2024-05-13T15:33:16-05:00 2023-12-31 236410283 ISDANER & COMPANY LLC THREE BALA PLAZA SUITE 501 WEST BALA CYNWYD PA 190043484 990PF 2023-01-01 846584433 THE MAX AND BELLA STEIN CHARITABLE TRUST MAXA 6106683288 20 LOUELLA CT 100 WAYNE PA 19087 MICHAEL STEIN DIRECTOR 6106683288 2024-05-06 1 MICHAEL STEIN 999009999 0 ARTHUR ZATZ P00072591 6106684200 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 24562267 X X 1950 1950 475161 475161 508772 2125288 508772 985883 985883 0 0 0 90000 0 90000 279 0 279 8301 4150 4151 1636 0 1636 28742 5213 7134 3772 0 3772 1292 0 1292 134022 9363 108264 1269055 1269055 1403077 9363 1377319 -417194 976520 149058 134151 134151 19060265 18657978 24428116 19209323 18792129 24562267 0 0 X 0 0 0 0 19209323 18792129 19209323 18792129 19209323 18792129 19209323 -417194 0 18792129 0 18792129 PUBLICLY TRADED SECURITIES P 2022-12-31 2023-12-31 1847018 1616516 230502 230502 CAPITAL GAINS DIVIDENDS P 278270 278270 278270 508772 13574 0 13574 0 13574 12800 0 0 0 12800 0 774 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A THE FOUNDATION 6106683288 20 LOUELLA CT 100 WAYNE PA 19087 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL ALAN STEIN 20 LOUELLA COURT SUITE 100 WAYNE PA 19087 DIRECTOR 1.00 0 0 0 JULIET STEIN 20 LOUELLA COURT SUITE 100 WAYNE PA 19087 DIR OF SPECIAL PROGR 30.00 90000 0 0 0 NONE 0 0 22800363 654113 0 23454476 0 0 23454476 351817 23102659 1155133 1155133 13574 13574 1141559 0 1141559 0 1141559 1377319 0 1377319 1141559 1130341 0 0 1377319 1130341 0 0 246978 0 0 0 0 0 0 0 0 894581 0 0 0 MICHAEL ALAN STEIN X ADATH ISRAEL 250 N HIGHLAND AVENUE MERION STATION PA 19066 NONE PC GENERAL 6574 BROADWAY CARES 165 WEST 46TH STREET SUITE 1300 NEW YORK NY 10036 NONE PC GENERAL 12500 CITRS 40 MORRIS AVE BRYN MAWR PA 19010 NONE PC GENERAL 450 EGYPTIAN THEATRE PO BOX 3119 PARK CITY UT 84060 NONE PC GENERAL 1000 FRIENDS OF BET ELAKRAKI PO BOX 277 TEANECK NJ 07666 NONE PC GENERAL 1000 GOLDEN SLIPPER CAMP 164 REEDERS RUN ROAD BOX 3625 STROUDSBURG PA 18360 NONE PC GENERAL 1000 HAPPY HEART-HAPPY HOME FARM & RESCUE 160 STONEY BANK RD GLEN MILLS PA 19342 NONE PC GENERAL 10000 HUMANE AMERICA 87 ROSE AVE MILL VALLEY CA 94941 NONE PC GENERAL 10000 JACK BARRACK HEBREW ACADEMY 272 S BRYN MAWR AVENUE BRYN MAWR PA 19010 NONE PC GENERAL 55000 JCC OF NORTH AMERICA 51 CRESCENT ROAD WEST PORT CT 06880 NONE PC GENERAL 1000 JEWISH NATIONAL FUND 150 MONUMENT RD 107 BALA CYNWYD PA 19004 NONE PC GENERAL 1043431 JEWISH RECORDS INDEXING 19 S PARKER DRIVE MONSEY NY 10952 NONE PC GENERAL 2000 JEWISH VEG PO BOX 82604 PITTSBURGH PA 15218 NONE PC GENERAL 10000 KRUNA FOUNDATION 7522 MONARCH ROAD NIWOT CO 80503 NONE PC GENERAL 10000 LIVE LIKE BLAINE FOUNDATION TWO BALA PLAZA SUITE 401 BALA CYNWYD PA 19004 NONE PC GENERAL 5000 LOUIS D BRANDEIS LAW SOCIETY FOUNDATION 7 N COLUMBUS BLVD UNIT 124-126 PHILADELPHIA PA 19106 NONE PC GENERAL 1000 MESIVTA HIGH SCHOOL OF PHILADELPHIA 314 LEVERING MILL RD BALA CYNWYD PA 19004 NONE PC GENERAL 1000 MUHLENBERG COLLEGE 2400 CHEW ST ALLENTOWN PA 18104 NONE PC GENERAL 65000 PEF ISRAEL ENDOWMENT 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC GENERAL 10000 RONALD MCDONALD HOUSE 550 MICKLE BLVD CAMDEN NJ 08103 NONE PC GENERAL 600 SCHECTER INSTITUTE PO BOX 8500 PHILADELPHIA PA 19178 NONE PC GENERAL 10000 TEMPLE MENORAH KENESETH CHAI 4301 TYSON AVENUE PHILADELPHIA PA 19135 NONE PC GENERAL 1000 TRUSTEES OF UNIVERSITY OF PENNSYLVANIA 3260 SOUTH STREET PHILADELPHIA PA 19104 NONE PC GENERAL 10000 UNIVERSITY OF PENNSYLVANIA 220 SOUTH 33RD STREET PHILADELPHIA PA 19104 NONE PC GENERAL 1500 1269055 0 14 1950 14 475161 18 508772 0 985883 0 985883 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8301 4150 4151 INVESTMENTS AT COST 18657978 24428116 LEGAL FEES 279 0 279 SEMINARS 355 0 355 OFFICE EXPENSE 32 0 32 INSURANCE 405 0 405 DUES 500 0 500 PAYROLL FEES 1636 0 1636 FOREIGN TAXES 5213 5213 0 EXCISE TAX 16395 0 0 PAYROLL TAX 7134 0 7134