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· Private foundation

The Fred Stein Family Foundation co Mark Stein

Its FY2019 filing reports that it accepted unsolicited grant applications.

$283k
Granted FY2019
28
Grants FY2019
6
States reached
$30k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2019.

Arts & Culture$110kPhilanthropy$85kEnvironment$77kCivil Rights$60kScience & Tech$54kHealth$40kHuman Services$34kEducation$33kOther$0
02FY2019 · 28 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k14 grants · $62k
  • $10k–50k14 grants · $222k
$10,000
Median grant
6
States reached
$0
Total assets
Largest grants
RecipientAmount
Grand Teton National Park Foundation$30,000
Theatre Horizon$30,000
Planned Parenthood Federation of America$25,000
United States Holocaust Memorial Council$20,000
Brain Chemistry Labs$15,000
The Jewish Federation of Greater Phila$15,000
Shipley School$15,000
Project Ezra$10,860
DOROT Inc$10,860
The American Poetry Review U of Art$10,000
National Parks Conservation Assoc$10,000
National Geographic Society$10,000
Jackson Hole Land Trust$10,000
Hadassah$10,000
Harvard University$8,500
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 (FY18–19, $34k) land where the poverty rate runs at 17%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%Project Ezra: $11k → 17%Families Forward Philadelphia: $2k → 22%Project Ezra: $10k → 17%DOROT Inc: $11k → 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

NY
MA
WY
PA
CA
CO
VA
DC
AL
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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 19% of The Fred Stein Family Foundation co Mark Stein’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 30% of the giving stays in PA; by stated purpose, 23%.

The Fred Stein Family Foundation co Mark Steinlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

73%of every dollar goes to organizations it has funded before.
$343k · 12 repeat orgs$125k to everyone else

12 repeat relationships: 12 still active in FY2019, 0 since wound down; 15 grantees were first funded in FY2019 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
5

Total granted

$343k
$27k

Median revenue growth · since first grant

+80%
+114%

Still filing today

75%
100%

New vs renewed · share of each year

In FY2019, 64% of grant dollars renewed an existing relationship; $99k went to new ones.

50%100%’18’19
RenewedFirst-time

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

’18’19
Arts & CultureEnvironmentCivil RightsEducationHuman ServicesHealthOther
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

  • GRAND TETON NATIONAL PARK FOUNDATION
    2× · 2018–2019 · $50k · revenue +140%
  • TH
    THEATRE HORIZON INC
    2× · 2018–2019 · $50k · revenue +81%
  • PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    2× · 2018–2019 · $35k · revenue +50%

Funded once

  • NP
    NATIONAL PARK FOUNDATIONgraduated
    one grant, 2018 · $10k · revenue +114%
  • SP
    SOUTHERN POVERTY LAW CENTER INC
    one grant, 2018 · $10k · revenue +23%
  • LO
    LEAGUE OF CONSERVATION VOTERS INCgraduated
    one grant, 2018 · $3k · revenue +144%
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
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
2
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
3
World Wildlife Fund Inc

Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)

Environment
4
Property and Environment Research Center

Perc is dedicated to advancing conservation through markets, incentives, property rights, and partnerships.

Public Benefit
5
The Academy of Natural Sciences of Philadelphia

The mission is "to understand the natural world and inspire everyone to care for it." the academy implements its mission through understanding the diversity of life; developing and applying science to protect the environment; and informing…

Science & Tech
6
Lowell Observatory

The mission of lowell observatory is to pursue the study of astronomy, especially the study of our solar system and its evolution; to conduct pure research in astronomical phenomena; and to maintain quality public education and outreach…

Science & Tech
7
The Jewish Museum

The mission of the jewish museum is to collect, preserve, exhibit and interpret art and jewish culture. see schedule o for more information.

Arts & Culture
8
The Adler Planetarium

The adler planetarium ('adler') is a not-for-profit cultural institution whose mission is to connect people to the universe and each other under the sky we all share. it aspires to be the world's premier center for engaging in astronomy…

Arts & Culture
9
National Trust for Historic Preservation in the United States

The national trust for historic preservation in the united states protects significant places representing our diverse cultural experiences by taking direct action and inspiring broad public support.

Arts & Culture
10
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
11
Rainforest Trust

Rainforest trust saves endangered wildlife and protects our planet by creating rainforest reserves through partnerships, community engagement, and donor support.

International
12
Public Media Nj Inc

To bring quality public television programs and resources to communities throughout new jersey and its tri-state neighbors. its content, both on-air and online, aims to reflect the diverse

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is National Park Foundation; the most unlike its peers is Grand Teton National Park Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

30 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. 30 of the 35 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)
6
Early backer (in before they grew)
30/30
Grantees still filing
25/30
Grew since first funded

Where the money sits, by cause and then by grantee

The Jewish Federation of Greater Phila: $35,000 · OtherThe Jewish Federation of Greater PhilaThe American Poetry Review U of Art: $20,000 · OtherThe American Poetry Review U of ArtTHE NATURE CONSERVANCY: $20,000 · OtherTHE NATURE CONSERVANCYBrain Chemistry Labs: $15,000 · OtherBrain Chemistry LabsHadassah: $12,500 · OtherHadassahNATIONAL PARK FOUNDATION: $10,000 · OtherNATIONAL PARK FOUNDATIONProject Ezra: $20,860 · OtherProject EzraDOROT INC: $10,860 · OtherDOROT INCAMERICAN JEWISH WORLD SERVICE INC: $10,000 · OtherAMERICAN JEWISH WORLD SERVICE INCSOUTHERN POVERTY LAW CENTER INC: $10,000 · OtherSOUTHERN POVERTY LAW CENTER INCPhilabundance: $7,500 · Other+2 more: $7,000 · OtherTHEATRE HORIZON INC: $49,832 · Arts & CultureTHEATRE HORIZON IN…The United States Holocaust Memorial Museum: $20,000 · Arts & CultureThe United States …PLAYPENN INC: $5,000 · Arts & CulturePLAYPENN INCCommunity Center for the Arts: $5,000 · Arts & CultureCommunity Center f…+3 more: $5,500 · Arts & Culture+3 moreSHIPLEY SCHOOL: $30,000 · EducationSHIPLEY SCHOOLPresident and Fellows of Harvard College: $23,500 · EducationPresident and F…NATIONAL GEOGRAPHIC SOCIETY: $15,000 · EducationNATIONAL GEOGRA…BOOK TRUST: $2,500 · EducationANTI-DEFAMATION LEAGUE: $35,000 · Civil RightsANTI-DEFAMA…AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $15,000 · Civil RightsAMERICAN CI…LEAGUE OF CONSERVATION VOTERS INC: $2,500 · Civil RightsGRAND TETON NATIONAL PARK FOUNDATION: $50,000 · PhilanthropyGRAND TETO…JACKSON HOLE LAND TRUST: $25,000 · EnvironmentJACKSON H…NATIONAL PARKS CONSERVATION ASSOCIATION: $10,000 · EnvironmentNATIONAL …SIERRA CLUB FOUNDATION: $5,000 · EnvironmentSIERRA CL…MOHONK PRESERVE INC: $2,500 · EnvironmentMOHONK PR…THE FRIENDS OF THE WISSAHICKON INC: $2,000 · EnvironmentPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $35,000 · HealthTETON YOUTH AND FAMILY SERVICES: $5,000 · Health
Other$178,720Arts & Culture$85,332Education$71,000Civil Rights$52,500Philanthropy$50,000Environment$44,500Health$40,000

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 budgetGRAND TETON NATIONAL PARK FOUNDATION: $50,000 over 2y, 0.5% of budgetTHEATRE HORIZON INC: $49,832 over 2y, 2.5% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $35,000 over 2y, 0.0% of budgetANTI-DEFAMATION LEAGUE: $35,000 over 2y, 0.0% of budgetSHIPLEY SCHOOL: $30,000 over 2y, 0.0% of budgetJACKSON HOLE LAND TRUST: $25,000 over 2y, 0.5% of budgetPresident and Fellows of Harvard College: $23,500 over 2y, 0.0% of budgetProject Ezra: $20,860 over 2y, 2.8% of budgetThe United States Holocaust Memorial Museum: $20,000 over 1y, 0.0% of budgetTHE NATURE CONSERVANCY: $20,000 over 1y, 0.0% of budgetNATIONAL GEOGRAPHIC SOCIETY: $15,000 over 2y, 0.0% of budgetAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $15,000 over 2y, 0.0% of budgetDOROT INC: $10,860 over 1y, 0.1% of budgetNATIONAL PARKS CONSERVATION ASSOCIATION: $10,000 over 1y, 0.0% of budgetAMERICAN JEWISH WORLD SERVICE INC: $10,000 over 1y, 0.0% of budgetNATIONAL PARK FOUNDATION: $10,000 over 1y, 0.0% of budgetSOUTHERN POVERTY LAW CENTER INC: $10,000 over 1y, 0.0% of budgetPhilabundance: $7,500 over 1y, 0.0% of budgetPLAYPENN INC: $5,000 over 1y, 0.4% of budgetSIERRA CLUB FOUNDATION: $5,000 over 1y, 0.0% of budgetCommunity Center for the Arts: $5,000 over 1y, 0.2% of budgetTETON YOUTH AND FAMILY SERVICES: $5,000 over 1y, 0.2% of budgetLEAGUE OF CONSERVATION VOTERS INC: $2,500 over 1y, 0.0% of budgetMOHONK PRESERVE INC: $2,500 over 1y, 0.0% of budgetBRYN MAWR THEATRE FILM INSTITUTE: $2,500 over 1y, 0.1% of budgetBOOK TRUST: $2,500 over 1y, 0.1% of budgetTHE FRIENDS OF THE WISSAHICKON INC: $2,000 over 1y, 0.1% of budgetTRAVELERS AID SOCIETY OF PHILADELPHIA: $2,000 over 1y, 0.0% of budgetNATIONAL WOMEN'S HISTORY MUSEUM: $1,500 over 1y, 0.1% of budgetNATIONAL CONSTITUTION CENTER: $1,500 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.

The Philadelphia FoundationPA15.2× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Philadelphia Foundation · The Pfizer Foundation Inc · The William Penn Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Jpmorgan Chase Foundation · Vanguard Charitable Endowment Program · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · 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 The Fred Stein Family Foundation co Mark Stein funds: left to right is the share of its income from government, bottom to top the share from The Fred Stein Family Foundation co Mark Stein. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 7%
  • President and Fellows of Harvard College: 7% of income from government
no gov moneyreceives it· size = income
0get no government money at all
10report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
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 35 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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