Nonprofit · EIN 02-6143406
RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR
Also known as STEIN MICHAEL L ET AL TTEE
Tax-exempt · BELFAST, ME 04915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $15,420 | $10,833 | $4,587 | $100,677 | $0 | $100,677 |
| February 29, 2024 | 990-PF | $20,324 | $10,765 | $9,559 | $96,090 | $0 | $96,090 |
| February 28, 2023 | 990-PF | $20,091 | $10,560 | $9,531 | $86,531 | $0 | $86,531 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $15,000
- Dividends
- $420
Expenses
- Grants and similar amounts paid
- $8,233
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $8,233
Balance sheet and other
- Total assets, start of year
- $96,090
- Total assets, end of year
- $100,677
- Total liabilities, end of year
- $0
- Net assets, end of year
- $100,677
- Fair market value of assets
- $59,334
- Qualifying distributions
- $8,233
- Net investment income
- $420
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH K STEIN 39 BATTERY ROAD, BELFAST, ME 04915 | TRUSTEE | 0 | $0 |
| ROBERTA S MCLAIN 1 ELM ST UNIT 3, BYFIELD, MA 01922 | TRUSTEE | 0 | $0 |
| DR JAMES STEIN 2009 MEADOWBROOK RD, ALTADENA, CA 91001 | TRUSTEE | 0 | $0 |
990-PF for the year ended February 29, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH K STEIN 39 BATTERY ROAD, BELFAST, ME 04915 | TRUSTEE | 0 | $0 |
| ROBERTA S MCLAIN 1 ELM ST UNIT 3, BYFIELD, MA 01922 | TRUSTEE | 0 | $0 |
| DR JAMES STEIN 2009 MEADOWBROOK RD, ALTADENA, CA 91001 | TRUSTEE | 0 | $0 |
990-PF for the year ended February 28, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDITH K STEIN 39 BATTERY ROAD, BELFAST, ME 04915 | TRUSTEE | 0 | $0 |
| ROBERTA S MCLAIN 1 ELM ST UNIT 3, BYFIELD, MA 01922 | TRUSTEE | 0 | $0 |
| DR JAMES STEIN 2009 MEADOWBROOK RD, ALTADENA, CA 91001 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 39 BATTERY RD, BELFAST, ME 04915-6044
- Signed the 990-PF
- JUDITH K STEIN, TRUSTEE
- Phone
- (207) 338-5318
- Return prepared by
- WIPFLI ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-6143406
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $100,677
- Income (IRS master file)
- $15,420
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $15,420 | $10,833 | $100,677 | XML |
| 990-PF | February 2024 | $20,324 | $10,765 | $96,090 | XML |
| 990-PF | February 2023 | $20,091 | $10,560 | $86,531 | XML |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-6143406).
Questions about RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR
- What is the EIN of RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR?
- The employer identification number (EIN) of RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR is 02-6143406.
- Is RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR?
- The 990-PF for the year ended February 28, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does RJM STEIN FAM FOUNDATION IRRV CHARITABLE TR have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $15,420, expenses of $10,833 and total assets of $100,677 at year end.
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