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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Mark Shorstein | TRUSTEE | 2014-2024 | 4 | $0 reported | 2 |
| Jay Stein (former) | Trustee | 2014 | 2 | $0 reported | 1 |
People by year
2024 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK SHORSTEIN | TRUSTEE | 4 | $0 | - | $0 | $0 | 2 |
2023 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK SHORSTEIN | TRUSTEE | 4 | $0 | - | $0 | $0 | 2 |
2022 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK SHORSTEIN | TRUSTEE | 4 | $0 | - | $0 | $0 | 2 |
2021 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK SHORSTEIN | TRUSTEE | 4 | $0 | - | $0 | $0 | 2 |
2020 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK SHORSTEIN | TRUSTEE | 4 | $0 | - | $0 | $0 | 2 |
2019 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK SHORSTEIN | TRUSTEE | 4 | $0 | - | $0 | $0 | 2 |
2018 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK SHORSTEIN | Trustee | 4 | $0 | - | - | $0 | 2 |
2017 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK SHORSTEIN | Trustee | 4 | $0 | - | - | $0 | 2 |
2016 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK SHORSTEIN | Trustee | 3 | $0 | - | - | $0 | 2 |
2015 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK SHORSTEIN | Trustee | 2 | $0 | - | - | $0 | 2 |
2014 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAY STEIN | Trustee | 2 | $0 | - | - | $0 | 1 |
| MARK SHORSTEIN | Trustee | 2 | $0 | - | - | $0 | 2 |
Highest-paid independent contractors
2024 · 2 contractors · $365K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | ACCOUNTING, TAX, AND OTHER PROFESSIONAL | $266,889 |
| RENASCORP INC | PONTE VEDRA, FL | CONSULTING | $98,000 |
2023 · 2 contractors · $355K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | ACCOUNTING, TAX, AND OTHER PROFESSIONAL | $257,479 |
| RENASCORP INC | PONTE VEDRA, FL | CONSULTING | $98,000 |
2022 · 2 contractors · $304K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | ACCOUNTING, TAX, AND OTHER PROFESSIONAL | $206,384 |
| RENASCORP INC | PONTE VEDRA, FL | CONSULTING | $98,000 |
2021 · 2 contractors · $352K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | ACCOUNTING, TAX, AND OTHER PROFESSIONAL | $254,227 |
| RENASCORP INC | PONTE VEDRA, FL | CONSULTING | $98,000 |
2020 · 1 contractor · $230K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | ACCOUNTING, TAX, AND OTHER PROFESSIONAL | $230,324 |
2019 · 1 contractor · $229K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | ACCOUNTING, TAX, AND OTHER PROFESSIONAL | $228,646 |
2018 · 1 contractor · $222K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | SEE STATEMENT | $221,768 |
2017 · 1 contractor · $152K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | SEE STATEMENT | $152,184 |
2016 · 1 contractor · $163K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | SEE STATEMENT | $163,058 |
2015 · 1 contractor · $132K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | SEE STATEMENT | $131,872 |
2014 · 1 contractor · $106K
| Name | Location | Service | Paid |
|---|---|---|---|
| SHORSTEIN & SHORSTEIN PA | JACKSONVILLE, FL | SEE 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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
2022 · 1 contributor · $165K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAY AND DEANIE STEIN | Person | JACKSONVILLE, FL | $165,000 | - | Form 990PF Sch. B, 2022 · filing |
2021 · 1 contributor · $182K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAY AND DEANIE STEIN | Person | JACKSONVILLE, FL | $181,944 | - | Form 990PF Sch. B, 2021 · filing |
2014 · 2 contributors · $12.4M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $2,174,949 | $2,091,612 | $33,604,041 | $33,604,041 | $151,007 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $4,038,474 | $1,816,668 | $33,520,704 | $33,520,704 | $345,112 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| -$13,317 | $1,820,549 | $31,298,898 | $31,298,898 | $165,000 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $3,740,083 | $1,413,384 | $33,132,764 | $33,132,764 | $181,944 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| -$4,096,550 | $1,696,478 | $30,806,065 | $30,806,065 | - | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $567,060 | $1,329,997 | $36,599,093 | $36,599,093 | - | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $2,008,757 | $1,351,320 | $37,299,610 | $37,299,610 | - | - | - | - | - |
| 2017 · Form 990PF | ||||||||
| $2,113,121 | $1,905,251 | $36,684,561 | $36,684,561 | - | - | - | - | - |
| 2016 · Form 990PF | ||||||||
| $1,601,329 | $1,499,366 | $36,476,691 | $36,476,691 | - | - | - | - | - |
| 2015 · Form 990PF | ||||||||
| $760,665 | $1,289,613 | $36,394,760 | $36,394,760 | - | - | - | - | - |
| 2014 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| JAKE FOUNDATION INC | FL | T20 | $2,415,795 | $935,411 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| JPMOH FOUNDATION | FL | T20 | $2,154,614 | $352,455 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| STEVE WYNN FOUNDATION INC | FL | T20 | $2,510,255 | $4,612,128 | Vice President/Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| MAHADEVA FAM FOUNDATION TR | FL | T20 | $2,174,758 | $242,878 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| NIELSEN FOUNDATION INC | FL | T20 | $2,386,947 | $2,245,095 | VICE PRESIDENT-FINANCE | $0 | Same NTEE code T20, revenue within 2x, same state |
| HTR FOUNDATION INC | FL | T20 | $2,077,460 | $1,021,958 | PRESIDENT/TR | $36,000 | Same NTEE code T20, revenue within 2x, same state |
| B CARLIN FOUNDATION INC | FL | T20 | $2,228,383 | $862,487 | Co-president | $25,000 | Same NTEE code T20, revenue within 2x, same state |
| SHE LEGS FOUNDATION INC | FL | T20 | $2,000,001 | $0 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| TOM FORD FAMILY FOUNDATION | FL | T20 | $2,421,384 | $1,066,788 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| LANGHAM PRIVATE FOUNDATION TR | FL | T20 | $2,140,563 | $1,500,128 | Trustee | $308,663 | Same NTEE code T20, revenue within 2x, same state |
| JORDAN FAMILY SPORTS FOUNDATION | FL | T20 | $2,512,025 | $2,596,828 | Director, President | $204,000 | Same NTEE code T20, revenue within 2x, same state |
| HEISER FOUNDATION INC | FL | T20 | $2,009,476 | $706,757 | MEMBER | $0 | Same NTEE code T20, revenue within 2x, same state |
| JAYNE AND LEONARD ABESS FOUNDATION INC | FL | T20 | $2,133,665 | $904,418 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| WHITE FAMILY FOUNDATION | FL | T20 | $2,251,561 | $3,208,273 | INVESTMENT TTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| BANYAN GATE FOUNDATION | FL | T20 | $2,252,745 | $374,148 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| TOM & GLORY SULLIVAN FOUNDATION INC | FL | T20 | $2,306,443 | $720,680 | TREASURER | $12,000 | Same NTEE code T20, revenue within 2x, same state |
| PASS IT ON TO KIDS FOUNDATION | FL | T20 | $2,308,010 | $1,014,309 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| WALKER FAMILY FOUNDATION | FL | T20 | $2,128,370 | $2,214,391 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| GARDENER FOUNDATION INC | FL | T20 | $2,232,658 | $4,935,891 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| GRASSY CREEK FOUNDATION | FL | T20 | $1,906,411 | $1,596,523 | DIRECTOR | $166,750 | Same NTEE code T20, revenue within 2x, same state |
| ANDREW R AND JANET F MILLER FOUNDATION | FL | T20 | $2,260,775 | $3,052,291 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| HERTZ FAMILY FOUNDATION INC | FL | T20 | $2,223,379 | $279,583 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| MANES PEACE PRIZE FOUNDATION | FL | T20 | $2,175,804 | $572,766 | Chairman | $0 | Same NTEE code T20, revenue within 2x, same state |
| HOLECEK FAMILY FOUNDATION INC | FL | T20 | $2,500,000 | $2,620,000 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| WILLIAM AND KATHY DOYLE FOUNDATION | FL | T20 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $2,091,612 | 100% |
2023 · Form 990PF · $1,816,668 spent · pay $0 · grants $1,331,140 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,816,668 | 100% |
2022 · Form 990PF · $1,820,549 spent · pay $0 · grants $1,265,270 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,820,549 | 100% |
2021 · Form 990PF · $1,413,384 spent · pay $0 · grants $758,458 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,413,384 | 100% |
2020 · Form 990PF · $1,696,478 spent · pay $0 · grants $1,205,700 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,696,478 | 100% |
2019 · Form 990PF · $1,329,997 spent · pay $0 · grants $827,210 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,329,997 | 100% |
2018 · Form 990PF · $1,351,320 spent · pay $0 · grants $885,189 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,351,320 | 100% |
2017 · Form 990PF · $1,905,251 spent · pay $0 · grants $1,371,529 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,905,251 | 100% |
2016 · Form 990PF · $1,499,366 spent · pay $0 · grants $1,093,984 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,499,366 | 100% |
2015 · Form 990PF · $1,289,613 spent · pay $0 · grants $927,527 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $1,289,613 | 100% |
2014 · Form 990PF · $2,249,425 spent · pay $0 · grants $2,012,844 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $2,249,425 | 100% |