The Jack Stein Memorial Fund: FY2020 Nonprofit Profile & Form 990 (EIN 54-7163023)

Revenue by fiscal year
FY2020	$3K
FY2021	$5K
FY2022	$1K
FY2023	$3K
FY2024	$2K
FY2025	$20K

Expenses by fiscal year
FY2020	$5K
FY2021	$4K
FY2022	$3K
FY2023	$3K
FY2024	$3K
FY2025	$19K

Net assets by fiscal year
FY2020	$216K
FY2021	$217K
FY2022	$216K
FY2023	$216K
FY2024	$215K
FY2025	$216K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1979.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $5K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Jeffrey L Stein

Trustee

$0Pt VII · Sec A

See The Jack Stein Memorial Fund executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

The Jack Stein Memorial Fund is a member-serving organization based in Atlanta, GA, formed in 1970.

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1 program · $5K · in their own filed words · FY2020

01

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

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 54-7163023) · Dispute this line

$5Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 1 grant · $18K · 2025–2025

Upstart Bay AreaCA · FY2025$18,000

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$3K

Ln 12

Investment incomeLn 3$2K

Other incomeLn 4–11$920

Money outPt IX

$5K

Ln 25

Programscol B$5K

Owns and owesPt X

$216K

net assets · Ln 32

Cash and savingsLn 1–2$16K

Total assetsLn 16$216K

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b1

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$2K

Other incomeLn 4–11$920

Total revenueLn 12$3K

Assets in detailPt X, end of year

CashLn 1$16K

Cash and savings togetherLn 1–2$16K

InvestmentsLn 11–13$201K

Total assetsLn 16$216K

LiabilitiesLn 26$0

Net assetsLn 32$216K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$22K	$16K
InvestmentsLn 11–13	$191K	$201K
Total assetsLn 16	$218K	$216K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$218K	$216K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$4K	$4K
Legal feesLn 11b	$586	$586
Total functional expensesLn 25	$5K	$5K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS May 18, 2026	$20K	$19K	$944	$216K	990 PDF
FY2024Filed with the IRS Nov 10, 2025	$2K	$3K	−$1K	$215K	990 PDF
FY2023Filed with the IRS Nov 14, 2024	$3K	$3K	$43	$216K	990 PDF
FY2022Filed with the IRS Nov 14, 2023	$1K	$3K	−$1K	$216K	990 PDF
FY2021Filed with the IRS Nov 14, 2022	$5K	$4K	$1K	$217K	990 PDF
FY2020 ViewingFiled with the IRS Nov 15, 2021	$3K	$5K	−$2K	$216K	990 PDF

Schedules filed Part IV

I · Grants O · Explanations

See the full FY2020 990

Part I · Summary $2,747 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year −$11,606$1,827

I-11 Other revenuePrior year −$383$920

I-12 Total revenuePrior year −$11,989$2,747

I-13 Grants and similar amounts paidPrior year $6,415$4,203

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $992$586

I-18 Total expensesPrior year $7,407$4,789

I-19 Revenue less expensesPrior year −$19,396−$2,042

Part VI · Governance 1 of 1 board members independent, 4 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members1

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $2,747 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $1,827$1,827

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $920$920

VIII-12 Total revenueRelated to mission $0 · Unrelated business $920 · Excluded from tax $1,827$2,747

Part IX · Statement of functional expenses $4,789 across 2 lines filed

IX-1 Grants to domestic organizationsPrograms $4,203$4,203

IX-11b Legal feesPrograms $586$586

IX-25 Total functional expensesPrograms $4,789 · Management $0 · Fundraising $0$4,789

Part X · Balance sheet $216,329 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $22,148$15,809

X-11 Publicly traded securitiesStart of year $185,883$195,180

X-12 Other securitiesStart of year $5,340$5,340

X-16 Total assetsStart of year $218,371$216,329

X-26 Total liabilitiesStart of year $0$0

X-29 Capital stock or trust principalStart of year $0$0

X-30 Paid-in or capital surplusStart of year $0$0

X-31 Retained earnings or endowmentStart of year $218,371$216,329

X-32 Total net assets or fund balancesStart of year $218,371$216,329

X-33 Total liabilities and net assetsStart of year $218,371$216,329

Part XI · Reconciliation of net assets $216,329 net assets at year end

XI-1 Total revenue$2,747

XI-2 Total expenses$4,789

XI-3 Revenue less expenses−$2,042

XI-4 Net assets at start of year$218,371

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$216,329

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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The Jack Stein Memorial Fund FY2020 filing

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