Jay & Deanie Stein Foundation Trust
The Jay & Deanie Stein Foundation Trust is a private foundation based in Jacksonville, Florida. Its 2025 grants supported organizations in the arts, education, religious and Jewish community life, historic preservation, and services for children and families.
Jay & Deanie Stein Foundation Trust at a glance
In short: Jay & Deanie Stein Foundation Trust gave $1.5M across 34 grants in 2025 (avg $44K), mostly in California. 44% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,509,780
- +13.4% vs 2024
- Grants made (2025)
- 34
- -20.9% vs 2024
- Average grant
- $44,405
- +43.4% vs 2024
- Median grant
- $10,000
- Total assets
- $33,604,041
- +0.2% vs 2024
- New grantees (estimate)
- 44% first-time grantees (15 of 34, 2025)
- Primary geography
- California (69% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Jay & Deanie Stein Foundation Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 8265 Bayberry Road, Jacksonville, FL 32256
Phone: (904) 739-1311
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Jay & Deanie Stein Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Los Angeles Philharmonic Association ($378K). Together the top 10 received $1.3M.
Grant Size Distribution
178 grants across all recorded years
The most common grant size was under $50K: 152 grants of 178 (85%).
Geographic Focus
Where this funder awards grants
In 2025, the reported shares of grant dollars by recipient state were California, 69%; District of Columbia, 19%; Mississippi, 10%; and New York, 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 34 itemized grants.
States
Cities
Is Jay & Deanie Stein Foundation Trust open to new grantees?
44%
first-time grantees, 2025
In 2025, 15 of 34 grantees (44%) were first-time recipients. First grants averaged $15K; repeat grants $68K. How we count
Medians: $10K first-time, $20K repeat.
- 41% of 2025 grantees were also funded in 2024. Method
- Giving grew 99% from 2022 to 2025. Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $758K (2022) to $1.5M (2025). In 2025 it made 34 grants totaling $1.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Los Angeles Philharmonic Association Los Angeles, CA | Support Orchestra | $378,000 |
| United States Holocaust Memorial Museum Washington, DC | Support Holocaust Museum | $281,000 |
| UCLA Development Los Angeles, CA | Education | $267,400 |
| Wilshire Boulevard Temple Los Angeles, CA | Religious | $138,670 |
| E E Bass Educational & Development Foundation Greenville, MS | Restore Historic Building | $130,000 |
| Jewish Federation Los Angeles Los Angeles, CA | Support Jewish Community | $50,000 |
| Sinai Temple Los Angeles, CA | Religious | $26,000 |
| American Friends of the London Philharmonic Orchestra New York, NY | Support Orchestra | $20,000 |
| Baby 2 Baby Los Angeles, CA | Help Children in Poverty | $20,000 |
| Para Los Ninos Los Angeles, CA | Help Children and Youth to Thrive | $20,000 |
Ready to take the next step with Jay & Deanie Stein Foundation Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $33,604,041 | $2,174,949 | $2,091,612 | $1,509,780 | 34 | $1,687,706 | $1,670,036 | $1,813,513 |
| 2024 | $33,520,704 | $4,038,474 | $1,816,668 | $1,331,140 | 43 | $1,502,793 | $3,379,487 | $1,630,893 |
| 2023 | $31,298,898 | $-13,317 | $1,820,549 | $1,265,270 | 39 | $1,402,859 | $1,101,694 | $1,533,101 |
| 2022 | $33,132,764 | $3,740,083 | $1,413,384 | $758,458 | 29 | $927,943 | $3,117,863 | $1,756,010 |
| 2021 | $30,806,065 | $-4,096,550 | $1,696,478 | $1,205,700 | 33 | — | $2,669,885 | $1,651,166 |
| 2020 | $36,599,093 | $567,060 | $1,329,997 | $827,210 | 33 | — | $247,590 | $1,492,849 |
| 2019 | $37,299,610 | $2,008,757 | $1,351,320 | $885,189 | 31 | — | $1,692,534 | $1,502,069 |
Under IRS private-foundation payout rules, Jay & Deanie Stein Foundation Trust reported a distributable amount of $1.8M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants show support for organizations including cultural institutions, educational organizations, religious organizations, and nonprofits serving children and families.
Among its 2025 grantees, the Los Angeles Philharmonic Association describes its work as offering performances, media initiatives, and learning programs intended to inspire and strengthen communities. Para Los Niños says it works to advance children’s academic success and social well-being, while The Center for Early Education describes itself as a diverse independent school for children from toddler age through grade six.
Grantmaking
The foundation reported 34 grants totaling $1,509,780 in 2025. Individual grants ranged from $100 to $378,000, with a median of $10,000. It reported 43 grants totaling $1,331,140 in 2024 and 39 grants totaling $1,265,270 in 2023.
Among its largest 2025 grants were $378,000 to the Los Angeles Philharmonic Association for orchestra support; $281,000 to the United States Holocaust Memorial Museum for museum support; $267,400 to UCLA Development for education; $138,670 to Wilshire Boulevard Temple for religious purposes; and $130,000 to the E E Bass Educational & Development Foundation to restore a historic building. Other listed grants included $50,000 to Jewish Federation Los Angeles and $20,000 each to American Friends of the London Philharmonic Orchestra, Baby 2 Baby, Para Los Niños, and The Center for Early Education.
Leadership & Key People
Leadership team and compensation from IRS filings
Mark Shorstein is listed as a trustee on the 2025 filing.
Jay & Deanie Stein Foundation Trust is led by Mark Shorstein, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Mark Shorstein
Trustee
On filings since 2019
4 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jay & Deanie Stein Foundation Trust
How much does Jay & Deanie Stein Foundation Trust give each year?
Jay & Deanie Stein Foundation Trust gave $1.5M across 34 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.3M across 43 grants.
What is Jay & Deanie Stein Foundation Trust's typical grant size?
Jay & Deanie Stein Foundation Trust's median grant in 2025 was $10,000, and its average grant was $44,405, across 34 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Jay & Deanie Stein Foundation Trust that year got $15K on average.
Where does Jay & Deanie Stein Foundation Trust give grants?
Jay & Deanie Stein Foundation Trust gives mostly in California: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (19%) and Mississippi (10%). The most frequent recipient cities were Los Angeles, CA (21 grants) and New York, NY (6 grants).
Does Jay & Deanie Stein Foundation Trust give general operating support?
Not in 2025: none of the 34 grants with a stated purpose on Jay & Deanie Stein Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Religious" (4 grants), "Education" (3 grants) and "Support Performing Arts" (3 grants).
Who are Jay & Deanie Stein Foundation Trust's largest grantees?
Jay & Deanie Stein Foundation Trust's largest 2025 grantees include Los Angeles Philharmonic Association ($378,000), United States Holocaust Memorial Museum ($281,000) and UCLA Development ($267,400), according to its 2025 IRS Form 990-PF. Together they received 61% of its itemized 2025 grant dollars.
How large is Jay & Deanie Stein Foundation Trust?
Jay & Deanie Stein Foundation Trust reported $33.6M in total assets on its 2025 IRS Form 990-PF. It paid out $1.7M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Jay & Deanie Stein Foundation Trust fund?
No mission statement for the foundation is provided. Its grants show support for organizations including cultural institutions, educational organizations, religious organizations, and nonprofits serving children and families. See mission & focus areas ↑
How do I apply for a grant from Jay & Deanie Stein Foundation Trust?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Jay & Deanie Stein Foundation Trust's EIN?
Jay & Deanie Stein Foundation Trust's EIN (Employer Identification Number) is 31-1585141. IRS Form 990 filing data is available on this page for 2019–2025.
Does Jay & Deanie Stein Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 7, 2025)
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Cite this profile
Grantable. (2026). Jay & Deanie Stein Foundation Trust funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/jay-and-deanie-stein-foundation-trust-morg_032a04b4cf714dccbb4a382ca3ab9842
BibTeX
@misc{grantable_311585141_2026,
author = {{Grantable}},
title = {{Jay \& Deanie Stein Foundation Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/jay-and-deanie-stein-foundation-trust-morg_032a04b4cf714dccbb4a382ca3ab9842},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Jay & Deanie Stein Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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