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· Private foundation

Stein Family Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$190k
Granted FY2024still arriving
22
Grants FY2024still arriving
6
States reached
$101k
Largest
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 2024.

Education$537kReligion$493kPhilanthropy$285kArts & Culture$175kHealth$20kAnimals$7kHuman Services$6kYouth Development$4kOther$0
02FY2024 · 22 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k18 grants · $33k
  • $10k–50k3 grants · $56k
  • $50k–250k1 grant · $101k
$2,000
Median grant
6
States reached
$3.6M
Total assets
Largest grants
RecipientAmount
UJA$101,000
Cape Fear Community College$32,296
Albert Schweitzer Fellowship$13,000
WHQR$11,000
Vivace Music Foundation$5,000
Individual grant recipient$5,000
Port City Music Festival$5,000
UNCW$3,000
Opera House Theater$2,500
Jewish Federations of North America$2,500
Kids Making It$2,000
NC Hillel$1,500
Cameron Art Museum$1,000
Bellamy Museum$1,000
Individual grant recipient$1,000
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 (FY17–21, $4k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%ONSLOW WOMEN'S CENTER: $200 → 12%LOWER CAPE FEAR HOSPICE FOUNDATION: $3k → 12%LOWER CAPE FEAR LIFECARE: $815 → 12%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
NY
MA
PA
VA
MD
NC
SC
DC
MS
AL
GA
TX
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.

88%of every dollar goes to organizations it has funded before.
$1.4M · 47 repeat orgs$183k to everyone else

47 repeat relationships: 8 still active in FY2024, 39 since wound down; 13 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

47
27

Total granted

$1.4M
$57k

Median revenue growth · since first grant

+29%
+74%

Still filing today

49%
30%

New vs renewed · share of each year

In FY2024, 33% of grant dollars renewed an existing relationship; $126k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CultureHealthHuman ServicesEducationReligionPhilanthropyOther
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

  • VM
    Vivace Music Foundation
    3× · 2022–2024 · $35k · revenue +7%
  • FO
    Friends of Public Radio DBA WHQR
    7× · 2017–2024 · $28k · revenue +29%
  • WJ
    Wilmington Jewish Film Festival
    4× · 2019–2023 · $19k · revenue +19%

Funded once

  • IG
    Individual grant recipient
    one grant, 2021 · $30k
  • GS
    GOOD SHEPERD CENTER
    one grant, 2017 · $5k
  • LC
    Lower Cape Fear Hospice Foundation Incgraduated
    one grant, 2017 · $3k · revenue ×58
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
Carolinas Center for Medical Excellence Found ation
Health
2
North Carolina Azalea Festival at Wilmin

The North Carolina Azalea Festival celebrates our community's art, gardens, history, and culture through educational, recreational, and family-friendly events that promote volunteerism, civic pride, and regional economic growth.

Arts & Culture
3
Historic Wilmington Foundation Inc

The mission of Historic Wilmington Foundation is to protect and preserve the irreplaceable historic resources of Wilmington and the Lower Cape Fear Region.

Arts & Culture
4
Wake Forest University

Wake Forest University, a 501(c)(3) institution of higher education, is dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. The organization is comprised of seven constituent parts: Wake…

Education
5
North Carolina Community Foundation

The nccf is the single statewide community foundation serving north carolina and was created in 1988 to build capacity through philanthropy. the nccf administers over 1,300 component funds established to provide long-term support of a…

Philanthropy
6
Carolina Voices Inc

Carolina Voices celebrates the power of the human voice to enrich, educate and unite.

Arts & Culture
7
Wnc Jewish Federation

The mission of the WNC Jewish Federation is to harness the collective resources of the WNC Jewish community and direct them to the Jewish needs in the local community, in Israel and abroad.

—
8
North Carolina Symphony Society Inc

To be north carolina's state orchestra, an orchestra achieving the highest level of artistic quality and performance standards, and embracing its dual legacies of statewide service and music education.

Arts & Culture
9
Carolina Chamber Music Festival Inc
Arts & Culture
10
The Carolina Trust
Philanthropy
11
Uncw Research Foundation

To pursue the development of research facilities and research projects for the university of north carolina at wilmington.

Education
12
North Carolina Institute for Constitutional Law
Crime & Legal
How this is measured
The grantee most central to the portfolio’s shape is The Winston-Salem Foundation; the most unlike its peers is The Frank H Kenan Chapel at Landfall. 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

38 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. 38 of the 89 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.

2
Load-bearing (≥25% of a budget)
11
Early backer (in before they grew)
38/38
Grantees still filing
30/38
Grew since first funded

Where the money sits, by cause and then by grantee

UNCW FOUNDATION: $522,349 · OtherUNCW FOUNDATIONCAPE FEAR COMMUNITY COLLEGE: $142,296 · OtherCAPE FEAR COMMUNITY COLLEGEUJA: $101,000 · OtherUJABNAI ISRAEL CONGREGATION INC: $53,975 · OtherBNAI ISRAEL CONGREGATION INCTEMPLE OF ISRAEL: $33,840 · Other+55 more: $132,035 · Other+55 moreUnited Jewish Appeal of Wilmington Inc: $387,433 · ReligionUnited Jewish Appeal of Wi…+1 more: $950 · ReligionChamber Music Wilmington: $36,500 · Arts & CultureChamber M…Vivace Music Foundation: $35,000 · Arts & CultureVivace Mu…Friends of Public Radio DBA WHQR: $28,000 · Arts & CultureFriends o…Wilmington Jewish Film Festival: $18,857 · Arts & CultureWilmingto…The Wilmington Symphony Orchestra Inc: $16,050 · Arts & CultureThe Wilmi…+7 more: $10,120 · Arts & Culture+7 moreTHE JEWISH FEDERATIONS OF NORTH AMERICA INC: $107,500 · Philanthropy+3 more: $4,425 · PhilanthropyCOASTAL CAROLINA COMMUNITY COLLEGE FOUNDATION INC: $16,000 · EducationFREIRE FOUNDATION: $9,500 · EducationUNCW CORPORATION: $3,000 · EducationALBERT SCHWEITZER FELLOWSHIP OF ALABAMA: $13,000 · HealthBLOOD CANCER UNITED INC: $500 · HealthAmerican Heart Association Inc: $500 · Health+2 more: $200 · HealthLower Cape Fear Hospice Foundation Inc: $3,000 · Human ServicesLower Cape Fear Hospice Incorporated dba Lower Cape Fear LifeCare: $815 · Human ServicesONSLOW VICTIMS CENTER INC: $200 · Human Services
Other$985,495Religion$388,383Arts & Culture$144,527Philanthropy$111,925Education$28,500Health$14,200Human Services$4,015

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUnited Jewish Appeal of Wilmington Inc: $387,433 over 6y, 55% of budgetTHE JEWISH FEDERATIONS OF NORTH AMERICA INC: $107,500 over 4y, 0.0% of budgetChamber Music Wilmington: $36,500 over 5y, 34% of budgetVivace Music Foundation: $35,000 over 3y, 4.8% of budgetFriends of Public Radio DBA WHQR: $28,000 over 7y, 0.6% of budgetWilmington Jewish Film Festival: $18,857 over 4y, 14% of budgetThe Wilmington Symphony Orchestra Inc: $16,050 over 5y, 1.5% of budgetCOASTAL CAROLINA COMMUNITY COLLEGE FOUNDATION INC: $16,000 over 3y, 1.7% of budgetALBERT SCHWEITZER FELLOWSHIP OF ALABAMA: $13,000 over 1y, 3.5% of budgetFREIRE FOUNDATION: $9,500 over 6y, 0.6% of budgetJEWISH EDUCATIONAL LOAN FUND INC: $5,500 over 3y, 0.1% of budgetDEVELOPMENT FOUNDATION OF THE NCCAT INC: $4,500 over 3y, 0.5% of budgetLOUISE WELLS CAMERON ART MUSEUM: $3,520 over 7y, 0.1% of budgetOXFORD LAFAYETTE HUMANE SOCIETY: $3,000 over 3y, 2.4% of budgetLower Cape Fear Hospice Foundation Inc: $3,000 over 1y, 4.0% of budgetKIDS MAKING IT INC: $3,000 over 2y, 0.2% of budgetUNCW CORPORATION: $3,000 over 1y, 0.1% of budgetThe United States Holocaust Memorial Museum: $2,800 over 7y, 0.0% of budgetThe Landfall Foundation Inc: $1,925 over 6y, 0.1% of budgetUnited Way of the Cape Fear Area Inc: $1,500 over 3y, 0.0% of budgetNORTH CAROLINA HILLEL FOUNDATION: $1,500 over 1y, 0.1% of budgetThe Historic Preservation Foundation of North Carolina Inc: $1,300 over 5y, 0.0% of budgetHumanity Now: $1,300 over 2y, 0.7% of budgetSPOLETO FESTIVAL USA INC: $1,000 over 3y, 0.0% of budgetThe Winston-Salem Foundation: $1,000 over 1y, 0.0% of budgetCUCALORUS FILM FOUNDATION: $1,000 over 5y, 0.1% of budgetMount Vernon Virtuosi Inc: $1,000 over 1y, 0.7% of budgetThe Frank H Kenan Chapel at Landfall: $950 over 5y, 0.2% of budgetLower Cape Fear Hospice Incorporated dba Lower Cape Fear LifeCare: $815 over 1y, 0.0% of budgetBLOOD CANCER UNITED INC: $500 over 1y, 0.0% of budgetGIRLS CHOIR OF WILMINGTON: $500 over 1y, 3.2% of budgetSPECIAL OLYMPICS NORTH CAROLINA INC: $500 over 4y, 0.0% of budgetAmerican Heart Association Inc: $500 over 4y, 0.0% of budgetNATIONAL CENTER FOR JEWISH FILMINC: $300 over 1y, 0.0% of budgetFOOD BANK OF CENTRAL & EASTERN NC INC: $100 over 1y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $100 over 1y, 0.0% of budgetPROJECT ALS INC: $100 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.

  • Who funds United Jewish Appeal of Wilmington Inc ↗
  • Who funds THE JEWISH FEDERATIONS OF NORTH AMERICA INC ↗
  • Who funds Chamber Music Wilmington ↗
  • Who funds Vivace Music Foundation ↗
  • Who funds Friends of Public Radio DBA WHQR ↗
  • Who funds Wilmington Jewish Film Festival ↗
  • Who funds The Wilmington Symphony Orchestra Inc ↗
  • Who funds COASTAL CAROLINA COMMUNITY COLLEGE FOUNDATION INC ↗
  • Who funds ALBERT SCHWEITZER FELLOWSHIP OF ALABAMA ↗
  • Who funds FREIRE FOUNDATION ↗
  • Who funds JEWISH EDUCATIONAL LOAN FUND INC ↗
  • Who funds DEVELOPMENT FOUNDATION OF THE NCCAT INC ↗
  • Who funds LOUISE WELLS CAMERON ART MUSEUM ↗
  • Who funds OXFORD LAFAYETTE HUMANE SOCIETY ↗
  • Who funds Lower Cape Fear Hospice Foundation Inc ↗
  • Who funds KIDS MAKING IT INC ↗
  • Who funds UNCW CORPORATION ↗
  • Who funds The United States Holocaust Memorial Museum ↗
  • Who funds The Landfall Foundation Inc ↗
  • Who funds United Way of the Cape Fear Area Inc ↗

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.

Dan Cameron Family Foundation IncNC24× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Dan Cameron Family Foundation Inc · The Landfall Foundation Inc · Duke Energy Foundation · North Carolina Community Foundation · The Talbert Family Foundation · Jeffrey Schrager & Anne York Family Foundation · Daniel a and Sheila M Saklad Foundation · Arts Council of Wilmington and New Hanover County · The True North Foundation Co Amy Brown North · New Hanover Community Endowment Inc · Foundation for the Carolinas · Ags Charitable Trust Uad May 21 1965

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 Stein Family Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Stein Family Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%6%25%56%100%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 4%
  • National Center for Jewish Filminc: 4% of income from government
no gov moneyreceives it· size = income
0get no government money at all
9report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
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 Stein Family Charitable Foundation?

Find your warmest path to Stein Family Charitable 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 89 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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