Shorstein Family Foundation Inc

Jacksonville, FL
Tax-exempt since July 1985
EIN: 59-2473526

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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.

Donations to this organization are tax deductible.

Revenue

$631k (2024)

Expenses

$622k (2024)

Total Assets

$2.59M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 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 Nov.
2024

Revenue

$630,725

Expenses

$621,980

Net Income

$8,745

Net Assets

$2,588,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$270,762	42.9%
Interest Revenue	$2,457	0.4%
Dividends	$85,628	13.6%
Sales of Assets	$271,878	43.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$620,461	99.8%
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	$2,588,671
Total Liabilities	$0
Net Assets	$2,588,671

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Director)	$0	$0
Mark J Shorstein (Vp/Trea/Sec/Dir)	$0	$0
Michael Shorstein (Director)	$0	$0
Neal Shorstein (Director)	$0	$0
Benjamin Shorstein (Director)	$0	$0

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990-PF

Filed on July 23, 2025

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

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XML

Fiscal Year Ending Nov.
2023

Revenue

$395,618

Expenses

$873,691

Net Income

-$478,073

Net Assets

$2,579,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$262,422	66.3%
Interest Revenue	$186	0.0%
Dividends	$57,032	14.4%
Sales of Assets	$75,361	19.0%
Other Income	$617	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$865,561	99.1%
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	$2,579,926
Total Liabilities	$0
Net Assets	$2,579,926

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Director)	$0	$0
Mark J Shorstein (Vp/Trea/Sec/Dir)	$0	$0
Michael Shorstein (Director)	$0	$0
Neal Shorstein (Director)	$0	$0
Benjamin Shorstein (Director)	$0	$0

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990-PF

Filed on Sept. 5, 2024

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

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PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$448,278

Expenses

$88,720

Net Income

$359,558

Net Assets

$3,057,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$159,368	35.6%
Interest Revenue	$40	0.0%
Dividends	$117,982	26.3%
Sales of Assets	$170,888	38.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,311	95.0%
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	$3,057,999
Total Liabilities	$0
Net Assets	$3,057,999

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Director)	$0	$0
Mark J Shorstein (Vp/Trea/Sec/Dir)	$0	$0
Michael Shorstein (Director)	$0	$0
Neal Shorstein (Director)	$0	$0
Benjamin Shorstein (Director)	$0	$0

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990-PF

Filed on Oct. 3, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$484,697

Expenses

$75,936

Net Income

$408,761

Net Assets

$2,698,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$294,040	60.7%
Interest Revenue	$4	0.0%
Dividends	$103,596	21.4%
Sales of Assets	$86,878	17.9%
Other Income	$179	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,327	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	$2,698,441
Total Liabilities	$0
Net Assets	$2,698,441

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Director)	$0	$0
Mark J Shorstein (Vp/Trea/Sec/Dir)	$0	$0
Michael Shorstein (Director)	$0	$0
Neal Shorstein (Director)	$0	$0
Benjamin Shorstein (Director)	$0	$0

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990-PF

Filed on June 10, 2022

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

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XML

Fiscal Year Ending Nov.
2020

Revenue

$241,953

Expenses

$109,747

Net Income

$132,206

Net Assets

$2,289,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$73,284	30.3%
Interest Revenue	$14	0.0%
Dividends	$61,558	25.4%
Sales of Assets	$107,097	44.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,069	99.4%
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	$2,289,680
Total Liabilities	$1
Net Assets	$2,289,679

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Director)	$0	$0
Mark J Shorstein (Vp/Trea/Sec/Dir)	$0	$0
Michael Shorstein (Director)	$0	$0
Neal Shorstein (Director)	$0	$0
Benjamin Shorstein (Director)	$0	$0

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990-PF

Filed on Feb. 16, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$221,823

Expenses

$175,815

Net Income

$46,008

Net Assets

$2,157,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$74,030	33.4%
Interest Revenue	$103	0.0%
Dividends	$69,828	31.5%
Sales of Assets	$77,697	35.0%
Other Income	$165	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,200	97.4%
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	$2,157,474
Total Liabilities	$1
Net Assets	$2,157,473

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Director)	$0	$0
Mark J Shorstein (Vp/Trea/Sec/Dir)	$0	$0
Michael Shorstein (Director)	$0	$0
Neal Shorstein (Director)	$0	$0
Benjamin Shorstein (Director)	$0	$0

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990-PF

Filed on Oct. 13, 2020

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

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Fiscal Year Ending Nov.
2018

Revenue

$211,471

Expenses

$60,141

Net Income

$151,330

Net Assets

$2,111,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,454	42.8%
Interest Revenue	$111	0.1%
Dividends	$69,067	32.7%
Sales of Assets	$51,479	24.3%
Other Income	$360	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,141	100%
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	$2,111,466
Total Liabilities	$0
Net Assets	$2,111,466

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Director)	$0	$0
Mark J Shorstein (Vp/Trea/Sec/Dir)	$0	$0
Michael Shorstein (Director)	$0	$0
Neal Shorstein (Director)	$0	$0
Benjamin Shorstein (Director)	$0	$0

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990-PF

Filed on Sept. 10, 2019

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

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Schedules ▼

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Fiscal Year Ending Nov.
2017

Revenue

$168,285

Expenses

$268,285

Net Income

-$100,000

Net Assets

$1,960,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$71,172	42.3%
Interest Revenue	$9	0.0%
Dividends	$67,456	40.1%
Sales of Assets	$29,326	17.4%
Other Income	$322	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,285	100%
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	$1,960,136
Total Liabilities	$0
Net Assets	$1,960,136

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Director)	$0	$0
Mark J Shorstein (Vp/Trea/Sec/Dir)	$0	$0
Michael Shorstein (Director)	$0	$0
Neal Shorstein (Director)	$0	$0
Benjamin Shorstein (Director)	$0	$0
Daniel Shorstein (Director)	$0	$0

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990-PF

Filed on March 27, 2018

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

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Fiscal Year Ending Nov.
2016

Revenue

$131,287

Expenses

$205,205

Net Income

-$73,918

Net Assets

$2,060,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,500	2.7%
Interest Revenue	$11	0.0%
Dividends	$74,132	56.5%
Sales of Assets	$51,512	39.2%
Other Income	$2,132	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,205	100%
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	$2,060,136
Total Liabilities	$0
Net Assets	$2,060,136

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Director)	$0	$0
Mark J Shorstein (Vp/Trea/Sec/Dir)	$0	$0
Michael Shorstein (Director)	$0	$0
Neal Shorstein (Director)	$0	$0
Benjamin Shorstein (Director)	$0	$0
Daniel Shorstein (Director)	$0	$0

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990-PF

Filed on Aug. 21, 2017

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

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Fiscal Year Ending Nov.
2015

Revenue

$157,608

Expenses

$114,638

Net Income

$42,970

Net Assets

$2,134,054

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$73,009	46.3%
Interest Revenue	$20	0.0%
Dividends	$83,598	53.0%
Sales of Assets	-$1,187
Other Income	$2,168	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,638	95.6%
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	$2,134,054
Total Liabilities	$0
Net Assets	$2,134,054

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Director)	$0	$0
Mark J Shorstein (Vp/Trea/Sec/Dir)	$0	$0
Michael Shorstein (Director)	$0	$0
Neal Shorstein (Director)	$0	$0
Benjamin Shorstein (Director)	$0	$0

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990-PF

Filed on July 11, 2016

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

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Fiscal Year Ending Nov.
2014

Revenue

$769,720

Expenses

$49,550

Net Income

$720,170

Net Assets

$2,091,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$612,358	79.6%
Interest Revenue	$105	0.0%
Dividends	$154,763	20.1%
Sales of Assets	$167	0.0%
Other Income	$2,327	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,650	96.2%
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	$2,091,084
Total Liabilities	$0
Net Assets	$2,091,084

Compensation

Key Employees and Officers	Compensation	Other
Samuel R Shorstein (Pres/Trustee)	$0	$0
Jack F Shorstein (Vp/Sec/Ttee)	$0	$0
Mark J Shorstein (Vp/Trea/Ttee)	$0	$0

990-PF

Filed on July 14, 2015

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

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Fiscal Year Ending Nov.
2013

Revenue

$126,330

Expenses

$33,965

Net Income

$92,365

Net Assets

$1,370,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$55,320	43.8%
Interest Revenue	$659	0.5%
Dividends	$67,748	53.6%
Sales of Assets	$0
Other Income	$2,628	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,336	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	$1,370,914
Total Liabilities	$0
Net Assets	$1,370,914

990-PF

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

PDF

Fiscal Year Ending Nov.
2012

Revenue

$113,561

Expenses

$83,276

Net Income

$30,285

Net Assets

$1,278,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$62,398	54.9%
Interest Revenue	$2,582	2.3%
Dividends	$70,358	62.0%
Sales of Assets	$0
Other Income	$2,971	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,251	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	$1,278,549
Total Liabilities	$0
Net Assets	$1,278,549

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$57,627

Expenses

$72,710

Net Income

-$15,083

Net Assets

$1,248,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$59,266	> 100%
Interest Revenue	$2,969	5.2%
Dividends	$56,538	98.1%
Sales of Assets	$0
Other Income	$3,299	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,948	99.0%
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	$1,248,264
Total Liabilities	$0
Net Assets	$1,248,264

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Updated March 23, 2026

Shorstein Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $631k (2024)

Expenses $622k (2024)

Total Assets $2.59M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$631k (2024)

Expenses

$622k (2024)

Total Assets

$2.59M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

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2021

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2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
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