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Nonprofit · EIN 34-1406795

SAM S STEIN AND ROSE STEIN FOUNDATION

Tax-exempt · SANDUSKY, OH 44870

Financials

$287K$258K2023$335K$281K2024$357K$279K2025
Revenue Expenses · by fiscal year end
Financials of SAM S STEIN AND ROSE STEIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$357,098$278,504$78,594$3,277,534$0$3,277,534
December 31, 2024990-PF$334,940$281,351$53,589$3,196,006$0$3,196,006
December 31, 2023990-PF$286,669$258,037$28,632$3,150,721$0$3,150,721
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$95,193
Net gain from sales of assets
$261,687
Other income
$218

Expenses

Grants and similar amounts paid
$230,500
Disbursements for charitable purposes
$242,231
Excise tax on investment income
$4,580

Balance sheet and other

Total assets, start of year
$3,196,006
Total assets, end of year
$3,277,534
Total liabilities, end of year
$0
Net assets, end of year
$3,277,534
Fair market value of assets
$4,655,236
Qualifying distributions
$242,231
Net investment income
$357,098

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.

NameTitleHours / weekCompensation
Marcia L Goff
3909 Hilltop Drive, Huron, OH 44839
Pres/Trustee0.5$0
Martin E Goff
5239 Spring Meadow Lane, Sylvania, OH 43560
V Pres/Trustee0.5$0
David F Goff
2917 Valley Lane, Sandusky, OH 44870
Treas/Trustee0.5$0
Mary Jane S Hill
165 East Washington Row, Sandusky, OH 44870
Sec/Trustee0.5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Marcia L Goff
3909 Hilltop Drive, Huron, OH 44839
Pres/Trustee0.5$0
Martin E Goff
5239 Spring Meadow Lane, Sylvania, OH 43560
V Pres/Trustee0.5$0
David F Goff
2917 Valley Lane, Sandusky, OH 44870
Treas/Trustee0.5$0
Mary Jane S Hill
165 East Washington Row, Sandusky, OH 44870
Sec/Trustee0.5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Marcia L Goff
3909 Hilltop Drive, Huron, OH 44839
Pres/Trustee0.5$0
Martin E Goff
5239 Spring Meadow Lane, Sylvania, OH 43560
V Pres/Trustee0.5$0
David F Goff
2917 Valley Lane, Sandusky, OH 44870
Treas/Trustee0.5$0
Mary Jane S Hill
165 East Washington Row, Sandusky, OH 44870
Sec/Trustee0.5$0

Address and contacts

Address (IRS master file)
165 EAST WASHINGTON ROW, SANDUSKY, OH 44870-2610
In care of
% MARY JANE S HILL
Signed the 990-PF
Mary Jane S Hill, Secretary/Trustee
Phone
(419) 625-8324
Return prepared by
FLYNN PY AND KRUSE CO LPA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-1406795
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
1984
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,277,534
Income (IRS master file)
$1,900,402

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$357,098$278,504$3,277,534XML
990-PFDecember 2024$334,940$281,351$3,196,006XML
990-PFDecember 2023$286,669$258,037$3,150,721XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 34-1406795).

Questions about SAM S STEIN AND ROSE STEIN FOUNDATION

What is the EIN of SAM S STEIN AND ROSE STEIN FOUNDATION?
The employer identification number (EIN) of SAM S STEIN AND ROSE STEIN FOUNDATION is 34-1406795.
Is SAM S STEIN AND ROSE STEIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to SAM S STEIN AND ROSE STEIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAM S STEIN AND ROSE STEIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SAM S STEIN AND ROSE STEIN 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 SAM S STEIN AND ROSE STEIN 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 SAM S STEIN AND ROSE STEIN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SAM S STEIN AND ROSE STEIN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $357,098, expenses of $278,504 and total assets of $3,277,534 at year end.

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