The Max and Bella Stein Charitable Trust
The Max and Bella Stein Charitable Trust is a private foundation based in Wayne, Pennsylvania. Its 2025 filing reports grants to charitable organizations, with recipients in Pennsylvania, Rhode Island, New York, California, and other locations.
The Max and Bella Stein Charitable Trust at a glance
In short: The Max and Bella Stein Charitable Trust gave $740K across 16 grants in 2025 (avg $46K), mostly in Pennsylvania. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $740,025
- -42.0% vs 2024
- Grants made (2025)
- 16
- -36.0% vs 2024
- Average grant
- $46,252
- -9.4% vs 2024
- Median grant
- $10,000
- Total assets
- $19,372,153
- +1.6% vs 2024
- New grantees (estimate)
- 31% first-time grantees (5 of 16, 2025; small sample)
- Primary geography
- Pennsylvania (73% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Max and Bella Stein Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 20 Louella Ct 100, Wayne, PA 19087
Phone: (610) 668-3288
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Max and Bella Stein Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jewish National Fund ($454K). Together the top 10 received $729K.
Grant Size Distribution
121 grants across all recorded years
The most common grant size was under $50K: 106 grants of 121 (88%).
Geographic Focus
Where this funder awards grants
In 2025, 73% of grant dollars went to recipients in Pennsylvania and 20% to recipients in Rhode Island. The remaining reported shares were New York (3%), California (1%), and an unidentified state category (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
Is The Max and Bella Stein Charitable Trust open to new grantees?
31%
first-time grantees, 2025
In 2025, 5 of 16 grantees (31%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $6K; repeat grants $65K. How we count
Medians: $3K first-time, $10K repeat.
- 44% of 2025 grantees were also funded in 2024. Method
- Giving fell 24% from 2022 to 2025. Method
- In 2025 it paid out 65% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $740K (2025) to $1.3M (2024). In 2025 it made 16 grants totaling $740K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish National Fund Bala Cynwyd, PA | General | $454,400 |
| Vanguard Charitable Warwick, RI | General | $150,000 |
| Muhlenberg College Allentown, PA | General | $55,000 |
| Vegan Friendly New York, NY | General | $15,000 |
| Broadway Cares New York, NY | General | $10,000 |
| Friends of Rittenhouse Square Philadelphia, PA | General | $10,000 |
| Navigation Fund Berkeley, CA | General | $10,000 |
| Schecter Institute Philadelphia, PA | General | $10,000 |
| Stratford Shakespeare Festival America | General | $10,000 |
| Adath Israel Merion Station, PA | General | $5,000 |
Ready to take the next step with The Max and Bella Stein Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $19,372,153 | $1,226,294 | $922,263 | $740,025 | 16 | $883,176 | $1,217,075 | $1,361,715 |
| 2024 | $19,068,122 | $1,703,673 | $1,426,680 | $1,276,730 | 25 | $1,402,549 | $1,543,931 | $1,250,521 |
| 2023 | $18,792,129 | $985,883 | $1,403,077 | $1,269,055 | 24 | $1,377,319 | $976,520 | $1,141,559 |
| 2022 | $19,209,323 | $913,603 | $1,099,557 | $970,758 | 33 | $1,073,204 | $897,771 | $1,145,300 |
| 2021 | $19,395,277 | $3,304,910 | $853,715 | $758,288 | 23 | $826,102 | $1,285,483 | $1,205,868 |
| 2020 | $16,944,082 | $863,607 | $1,175,491 | $1,054,560 | 34 | — | $845,869 | $929,614 |
Under IRS private-foundation payout rules, The Max and Bella Stein Charitable Trust reported a distributable amount of $1.4M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants went to organizations including Jewish National Fund, Muhlenberg College, Vegan Friendly, Friends of Rittenhouse Square, and the University of Washington Foundation.
The grantees describe a range of missions. Muhlenberg College says it aims to help students become independent thinkers and prepare them for lives of leadership and service. Vegan Friendly says its mission is to educate the public about the benefits of veganism and make it more accessible. Friends of Rittenhouse Square says it works to preserve, protect, and beautify the park. The Live Like Blaine Foundation describes its mission as connecting young women athletes through leadership programming. The University of Washington Foundation says it facilitates private contributions for the benefit of the university. Jewish Heritage Programs describes itself as a peer-to-peer network for Jewish college students.
Grantmaking
In 2025, the trust reported 16 grants totaling $740,025. Grant amounts ranged from $425 to $454,400, with a median of $10,000. Its largest reported grants were $454,400 to Jewish National Fund, $150,000 to Vanguard Charitable, and $55,000 to Muhlenberg College. Other notable grants included $15,000 to Vegan Friendly; $10,000 each to Broadway Cares, Friends of Rittenhouse Square, Navigation Fund, Schecter Institute, and Stratford Shakespeare Festival America; and $5,000 to Adath Israel and the Live Like Blaine Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
Michael Alan Stein is listed as a director on the 2025 filing.
The Max and Bella Stein Charitable Trust is led by Michael Alan Stein, Director on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Michael Alan Stein
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Max and Bella Stein Charitable Trust
How much does The Max and Bella Stein Charitable Trust give each year?
The Max and Bella Stein Charitable Trust gave $740K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.3M across 25 grants.
What is The Max and Bella Stein Charitable Trust's typical grant size?
The Max and Bella Stein Charitable Trust's median grant in 2025 was $10,000, and its average grant was $46,252, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Max and Bella Stein Charitable Trust that year got $6K on average.
Where does The Max and Bella Stein Charitable Trust give grants?
The Max and Bella Stein Charitable Trust gives mostly in Pennsylvania: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Rhode Island (20%). The most frequent recipient cities were Bala Cynwyd, PA (3 grants), Philadelphia, PA (3 grants) and New York, NY (2 grants).
Does The Max and Bella Stein Charitable Trust give general operating support?
Yes: 100% of The Max and Bella Stein Charitable Trust's 2025 grants with a stated purpose (16 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Max and Bella Stein Charitable Trust's largest grantees?
The Max and Bella Stein Charitable Trust's largest 2025 grantees include Jewish National Fund ($454,400), Vanguard Charitable ($150,000) and Muhlenberg College ($55,000), according to its 2025 IRS Form 990-PF. Together they received 89% of its itemized 2025 grant dollars.
How large is The Max and Bella Stein Charitable Trust?
The Max and Bella Stein Charitable Trust reported $19.4M in total assets on its 2025 IRS Form 990-PF. It paid out $883K in qualifying distributions that year, against a required minimum of $1.4M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Max and Bella Stein Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants went to organizations including Jewish National Fund, Muhlenberg College, Vegan Friendly, Friends of Rittenhouse Square, and the University of Washington Foundation. See mission & focus areas ↑
How do I apply for a grant from The Max and Bella Stein Charitable Trust?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does The Max and Bella Stein Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 26, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 3, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). The Max and Bella Stein Charitable Trust funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/the-max-and-bella-stein-charitable-trust-morg_61a326a4a46247a28dab92f794b6bc57
BibTeX
@misc{grantable_846584433_2026,
author = {{Grantable}},
title = {{The Max and Bella Stein Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-max-and-bella-stein-charitable-trust-morg_61a326a4a46247a28dab92f794b6bc57},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Max and Bella Stein Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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