Forte-stein Charitiable Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Forte-stein Charitiable Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 77-0528972

Foundation Overview

Based in Wilmington, NC, Forte-stein Charitiable Foundation has awarded 26 grants totaling $99,750 to organizations in California, New York and 2 other states across the US. Individual grants range from $250 to $15,000, with a median award of $1,500.

Latest Tax Year
2024
Total Giving (all years)
$99,750
Total Assets
$319,634
Median Grant (all grants)
$1,500

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$5,500
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
California

46% of grants are awarded in California, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Sunnyvale (42%), San Jose (25%), Cupertino (8%).

Funding Trajectory
-5%

Stable funding levels with 5% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Community Projects + Education

Dual focus on community projects (67%) and education, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Forte-stein Charitiable Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Hs School Foundation $10,000 Fairfield, CT, US Education 2024
Reti Foundation $1,000 Brooklyn, NY, US Charity 2024
Hs School Foundation $10,000 Fairfield, CT, US Education 2024
Reti Foundation $1,000 Brooklyn, NY, US Charity 2024
Hs School Foundation $10,000 Fairfield, CT, US Education 2023
Reti Foundation $1,000 Brooklyn, NY, US Charity 2023
Hs School Foundation $10,000 Fairfield, CT, US Education 2023
Reti Foundation $1,000 Brooklyn, NY, US Charity 2023
Hs School Foundation $15,000 Fairfield, CT, US Charity 2022
Reti Center $1,000 Brooklyn, NY, US Charity 2022
Sunnyvale Community Services $3,000 Sunnyvale, CA, US Charity 2022
Hs School Foundation $15,000 Fairfield, CT, US Charity 2022
Reti Center $1,000 Brooklyn, NY, US Charity 2022
Sunnyvale Community Services $3,000 Sunnyvale, CA, US Charity 2022
Sunnyvale Community Services $3,000 Sunnyvale, CA, US Support Of Other Charitable Organizations 2021
Cupertino Rotary Endowment Foundation $1,000 Cupertino, CA, US Support Of Other Charitable Organizations 2021
Church Of The Resurrection $2,200 Sunnyvale, CA, US Support Of Other Charitable Organizations 2021
Sunnyvale Community Services $3,000 Sunnyvale, CA, US Support Of Other Charitable Organizations 2020
Second Harvest Food Bank $3,000 San Jose, CA, US Support Of Other Charitable Organizations 2020
Covenant House $1,000 New York, NY, US Support Of Other Charitable Organizations 2020
Salvation Army $2,000 Santa Clara, CA, US Support Of Other Charitable Organizations 2020
Hospice Of The Valley $1,000 San Jose, CA, US Support Of Other Charitable Organizations 2020
Kqed $250 San Francisco, CA, US Support Of Other Charitable Organizations 2020
City Team $500 San Jose, CA, US Support Of Other Charitable Organizations 2020
Palo Alto Medical Foundation $300 Palo Alto, CA, US Support Of Other Charitable Organizations 2020
St Jude Children's Research Hospital $500 Memphis, TN, US Support Of Other Charitable Organizations 2020

Foundations Similar to Forte-stein Charitiable Foundation

Discover 5 foundations with comparable assets ($297,033-$344,312), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 93-4771442 | 176 grants awarded
$330,405
(≈ Similar)
$1,195
median grant
Raleigh, NC
Same state
98%
Excellent match

EIN: 31-1502588 | 202 grants awarded
$331,279
(≈ Similar)
$1,000
median grant
Greensboro, NC
Same state
98%
Excellent match

EIN: 87-0911687 | 24 grants awarded
$306,888
(≈ Similar)
$2,750
median grant
Greensboro, NC
Same state
98%
Excellent match

EIN: 87-6827450 | 17 grants awarded
$297,033
(≈ Similar)
$2,500
median grant
Durham, NC
Same state
96%
Excellent match

EIN: 56-6063081 | 52 grants awarded
$344,312
(≈ Similar)
$2,000
median grant
Pinehurst, NC
Same state
96%
Excellent match

Contact Information

Official contact details for Forte-stein Charitiable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 77-0528972
Website N/A
Address 1782 LAMONT CT Sunnyvale, CA 94087-5232

Key People (4)

Board members, trustees, and key staff who oversee Forte-stein Charitiable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Dennis Stein
Vptreasurer Julie Stein
Board Member Chris Stein
Seceretary Jason Herrman

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Forte-stein Charitiable Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.