Civic Intelligence

The Jack Stein Memorial Fund

990 • Fiscal year 2017 • EIN 54-7163023

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileN/A
5607 Glenridge Dr Suite 200Atlanta, GA 30342

(678) 892-6960

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

511%

Higher net margin than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$240,535

Down $15,991 (-6.2%) from 2015

Net Assets

Down

$240,535

Down $15,989 (-6.2%) from 2015

Liabilities

Down

$0

Down $2 (-100%) from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,553

Down $608 (-64%) from 2015

Expenses

Up

$6,377

Up $3,076 (+93%) from 2015

Net Income

Down

-$7,930

Down $3,684 (-87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$300K$200K$100K$0Assets 2013: $212,011Liabilities 2013: $4,258Net Assets 2013: $207,7532013Assets 2014: $260,772Liabilities 2014: $2Net Assets 2014: $260,7702014Assets 2015: $256,526Liabilities 2015: $2Net Assets 2015: $256,5242015Assets 2017: $240,535Liabilities 2017: $0Net Assets 2017: $240,5352017Assets 2018: $237,767Liabilities 2018: $0Net Assets 2018: $237,7672018Assets 2019: $218,371Liabilities 2019: $0Net Assets 2019: $218,3712019Assets 2020: $216,329Liabilities 2020: $0Net Assets 2020: $216,3292020Assets 2021: $217,400Liabilities 2021: $0Net Assets 2021: $217,4002021Assets 2022: $215,957Liabilities 2022: $0Net Assets 2022: $215,9572022Assets 2023: $216,000Liabilities 2023: $0Net Assets 2023: $216,0002023Assets 2024: $214,587Liabilities 2024: $0Net Assets 2024: $214,5872024

Highlighted filing

2017

Assets$240,535
Liabilities$0
Net Assets$240,535
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2013: $3,415Expenses 2013: $7,883Net Income 2013: -$4,4682013Revenue 2014: $69,137Expenses 2014: $16,120Net Income 2014: $53,0172014Revenue 2015: -$945Expenses 2015: $3,301Net Income 2015: -$4,2462015Revenue 2017: -$1,553Expenses 2017: $6,377Net Income 2017: -$7,9302017Revenue 2018: $3,649Expenses 2018: $6,417Net Income 2018: -$2,7682018Revenue 2019: -$11,989Expenses 2019: $7,407Net Income 2019: -$19,3962019Revenue 2020: $2,747Expenses 2020: $4,789Net Income 2020: -$2,0422020Revenue 2021: $5,471Expenses 2021: $4,400Net Income 2021: $1,0712021Revenue 2022: $1,396Expenses 2022: $2,839Net Income 2022: -$1,4432022Revenue 2023: $2,955Expenses 2023: $2,912Net Income 2023: $432023Revenue 2024: $1,553Expenses 2024: $2,966Net Income 2024: -$1,4132024

Highlighted filing

2017

Revenue-$1,553
Expenses$6,377
Net Income-$7,930
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$1,078
Mission and Program Overview

Mission

To provide support to religious, charitable, scientific, literary, and educational organizations.

CHARITABLE TRUST

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$248,465$240,535▼ $7,930
Investments in Publicly Traded Securities$190,124$189,189▼ $935
Savings and Temporary Cash Investments$27,622--
Investments Other Securities$30,083$23,957▼ $6,126
Accounts Receivable-$20,000-
Cash and Non-Interest-Bearing Accounts$636$7,389▲ $6,753
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$248,465$240,535▼ $7,930
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$248,465$240,535▼ $7,930
Total Liabilities and Net Assets / Fund Balance$248,465$240,535▼ $7,930

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$23,957--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jeffrey L SteinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,189
Other Revenue
$-3,742
Change in Net Assets
$-7,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,921
Other Expenses$456
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,921--$5,921
Fees for Services Accounting-$456-$456
Total Functional Expenses$5,921$456$0$6,377
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“This is a nonexempt charitable trust under sec. 4947(a)(1). The governing body consists of a sole trustee. Meetings are not required by the trust document.”

Form 990, Part VI, Section A, Line 8B

“This is a nonexempt charitable trust under sec. 4947(a)(1). The governing body consists of a sole trustee. There are no committees with the authority to act on behalf of the trustee.”

Form 990, Part VI, Section B, Line 11B

“This is a nonexempt charitable trust under sec. 4947(a)(1). The form 990 will be reviewed by the trustee before its filing.”

Form 990, Part VI, Section C, Line 19

“Information will be presented to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Jack Stein Memorial Fund
EIN
54-7163023
Phone
6788926960
Address
5607 GLENRIDGE DR SUITE 200, ATLANTA, GA 30342

Signing Officer

Name
Jeffrey Stein
Title
Trustee
Phone
6788926960
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey L Stein
Formed
1970
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Prjg LLC
Address
805 YEARLING CT, VIRGINIA BEACH, VA 23464
Preparer
Philip E Redman
Phone
7578161898
Raw XML AppendixShowing 400 of 419 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt020000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CHARITABLE TRUST
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum06788926960
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05607 GLENRIDGE DR SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030342
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0636
IRS990/CashNonInterestBearingGrp/EOYAmt07389
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt05921
IRS990/CYInvestmentIncomeAmt02189
IRS990/CYOtherExpensesAmt0456
IRS990/CYOtherRevenueAmt0-3742
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7930
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06377
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-1553
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE SUPPORT TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05921
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0456
IRS990/FeesForServicesAccountingGrp/TotalAmt0456
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY L STEIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0365
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt05921
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05921
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05921
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02996
IRS990/GrossReceiptsAmt01078
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01824
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01824
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt030083
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt023957
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0190124
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0189189
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02631
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO PROVIDE SUPPORT TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0248465
IRS990/NetAssetsOrFundBalancesEOYAmt0240535
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0365
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0365
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0211110
IRS990/OtherRevenueMiscGrp/BusinessCd1211110
IRS990/OtherRevenueMiscGrp/BusinessCd2211110
IRS990/OtherRevenueMiscGrp/Desc0SUBURBAN PROPONE
IRS990/OtherRevenueMiscGrp/Desc1BUCKEYE PARTNERS, LP
IRS990/OtherRevenueMiscGrp/Desc2SIG NORTHSIDE TOWER
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-136
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-364
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-3242
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-136
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1-364
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt2-3242
IRS990/OtherRevenueTotalAmt0-3742
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY L STEIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04883
IRS990/PYInvestmentIncomeAmt0-2241
IRS990/PYOtherExpensesAmt0791
IRS990/PYOtherRevenueAmt0-144
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-8059
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05674
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-2385
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-7930
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0248465
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0240535
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027622
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt02476
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt02476
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt02476
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt02476
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt02105
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt02105
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt02105
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt05921
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt02105
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt05921
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt02105
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt046010
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt051931
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt02105
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt05921
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt05921
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt08
IRS990ScheduleA/SupportedOrganizationsTotalCnt08
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0136913027
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1590624373
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2800025717
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3581594193
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4582475208
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5363777432
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6580660607
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7540838566
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd50
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd60
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd70
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd42
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd52
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd62
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd72
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0446
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt13000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2446
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3446
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4446
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5446
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt6446
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt7245
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CONGREGATION BAIS TORAH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1JEWISH NEW TEACHER PROJECT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2YESHIVA OHR YISRAEL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3TORAH DAY SCHOOL OF ATLANTA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4TEMIMA HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5BAIS YAAKOV HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6YESHIVA SPRING VALLEY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7UNITED WAY OF SOUTH HAMPTON ROADS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt05921
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt023957
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SIG NORTHSIDE TOWER, LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt023957
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS IS A NONEXEMPT CHARITABLE TRUST UNDER SEC. 4947(A)(1). THE GOVERNING BODY CONSISTS OF A SOLE TRUSTEE. MEETINGS ARE NOT REQUIRED BY THE TRUST DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS A NONEXEMPT CHARITABLE TRUST UNDER SEC. 4947(A)(1). THE GOVERNING BODY CONSISTS OF A SOLE TRUSTEE. THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS IS A NONEXEMPT CHARITABLE TRUST UNDER SEC. 4947(A)(1). THE FORM 990 WILL BE REVIEWED BY THE TRUSTEE BEFORE ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION WILL BE PRESENTED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0248465
IRS990/TotalAssetsEOYAmt0240535
IRS990/TotalAssetsGrp/BOYAmt0248465
IRS990/TotalAssetsGrp/EOYAmt0240535
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0456
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05921
IRS990/TotalFunctionalExpensesGrp/TotalAmt06377
IRS990/TotalGrossUBIAmt0-3742
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0248465
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0240535
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05921
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02189
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-1553
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-3742
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0248465
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0240535
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05607 GLENRIDGE DR SUITE 200
IRS990/USAddress/CityNm0ATLANTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030342
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06788926960
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JACK STEIN MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0547163023
ReturnHeader/Filer/PhoneNum06788926960
ReturnHeader/Filer/USAddress/AddressLine1Txt05607 GLENRIDGE DR SUITE 200
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030342
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02BE301797771FA56319AFE83B3D82A6B47BB15DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0934115C41A372782CAA2C37E99928821B09BF6A8

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,535
Liabilities
$0
Net assets
$240,535
Revenue
-$1,553
Expenses
$6,377
Net income
-$7,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.02$0.03$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.01$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.05$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.03$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.12$0.07$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.04$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.02$0.06$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.01$0.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.69$0.16$0.53
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.04$2.08$0.03$0.08$0.04