Nonprofit · EIN 13-4153383
ALLEN A STEIN FAMILY FOUNDATION
Tax-exempt · NEW YORK, NY 10165
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,166,381 | $668,520 | $497,861 | $6,893,711 | $0 | $6,893,711 |
| December 31, 2024 | 990-PF | $663,064 | $557,063 | $106,001 | $6,395,120 | $0 | $6,395,120 |
| December 31, 2023 | 990-PF | $679,777 | $525,020 | $154,757 | $6,287,249 | $0 | $6,287,249 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $137,556
- Net gain from sales of assets
- $1,051,400
- Other income
- -$22,575
Expenses
- Grants and similar amounts paid
- $499,210
- Compensation of officers, directors and key employees
- $40,000
- Disbursements for charitable purposes
- $509,599
- Excise tax on investment income
- $14,560
Balance sheet and other
- Total assets, start of year
- $6,395,120
- Total assets, end of year
- $6,893,711
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,893,711
- Fair market value of assets
- $12,323,890
- Qualifying distributions
- $509,599
- Net investment income
- $1,166,381
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC STEIN CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | VP, DIRECTOR | 10 | $40,000 |
| ELAINE STEIN ROBERTS CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | SECRETARY, VP, DIRECTOR | 0.5 | $0 |
| BERNARD ROBERTS CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | TREASURER, VP, DIRECTOR | 0.5 | $0 |
| SHARON STEIN CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | PRESIDENT, DIRECTOR | 0.5 | $0 |
| MARGOT STEIN CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | VP, DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC STEIN CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | VP, DIRECTOR | 10 | $40,000 |
| ELAINE STEIN ROBERTS CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | SECRETARY, VP, DIRECTOR | 0.5 | $0 |
| BERNARD ROBERTS CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | TREASURER, VP, DIRECTOR | 0.5 | $0 |
| SHARON STEIN CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | PRESIDENT, DIRECTOR | 0.5 | $0 |
| MARGOT STEIN CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | VP, DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC STEIN CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | VP, DIRECTOR | 10 | $40,000 |
| ELAINE STEIN ROBERTS CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | SECRETARY, VP, DIRECTOR | 0.5 | $0 |
| BERNARD ROBERTS CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | TREASURER, VP, DIRECTOR | 0.5 | $0 |
| SHARON STEIN CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | PRESIDENT, DIRECTOR | 0.5 | $0 |
| MARGOT STEIN CO DDC LLP 60 EAST 42ND STREET, NEW YORK, NY 101653897 | VP, DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 60 EAST 42ND STREET, NEW YORK, NY 10165-0006
- In care of
- % DAVIDSON DAWSON & CLARK LLP
- Signed the 990-PF
- ELAINE STEIN ROBERTS, PRESIDENT
- Phone
- (212) 557-7700
- Return prepared by
- COHNREZNICK ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-4153383
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $6,893,711
- Income (IRS master file)
- $3,174,878
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,166,381 | $668,520 | $6,893,711 | IRS |
| 990-PF | December 2024 | $663,064 | $557,063 | $6,395,120 | XML |
| 990-PF | December 2023 | $679,777 | $525,020 | $6,287,249 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4153383).
Questions about ALLEN A STEIN FAMILY FOUNDATION
- What is the EIN of ALLEN A STEIN FAMILY FOUNDATION?
- The employer identification number (EIN) of ALLEN A STEIN FAMILY FOUNDATION is 13-4153383.
- Is ALLEN A STEIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to ALLEN A STEIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALLEN A STEIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALLEN A STEIN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLEN A STEIN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ALLEN A STEIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $40,000 (ERIC STEIN CO DDC LLP, VP, DIRECTOR).
- How much revenue does ALLEN A STEIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,166,381, expenses of $668,520 and total assets of $6,893,711 at year end.
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