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Max and Bella Stein Foundation at a glance

· Private foundation

Max and Bella Stein Foundation

Its FY2019 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$384k
Granted FY2017
24
Grants FY2017
8
States reached
$99k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

Read this first · the figures below need context

73% of Max and Bella Stein Foundation’s FY2019 grant dollars went to Jewish National Fund (Keren Kayemeth Leisrael) Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2019 names 10 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2017, the last year Max and Bella Stein Foundation named its own grantees at scale: 17 organizations, $384k. It is dated, not current.

Organizations named directly on the return

17
’17
14
’18
10
’19

Amber years are those where most dollars went to a sponsor.

01What it funds
0188% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2019.

International$805kEducation$420kReligion$162kPhilanthropy$150kArts & Culture$110kHealth$25kEnvironment$20kAnimals$13kOther$0
02FY2017 · 24 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2017

  • Under $10k16 grants · $38k
  • $10k–50k4 grants · $78k
  • $50k–250k4 grants · $269k
$5,000
Median grant
8
States reached
$0
Total assets
Largest grants
RecipientAmount
BARRACK HEBREW ACADEMY$98,500
MUHLENBERG COLLEGE$70,000
GERMANTOWN JEWISH CENTER$50,000
VANGUARD CHARITABLE FUND$50,000
STRATFORD FESTIVAL OF AMERICA$25,000
CEASEFIRE PA EDUCATIONAL FOUNDATION$22,500
TIDES CANADA FOUNDATION$20,000
THE SCHECHTER INSTITUTES$10,000
BROADWAY CARES$7,500
LIVE LIKE BLAINE FOUNDATION$5,000
RADNOR STUDIO 21$5,000
BRYN MAWR FILM INSTITUTE$5,000
Individual grant recipient$5,000
ADATH ISRAEL$2,985
RANCHO RELAXO$2,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–17, $500) land where the poverty rate runs at 16%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%JEWISH FAMILY SERVICE: $500 → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
NY
PA
NJ
RI
CA
CO
VA
MD
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 52% of Max and Bella Stein Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Max and Bella Stein Foundationlessmore of its giving
Placed by recipient address · 4.0% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

93%of every dollar goes to organizations it has funded before.
$762k · 16 repeat orgs$59k to everyone else

Grantees it renews have grown median revenue +42% since the first grant, against +15% for those funded once.

16 repeat relationships: 16 still active in FY2017, 0 since wound down; 15 grantees were first funded in FY2017 (too recent to call). Read against FY2017, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

16
15

Total granted

$762k
$59k

Median revenue growth · since first grant

+42%
+15%

Still filing today

69%
47%

New vs renewed · share of each year

In FY2019, 97% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’17’18’19
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19
Arts & CultureEducationPhilanthropyAnimalsHealthHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • JM
    JACK M BARRACK HEBREW ACADEMY
    3× · 2017–2019 · $220k · revenue +70%
  • MC
    MUHLENBERG COLLEGE
    3× · 2017–2019 · $140k · revenue +5%
  • BM
    BRYN MAWR THEATRE FILM INSTITUTE
    3× · 2017–2019 · $35k · revenue +3%

Funded once

  • TC
    TIDES CANADA FOUNDATION
    one grant, 2017 · $20k
  • NL
    National Liberty Museum
    one grant, 2018 · $10k · revenue -52%
  • IG
    Individual grant recipient
    one grant, 2018 · $10k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Jewish Museum

The mission of the jewish museum is to collect, preserve, exhibit and interpret art and jewish culture. see schedule o for more information.

Arts & Culture
2
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
3
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
4
Weitzman National Museum of American Jewish History

The weitzman national museum of american jewish history, on independence mall in philadelphia, presents educational programs and experiences that preserve, explore, and celebrate the history of jews in america. its purpose is to connect…

Arts & Culture
5
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
6
Philadelphia Jewish Film and Media

Philadelphia jewish film and medias mission is to educate and engage diverse philadelphia communities, jewish and non-jewish alike, by presenting world-class film premieres, repertory cinema, and associated programs that are inspired by…

Human Services
7
Museum of Jewish Heritage a Living Memorial to the Holocaust

The museum of jewish heritage - a living memorial to the holocaust is new york's contribution to the global responsibility to never forget. see schedule o for additional information.

Arts & Culture
8
The United States Holocaust Memorial Museum

Chartered by a unanimous act of congress, the museum is america's national institution for the documentation, study, interpretation, and education of holocaust history and serves as our country's memorial to the victims of the holocaust.…

Arts & Culture
9
Yeshiva University

The university is composed of several colleges and schools providing undergraduate, graduate, professional and post-doctoral education and training and research and clinical programs.

Education
10
The Brooklyn Institute of Arts and Sciences

The mission of the brooklyn institute of arts and sciences, d/b/a brooklyn museum (the "museum") is to bring people together through art and experiences that inspire celebration, compassion, courage, and the will to act. (see schedule o).

Arts & Culture
11
Saint Joseph's University

As philadelphia's jesuit catholic university, saint joseph's provides a rigorous, student-centered education rooted in the liberal arts. we prepare students for personal excellence, professional success, and engaged citizenship. striving…

Education
12
American Friends of Hebrew University Inc

Support the hebrew univ. of jerusalem, israel's foremost center of higher edu. & research.

International
How this is measured
The grantee most central to the portfolio’s shape is Jewish Funders Network; the most unlike its peers is Project Meow. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

23 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 23 of the 36 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
23/23
Grantees still filing
19/23
Grew since first funded

Where the money sits, by cause and then by grantee

JEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC: $804,000 · InternationalJEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INCJACK M BARRACK HEBREW ACADEMY: $220,340 · OtherJACK M BARRACK HEBREW ACADEMYGERMANTOWN JEWISH CENTRE: $120,000 · OtherGERMANTOWN JEWISH CENTRESTRATFORD FESTIVAL OF AMERICA: $50,000 · OtherSTRATFORD FESTIVAL OF AMERICACEASEFIRE PA EDUCATIONAL FOUNDATION: $42,500 · OtherCEASEFIRE PA EDUCATIONAL FOUNDATIONIndividual grant recipient: $35,000 · OtherIndividual grant recipientADATH ISRAEL: $30,385 · OtherADATH ISRAELBROADWAY CARESEQUITY FIGHTS AIDS INC: $22,500 · OtherTIDES CANADA FOUNDATION: $20,000 · Other+10 more: $19,220 · OtherMUHLENBERG COLLEGE: $140,000 · EducationMUHLENBERG…LIVE LIKE BLAINE FOUNDATION: $16,000 · EducationLIVE LIKE …+1 more: $1,500 · EducationVANGUARD CHARITABLE ENDOWMENT PROGRAM: $110,000 · PhilanthropyVANGUARD …THE SCHECHTER INSTITUTES INC: $20,000 · PhilanthropyTHE SCHEC…JEWISH FEDERATION OF GREATER PHILADELPHIA: $17,500 · PhilanthropyJEWISH FE…+2 more: $3,550 · PhilanthropyBRYN MAWR THEATRE FILM INSTITUTE: $35,000 · Arts & CultureRadnor Studio 21 Inc: $11,000 · Arts & CultureNational Liberty Museum: $10,000 · Arts & CultureUP WITH PEOPLE FOUNDATION: $3,000 · Arts & Culture+2 more: $500 · Arts & CultureRANCHO RELAXO INC: $12,000 · AnimalsPROJECT MEOW: $1,000 · AnimalsMOMENTUM UNLIMITED INC: $10,000 · Religion
International$804,000Other$559,945Education$157,500Philanthropy$151,050Arts & Culture$59,500Animals$13,000Religion$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetJEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC: $804,000 over 2y, 0.5% of budgetJACK M BARRACK HEBREW ACADEMY: $220,340 over 3y, 0.7% of budgetMUHLENBERG COLLEGE: $140,000 over 3y, 0.1% of budgetBRYN MAWR THEATRE FILM INSTITUTE: $35,000 over 3y, 0.6% of budgetBROADWAY CARESEQUITY FIGHTS AIDS INC: $22,500 over 3y, 0.0% of budgetTHE SCHECHTER INSTITUTES INC: $20,000 over 2y, 0.3% of budgetJEWISH FEDERATION OF GREATER PHILADELPHIA: $17,500 over 2y, 0.0% of budgetLIVE LIKE BLAINE FOUNDATION: $16,000 over 3y, 3.8% of budgetRANCHO RELAXO INC: $12,000 over 2y, 0.9% of budgetRadnor Studio 21 Inc: $11,000 over 3y, 2.5% of budgetNational Liberty Museum: $10,000 over 1y, 0.3% of budgetMOMENTUM UNLIMITED INC: $10,000 over 1y, 0.1% of budgetUP WITH PEOPLE FOUNDATION: $3,000 over 3y, 0.0% of budgetJEWISH FUNDERS NETWORK: $2,550 over 3y, 0.0% of budgetTHE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION: $2,000 over 2y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $1,500 over 1y, 0.0% of budgetCHARITIES AID FOUNDATION AMERICA: $1,000 over 1y, 0.0% of budgetJEWISH FAMILY SERVICE: $500 over 1y, 0.0% of budgetPHILADELPHIA MUSEUM OF ART: $250 over 1y, 0.0% of budgetKIMMEL CENTER INC: $250 over 1y, 0.0% of budgetINSTITUTE OF NOETIC SCIENCES: $250 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Max and Bella Ste…Morgan Stanley Global…Gs Donor Advised Phil…Jpmorgan Chase Founda…Vanguard Charitable E…The Pfizer Foundation…National Philanthropi…Charities Aid Foundat…American Endowment Fo…Donor Advised Charita…Fidelity Investments …American Online Givin…
The Max and Bella Stein Charitable TrustPA20× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Max and Bella Stein Charitable Trust · Morgan Stanley Global Impact Funding Trust Inc · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Jpmorgan Chase Foundation · Vanguard Charitable Endowment Program · The Pfizer Foundation Inc · National Philanthropic Trust · Charities Aid Foundation America · American Endowment Foundation · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Max and Bella Stein Foundation funds: left to right is the share of its income from government, bottom to top the share from Max and Bella Stein Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Max and Bella Stein Foundation?

    Find your warmest path to Max and Bella Stein Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 36 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2017, released 2017. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Max and Bella Stein’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home