Nonprofit · EIN 27-4830712
JANE AND FRANCES STEIN FOUNDATION
Tax-exempt · MORRISTOWN, NJ 07960
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $379,867 | $285,823 | $94,044 | $3,410,137 | $0 | $3,410,137 |
| December 31, 2024 | 990-PF | $235,300 | $315,138 | -$79,838 | $3,320,293 | $0 | $3,320,293 |
| December 31, 2023 | 990-PF | $157,123 | $197,938 | -$40,815 | $3,400,131 | $0 | $3,400,131 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $111,689
- Interest
- $17
- Net gain from sales of assets
- $267,207
- Other income
- $954
Expenses
- Grants and similar amounts paid
- $237,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $237,250
- Excise tax on investment income
- $4,605
Balance sheet and other
- Total assets, start of year
- $3,320,293
- Total assets, end of year
- $3,410,137
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,410,137
- Fair market value of assets
- $4,272,176
- Qualifying distributions
- $237,250
- Net investment income
- $379,867
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES STEIN-KAPHAN 200 EAST 66TH STREET APT A1402, NEW YORK, NY 10065 | PRESIDENT | 0.5 | $0 |
| CLAIRE F DICKINSON LUCZAK 2835 BEDFORD AVENUE APT 4B, BROOKLYN, NY 11210 | VICE PRESIDENT | 0.5 | $0 |
| MICHAEL GOLDMAN C/O CBIZ 340 MT KEMBLE AVE STE 210N, MORRISTOWN, NJ 07960 | SECRETARY | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES STEIN 200 EAST 66TH STREET APT E1005, NEW YORK, NY 10065 | PRESIDENT | 0.5 | $0 |
| CLAIRE F DICKINSON LUCZAK 2835 BEDFORD AVENUE APT 4B, BROOKLYN, NY 11210 | VICE PRESIDENT | 0.5 | $0 |
| MICHAEL GOLDMAN C/O CBIZ 340 MT KEMBLE AVE STE 210N, MORRISTOWN, NJ 07960 | SECRETARY | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCES STEIN 200 EAST 66TH STREET APT E1005, NEW YORK, NY 10065 | PRESIDENT | 0.5 | $0 |
| CLAIRE F DICKINSON LUCZAK 2835 BEDFORD AVENUE APT 4B, BROOKLYN, NY 11210 | VICE PRESIDENT | 0.5 | $0 |
| MICHAEL GOLDMAN C/O MARCUM LLP 100 EAGLE ROCK AVE, STE 200, EAST HANOVER, NJ 07936 | SECRETARY | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- CBIZ 340 MT KEMBLE AVE 210N, MORRISTOWN, NJ 07960-0000
- In care of
- % MICHAEL GOLDMAN
- Signed the 990-PF
- FRANCES STEIN, PRESIDENT
- Phone
- (973) 929-3500
- Return prepared by
- CBIZ ADVISORS 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4830712
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $3,410,137
- Income (IRS master file)
- $1,708,408
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $379,867 | $285,823 | $3,410,137 | XML |
| 990-PF | December 2024 | $235,300 | $315,138 | $3,320,293 | XML |
| 990-PF | December 2023 | $157,123 | $197,938 | $3,400,131 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 27-4830712).
Questions about JANE AND FRANCES STEIN FOUNDATION
- What is the EIN of JANE AND FRANCES STEIN FOUNDATION?
- The employer identification number (EIN) of JANE AND FRANCES STEIN FOUNDATION is 27-4830712.
- Is JANE AND FRANCES STEIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to JANE AND FRANCES STEIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JANE AND FRANCES STEIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JANE AND FRANCES STEIN FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JANE AND FRANCES STEIN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JANE AND FRANCES STEIN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JANE AND FRANCES STEIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $379,867, expenses of $285,823 and total assets of $3,410,137 at year end.
Other nonprofits in MORRISTOWN
- COMMUNITY FOUNDATION OF NEW JERSEY EIN 22-2281783 · last filed 990 for 2024
- S IRVING AND ANNE NEVARD SHERR FOUNDATION INC EIN 46-4070243 · last filed 990-PF for 2025
- THE MCJ AMELIOR FOUNDATION EIN 22-2497895 · last filed 990-PF for 2024
- FANNIE E RIPPEL FOUNDATION EIN 22-1559427 · last filed 990-PF for 2024
- FIFTH STATION FOUNDATION INC EIN 22-3515582 · last filed 990-PF for 2025
- GOLDENBERG FAMILY FOUNDATION EIN 81-1324233 · last filed 990-PF for 2024
- TUNGARE MANOHAR FAMILY FOUNDATION INC EIN 22-3537431 · last filed 990-PF for 2024
- JAMES AND ALVINA BARTOS BALOG FOUNDATION INC EIN 65-0829807 · last filed 990-PF for 2025
All nonprofits in MORRISTOWN · New Jersey · Philanthropy, voluntarism and grantmaking foundations