Stein Family Charitable Trust

The Stein Family Charitable Trust is a philanthropic fund managed by the Texas office of Bank of America under its Philanthropic Solutions division. The trust was established by Katie, Harriet, Lillie, and Laura Stein, four sisters originally from New York who retired in Fort Worth, Texas. Their decision to create the trust was rooted in a strong personal commitment to the education and welfare of young people, particularly those experiencing physical or mental disabilities. The trust continues to uphold their legacy by supporting charitable organizations in Tarrant County, Texas that serve children with disabilities. The primary objective of the Stein Family Charitable Trust is to provide financial assistance to nonprofit organizations that offer relief, treatment, and aid to children residing in Tarrant County who are affected by physical or mental impairments. The trust is intended to support charitable causes that demonstrably benefit children who are in need of such services and whose circumstances meet the judgment criteria established by the trustee. While the trust’s funding priorities remain consistent, it is explicitly geared toward serving the unique and pressing needs of this specific demographic within the defined geographic area. Applicants must be charitable organizations operating in or serving Tarrant County, Texas. Organizations are required to demonstrate that their programs directly support children with disabilities, whether through treatment, supportive services, education, or therapeutic interventions. The trust restricts its funding geographically to this county and does not entertain proposals that do not meet this eligibility criterion. The grant cycle is annual, and any organization that receives funding must skip one full grant cycle before reapplying, ensuring a broader distribution of funds across eligible groups. The average award amount typically ranges from $10,000 to $20,000 per recipient. Although exact figures on the total program funding or the number of awards given per year are not disclosed, this range provides a reasonable expectation for applicants when planning proposals. The trust does not list any matching requirements, which may ease the financial burden on smaller nonprofits who may lack the capacity for co-funding arrangements. The submission deadline for the current grant cycle is August 1. All applications must be submitted via the Bank of America online portal, and applicants are encouraged to consult the procedural documents provided in PDF or Microsoft Word formats for detailed guidance on completing the application. While there are no stated pre-application deadlines or Q&A opportunities, applicants with questions or who require clarification are invited to contact the fund administrator via email at tx.philanthropic@bofa.com. All inquiries should include the name of the foundation in the subject line to ensure accurate routing and timely responses. The trust is not offered on a rolling basis but does operate on a recurring annual cycle. The next cycle is expected to open in August 2026, following the one-year waiting period imposed on past recipients. The foundation does not provide specific evaluation criteria within the public documentation; however, it is implied that grant decisions are based on the degree to which applicant organizations meet the stated mission of aiding disabled children in Tarrant County. Detailed contact information and procedural documents are accessible through the Bank of America Philanthropic Solutions platform.