The Max and Bella Stein Charitable Trust
EIN 846584433 Private FoundationTotal Given 2020–2024
$5.3M
139 grants · $1.1M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$10K
typical small grants · $2K–$15K
grant size
34%
supporter · 28/83 multi-year
repeat
$27.5M
Assets (2024)
83
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(610) 668-3288
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $1.1M | $21.4M | $864K | 34 |
| 2021 | $758K | $27.9M | $3.3M | 23 |
| 2022 | $971K | $22.0M | $914K | 33 |
| 2023 | $1.3M | $24.6M | $986K | 24 |
| 2024 | $1.3M | $27.5M | $1.7M | 25 |
Grant Size Distribution
Based on 139 grants on record
Minimum
$250
25th Pctl
$2K
Median
$10K
Average
$38K
75th Pctl
$15K
Maximum
$1.0M
Geographic Distribution
Officers & Directors
Grants Awarded (139 total)
| Purpose | ||||
|---|---|---|---|---|
| Jewish National Fund | BALA Cynwyd, PA | $1,043,431 | GENERAL | 2023 |
| Jewish National Fund | BALA Cynwyd, PA | $915,000 | GENERAL | 2024 |
| Jewish National Fund | BALA Cynwyd, PA | $504,575 | GENERAL | 2021 |
| Jewish National Fund | BALA Cynwyd, PA | $451,000 | GENERAL | 2022 |
| Jack Barrack Hebrew Academy | BRYN MAWR, PA | $290,000 | GENERAL | 2020 |
| Vanguard Charitable | Warwick, RI | $237,000 | GENERAL | 2022 |
| Jewish National Fund | BALA Cynwyd, PA | $200,000 | GENERAL | 2020 |
| Germantown Jewish Center | Philadelphia, PA | $170,000 | GENERAL | 2020 |
| Jgive | Lakewood, NJ | $76,500 | GENERAL | 2024 |
| Muhlenberg College | Allentown, PA | $70,000 | GENERAL | 2021 |
| Muhlenberg College | Allentown, PA | $69,000 | GENERAL | 2024 |
| Muhlenberg College | Allentown, PA | $65,000 | GENERAL | 2023 |
| Temple Beth Hillel | Wynnewood, PA | $60,000 | GENERAL | 2020 |
| Jack Barrack Hebrew Academy | BRYN MAWR, PA | $56,000 | GENERAL | 2024 |
| Jack Barrack Hebrew Academy | BRYN MAWR, PA | $55,000 | GENERAL | 2023 |
| Germantown Jewish Center | Philadelphia, PA | $55,000 | GENERAL | 2022 |
| Muhlenberg College | Allentown, PA | $50,000 | GENERAL | 2020 |
| Adath Israel | Merion Station, PA | $44,558 | GENERAL | 2022 |
| Karuna Foundation | Niwot, CO | $40,000 | GENERAL | 2024 |
| Adath Israel | Merion Station, PA | $30,000 | GENERAL | 2020 |
| Jack Barrack Hebrew Academy | BRYN MAWR, PA | $30,000 | GENERAL | 2021 |
| Jewish Federation | Philadelphia, PA | $25,000 | GENERAL | 2021 |
| Happy Heart-Happy Home Farm & Rescue | Glen Mills, PA | $24,000 | GENERAL | 2021 |
| Adath Israel | Merion Station, PA | $23,000 | GENERAL | 2021 |
| Happy Heart-Happy Home Farm & Rescue | Glen Mills, PA | $22,500 | GENERAL | 2022 |
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