The North Carolina State Capitol in Raleigh behind a flowering crape myrtle

Form 990-PFTax year 2025EIN 77-0528972

Forte-Stein Charitiable Foundation

A private foundation in Wilmington, NC. Its return for tax year 2025 lists 2 grants and $20,000 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $20,000

    Grants listed
    2
    Assets, end of year
    $256,887
  • Tax year 2024

    $11,000

    Grants listed
    2
    Assets, end of year
    $271,268
  • Tax year 2023

    $11,000

    Grants listed
    2
    Assets, end of year
    $276,396
  • Tax year 2022

    $19,000

    Grants listed
    3
    Assets, end of year
    $280,055
  • Tax year 2021

    $6,200

    Grants listed
    3
    Assets, end of year
    $289,187
  • Tax year 2020

    $11,550

    Grants listed
    9
    Assets, end of year
    $269,202

Grants paid in 2025

2 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. HS School FoundationFairfield, CT

    Education

    $10,000
  2. Individual

    Education

    $10,000

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Connecticut1 grant $10,000

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Dennis SteinPRESIDENT Hours 2Pay $0
  • Julie SteinVPTREASURER Hours 1Pay $0
  • Chris SteinBOARD MEMBER Hours 1Pay $0
  • Jason HerrmanSECERETARY Hours 1Pay $0

The return

More foundations

Other foundations in North Carolina

  1. Johnny S Beck and Sydney Y Beck FoundationLexington, NC 9 grants Preselected only $20,000 giving
  2. Cill Dara FoundationChapel Hill, NC 1 grant Preselected only $20,000 giving
  3. RCC FoundationGreensboro, NC 1 grant Preselected only $20,000 giving
  4. Tree of Life IncPfafftown, NC 4 grants Accepts applications $20,000 giving
  5. The David & Sheila Perkins FoundationRaleigh, NC 2 grants Preselected only $20,000 giving