STRATEGY STUDIO / PUBLIC DATA EXPLORER

FORTE-STEIN CHARITABLE FOUNDATION

Cite this

Plain text FORTE-STEIN CHARITABLE FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2020–2025. https://strategystudio.org/org/770528972. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). FORTE-STEIN CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/770528972

MLA “FORTE-STEIN CHARITABLE FOUNDATION.” Strategy Studio, tax years 2020–2025, https://strategystudio.org/org/770528972. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2020–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $8K · expenses $23K · assets $257K

EIN
77-0528972
Address
4531 AURIANA WAY, WILMINGTON, NC 28409-0113
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2001
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 5 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Dennis Stein PRESIDENT2020-2025 2 $0 reported 1
Julie Stein VPTREASURER2021-2025 1 $0 reported 1
Chris Stein BOARD MEMBER2021-2025 1 $0 reported 1
Jason Herrman SECERETARY2021-2025 1 $0 reported 1
Jean F Stein (former) DIRECTOR/SECRETARY/CFO2020 2 $0 reported 1

People by year

2025 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DENNIS STEIN PRESIDENT2 $0-$0 $01
JULIE STEIN VPTREASURER1 $0-$0 $01
CHRIS STEIN BOARD MEMBER1 $0-$0 $01
JASON HERRMAN SECERETARY1 $0-$0 $01
2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DENNIS STEIN PRESIDENT2 $0-$0 $01
JULIE STEIN VPTREASURER1 $0-$0 $01
CHRIS STEIN BOARD MEMBER1 $0-$0 $01
JASON HERRMAN SECERETARY1 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DENNIS STEIN PRESIDENT0 $0-- $01
JULIE STEIN VPTREASURER0 $0-- $01
CHRIS STEIN BOARD MEMBER0 $0-- $01
JASON HERRMAN SECERETARY0 $0-- $01
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DENNIS STEIN President0 $0-- $01
JULIE STEIN VP/TREASURER0 $0-- $01
CHRIS STEIN BOARD MEMEBER0 $0-- $01
JASON HERRMAN Secretary0 $0-- $01
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DENNIS STEIN DIRECTOR/PRESIDENT2 $0-$0 $01
CHRIS STEIN DIRECTOR2 $0-$0 $01
JULIE STEIN SECRETARY2 $0-$0 $01
JASON HERRMAN TREASURER2 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DENNIS STEIN DIRECTOR/PRESIDENT2 $0-$0 $01
JEAN F STEIN DIRECTOR/SECRETARY/CFO2 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 1 grant to organizations · $10K · 1 grant to individuals · $10K
2024 · 2 grants to organizations · $11K
2023 · 2 grants to organizations · $11K
2022 · 0 grants to organizations · $0 · 3 grants to individuals · $19K
2021 · 3 grants to organizations · $6K
2020 · 9 grants to organizations · $12K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$8,425$22,529 $256,887$256,887 -- ---
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$8,219$13,627 $271,268$270,991 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$8,067$11,288 $276,396$0 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$12,503$21,635 $280,055$280,055 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$29,217$9,232 $289,187$289,187 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$36,778$13,846 $269,202$269,202 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
NORRIS FAMILY CHARITABLE FOUNDATIONINCNCT20 $10,000$9,600 Director/Pres.$0 Same NTEE code T20, revenue within 2x, same state, similar name
STEWARD FOUNDATIONNCT20 $10,003$1,148 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CHILD LIKE FAITH FOUNDATIONNCT20 $10,001$548 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
BELLINGER FOUNDATIONNCT20 $7,000$5,694 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
BRADY FAMILY FOUNDATIONNCT20 $7,414$7,376 CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state
GRAHAM FAMILY FOUNDATIONNCT20 $7,992$27,482 DIRECTOR, PRE & TREAS$0 Same NTEE code T20, revenue within 2x, same state
HOLBROOK FAMILY FOUNDATIONNCT20 $7,000$2,128 President$0 Same NTEE code T20, revenue within 2x, same state
ROSEMAN FAMILY FOUNDATION INCNCT20 $7,418$11,818 Director$0 Same NTEE code T20, revenue within 2x, same state
EDDIE AND GLORIA BRINKLEY FOUNDATIONNCT20 $10,000$16,010 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CONORMAN CHRISTIAN MINISTRIESNCT20 $6,911$17,060 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
PDBK CHARITABLE FOUNDATIONMAT20 $7,227$4,831 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
PETRA CHARITABLE FOUNDATIONWAT20 $8,451$19,661 GOVERNOR$0 Same NTEE code T20, revenue within 2x, similar name
SZE FAMILY CHARITABLE FOUNDATIONMAT20 $7,799$14,273 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
ST HUBERTS FOUNDATION CHARITABLE TRCTT20 $9,130$17,372 CO-TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
MCFADDEN CHARITABLE FOUNDATIONNVT20 $9,100$60,111 President$29,549 Same NTEE code T20, revenue within 2x, similar name
DSSR CHARITABLE FOUNDATION INCKST20 $7,036$2,434 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
EQUITABLE BANK CHARITABLE FOUNDATIONNET20 $8,345$37,275 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
GOOD NEWS CHARITABLE FOUNDATIONCAT20 $8,069$44,671 DIR/PRES/TRE$0 Same NTEE code T20, revenue within 2x, similar name
ODA FAMILY CHARITABLE FOUNDATIONTXT20 $7,464$39,251 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
DUDDEMPUDI CHARITABLE FOUNDATIONTXT20 $8,238$10,142 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
SAMUEL FINKEL CHARITABLE FOUNDATION TRMET20 $8,619$21,336 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
CAMNER FAMILY CHARITABLE FOUNDATIONFLT20 $10,000$27,117 TRUSTEE - AS NEEDED$0 Same NTEE code T20, revenue within 2x, similar name
FRIENDS OF ST JUDE CHARITABLE FOUNDATIONMOT20 $7,000$6,610 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
MELVYN M OKEON CHARITABLE FOUNDATIONCAT20 $10,000$10,000 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
HELEN SHYU & JOE CHU CHARITABLE FOUNDATIONCAT20 $8,596$15,213 President & CEO$0 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE JATAIN FOUNDATION Private foundation$160,0003 12023–2025 FOX FOUNDATION
MOUNTZ FAMILY FOUNDATION Private foundation$51,6803 12013–2020 COTTONWOOD FOUNDATION
PAREKH FAMILY FOUNDATION INC Private foundation$12,5002 12019–2020 SHARE & CARE FOUNDATION INC
REILLY FAMILY FOUNDATION Private foundation$5,0001 12017–2017 HAND-IN-HAND FOUNDATION
ROBERTA AND ERNEST SCHELLER JR FAMILY FOUNDATION Private foundation$1,0001 12022–2022 JAX FOUNDATION
CHARITY PARTNERS FOUNDATION INC Private foundation$21 12015–2015 ST HUBERTS FOUNDATION CHARITABLE TR

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $22,529 spent · pay $0 · grants $20,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $20,000 88.8%
Fees: accounting $2,000 8.9%
Taxes $529 2.3%
Total$22,529100%

View the filing

2024 · Form 990PF · $13,627 spent · pay $0 · grants $11,000 · events $500
LineAs describedTotalShare
Contributions, gifts, grants paid $11,000 80.7%
Fees: accounting $1,785 13.1%
Travel, conferences and meetings $500 3.7%
Taxes $327 2.4%
Printing and publications $15 0.1%
Total$13,627100%

View the filing

2023 · Form 990PF · $11,288 spent · pay $0 · grants $11,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,000 97.4%
Taxes $180 1.6%
Other expenses $108 1.0%
Total$11,288100%

View the filing

2022 · Form 990PF · $21,635 spent · pay $0 · grants $19,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $19,000 87.8%
Fees: accounting $2,425 11.2%
Taxes $210 1.0%
Total$21,635100%

View the filing

2021 · Form 990PF · $9,232 spent · pay $0 · grants $6,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,200 67.2%
Fees: accounting $1,950 21.1%
Taxes $673 7.3%
Fees: other professional $402 4.4%
Interest $7 0.1%
Total$9,232100%

View the filing

2020 · Form 990PF · $13,846 spent · pay $0 · grants $11,550 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,550 83.4%
Fees: accounting $1,875 13.5%
Taxes $411 3.0%
Other expenses $10 0.1%
Total$13,846100%

View the filing