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
Under IRS private-foundation payout rules, The Max and Bella Stein Charitable Trust reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The trust maintains an **invite-only application policy** and does not accept unsolicited applications.
Grant Range
** $10,000
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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
Among its reported 2024 grants, the largest include Jewish National Fund ($915,000), Jgive ($76,500), Muhlenberg College ($69,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACCOUNTABILITY BOARD WAKEFIELD, MA | GENERAL | $5,000 |
| BEIT T'SHUVAH LOS ANGELES, CA | GENERAL | $5,000 |
| BROADWAY CARES NEW YORK, NY | GENERAL | $15,000 |
| CENTER FOR RESPONSIBLE FOOD BUSINESS BETHLEHEM, PA | GENERAL | $5,000 |
| FRIENDS OF RITTENHOUSE SQUARE PHILADELPHIA, PA | GENERAL | $10,000 |
| HAPPY HEART-HAPPY HOME FARM & RESCUE GLEN MILLS, PA | GENERAL | $1,000 |
| HUMANE AMERICA MILL VALLEY, CA | GENERAL | $15,000 |
| JACK BARRACK HEBREW ACADEMY BRYN MAWR, PA | GENERAL | $56,000 |
| JCC OF NORTH AMERICA WEST PORT, CT | GENERAL | $730 |
| JEWISH NATIONAL FUND BALA CYNWYD, PA | GENERAL | $915,000 |
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
Frequently Asked Questions
How do I apply for a grant from The Max and Bella Stein Charitable Trust?
The trust maintains an **invite-only application policy** and does not accept unsolicited applications. • **Total Giving:** $1,276,730 • **Number of Grants:** 23 • **Median Grant Size:** $10,000 • **Grant Range:** $1,000 - $915,000 • Muhlenberg College: $69,000 • Jack M. Barrack Hebrew Academy: $56,000 • Karuna Foundation: $40,000 | Year | Total Giving | Number of Grants | Median Grant | |------|--------------|------------------|--------------| | 2024 | $1,276,730 | 23 | $10,000 | | 2023 | $1,3…
What size grants does The Max and Bella Stein Charitable Trust award?
In 2024, The Max and Bella Stein Charitable Trust awarded 25 grants totaling $1.3M — an average of about $51K per grant, based on its IRS Form 990 filings.
How much is The Max and Bella Stein Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Max and Bella Stein Charitable Trust reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Max and Bella Stein Charitable Trust's EIN?
The Max and Bella Stein Charitable Trust's EIN (Employer Identification Number) is 84-6584433. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Max and Bella Stein Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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