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EIN 84-6584433

The Max and Bella Stein Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Wayne
State
Pennsylvania
Year formed
2020
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Max and Bella Stein Charitable Trust is a private foundation that primarily funds general grants. Last year, it made 34 grants to Jack Barrack Hebrew Academy and other organizations. It is located in Wayne, PA.
Also known as...
Michael Alan Stein Ttee
Total revenues
$985,883
2023
Total expenses
$1,403,077
2023
Total assets
$18,792,129
2023
Num. employees
1
2023

Grants made by The Max and Bella Stein Charitable Trust

GranteeGrant descriptionAmount
Muhlenberg CollegeGeneral$65,000
Jack M. Barrack Hebrew AcademyGeneral$55,000
Broadway Cares / Equity Fights AidsGeneral$12,500
...and 14 more grants made

Personnel at The Max and Bella Stein Charitable Trust

NameTitleCompensation
Juliet SteinDirector of Special Progr$90,000
Michael SteinDirector$0

Financials for The Max and Bella Stein Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$477,111
Net rental income$0
Net gain from sale of non-inventory assets$508,772
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$985,883

Form 990s for The Max and Bella Stein Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-13990PFView PDF
2022-122023-02-27990PFView PDF
2021-122022-07-06990PFView PDF
2020-122021-05-05990PFView PDF
2019-122021-06-01990PFView PDF

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Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 17, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 8, 2023
Updated personnel
Identified 1 new personnel
April 13, 2022
Updated personnel
Identified 1 new personnel
April 12, 2022
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
20 Louella CT 100
Wayne, PA 19087
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Delaware County, PA
Phone
(610) 668-3288
IRS details
EIN
84-6584433
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2020
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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