· 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 it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.
Where the money goes
Grants by size, and the largest recipients.
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 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Its 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. Its grants skew toward lower-need ZIPs.
How this is measured
Which US states its grants reach
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
Grantees it renews have grown median revenue +17% since the first grant, against +4% for those 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
How this is measured
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
- TCTHE COUNCIL FOR CANADIAN AMERICAN RELATIONS INCgraduatedone grant, 2021 · $20k · revenue +89%
- VUVILLANOVA UNIVERSITYgraduatedone grant, 2020 · $20k · revenue +44%
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.
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.
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.
How this is measured
44 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. 44 of the 85 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.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
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.
- 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 CENTER FOR JEWISH FOOD ETHICS ↗
- Who funds FRIENDS OF RITTENHOUSE SQUARE ↗
- Who funds THE COUNCIL FOR CANADIAN AMERICAN RELATIONS INC ↗
- Who funds VILLANOVA UNIVERSITY ↗
- 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 BRYN MAWR THEATRE FILM INSTITUTE ↗
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.
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
How this is measured
How much its grantees rely on government
Each dot is one organization The Max and Bella Stein Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The Max and Bella Stein Charitable Trust. Bigger dots raise more.
How this is measured
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.
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