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Wisconsin · Private foundation

Jack and Joan Stein Foundation

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$11k
Granted FY2021
8
Grants FY2021
8
Organizations funded FY2021
75%
First-time grantees FY2021
Read the full brief
Median grant, FY2021
$500
Largest grant, FY2021
$5,750
Organizations funded a year
3 to 20
FY2017 to FY2021
States reached, FY2021
1
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2021, 75% of the organizations Jack and Joan Stein Foundation funded were first-time grantees, receiving 45% of its grant dollars.

New vs renewed · share of each year

In FY2021, 55% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’18’19’20’21
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21
HealthArts & CultureEducationPublic BenefitHuman ServicesInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20218$11k75%
FY20203$5k33%
FY20198$12k38%
FY201817$27k53%
FY201720$56kn/a
93% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2021.

Education$34kReligion$25kArts & Culture$13kHealth$12kYouth Development$11kPublic Benefit$2kRecreation & Sports$650Human Services$534Other$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

WA
WI
MI
NY
SD
CA
NE
VA
MD
TN
DC
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2021, and the share of each one’s budget the grants supplied at peak.

Show all 20 grantees

Plus 19 recipients with no EIN on record ($59k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Jack and Joan Stein Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Medical College of Wisconsin Inc: $30,625 over 3y, 0.0% of budgetMilwaukee Art Museum Inc: $7,500 over 2y, 0.0% of budgetMilwaukee Symphony Orchestra Inc: $5,000 over 1y, 0.0% of budgetCardinal Stritch University Inc: $3,291 over 1y, 0.0% of budgetJudicial Watch Inc: $1,550 over 3y, 0.0% of budgetThe Charles E Kubly Foundation Inc: $750 over 2y, 0.1% of budgetAmerican Liver Foundation: $500 over 1y, 0.0% of budgetFroedtert Memorial Lutheran Hospital Inc: $500 over 1y, 0.0% of budgetDisabled Veterans National Foundation: $284 over 2y, 0.0% of budgetDanceworks Inc: $275 over 1y, 0.0% of budgetJourney House Inc: $200 over 2y, 0.0% of budgetInstitute for Humane Studies: $100 over 1y, 0.0% of budgetRock the Green Inc: $100 over 1y, 0.0% of budgetSpecial Olympics Wisconsin Inc: $50 over 1y, 0.0% of budgetFood for the Poor Inc: $36 over 1y, 0.0% of budgetDavid Horowitz Freedom Center: $35 over 1y, 0.0% of budgetFather Flanagan's Boys' Home: $14 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 17.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Greater Milwaukee Foundation IncWI17.5× affinity6 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: Greater Milwaukee Foundation Inc · United Way of Greater Milwaukee & Waukesha County Inc · Baird Foundation Inc · Heil Family Foundation · Rite-Hite Foundation Inc · Harley-Davidson Foundation Inc · Herbert H Kohl Charities Inc · American Endowment Foundation · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Jack and Joan Stein Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Jack and Joan Stein Foundation?

Find your warmest path to Jack and Joan Stein Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Jack and Joan Stein Foundation

How much does Jack and Joan Stein Foundation give?
Jack and Joan Stein Foundation reported 8 grants totaling $10,541 in its FY2021 IRS filing. It funded between 3 and 20 organizations a year over FY2017 to FY2021.
What does Jack and Joan Stein Foundation fund?
By grant dollars over FY2017 to FY2021, its largest causes are Education (31%), Religion (22%), Arts & Culture (12%).
Who are Jack and Joan Stein Foundation's largest grantees?
By total granted over FY2017 to FY2021: The Medical College of Wisconsin Inc ($31k), Milwaukee Art Museum Inc ($8k), Milwaukee Symphony Orchestra Inc ($5k).
Does Jack and Joan Stein Foundation fund new organizations?
In FY2021, 75% of the organizations it funded were first-time grantees.
Does Jack and Joan Stein Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Jack and Joan Stein Foundation?
Its strongest co-funders, measured against what their size predicts, include Greater Milwaukee Foundation Inc, United Way of Greater Milwaukee & Waukesha County Inc, Baird Foundation Inc.
Where is Jack and Joan Stein Foundation based?
Jack and Joan Stein Foundation is based in WI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 42 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2021, released 2021. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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