Nonprofit · EIN 31-1585141
JAY & DEANIE STEIN FOUNDATION TRUST
Tax-exempt · JACKSONVILLE, FL 32256
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,174,949 | $2,091,612 | $83,337 | $33,604,041 | $0 | $33,604,041 |
| June 30, 2024 | 990-PF | $4,038,474 | $1,816,668 | $2,221,806 | $33,520,704 | $0 | $33,520,704 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $151,007
- Dividends
- $1,083,175
- Net gain from sales of assets
- $551,254
- Other income
- $389,513
Expenses
- Grants and similar amounts paid
- $1,509,780
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,687,706
- Excise tax on investment income
- $23,214
Balance sheet and other
- Total assets, start of year
- $33,520,704
- Total assets, end of year
- $33,604,041
- Total liabilities, end of year
- $0
- Net assets, end of year
- $33,604,041
- Fair market value of assets
- $38,738,640
- Qualifying distributions
- $1,687,706
- Net investment income
- $2,023,942
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK SHORSTEIN 8265 BAYBERRY ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 4 | $0 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK SHORSTEIN 8265 BAYBERRY ROAD, JACKSONVILLE, FL 32256 | TRUSTEE | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 8265 BAYBERRY RD, JACKSONVILLE, FL 32256-7432
- In care of
- % JAY STEIN
- Signed the 990-PF
- MARK SHORSTEIN, TRUSTEE
- Phone
- (904) 739-1311
- Return prepared by
- SHORSTEIN & SHORSTEIN PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1585141
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $33,604,041
- Income (IRS master file)
- $5,196,549
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,174,949 | $2,091,612 | $33,604,041 | IRS |
| 990-PF | June 2024 | $4,038,474 | $1,816,668 | $33,520,704 | XML |
| 990-PF | June 2023 | -$13,317 | $1,820,549 | $31,298,898 | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about JAY & DEANIE STEIN FOUNDATION TRUST
- What is the EIN of JAY & DEANIE STEIN FOUNDATION TRUST?
- The employer identification number (EIN) of JAY & DEANIE STEIN FOUNDATION TRUST is 31-1585141.
- Is JAY & DEANIE STEIN FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to JAY & DEANIE STEIN FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAY & DEANIE STEIN FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAY & DEANIE STEIN FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAY & DEANIE STEIN FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JAY & DEANIE STEIN FOUNDATION TRUST?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JAY & DEANIE STEIN FOUNDATION TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,174,949, expenses of $2,091,612 and total assets of $33,604,041 at year end.
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