2025-02-26T16:18:04-06:00 2024-12-31 236410283 ISDANER & COMPANY LLC ONE BALA PLAZA SUITE 502 BALA CYNWYD PA 19004 990PF 2024-01-01 846584433 THE MAX AND BELLA STEIN CHARITABLE TRUST MAXA 6106683288 20 LOUELLA CT 100 WAYNE PA 19087 MICHAEL STEIN DIRECTOR 6106683288 2025-02-21 1 0 ARTHUR ZATZ P00072591 6106684200 2025-02-21 2024 2025-03-06 01:10:19Z X 27504600 X 150000 972 972 520616 520616 1032085 2554863 1032085 1703673 1553673 0 0 0 90000 0 90000 15606 0 15606 7828 3914 3914 1749 0 1749 27363 5828 7146 7011 0 7011 393 0 393 149950 9742 125819 1276730 1276730 1426680 9742 1402549 276993 1543931 134151 1371832 1371832 18657978 17696290 26132768 18792129 19068122 27504600 0 0 X 0 0 0 0 18792129 19068122 18792129 19068122 18792129 19068122 18792129 276993 0 19069122 1000 19068122 PUBLICLY TRADED SECURITIES P 2023-12-31 2024-12-31 1847441 1522778 324663 324663 STATE OF ISRAEL BOND MATURITY P 2023-12-31 2024-12-31 50492 50492 50492 CAPITAL GAINS DIVIDENDS P 656930 656930 656930 1032085 21461 0 21461 0 21461 13600 0 0 0 13600 0 7861 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 25371626 455414 0 25827040 0 0 25827040 387406 25439634 1271982 1271982 21461 21461 1250521 0 1250521 0 1250521 1402549 0 1402549 1250521 894581 0 0 1402549 894581 0 0 507968 0 0 0 0 0 0 0 0 742553 0 0 0 MICHAEL ALAN STEIN X ACCOUNTABILITY BOARD 401 EDGEWATER PLACE SUITE 600 WAKEFIELD MA 01880 NONE PC GENERAL 5000 BEIT T'SHUVAH 8831 VENICE BLVD LOS ANGELES CA 90034 NONE PC GENERAL 5000 BROADWAY CARES 165 WEST 46TH STREET SUITE 1300 NEW YORK NY 10036 NONE PC GENERAL 15000 CENTER FOR RESPONSIBLE FOOD BUSINESS 1349 LYNN AVE 167 BETHLEHEM PA 18015 NONE PC GENERAL 5000 FRIENDS OF RITTENHOUSE SQUARE 201 SOUTH 18TH STREET UNIT 314 PHILADELPHIA PA 19103 NONE PC GENERAL 10000 HAPPY HEART-HAPPY HOME FARM & RESCUE 160 STONEY BANK RD GLEN MILLS PA 19342 NONE PC GENERAL 1000 HUMANE AMERICA 87 ROSE AVE MILL VALLEY CA 94941 NONE PC GENERAL 15000 JACK BARRACK HEBREW ACADEMY 272 S BRYN MAWR AVENUE BRYN MAWR PA 19010 NONE PC GENERAL 56000 JCC OF NORTH AMERICA 51 CRESCENT ROAD WEST PORT CT 06880 NONE PC GENERAL 730 JEWISH NATIONAL FUND 150 MONUMENT RD 107 BALA CYNWYD PA 19004 NONE PC GENERAL 915000 JGIVE 43 LUBLIN TR LAKEWOOD NJ 08701 NONE PC GENERAL 76500 JOSHUA M KATZ MEMORIAL FUND 207 THOMAS STREET SUITE 100 JENKINTOWN PA 19046 NONE PC GENERAL 11000 KARUNA FOUNDATION 7522 MONARCH ROAD NIWOT CO 80503 NONE PC GENERAL 40000 LARCHMONT CHARTER SCHOOL 606 N LARCHMONT BLVD SUITE 202 LOS ANGELES CA 90004 NONE PC GENERAL 500 LIVE LIKE BLAINE FOUNDATION TWO BALA PLAZA SUITE 401 BALA CYNWYD PA 19004 NONE PC GENERAL 5000 MICHAEL'S GIVING HAND 1907 SOUTH BROAD STREET LOWER LEVEL PHILADELPHIA PA 19148 NONE PC GENERAL 3000 MNS FOUNDATION 18 CAMPUS BLVD SUITE 100 NEWTOWN SQUARE PA 19073 NONE PC GENERAL 10000 MUHLENBERG COLLEGE 2400 CHEW ST ALLENTOWN PA 18104 NONE PC GENERAL 69000 PEF ISRAEL ENDOWMENT 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC GENERAL 15000 PHARAOH CARD - PARK CITY PERFORMANCES 328 MAIN ST PARK CITY UT 84060 NONE PC GENERAL 1000 PROVIDENCE ANIMAL CENTER 555 SANDY BANK ROAD MEDIA PA 19063 NONE PC GENERAL 1000 RADNOR OUTREACH & ANIMAL RESCUE PO BOX 89 SOUTHEASTERN PA 19399 NONE PC GENERAL 1000 SCHECTER INSTITUTE PO BOX 8500 PHILADELPHIA PA 19178 NONE PC GENERAL 10000 THE LIGHTHOUSE 152 W LEHIGH AVE PHILADELPHIA PA 19133 NONE PC GENERAL 5000 WAGGYTAIL RESCUE 170 NORTHFOLK STREET 10 NEW YORK NY 10002 NONE PC GENERAL 1000 1276730 0 14 972 14 520616 18 1032085 0 1553673 0 1553673 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL ALAN STEIN 20 LOUELLA COURT SUITE 100 WAYNE PA 19087 150000 X ACCOUNTING FEES 7828 3914 3914 INVESTMENTS AT COST 17696290 26132768 LEGAL FEES 15606 0 15606 PRIOR YEAR ADJUSTMENT 1000 INSURANCE 393 0 393 PAYROLL FEES 1749 0 1749 FOREIGN TAXES 5828 5828 0 EXCISE TAX 14389 0 0 PAYROLL TAX 7146 0 7146