Jay & Deanie Stein Foundation Trust
Only null% goes to programs Strong reserves
Jay & Deanie Stein Foundation Trust is a 501(c)(3) organization based in Jacksonville, Florida, registered in 1998, with $4,038,474 in FY2023 revenue. CharityIndex grades it C+.
8265 Bayberry Rd, Jacksonville, FL, 32256 EIN 31-1585141 Since 1998
Revenue (FY2023)
$4.0M
▲ 30425.7% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$1.8M
Net assets
$33.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Jay & Deanie Stein Foundation Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating221 mo reserves · +55% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Jay & Deanie Stein Foundation Trust: 221 mo reserves · +55% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Jay & Deanie Stein Foundation Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Jay & Deanie Stein Foundation Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 8265 Bayberry Rd, Jacksonville, FL, 32256
- City
- Jacksonville
- State
- Florida
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $20.4M (FY2014) to $4.0M (FY2023) across 10 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $33.5M
Operating margin
55.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$33.5M
Total liabilities
$0
Net assets
$33.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $4,038,474▲30426% | $1,816,668▼0.2% | $33,520,704▲7.1% | $33,520,704▲7.1% | 990PF |
| 2022 | -$13,317▼100% | $1,820,549▲28.8% | $31,298,898▼5.5% | $31,298,898▼5.5% | 990PF |
| 2021 | $3,740,083▲191% | $1,413,384▼16.7% | $33,132,764▲7.6% | $33,132,764▲7.6% | 990PF |
| 2020 | -$4,096,550▼822% | $1,696,478▲27.6% | $30,806,065▼15.8% | $30,806,065▼15.8% | 990PF |
| 2019 | $567,060▼71.8% | $1,329,997▼1.6% | $36,599,093▼1.9% | $36,599,093▼1.9% | 990PF |
| 2018 | $2,008,757▼4.9% | $1,351,320▼29.1% | $37,299,610▲1.7% | $37,299,610▲1.7% | 990PF |
| 2017 | $2,113,121▲32.0% | $1,905,251▲27.1% | $36,684,561▲0.6% | $36,684,561▲0.6% | 990PF |
| 2016 | $1,601,329▲111% | $1,499,366▲16.3% | $36,476,691▲0.2% | $36,476,691▲0.2% | 990PF |
| 2015 | $760,665▼96.3% | $1,289,613▼42.7% | $36,394,760▼1.4% | $36,394,760▼1.4% | 990PF |
| 2014 | $20,396,418 | $2,249,425 | $36,923,708 | $36,923,708 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Jay & Deanie Stein Foundation Trust a legitimate nonprofit?
- Yes. Jay & Deanie Stein Foundation Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 31-1585141, based in Jacksonville, Florida. Donations are tax-deductible.
- What is Jay & Deanie Stein Foundation Trust's EIN?
- Jay & Deanie Stein Foundation Trust's Employer Identification Number (EIN) is 31-1585141.
- How much revenue does Jay & Deanie Stein Foundation Trust report?
- Jay & Deanie Stein Foundation Trust reported $4,038,474 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Jay & Deanie Stein Foundation Trust have?
- CharityIndex grades Jay & Deanie Stein Foundation Trust C+, based on financial health (reserves and operating margin).
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Data for Jay & Deanie Stein Foundation Trust (EIN 31-1585141) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.