STRATEGY STUDIO / PUBLIC DATA EXPLORER

JAY & DEANIE STEIN FOUNDATION TRUST

Cite this

Plain text JAY & DEANIE STEIN FOUNDATION TRUST. Strategy Studio, nonprofit organization profile, tax years 2014–2024. https://strategystudio.org/org/311585141. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). JAY & DEANIE STEIN FOUNDATION TRUST [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/311585141

MLA “JAY & DEANIE STEIN FOUNDATION TRUST.” Strategy Studio, tax years 2014–2024, https://strategystudio.org/org/311585141. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2014–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $2.2M · expenses $2.1M · assets $33.6M

EIN
31-1585141
Address
8265 BAYBERRY RD, JACKSONVILLE, FL 32256-7432
NTEE code
T20Z
Subsection
501(c)(3)
Ruling year
1998
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Mark Shorstein TRUSTEE2014-2024 4 $0 reported 2
Jay Stein (former) Trustee2014 2 $0 reported 1

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK SHORSTEIN TRUSTEE4 $0-$0 $02
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK SHORSTEIN TRUSTEE4 $0-$0 $02
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK SHORSTEIN TRUSTEE4 $0-$0 $02
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK SHORSTEIN TRUSTEE4 $0-$0 $02
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK SHORSTEIN TRUSTEE4 $0-$0 $02
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK SHORSTEIN TRUSTEE4 $0-$0 $02
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK SHORSTEIN Trustee4 $0-- $02
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK SHORSTEIN Trustee4 $0-- $02
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK SHORSTEIN Trustee3 $0-- $02
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK SHORSTEIN Trustee2 $0-- $02
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAY STEIN Trustee2 $0-- $01
MARK SHORSTEIN Trustee2 $0-- $02

Highest-paid independent contractors

2024 · 2 contractors · $365K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLACCOUNTING, TAX, AND OTHER PROFESSIONAL$266,889
RENASCORP INCPONTE VEDRA, FLCONSULTING$98,000
2023 · 2 contractors · $355K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLACCOUNTING, TAX, AND OTHER PROFESSIONAL$257,479
RENASCORP INCPONTE VEDRA, FLCONSULTING$98,000
2022 · 2 contractors · $304K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLACCOUNTING, TAX, AND OTHER PROFESSIONAL$206,384
RENASCORP INCPONTE VEDRA, FLCONSULTING$98,000
2021 · 2 contractors · $352K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLACCOUNTING, TAX, AND OTHER PROFESSIONAL$254,227
RENASCORP INCPONTE VEDRA, FLCONSULTING$98,000
2020 · 1 contractor · $230K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLACCOUNTING, TAX, AND OTHER PROFESSIONAL$230,324
2019 · 1 contractor · $229K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLACCOUNTING, TAX, AND OTHER PROFESSIONAL$228,646
2018 · 1 contractor · $222K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLSEE STATEMENT$221,768
2017 · 1 contractor · $152K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLSEE STATEMENT$152,184
2016 · 1 contractor · $163K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLSEE STATEMENT$163,058
2015 · 1 contractor · $132K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLSEE STATEMENT$131,872
2014 · 1 contractor · $106K
NameLocationServicePaid
SHORSTEIN & SHORSTEIN PAJACKSONVILLE, FLSEE STATEMENT$105,701

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 34 grants to organizations · $1.5M
2023 · 43 grants to organizations · $1.3M
2022 · 39 grants to organizations · $1.3M
2021 · 29 grants to organizations · $758K
2020 · 33 grants to organizations · $1.2M
2019 · 33 grants to organizations · $827K
2018 · 0 grants to organizations · $0 · 31 grants to individuals · $885K
2017 · 0 grants to organizations · $0 · 38 grants to individuals · $1.4M
2016 · 0 grants to organizations · $0 · 41 grants to individuals · $1.1M
2015 · 0 grants to organizations · $0 · 43 grants to individuals · $928K
2014 · 0 grants to organizations · $0 · 44 grants to individuals · $2.0M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $151K
#ContributorTypeCity, stateTotalNoncashSource
1 STEIN VENTURES LIMITED PARTNERSHIP Organization or other JACKSONVILLE, FL $151,007$1,015,347 Form 990PF Sch. B, 2024 · filing
2023 · 2 contributors · $345K
#ContributorTypeCity, stateTotalNoncashSource
2 STEIN VENTURES LIMITED PARTNERSHIP Organization or other JACKSONVILLE, FL $189,112$1,009,254 Form 990PF Sch. B, 2023 · filing
1 JAY AND DEANIE STEIN Person JACKSONVILLE, FL $156,000- Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $165K
#ContributorTypeCity, stateTotalNoncashSource
1 JAY AND DEANIE STEIN Person JACKSONVILLE, FL $165,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $182K
#ContributorTypeCity, stateTotalNoncashSource
1 JAY AND DEANIE STEIN Person JACKSONVILLE, FL $181,944- Form 990PF Sch. B, 2021 · filing
2014 · 2 contributors · $12.4M
#ContributorTypeCity, stateTotalNoncashSource
2 STEIN VENTURES LIMITED PARTNERSHIP Organization or other JACKSONVILLE, FL $7,371,000$7,371,000 Form 990PF Sch. B, 2014 · filing
1 STEIN VENTURES LIMITED PARTNERSHIP Organization or other JACKSONVILLE, FL $5,009,375$5,009,375 Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$2,174,949$2,091,612 $33,604,041$33,604,041 $151,007- $0--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$4,038,474$1,816,668 $33,520,704$33,520,704 $345,112- $0--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
-$13,317$1,820,549 $31,298,898$31,298,898 $165,000- $0--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$3,740,083$1,413,384 $33,132,764$33,132,764 $181,944- $0--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
-$4,096,550$1,696,478 $30,806,065$30,806,065 -- $0--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$567,060$1,329,997 $36,599,093$36,599,093 -- $0--
2018 · Form 990PF period ending 2019-06-30 · view filing · original 990 ↗
$2,008,757$1,351,320 $37,299,610$37,299,610 -- ---
2017 · Form 990PF period ending 2018-06-30 · view filing · original 990 ↗
$2,113,121$1,905,251 $36,684,561$36,684,561 -- ---
2016 · Form 990PF period ending 2017-06-30 · view filing · original 990 ↗
$1,601,329$1,499,366 $36,476,691$36,476,691 -- ---
2015 · Form 990PF period ending 2016-06-30 · view filing · original 990 ↗
$760,665$1,289,613 $36,394,760$36,394,760 -- ---
2014 · Form 990PF period ending 2015-06-30 · view filing · original 990 ↗
$20,396,418$2,249,425 $36,923,708$36,923,708 $12,380,375- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JAKE FOUNDATION INCFLT20 $2,415,795$935,411 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
JPMOH FOUNDATIONFLT20 $2,154,614$352,455 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
STEVE WYNN FOUNDATION INCFLT20 $2,510,255$4,612,128 Vice President/Director$0 Same NTEE code T20, revenue within 2x, same state
MAHADEVA FAM FOUNDATION TRFLT20 $2,174,758$242,878 Trustee$0 Same NTEE code T20, revenue within 2x, same state
NIELSEN FOUNDATION INCFLT20 $2,386,947$2,245,095 VICE PRESIDENT-FINANCE$0 Same NTEE code T20, revenue within 2x, same state
HTR FOUNDATION INCFLT20 $2,077,460$1,021,958 PRESIDENT/TR$36,000 Same NTEE code T20, revenue within 2x, same state
B CARLIN FOUNDATION INCFLT20 $2,228,383$862,487 Co-president$25,000 Same NTEE code T20, revenue within 2x, same state
SHE LEGS FOUNDATION INCFLT20 $2,000,001$0 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
TOM FORD FAMILY FOUNDATIONFLT20 $2,421,384$1,066,788 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
LANGHAM PRIVATE FOUNDATION TRFLT20 $2,140,563$1,500,128 Trustee$308,663 Same NTEE code T20, revenue within 2x, same state
JORDAN FAMILY SPORTS FOUNDATIONFLT20 $2,512,025$2,596,828 Director, President$204,000 Same NTEE code T20, revenue within 2x, same state
HEISER FOUNDATION INCFLT20 $2,009,476$706,757 MEMBER$0 Same NTEE code T20, revenue within 2x, same state
JAYNE AND LEONARD ABESS FOUNDATION INCFLT20 $2,133,665$904,418 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
WHITE FAMILY FOUNDATIONFLT20 $2,251,561$3,208,273 INVESTMENT TTEE$0 Same NTEE code T20, revenue within 2x, same state
BANYAN GATE FOUNDATIONFLT20 $2,252,745$374,148 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
TOM & GLORY SULLIVAN FOUNDATION INCFLT20 $2,306,443$720,680 TREASURER$12,000 Same NTEE code T20, revenue within 2x, same state
PASS IT ON TO KIDS FOUNDATIONFLT20 $2,308,010$1,014,309 Director$0 Same NTEE code T20, revenue within 2x, same state
WALKER FAMILY FOUNDATIONFLT20 $2,128,370$2,214,391 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
GARDENER FOUNDATION INCFLT20 $2,232,658$4,935,891 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
GRASSY CREEK FOUNDATIONFLT20 $1,906,411$1,596,523 DIRECTOR$166,750 Same NTEE code T20, revenue within 2x, same state
ANDREW R AND JANET F MILLER FOUNDATIONFLT20 $2,260,775$3,052,291 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HERTZ FAMILY FOUNDATION INCFLT20 $2,223,379$279,583 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MANES PEACE PRIZE FOUNDATIONFLT20 $2,175,804$572,766 Chairman$0 Same NTEE code T20, revenue within 2x, same state
HOLECEK FAMILY FOUNDATION INCFLT20 $2,500,000$2,620,000 President$0 Same NTEE code T20, revenue within 2x, same state
WILLIAM AND KATHY DOYLE FOUNDATIONFLT20 $2,437,864$81,374 DIRECTOR, PRESIDENT & Trea$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE CHARLENE AND DAVID HOWE FOUNDATION Private foundation$4,984,8521 12021–2021 DAVID S HOWE FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$965,5518 32019–2024 SCORE FOUNDATION; DESAI FOUNDATION; SOUTH FLORIDA PROF GOLF ASSOC CHARITABLE FOUNDATION
SERVANT FOUNDATION DAF sponsor$250,0001 12020–2020 SCORE FOUNDATION
COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN DAF sponsor$180,0004 12021–2024 SCORE FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$160,7507 22020–2024 SCORE FOUNDATION; DESAI FOUNDATION
PAYPAL CHARITABLE GIVING FUND DAF sponsor$159,3085 22019–2022 SCORE FOUNDATION; SOUTH FLORIDA PROF GOLF ASSOC CHARITABLE FOUNDATION
GX FOUNDATION INC Private foundation$101,0002 12024–2025 DESAI FOUNDATION
GLENN W BAILEY CHARITABLE TR Private foundation$100,0001 12024–2024 SCORE FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$84,4067 22019–2024 SCORE FOUNDATION; SOUTH FLORIDA PROF GOLF ASSOC CHARITABLE FOUNDATION
NANDANSONS CHARITABLE FOUNDATION INC Private foundation$72,8003 12022–2024 DESAI FOUNDATION
MNM FOUNDATION Private foundation$72,7001 12021–2021 DESAI FOUNDATION
GURU KRUPA FOUNDATION INC Private foundation$65,0003 12020–2024 DESAI FOUNDATION
JEWISH FEDERATION OF OMAHA FOUNDATION DAF sponsor$59,0005 12009–2013 SCORE FOUNDATION
TARSADIA FOUNDATION Private foundation$55,1812 12020–2021 DESAI FOUNDATION
STARK COMMUNITY FOUNDATION INC DAF sponsor$55,0005 12014–2018 SCORE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $2,091,612 spent · pay $0 · grants $1,509,780 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,509,780 72.2%
Fees: accounting $266,889 12.8%
Other expenses $215,795 10.3%
Taxes $99,148 4.7%
Total$2,091,612100%

View the filing

2023 · Form 990PF · $1,816,668 spent · pay $0 · grants $1,331,140 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,331,140 73.3%
Fees: accounting $257,479 14.2%
Other expenses $187,985 10.3%
Taxes $40,064 2.2%
Total$1,816,668100%

View the filing

2022 · Form 990PF · $1,820,549 spent · pay $0 · grants $1,265,270 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,265,270 69.5%
Other expenses $262,795 14.4%
Fees: accounting $206,384 11.3%
Taxes $86,100 4.7%
Total$1,820,549100%

View the filing

2021 · Form 990PF · $1,413,384 spent · pay $0 · grants $758,458 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $758,458 53.7%
Other expenses $309,224 21.9%
Fees: accounting $254,227 18.0%
Taxes $91,475 6.5%
Total$1,413,384100%

View the filing

2020 · Form 990PF · $1,696,478 spent · pay $0 · grants $1,205,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,205,700 71.1%
Fees: accounting $230,324 13.6%
Other expenses $225,716 13.3%
Taxes $34,729 2.0%
Interest $9 0.0%
Total$1,696,478100%

View the filing

2019 · Form 990PF · $1,329,997 spent · pay $0 · grants $827,210 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $827,210 62.2%
Fees: accounting $228,646 17.2%
Other expenses $201,188 15.1%
Taxes $72,953 5.5%
Total$1,329,997100%

View the filing

2018 · Form 990PF · $1,351,320 spent · pay $0 · grants $885,189 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $885,189 65.5%
Fees: accounting $221,768 16.4%
Other expenses $214,466 15.9%
Taxes $29,897 2.2%
Total$1,351,320100%

View the filing

2017 · Form 990PF · $1,905,251 spent · pay $0 · grants $1,371,529 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,371,529 72.0%
Other expenses $238,363 12.5%
Fees: accounting $152,184 8.0%
Taxes $113,841 6.0%
Fees: legal $29,334 1.5%
Total$1,905,251100%

View the filing

2016 · Form 990PF · $1,499,366 spent · pay $0 · grants $1,093,984 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,093,984 73.0%
Other expenses $205,904 13.7%
Fees: accounting $163,058 10.9%
Taxes $21,420 1.4%
Fees: legal $15,000 1.0%
Total$1,499,366100%

View the filing

2015 · Form 990PF · $1,289,613 spent · pay $0 · grants $927,527 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $927,527 71.9%
Other expenses $153,937 11.9%
Fees: accounting $131,872 10.2%
Taxes $61,277 4.8%
Fees: legal $15,000 1.2%
Total$1,289,613100%

View the filing

2014 · Form 990PF · $2,249,425 spent · pay $0 · grants $2,012,844 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,012,844 89.5%
Fees: accounting $105,701 4.7%
Taxes $105,000 4.7%
Fees: legal $15,000 0.7%
Other expenses $10,880 0.5%
Total$2,249,425100%

View the filing