Civic Intelligence

Jay & Deanie Stein Foundation Trust

990T • Fiscal year 2022 • EIN 31-1585141

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

8265 Bayberry RoadJacksonville, FL 32256

(904) 739-1311

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2015: $36,923,708Liabilities 2015: $0Net Assets 2015: $36,923,7082015Assets 2016: $36,394,760Liabilities 2016: $0Net Assets 2016: $36,394,7602016Assets 2017: $36,476,691Liabilities 2017: $0Net Assets 2017: $36,476,6912017Assets 2018: $36,684,561Liabilities 2018: $0Net Assets 2018: $36,684,5612018Assets 2019: $37,299,610Liabilities 2019: $0Net Assets 2019: $37,299,6102019Assets 2020: $36,599,093Liabilities 2020: $0Net Assets 2020: $36,599,0932020Assets 2021: $30,806,065Liabilities 2021: $0Net Assets 2021: $30,806,0652021Assets 2022: $33,132,764Liabilities 2022: $0Net Assets 2022: $33,132,7642022Assets 2023: $31,298,898Liabilities 2023: $0Net Assets 2023: $31,298,8982023Assets 2024: $33,520,704Liabilities 2024: $0Net Assets 2024: $33,520,7042024

Latest loaded filing

2024

Assets$33,520,704
Liabilities$0
Net Assets$33,520,704

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2015: $20,396,418Expenses 2015: $2,249,425Net Income 2015: $18,146,9932015Revenue 2016: $760,665Expenses 2016: $1,289,613Net Income 2016: -$528,9482016Revenue 2017: $1,601,329Expenses 2017: $1,499,366Net Income 2017: $101,9632017Revenue 2018: $2,113,121Expenses 2018: $1,905,251Net Income 2018: $207,8702018Revenue 2019: $2,008,757Expenses 2019: $1,351,320Net Income 2019: $657,4372019Revenue 2020: $567,060Expenses 2020: $1,329,997Net Income 2020: -$762,9372020Revenue 2021: -$4,096,550Expenses 2021: $1,696,478Net Income 2021: -$5,793,0282021Revenue 2022: $3,740,083Expenses 2022: $1,413,384Net Income 2022: $2,326,6992022Revenue 2023: -$13,317Expenses 2023: $1,820,549Net Income 2023: -$1,833,8662023Revenue 2024: $4,038,474Expenses 2024: $1,816,668Net Income 2024: $2,221,8062024

Latest loaded filing

2024

Revenue$4,038,474
Expenses$1,816,668
Net Income$2,221,806
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Jay & Deanie Stein Foundation Trust
EIN
31-1585141
Phone
9047391311
Address
8265 BAYBERRY ROAD, JACKSONVILLE, FL 32256

Signing Officer

Name
Mark Shorstein
Title
Trustee
Phone
9047391311
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Shorstein & Shorstein Pa
Address
8265 BAYBERRY ROAD, JACKSONVILLE, FL 32256
Preparer
Mark J Shorstein
Phone
9047391311
Raw XML Appendix61 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990T/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd032256
IRS990T/BookValueAssetsEOYAmt033132764
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
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IRS990T/TotalTaxAmt00
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IRS990T/TotalUBTIAmt00
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ReturnHeader/ReturnTs02023-05-15T12:35:41-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHORSTEIN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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