Funder DirectoryTHE MAX AND BELLA STEIN CHARITABLE TRUST
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Private foundation (trust)EIN 846584433Est. 2020-02

THE MAX AND BELLA STEIN CHARITABLE TRUST

WAYNE, PA 19087

Total Assets

$27.5M

FY 2024

Annual Giving

$1.3M

FY 2024

Grants Made

25

FY 2024

Avg Grant

$51K

FY 2024

Grant Range

$500–$915K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.7M

Total Expenses

$1.4M

Qualifying Distributions

$1.4M

Distributable Amount

$1.3M

Min. Investment Return

$1.3M

Undistributed Income

$743K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

25 grants

Grant sizes from minimum $500 through median $5K to maximum $915K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $1.3M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

139 grants

JEWISH NATIONAL FUND
$3.1M
5 grants
JACK BARRACK HEBREW ACADEMY
$436K
5 grants
MUHLENBERG COLLEGE
$269K
5 grants
VANGUARD CHARITABLE
$237K
1 grant
GERMANTOWN JEWISH CENTER
$229K
3 grants
ADATH ISRAEL
$104K
4 grants
JGIVE
$81K
2 grants
HAPPY HEART-HAPPY HOME FARM & RESCUE
$72K
5 grants

Grant Size Distribution

139 grants

<$10K
99
grants
$10–50K
24
grants
$50–250K
11
grants
$250K–1M
4
grants
$1–5M
1
grants
$5M+

Geographic Focus

11 states

Pennsylvania
$4.7M
88% of total
Rhode Island
$237K
4% of total
New York
$127K
2% of total
New Jersey
$110K
2% of total
Colorado
$80K
2% of total
California
$52K
1% of total
Alabama
$10K
0% of total
District of Columbia
$7K
0% of total
Massachusetts
$5K
0% of total
Utah
$2K
0% of total

+1 more states

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THE MAX AND BELLA STEIN CHARITABLE TRUST — Grants, Financials & Contact | Grantivo