The Max and Bella Stein Charitable Trust
The Max and Bella Stein Charitable Trust is a private foundation based in Wayne, Pennsylvania. Established in 2020, it operates as an independent grantmaking foundation with a focus on distributing funds to charitable organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$19.1M
+1.5% YoY
Annual Giving
$1.3M
+0.6% YoY
Grant Count
25
+4.2% YoY
Avg Grant Size
$51K
-3.4% YoY
Grantmaking
The trust maintains an **invite-only application policy** and does not accept unsolicited applications.
Grant Range
** $10,000
Ready to take the next step with The Max and Bella Stein Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024:
- Total Assets: $19,068,122
- Total Revenues: $1,703,673
- Total Expenses: $1,426,680
- Total Liabilities: $0
- Giving Rate: 6.7% of assets
Revenue Breakdown (2024)
- Investment income and dividends: $521,588
- Net gain from sale of non-inventory assets: $1,032,085
- Total grants and contributions: $150,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $19,068,122 | $18,792,129 | $19,209,323 |
| Revenue | $1,703,673 | $985,883 | $913,603 |
| Expenses | $1,426,680 | $1,403,077 | $1,099,557 |
| Qualifying Distributions | $1,402,549 | $1,377,319 | $1,073,204 |
| Net Investment Income | $1,543,931 | $976,520 | $897,771 |
| Distributable Amount | $1,250,521 | $1,141,559 | $1,145,300 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
139 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Michael Alan Stein - Trustee/Director
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL ALAN STEIN | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
The Best Little Cat House in PA
HARRISBURG, PA
Assets
$281K
Grants
0
Total Given
—
The Irene P Sorbara Charitable Foundation
PITTSBURGH, PA
Assets
$2.5M
Grants
2
Total Given
$131K
Penn and Lisa Seiple Conservancy
SUNBURY, PA
Assets
$1.5M
Grants
0
Total Given
—
Daniel M Tabas Family Foundation
HAVERFORD, PA
Assets
$8.0M
Grants
9
Total Given
$86K
John Griner Charitable Trust
PITTSBURGH, PA
Assets
$394K
Grants
1
Total Given
$20K
Shaffer Family Charitable Trust
BETHLEHEM, PA
Assets
$7.1M
Grants
15
Total Given
$610K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Max and Bella Stein Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities