Jay & Deanie Stein Foundation Trust

Jacksonville, FL
Tax-exempt since June 1998
EIN: 31-1585141

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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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.04M (2024)

Expenses

$1.82M (2024)

Total Assets

$33.5M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

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 June
2024

Revenue

$4,038,474

Expenses

$1,816,668

Net Income

$2,221,806

Net Assets

$33,520,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$345,112	8.5%
Interest Revenue	$0
Dividends	$1,145,327	28.4%
Sales of Assets	$857,997	21.2%
Other Income	$1,690,038	41.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,502,793	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	$33,520,704
Total Liabilities	$0
Net Assets	$33,520,704

Compensation

Key Employees and Officers	Compensation	Other
Mark Shorstein (Trustee)	$0	$0

990-PF

Filed on April 7, 2025

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

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Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

-$13,317

Expenses

$1,820,549

Net Income

-$1,833,866

Net Assets

$31,298,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$165,000
Interest Revenue	$58,165
Dividends	$758,327
Sales of Assets	-$1,664,742
Other Income	$669,933

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,402,859	77.1%
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	$31,298,898
Total Liabilities	$0
Net Assets	$31,298,898

Compensation

Key Employees and Officers	Compensation	Other
Mark Shorstein (Trustee)	$0	$0

990-PF

Filed on May 14, 2024

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

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Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$3,740,083

Expenses

$1,413,384

Net Income

$2,326,699

Net Assets

$33,132,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$181,944	4.9%
Interest Revenue	$313	0.0%
Dividends	$978,913	26.2%
Sales of Assets	$2,544,535	68.0%
Other Income	$34,378	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$927,943	65.7%
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	$33,132,764
Total Liabilities	$0
Net Assets	$33,132,764

Compensation

Key Employees and Officers	Compensation	Other
Mark Shorstein (Trustee)	$0	$0

990-PF

Filed on May 15, 2023

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

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2021

Revenue

-$4,096,550

Expenses

$1,696,478

Net Income

-$5,793,028

Net Assets

$30,806,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$472
Dividends	$494,773
Sales of Assets	-$6,298,821
Other Income	$1,707,026

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,359,250	80.1%
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	$30,806,065
Total Liabilities	$0
Net Assets	$30,806,065

Compensation

Key Employees and Officers	Compensation	Other
Mark Shorstein (Trustee)	$0	$0

990-PF

Filed on May 11, 2022

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2020

Revenue

$567,060

Expenses

$1,329,997

Net Income

-$762,937

Net Assets

$36,599,092

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,674	0.6%
Dividends	$640,796	> 100%
Sales of Assets	$0
Other Income	-$63,293

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$979,641	73.7%
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	$36,599,093
Total Liabilities	$1
Net Assets	$36,599,092

Compensation

Key Employees and Officers	Compensation	Other
Mark Shorstein (Trustee)	$0	$0

990-PF

Filed on May 3, 2021

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

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2019

Revenue

$2,008,757

Expenses

$1,351,320

Net Income

$657,437

Net Assets

$37,299,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,784	0.4%
Dividends	$756,956	37.7%
Sales of Assets	$1,328,457	66.1%
Other Income	-$85,440

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,033,036	76.4%
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	$37,299,610
Total Liabilities	$1
Net Assets	$37,299,609

Compensation

Key Employees and Officers	Compensation	Other
Mark Shorstein (Trustee)	$0	$0

990-PF

Filed on May 7, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$2,113,121

Expenses

$1,905,251

Net Income

$207,870

Net Assets

$36,684,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,253	0.1%
Dividends	$471,444	22.3%
Sales of Assets	$1,391,140	65.8%
Other Income	$248,284	11.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,472,986	77.3%
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	$36,684,561
Total Liabilities	$0
Net Assets	$36,684,561

Compensation

Key Employees and Officers	Compensation	Other
Mark Shorstein (Trustee)	$0	$0

990-PF

Filed on May 1, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$1,601,329

Expenses

$1,499,366

Net Income

$101,963

Net Assets

$36,476,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$250	0.0%
Dividends	$490,832	30.7%
Sales of Assets	$677,908	42.3%
Other Income	$432,339	27.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,202,690	80.2%
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	$36,476,691
Total Liabilities	$0
Net Assets	$36,476,691

Compensation

Key Employees and Officers	Compensation	Other
Mark Shorstein (Trustee)	$0	$0

990-PF

Filed on May 9, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$760,665

Expenses

$1,289,613

Net Income

-$528,948

Net Assets

$36,394,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$526	0.1%
Dividends	$447,180	58.8%
Sales of Assets	$303,842	39.9%
Other Income	$9,117	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,021,842	79.2%
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	$36,394,760
Total Liabilities	$0
Net Assets	$36,394,760

Compensation

Key Employees and Officers	Compensation	Other
Mark Shorstein (Trustee)	$0	$0

990-PF

Filed on Feb. 7, 2017

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$20,396,418

Expenses

$2,249,425

Net Income

$18,146,993

Net Assets

$36,923,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,380,375	60.7%
Interest Revenue	$1,292	0.0%
Dividends	$2,242,576	11.0%
Sales of Assets	$5,772,160	28.3%
Other Income	$15	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,083,312	92.6%
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	$36,923,708
Total Liabilities	$0
Net Assets	$36,923,708

Compensation

Key Employees and Officers	Compensation	Other
Jay Stein (Trustee)	$0	$0
Mark Shorstein (Trustee)	$0	$0

990-PF

Filed on Jan. 25, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$1,270,901

Expenses

$532,538

Net Income

$738,363

Net Assets

$19,353,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$798,765	62.9%
Sales of Assets	$472,122	37.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$491,765	92.3%
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	$19,353,249
Total Liabilities	$0
Net Assets	$19,353,249

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$1,365,747

Expenses

$1,346,735

Net Income

$19,012

Net Assets

$18,614,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$717,236	52.5%
Sales of Assets	$648,488	47.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,321,125	98.1%
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	$18,614,886
Total Liabilities	$0
Net Assets	$18,614,886

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$915,404

Expenses

$1,329,613

Net Income

-$414,209

Net Assets

$18,595,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$419	0.0%
Dividends	$721,724	78.8%
Sales of Assets	$193,261	21.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,298,239	97.6%
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	$18,595,874
Total Liabilities	$0
Net Assets	$18,595,874

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 September 25, 2025

Jay & Deanie Stein Foundation Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.04M (2024)

Expenses $1.82M (2024)

Total Assets $33.5M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$4.04M (2024)

Expenses

$1.82M (2024)

Total Assets

$33.5M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2002

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2001