AUMdb

Forte Stein Charitable Foundation

EIN 770528972 · 501(c)(3) · Private foundation · Wilmington, NC · recognized 2001

Assets
$320K
Revenue
$8.2K
Expenses
$13.6K
Investment income
$5.6K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Dennis Stein President $0 $0
Julie Stein Vptreasurer $0 $0
Chris Stein Board member $0 $0
Jason Herrman Seceretary $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $320K $8.2K $13.6K 990 990PF · obj 202512269349100111 IRS ↗
12/31/2023 $0 $8.1K $11.3K 990 990PF · obj 202521849349100707 IRS ↗