· Private foundation
The Max and Bella Stein Charitable Trust
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
82% of The Max and Bella Stein Charitable Trust’s FY2025 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. FY2025 names 9 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year The Max and Bella Stein Charitable Trust named its own grantees at scale: 18 organizations, $1M. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2020–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2020
- Under $10k9 grants · $27k
- $10k–50k20 grants · $258k
- $50k–250k4 grants · $480k
- $250k+1 grant · $290k
| Recipient | Amount |
|---|---|
| JACK BARRACK HEBREW ACADEMY | $290,000 |
| JEWISH NATIONAL FUND | $200,000 |
| GERMANTOWN JEWISH CENTER | $170,000 |
| TEMPLE BETH HILLEL | $60,000 |
| MUHLENBERG COLLEGE | $50,000 |
| ADATH ISRAEL | $30,000 |
| VILLANOVA UNIVERSITY | $20,000 |
| STRATFORD SHAKESPEARE FESTIVAL AMERICA | $20,000 |
| CEASE FIRE PA | $17,500 |
| Individual grant recipient | $16,000 |
| HAPPY HEART-HAPPY HOME FARM & RESCUE | $14,560 |
| OHEV SHALOM OF BUCKS COUNTY | $10,000 |
| Individual grant recipient | $10,000 |
| Individual grant recipient | $10,000 |
| Individual grant recipient | $10,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY22–24, $17k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 29% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +9% since the first grant, against +4% for the ones you funded once.
28 repeat relationships — 17 still active in FY2020, 11 since wound down; 53 grantees were first funded in FY2020 (too recent to call). Read against FY2020, 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
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 79% of grant dollars renewed an existing relationship; $29k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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
- JMJACK M BARRACK HEBREW ACADEMY5× · 2020–2024 · $436k · revenue +28%
- KFKaruna Foundation4× · 2021–2024 · $80k · revenue +94%
- HHHAPPY HEART-HAPPY HOME FARM AND RESCUE5× · 2020–2024 · $72k · revenue +408%
Funded once
- TBTEMPLE BETH HILLELone grant, 2020 · $60k
- VUVILLANOVA UNIVERSITYgraduatedone grant, 2020 · $20k · revenue +44%
- TCTHE COUNCIL FOR CANADIAN AMERICAN RELATIONS INCgraduatedone grant, 2021 · $20k · revenue +89%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To enrich the lives of jewish undergraduate students so that they may enrich the jewish people and the world.
Committed to exceptional healthcare quality for all and actively engaged with our community, einstein drives scientific discovery and educates compassionate leaders in health and science.
To enrich the lives of jewish and undergraduate students so that they may enrich the jewish people and the world. penn state hillel's student leaders, professionals, and lay leaders are dedicated to creating a pluralistic, welcoming, and…
Based on jewish values, the jewish federation of greater los angeles convenes and leads the community and leverages its resources to assure the continuity of the jewish people, support a secure state of israel, care for jews in need here…
Promotes excellence in jewish learning & leadership within a pluralistic environment. see sch ohebrew college promotes excellence in jewish learning and leadership within a pluralistic environment of open inquiry, intellectual rigor,…
To create an informed, celebratory and satisfying jewish community for students at the university of southern california, to deepen jewish identity through social, intellectual and spiritual participation, to offer diversified…
The shalom hartman institute (shi) is a leading research and educational center serving israel and world jewry. we work to enrich the moral and spiritual life of israel and the jewish people, deepen the commitment to pluralism and israel's…
Camp ramah's mission is to create a nurturing, safe, fun-filled, vibrant jewish community that inspires the education, social, cultural, moral, physical, and emotional growth of campers and staff, fostering life-long jewish identity. ramah…
Through thought leadership, community programs, leadership development, and organizational partnerships, jsp is building a movement to activate the creative power of the jewish community.
The organization's mission is to manage a continuum of senior care business lines that consistently provide high-quality compassionate care while focusing on the development of innovative programs and services that enable individuals to…
Israel-america academic exchange (iaae) is a nonprofit organization whose mission is todeepen the understanding of israel and the middle east within the international academiccommunity. the organization organizes educational missions and…
We fundraise in the u.s. to support, and raise awareness of, bar-ilan university in israel.
For reference, the grantee most central to the portfolio’s shape is Center for Jewish Food Ethics and the most unlike its peers is Happy Heart-Happy Home Farm and Rescue. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 25 years old; the field is 19. You back the established end — and your money leans older still.
The field is 18% startups (under 5 years old) — 13% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 9% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
44 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 44 of the 85 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds JEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC ↗
- Who funds JACK M BARRACK HEBREW ACADEMY ↗
- Who funds VANGUARD CHARITABLE ENDOWMENT PROGRAM ↗
- Who funds MUHLENBERG COLLEGE ↗
- Who funds Karuna Foundation ↗
- Who funds HAPPY HEART-HAPPY HOME FARM AND RESCUE ↗
- Who funds BROADWAY CARESEQUITY FIGHTS AIDS INC ↗
- Who funds PEF ISRAEL ENDOWMENT FUNDS INC ↗
- Who funds LIVE LIKE BLAINE FOUNDATION ↗
- Who funds CEASEFIRE PENNSYLVANIA ↗
- Who funds VILLANOVA UNIVERSITY ↗
- Who funds CENTER FOR JEWISH FOOD ETHICS ↗
- Who funds FRIENDS OF RITTENHOUSE SQUARE ↗
- Who funds THE COUNCIL FOR CANADIAN AMERICAN RELATIONS INC ↗
- Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
- Who funds VEGAN FRIENDLY INC ↗
- Who funds MESIVTA HIGH SCHOOL OF GREATER PHILADELPHIA ↗
- Who funds THE MARION AND AARON GURAL JCC INC ↗
- Who funds Joshua M Katz Memorial Fund ↗
- Who funds RANCHO RELAXO INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: The Saramar Charitable Fund · Max and Bella Stein Foundation · Jewish Federation of Greater Philadelphia · Erlbaum Family Foundation · The William Penn Foundation · Jewish Communal Fund · The Philadelphia Foundation · Vanguard Charitable Endowment Program · Chubb Charitable Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization The Max and Bella Stein Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to The Max and Bella Stein Charitable Trust?
Find your warmest path to The Max and Bella Stein Charitable Trust 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.