COMMUNITY RESOURCE CENTER 650 SECOND STREET ENCINITAS CA 92024 NONE PC GENERAL OPERATING EXPENSES 3000 MIRA COSTA COLLEGE FOUNDATION ONE BARNARD DR OCEANSIDE CA 92056 NONE PC GENERAL OPERATING EXPENSES 4000 MAMA'S KITCHEN 3960 HOME AVENUE SAN DIEGO CA 92105 NONE PC GENERAL OPERATING EXPENSES 1500 SOLUTIONS FOR CHANGE 722 WEST CALIFORNIA AVE VISTA CA 92083 NONE PC GENERAL OPERATING EXPENSES 15000 MHS FAMILY RECOVERY CENTER 1100 SPORTFISHER DRIVE OCEANSIDE CA 92054 NONE PC GENERAL OPERATING EXPENSES 2000 ANY BABY CAN OF AUSTIN INC 6207 SHERIDAN AVE AUSTIN TX 78723 NONE PC GENERAL OPERATING EXPENSES 12000 STAND WITH US SAN DIEGO PO BOX 341069 LOS ANGELES CA 90034 NONE PC GENERAL OPERATING EXPENSES 5000 HELPING HAND HOME FOR CHILDREN 3804 AVENUE B AUSTIN TX 78751 NONE PC GENERAL OPERATING EXPENSES 8000 VILLAGE PROJECT AFRICA INC PO BOX 382 NOBLESVILLE IN 46061 NONE PC GENERAL OPERATING EXPENSES 5000 ARMS WIDE OPEN 237 EAST MAIN STREET EL CAJON CA 92020 NONE PC GENERAL OPERATING EXPENSES 4000 KORDA INSTITUTE PO BOX 6058 CLEVELAND OH 44101 NONE PC GENERAL OPERATING EXPENSES 8000 ARMED SERVICES YMCA 14040 CENTRAL LOOP SUITE B WOODBRIDGE VA 22193 NONE PC GENERAL OPERATING EXPENSES 1500 THE LUCKY DUCK FOUNDATION 5675 RUFFIN ROAD SUITE 100 SAN DIEGO CA 92123 NONE PC GENERAL OPERATING EXPENSES 3000 PELOTONIA 2281 KENNY RD STE 450 COLUMBUS OH 43210 NONE PC GENERAL OPERATING EXPENSES 2000 ST JUDE CHILDREN'S RESEARCH HOSPITA 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC GENERAL OPERATING EXPENSES 1000 CORAL REEF RESTORATION FOUNDATION 8911 OVERSEAS HWY TAVERNIER FL 33070 NONE PC GENERAL OPERATING EXPENSES 1000 EAST COUNTY TRANSITIONAL LIVING CT 1527 EAST MAIN ST EL CAJON CA 92021 NONE PC GENERAL OPERATING EXPENSES 6000 STAR HOUSE 1220 CORRUGATED WAY COLUMBUS OH 43201 NONE PC GENERAL OPERATING EXPENSES 10000 MT SOLEDAD NATIONAL VETERANS MEMORI 9145 CHESAPEAKE DR SAN DIEGO CA 92123 NONE PC GENERAL OPERATING EXPENSES 2000 THE IMPACT MVMT FOUNDATION 12709 POWAY RD STE 206 POWAY CA 92064 NONE PC GENERAL OPERATING EXPENSES 10000 MCRD MUSEUM FOUNDATION BUILDING 26 PO BOX 400085 SAN DIEGO CA 92140 NONE PC GENERAL OPERATING EXPENSES 2000 HEAR FOR A PURPOSE FOUNDATION 1418 NORTH 3450 WEST PROVO UT 84601 NONE PC GENERAL OPERATING EXPENSES 8000 190500 14 23138 14 82293 14 37 18 276624 382092 382092 false false false false false false false false false false BOOKKEEPING 1823 0 0 1823 LEGAL FEES 379 0 0 379 TAX PREPARATION AND CONSULTING 5057 0 0 5057 PASSTHROUGH ENTITY LOSS 1481 ADR FEES 1199 1199 POSTAGE 36 36 Other Investment Income 37 37 PASSTHROUGH ENTITY CAPITAL CONTRIBUTIONS 14140 INVESTMENT FEES 34151 34151 0 0 ATTORNEY GENERAL 100 100 FEDERAL EXCISE TAX 5579 5579 FOREIGN TAXES WITHHELD 3249 3249