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Jack and Joan Stein Foundation at a glance

· 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
1
States reached
$6k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0193% 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
02FY2021 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

$500
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
ST CHRISTOPHERS$5,750
CARDINAL STRITCH UNIVERSITY$3,291
BOYS AND GIRLS CLUB$500
FROEDTERT HOSPITAL$500
TOWN CLUB HOLIDAY FUND$150
DISABLED VETERANS OF WI$150
NORTH SUBURBAN SPECIAL OLYMPICS$100
RIVER HILLS POLICE ASSOCIATION$100
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–19, $214) land where the poverty rate runs at 17%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%BOYS TOWN: $14 → 12%JOURNEY HOUSE: $100 → 17%JOURNEY HOUSE: $100 → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
WI
MI
NY
SD
CA
NE
VA
MD
TN
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

79%of every dollar goes to organizations it has funded before.
$86k · 10 repeat orgs$24k to everyone else

Grantees it renews have grown median revenue +34% since the first grant, against +11% for those funded once.

10 repeat relationships: 2 still active in FY2021, 8 since wound down; 6 grantees were first funded in FY2021 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
23

Total granted

$86k
$19k

Median revenue growth · since first grant

+34%
+11%

Still filing today

60%
39%

New vs renewed · share of each year

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

50%100%’17’18’19’20’21
RenewedFirst-time

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

’17’18’19’20’21
Public BenefitHealthEducationArts & CultureHuman ServicesEnvironmentOther
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.

Backed again, and grew

  • TM
    THE MEDICAL COLLEGE OF WISCONSIN INC
    3× · 2017–2019 · $31k · revenue +54%
  • MA
    MILWAUKEE ART MUSEUM INC
    2× · 2017–2018 · $8k · revenue +34%
  • JUDICIAL WATCH INC
    3× · 2017–2019 · $2k · revenue +141%

Funded once

  • IG
    Individual grant recipient
    one grant, 2017 · $10k
  • MILWAUKEE SYMPHONY ORCHESTRA INC
    one grant, 2018 · $5k · revenue -59%
  • IG
    Individual grant recipient
    one grant, 2017 · $1k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
2
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
3
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
4
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
5
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
6
Vanderbilt University

See Disclosure Above.

Education
7
Lawrence University of Wisconsin

Lawrence university of wisconsin, through its undergraduate residential college and conservatory of music, educates students in the liberal arts and sciences. the university is devoted to excellence and integrity in all of its activities…

Education
8
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
9
Mitchell Hamline School of Law

Mitchell hamline school of law is an independent law school that advances its mission through a combination of legal education, public service, and community engagement. it is dedicated to preparing students to practice law, while also…

Education
10
University Family Physicians Inc

Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…

—
11
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
12
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
How this is measured
The grantee most central to the portfolio’s shape is Milwaukee Art Museum Inc; the most unlike its peers is Father Flanagan's Boys' Home. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

21 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 21 of the 42 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
20/21
Grantees still filing
14/21
Grew since first funded

Where the money sits, by cause and then by grantee

ST CHRISTOPHERS: $24,575 · OtherST CHRISTOPHERSBOYS AND GIRLS CLUBS: $10,610 · OtherBOYS AND GIRLS CLUBSFROEDERT WE CARE CANCER CENTER: $10,125 · OtherFROEDERT WE CARE CANCER CENTERIndividual grant recipient: $10,000 · OtherIndividual grant recipient+23 more: $4,216 · Other+23 moreTHE MEDICAL COLLEGE OF WISCONSIN INC: $30,625 · EducationTHE MEDICAL COLLEGE OF WISCONSIN I…CARDINAL STRITCH UNIVERSITY INC: $3,291 · EducationCARDINAL STRITCH UNIVERSITY INC+1 more: $25 · EducationMILWAUKEE ART MUSEUM INC: $7,500 · Arts & CultureMILWAUKEE AR…MILWAUKEE SYMPHONY ORCHESTRA INC: $5,000 · Arts & CultureMILWAUKEE SY…JUDICIAL WATCH INC: $1,550 · Public BenefitBADGER INSTITUTE INC: $350 · Public BenefitDISABLED VETERANS NATIONAL FOUNDATION: $284 · Public BenefitLeadership Institute: $100 · Public BenefitTHE CHARLES E KUBLY FOUNDATION INC: $750 · HealthAmerican Liver Foundation: $500 · HealthFroedtert Memorial Lutheran Hospital Inc: $500 · HealthJOURNEY HOUSE INC: $200 · Human ServicesFather Flanagan's Boys' Home: $14 · Human ServicesBrewers Community Foundation Inc: $200 · Philanthropy
Other$59,526Education$33,941Arts & Culture$12,500Public Benefit$2,284Health$1,750Human Services$214Philanthropy$200

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetLeadership Institute: $100 over 1y, 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 budgetHILLSDALE COLLEGE: $25 over 1y, 0.0% of budgetFather Flanagan's Boys' Home: $14 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 Fou…United Way of Greater…Baird Foundation IncHeil Family FoundationRite-Hite Foundation …Harley-Davidson Found…Herbert H Kohl Charit…American Endowment Fo…Fidelity Investments …Donor Advised Charita…Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Jack and Joan Stein Foundation funds: left to right is the share of its income from government, bottom to top the share from Jack and Joan Stein Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 0%
  • Food for the Poor Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

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.

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

Play a game based on Jack and Joan Stein’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home