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· Private foundation

Sam S Stein and Rose Stein Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$231k
Granted FY2025still arriving
18
Grants FY2025still arriving
1
States reached
$60k
Largest
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Human Services$332kEducation$228kCrime & Legal$160kArts & Culture$145kHealth$131kFood & Nutrition$76kYouth Development$41kPublic Benefit$27kOther$0
02FY2025 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k10 grants · $44k
  • $10k–50k7 grants · $127k
  • $50k–250k1 grant · $60k
$7,500
Median grant
1
States reached
$3.3M
Total assets
Largest grants
RecipientAmount
CAC of Erie Huron & Richland Counties$60,000
Firelands Symphony Orchestra$32,000
CASA (EC Court Appointed Special Advocate)$30,000
Kinship Inc$20,000
Erie County Board of Development Disabilities$15,000
Project I Am Foundation$10,000
Children's Hunger Alliance$10,000
Second Harvest Food Bank$10,000
OHgo$7,500
Hospice of Western Reserve$7,500
Perkins Local School District$5,000
Cancer Services of Erie Cty$5,000
Individual grant recipient$5,000
Erie County Boys & Girls Club$5,000
Erie County Community Foundation$3,000
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 (FY20–25, $81k) land where the poverty rate runs at 16%, against an area that typically sits at 14%. 75% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 14%Project I Am Foundation: $10k → 18%Project Iam Foundation: $10k → 18%Project I Am Foundation: $10k → 18%Project I Am Foundation: $10k → 18%Project Iam Foundation: $10k → 18%Project I Am Foundation: $10k → 18%Stein Hospice Service Inc: $10k → 11%Stein Hospice Service Inc: $5k → 11%Stein Hospice Service Inc: $5k → 11%Stein Hospice Service Inc: $500 → 11%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.
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.

92%of every dollar goes to organizations it has funded before.
$1.1M · 23 repeat orgs$102k to everyone else

Grantees it renews have grown median revenue +18% since the first grant, against +1% for those funded once.

23 repeat relationships: 12 still active in FY2025, 11 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

23
10

Total granted

$1.1M
$72k

Median revenue growth · since first grant

+18%
+1%

Still filing today

35%
30%

New vs renewed · share of each year

In FY2025, 87% of grant dollars renewed an existing relationship; $30k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
Human ServicesCrime & LegalHealthCivil RightsReligionInternationalOther
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

  • FS
    FIRELANDS SYMPHONY ORCHESTRA
    6× · 2020–2025 · $134k · revenue +18%
  • KI
    KINSHIP INCORPORATED
    6× · 2020–2025 · $120k · revenue +26%
  • PI
    Project IAM Foundation Inc
    6× · 2020–2025 · $60k · revenue +140%

Funded once

  • EC
    ERIE COUNTY COURT APPOINTED SPECIAL ADVOCATE
    one grant, 2020 · $20k · revenue -5%
  • IG
    Individual grant recipient
    one grant, 2024 · $10k
  • OP
    OHANA PROJECT
    one grant, 2023 · $10k
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
Philanthropy Ohio

To lead and equip ohio philanthropy to be effective partners for change in our communities.

Philanthropy
2
Erie Homes for Children & Adults Inc

Erie homes for children and adults operates as a private, non-profit agency providing programs for individuals with intellectual and physical disabilities.

Health
3
Ehca Foundation

Ehca foundation (the "foundation") is a pennsylvania nonprofitcorporation and was organized as a supporting organization. thefoundation will be operated exclusively for the benefit of, and toperform functions on behalf of, erie homes for…

Housing & Shelter
4
Ohio Hills Health Services

Ohio hills health services is a non-profit health care operation, organized by communities in eastern ohio to promote healthy lifestyles and to provide preventative and comprehensive medical and dental care for area residents. the primary…

—
5
Central Ohio Youth for Christ Inc

Coyfc reaches young people everywhere, working with the local church and other like minded partners to raise up lifelong followers of jesus who lead by their godliness in lifestyle, devotion to the word of god and prayer, passion for…

Youth Development
6
School Choice Ohio Inc

The mission of school choice ohio is to protect and expand children's educational options through ensuring choice in quality schools and other places of learning, thereby supporting systemic reform of k-12 education across the state.

Education
7
Ohio United Way

To strengthen the capacity of United Ways across Ohio and to advance the common good for Ohioans.

Philanthropy
8
Erie Community Foundation

The erie community foundation works to improve the quality of life for all in our region by evaluating and addressing community issues, building permanent charitable endowments, and by promoting philanthropic and community leadership.

Philanthropy
9
United Way of Central Ohio Inc

United way of central ohio is the local organization that harnesses the power of communities working together - people, nonprofits, businesses and government - to create a stronger, more equitable central ohio. see schedule o.we do this…

Philanthropy
10
Empowering and Strengthening Ohio's People Inc

Empowering and strengthening ohio's people (esop) helps adults in all stages of life achieve and maintain financial wellness and housing stability.

Housing & Shelter
11
Fund for Our Economic Future of Northeast Ohio

The fund for our economic future is a creative space for philanthropic funders and civic leaders to explore what matters and implement what works to achieve equitable economic growth, emphasizing systemic, long-term change.

Community Improvement
12
Erie County Economic Development Charitable Fund

To facilitate both the creation and retention of jobs within erie county and increase economic opportunities for individuals and businesses through comprehensive economic development programs.

—
How this is measured
The grantee most central to the portfolio’s shape is Firelands Symphony Orchestra; the most unlike its peers is Project Iam Foundation Inc. 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

13 grantees tracked through their own filings, 2017–2025.

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 2025, not grant rows in a single year, so this will not match the grant count on the cover. 13 of the 39 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)
5
Early backer (in before they grew)
13/13
Grantees still filing
8/13
Grew since first funded

Where the money sits, by cause and then by grantee

CAC of Erie Huron & Richland Counties: $314,000 · OtherCAC of Erie Huron & Richland CountiesCASA (EC Court Appointed Special Advocate): $140,000 · OtherCASA (EC Court Appointed Special Advocate)FIRELANDS SYMPHONY ORCHESTRA: $133,655 · OtherFIRELANDS SYMPHONY ORCHESTRASecond Harvest Food Bank of N Cent Ohio: $42,000 · Other+28 more: $281,878 · Other+28 moreKINSHIP INCORPORATED: $120,000 · Crime & LegalKINSHIP INC…Project IAM Foundation Inc: $60,000 · Human ServicesSTEIN HOSPICE SERVICE INC: $20,500 · Human ServicesTHE FOUNDATION FOR FIRELANDS: $42,500 · HealthOH-GO: $27,006 · Public BenefitERIE COUNTY COURT APPOINTED SPECIAL ADVOCATE: $20,000 · Civil RightsCHILDREN'S HUNGER ALLIANCE: $20,000 · Food & Nutrition
Other$911,533Crime & Legal$120,000Human Services$80,500Health$42,500Public Benefit$27,006Civil Rights$20,000Food & Nutrition$20,000

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

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetFIRELANDS SYMPHONY ORCHESTRA: $133,655 over 6y, 5.6% of budgetKINSHIP INCORPORATED: $120,000 over 6y, 14% of budgetProject IAM Foundation Inc: $60,000 over 6y, 9.5% of budgetTHE FOUNDATION FOR FIRELANDS: $42,500 over 4y, 0.5% of budgetOH-GO: $27,006 over 3y, 1.9% of budgetSTEIN HOSPICE SERVICE INC: $20,500 over 2y, 0.1% of budgetERIE COUNTY COURT APPOINTED SPECIAL ADVOCATE: $20,000 over 1y, 8.2% of budgetCHILDREN'S HUNGER ALLIANCE: $20,000 over 2y, 0.1% of budgetERIE COUNTY COMMUNITY FOUNDATION: $17,000 over 3y, 0.2% of budgetCAMPBELL CHRISTIAN COMMUNITY CENTER: $8,640 over 1y, 6.5% of budgetUNITED WAY OF ERIE COUNTY INC: $1,000 over 2y, 0.2% of budgetJUNIOR ACHIEVEMENT OF NORTHWESTERN OHIO: $500 over 1y, 0.1% 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.

  • Who funds FIRELANDS SYMPHONY ORCHESTRA ↗
  • Who funds KINSHIP INCORPORATED ↗
  • Who funds Project IAM Foundation Inc ↗
  • Who funds THE FOUNDATION FOR FIRELANDS ↗
  • Who funds OH-GO ↗
  • Who funds STEIN HOSPICE SERVICE INC ↗
  • Who funds ERIE COUNTY COURT APPOINTED SPECIAL ADVOCATE ↗
  • Who funds CHILDREN'S HUNGER ALLIANCE ↗
  • Who funds ERIE COUNTY COMMUNITY FOUNDATION ↗
  • Who funds CAMPBELL CHRISTIAN COMMUNITY CENTER ↗
  • Who funds FIRELANDS HISTORICAL SOCIETY ↗
  • Who funds UNITED WAY OF ERIE COUNTY INC ↗
  • Who funds JUNIOR ACHIEVEMENT OF NORTHWESTERN OHIO ↗

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.

The Mylander Fdn-2001OH22.1× affinity8 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Mylander Fdn-2001 · Randolph J and Estelle M Dorn Foundation · Sidney Frohman Foundation · The Michelle Wightman-Karrie Wieber Charitable Foundation · Erie County Community Foundation · The Cleveland Foundation · The Albert G & Olive H Schlink Foundation · American Endowment Foundation · 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 Sam S Stein and Rose Stein Foundation funds: left to right is the share of its income from government, bottom to top the share from Sam S Stein and Rose Stein Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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.

    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 39 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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