Jkw Foundation Tr Ua 092597

Stein Jean Ttee

New York, NY
Tax-exempt since Nov. 1997
EIN: 13-7127165

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Unknown (T00Z) (NTEE)

Donations to this organization are not tax deductible.

Revenue

$2.37M (2023)

Expenses

$3.51M (2023)

Total Assets

$37.2M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$2,365,275

Expenses

$3,507,717

Net Income

-$1,142,442

Net Assets

$37,160,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$965,326	40.8%
Sales of Assets	$1,333,221	56.4%
Other Income	$66,728	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,157,554	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,160,760
Total Liabilities	$0
Net Assets	$37,160,760

Compensation

Key Employees and Officers	Compensation	Other
Katrina Vanden Heuvel (Trustee)	$0	$0
Wendy Vanden Heuvel (Trustee)	$0	$0

990-PF

Filed on Oct. 28, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$3,149,671

Expenses

$3,678,993

Net Income

-$529,322

Net Assets

$38,317,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$238,737	7.6%
Interest Revenue	$0
Dividends	$906,353	28.8%
Sales of Assets	$1,966,832	62.4%
Other Income	$37,749	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,386,100	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,317,824
Total Liabilities	$0
Net Assets	$38,317,824

Compensation

Key Employees and Officers	Compensation	Other
Katrina Vanden Heuvel (Trustee)	$0	$0
Wendy Vanden Heuvel (Trustee)	$0	$0

990-PF

Filed on Nov. 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,124,358

Expenses

$3,168,279

Net Income

-$2,043,921

Net Assets

$38,859,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,859	0.4%
Interest Revenue	$0
Dividends	$904,312	80.4%
Sales of Assets	$215,187	19.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,866,831	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,873,662
Total Liabilities	$14,275
Net Assets	$38,859,387

Compensation

Key Employees and Officers	Compensation	Other
Katrina Vanden Heuvel (Trustee)	$0	$0
Wendy Vanden Heuvel (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$3,183,893

Expenses

$1,826,524

Net Income

$1,357,369

Net Assets

$40,903,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,329,477	73.2%
Interest Revenue	$4,821	0.2%
Dividends	$893,420	28.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,531,204	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,917,583
Total Liabilities	$14,275
Net Assets	$40,903,308

Compensation

Key Employees and Officers	Compensation	Other
Katrina Vanden Heuvel (Trustee)	$0	$0
Wendy Vanden Heuvel (Trustee)	$0	$0

990-PF

Filed on April 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$25,933,478

Expenses

$2,413,802

Net Income

$23,519,676

Net Assets

$39,545,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24,554,998	94.7%
Interest Revenue	$758	0.0%
Dividends	$863,748	3.3%
Sales of Assets	$513,974	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,201,698	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,545,939
Total Liabilities	$1
Net Assets	$39,545,938

Compensation

Key Employees and Officers	Compensation	Other
Katrina Vanden Heuvel (Trustee)	$0	$0
Wendy Vanden Heuvel (Trustee)	$0	$0

990-PF

Filed on June 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$4,254,102

Expenses

$1,570,371

Net Income

$2,683,731

Net Assets

$14,780,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,966,895	93.2%
Interest Revenue	$238	0.0%
Dividends	$375,740	8.8%
Sales of Assets	-$90,191
Other Income	$1,420	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,472,110	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,780,953
Total Liabilities	$0
Net Assets	$14,780,953

Compensation

Key Employees and Officers	Compensation	Other
Katrina Vanden Heuvel (Trustee)	$0	$0
Wendy Vanden Heuvel (Trustee)	$0	$0

990-PF

Filed on April 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$597,407

Expenses

$1,029,917

Net Income

-$432,510

Net Assets

$12,097,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$91,520	15.3%
Interest Revenue	$0
Dividends	$345,927	57.9%
Sales of Assets	$159,960	26.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$957,321	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,097,222
Total Liabilities	$0
Net Assets	$12,097,222

Compensation

Key Employees and Officers	Compensation	Other
Katrina Vanden Heuvel (Trustee)	$0	$0
Wendy Vanden Heuvel (Trustee)	$0	$0

990-PF

Filed on May 2, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$361,459

Expenses

$994,689

Net Income

-$633,230

Net Assets

$12,529,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$322,873	89.3%
Sales of Assets	$38,586	10.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$922,635	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,529,732
Total Liabilities	$0
Net Assets	$12,529,732

Compensation

Key Employees and Officers	Compensation	Other
Jean Stein (Trustee)	$0	$0
Katrina Vanden Heuvel (Trustee)	$0	$0
Wendy Vanden Heuvel (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$584,415

Expenses

$412,497

Net Income

$171,918

Net Assets

$13,162,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$338,269	57.9%
Sales of Assets	$246,146	42.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$334,005	81.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,162,962
Total Liabilities	$0
Net Assets	$13,162,962

Compensation

Key Employees and Officers	Compensation	Other
Jean Stein (Ttee As Req)	$0	$0

990-PF

Filed on May 6, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$499,582

Expenses

$335,892

Net Income

$163,690

Net Assets

$12,991,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$339,211	67.9%
Sales of Assets	$160,371	32.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,133	76.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,991,044
Total Liabilities	$0
Net Assets	$12,991,044

Compensation

Key Employees and Officers	Compensation	Other
Jean Stein (Ttee As Req)	$0	$0

990-PF

Filed on May 18, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$561,376

Expenses

$333,451

Net Income

$227,925

Net Assets

$12,827,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$332,864	59.3%
Sales of Assets	$228,512	40.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,260	84.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,827,354
Total Liabilities	$0
Net Assets	$12,827,354

Compensation

Key Employees and Officers	Compensation	Other
Jean Stein (Ttee As Req)	$0	$0

990-PF

Filed on Sept. 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$992,126

Expenses

$258,399

Net Income

$733,727

Net Assets

$12,612,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$521,811	52.6%
Interest Revenue	$177	0.0%
Dividends	$292,139	29.4%
Sales of Assets	$177,999	17.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,653	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,612,710
Total Liabilities	$1
Net Assets	$12,612,709

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,006,719

Expenses

$359,712

Net Income

$647,007

Net Assets

$11,878,982

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$64,600	6.4%
Interest Revenue	$783	0.1%
Dividends	$392,963	39.0%
Sales of Assets	$548,373	54.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$297,372	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,878,983
Total Liabilities	$1
Net Assets	$11,878,982

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated August 21, 2025

Jkw Foundation Tr Ua 092597

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.37M (2023)

Expenses $3.51M (2023)

Total Assets $37.2M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$2.37M (2023)

Expenses

$3.51M (2023)

Total Assets

$37.2M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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