Nonprofit · EIN 26-1173132
STEIN FAMILY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $382,092 | $245,673 | $136,419 | $3,813,464 | $0 | $3,813,464 |
| December 31, 2024 | 990-PF | $367,053 | $252,641 | $114,412 | $3,664,386 | $0 | $3,664,386 |
| December 31, 2023 | 990-PF | $292,063 | $247,486 | $44,577 | $3,550,595 | $0 | $3,550,595 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $82,293
- Interest
- $23,138
- Net gain from sales of assets
- $276,624
- Other income
- $37
Expenses
- Grants and similar amounts paid
- $190,500
- Compensation of officers, directors and key employees
- $3,600
- Disbursements for charitable purposes
- $207,074
- Excise tax on investment income
- $4,775
Balance sheet and other
- Total assets, start of year
- $3,664,386
- Total assets, end of year
- $3,813,464
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,813,464
- Fair market value of assets
- $5,447,355
- Qualifying distributions
- $207,074
- Net investment income
- $382,092
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 |
|---|---|---|---|
| JEROME STEIN 11027 NOBLE LANE 137, SAN DIEGO, CA 92131 | President | 5 | $600 |
| SHARON STEIN 11027 NOBLE LANE 137, SAN DIEGO, CA 92131 | Vice President | 5 | $600 |
| GREGORY STEIN 5638 SEDONA DRIVE, AUSTIN, TX 78759 | Trustee | 5 | $600 |
| KAREN NUNEZ 1346 HARDIN DRIVE, EL CAJON, CA 92020 | Director | 5 | $600 |
| DANA STEIN 1721 BLUE WATER LANE, SAN MARCOS, CA 92078 | Director | 5 | $600 |
| LISA STEIN 847 MOHAWK ST, COLUMBUS, OH 43206 | Director | 5 | $600 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROME STEIN 11027 NOBLE LANE 137, SAN DIEGO, CA 92131 | President | 5 | $600 |
| SHARON STEIN 11027 NOBLE LANE 137, SAN DIEGO, CA 92131 | Vice President | 5 | $600 |
| GREGORY STEIN 4114 ROSEDALE AVENUE, AUSTIN, TX 78756 | Trustee | 5 | $600 |
| KAREN NUNEZ 1346 HARDIN DRIVE, EL CAJON, CA 92020 | Director | 5 | $600 |
| DANA STEIN 1721 BLUE WATER LANE, SAN MARCOS, CA 92078 | Director | 5 | $600 |
| LISA STEIN 847 MOHAWK ST, COLUMBUS, OH 43206 | Director | 5 | $600 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROME STEIN 11027 NOBLE LANE 137, SAN DIEGO, CA 92131 | President | 5 | $0 |
| SHARON STEIN 11027 NOBLE LANE 137, SAN DIEGO, CA 92131 | Vice President | 5 | $0 |
| GREGORY STEIN 4114 ROSEDALE AVENUE, AUSTIN, TX 78756 | Trustee | 5 | $0 |
| KAREN NUNEZ 1346 HARDIN DRIVE, EL CAJON, CA 92020 | Director | 5 | $0 |
| DANA STEIN 7694 SONATA LANE, SAN DIEGO, CA 92127 | Director | 5 | $0 |
| LISA STEIN 847 MOHAWK ST, COLUMBUS, OH 43206 | Director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 11027 NOBLE LANE 137, SAN DIEGO, CA 92131-1674
- Signed the 990-PF
- JEROME STEIN, Director
- Phone
- (858) 293-3037
- Return prepared by
- BXB Tax Advisors
California records
California keeps its own records of charities and corporations. Search them by EIN 26-1173132 or by the name STEIN FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 26-1173132
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,813,464
- Income (IRS master file)
- $2,082,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $382,092 | $245,673 | $3,813,464 | XML |
| 990-PF | December 2024 | $367,053 | $252,641 | $3,664,386 | XML |
| 990-PF | December 2023 | $292,063 | $247,486 | $3,550,595 | 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 26-1173132).
Questions about STEIN FAMILY FOUNDATION
- What is the EIN of STEIN FAMILY FOUNDATION?
- The employer identification number (EIN) of STEIN FAMILY FOUNDATION is 26-1173132.
- Is STEIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to STEIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of 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 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 STEIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $600 (JEROME STEIN, President).
- How much revenue does STEIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $382,092, expenses of $245,673 and total assets of $3,813,464 at year end.
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