2026-03-03T15:38:49-06:00 2025-12-31 236410283 ISDANER & COMPANY LLC ONE BALA PLAZA SUITE 502 BALA CYNWYD PA 19004 990PF 2025-01-01 846584433 THE MAX AND BELLA STEIN CHARITABLE TRUST MAXA 6106683288 20 LOUELLA CT 100 WAYNE PA 19087 MICHAEL ALAN STEIN DIRECTOR 6106683288 2026-02-23 1 CARL LYSAGHT P01704185 6106684200 2025 2025-03-06 01:10:19Z X 29866087 X X 81755 81755 611468 611468 533071 1584599 533071 1226294 1226294 0 0 0 100000 0 100000 6093 3046 3047 2081 0 2081 43897 6173 7856 25257 0 25257 4910 0 4910 182238 9219 143151 740025 740025 922263 9219 883176 304031 1217075 1371832 1275863 1275863 17696290 18096290 28590224 19068122 19372153 29866087 0 0 X 0 0 0 0 19068122 19372153 19068122 19372153 19068122 19372153 19068122 304031 0 19372153 0 19372153 STATE OF ISRAEL BONDS P 2024-01-01 2025-01-01 525278 525278 0 0 STATE OF ISRAEL BONDS P 2024-08-01 2025-08-01 526250 526250 0 0 CAPITAL GAINS DIVIDENDS P 533071 533071 533071 533071 16917 0 16917 0 16917 21600 0 0 0 21600 0 4683 4683 0 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 100000 0 0 0 NONE 0 0 27233873 758648 0 27992521 0 0 27992521 419888 27572633 1378632 1378632 16917 16917 1361715 0 1361715 0 1361715 883176 0 883176 1361715 742553 0 0 883176 742553 0 0 140623 0 0 0 0 0 0 0 0 1221092 0 0 0 MICHAEL ALAN STEIN X ADATH ISRAEL 250 N HIGHLAND AVENUE MERION STATION PA 19066 NONE PC GENERAL 5000 BROADWAY CARES 165 WEST 46TH STREET SUITE 1300 NEW YORK NY 10036 NONE PC GENERAL 10000 CROHNS AND COLITIS FOUNDATION 2 BALA PLAZA SUITE 526 BALA CYNWYD PA 19004 NONE PC GENERAL 700 FRIENDS OF RITTENHOUSE SQUARE 201 SOUTH 18TH STREET UNIT 314 PHILADELPHIA PA 19103 NONE PC GENERAL 10000 JEWISH HERITAGE PROGRAMS 4032 SPRUCE STREET PHILADELPHIA PA 19104 NONE PC GENERAL 425 JEWISH NATIONAL FUND 150 MONUMENT RD 107 BALA CYNWYD PA 19004 NONE PC GENERAL 454400 LIVE LIKE BLAINE FOUNDATION TWO BALA PLAZA SUITE 401 BALA CYNWYD PA 19004 NONE PC GENERAL 5000 MUHLENBERG COLLEGE 2400 CHEW ST ALLENTOWN PA 18104 NONE PC GENERAL 55000 NAVIGATION FUND 2991 SACRAMENTO STREET SUITE 230 BERKELEY CA 94702 NONE PC GENERAL 10000 PROVIDENCE ANIMAL CENTER 555 SANDY BANK ROAD MEDIA PA 19063 NONE PC GENERAL 1000 SCHECTER INSTITUTE PO BOX 8500 PHILADELPHIA PA 19178 NONE PC GENERAL 10000 STRATFORD SHAKESPEARE FESTIVAL AMERICA 55 QUEEN ST STRATFORD ONTARIO CA N5A 6V2 NONE PC GENERAL 10000 TREE OF LIFE 5898 WILKINS AVE PITTSBURGH PA 15217 NONE PC GENERAL 500 UNIVERSITY OF WASHINGTON FOUNDATION BOX 35905 SEATTLE WA 981959505 NONE PC GENERAL 3000 VANGUARD CHARITABLE PO BOX 60095 WARWICK RI 02889 NONE PC GENERAL 150000 VEGAN FRIENDLY 33 GOLD ST APT 625 NEW YORK NY 100382836 NONE PC GENERAL 15000 740025 0 14 81755 14 611468 18 533071 0 1226294 0 1226294 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6093 3046 3047 INVESTMENTS AT COST 18096290 28590224 INSURANCE 380 0 380 WEBSITE 4530 0 4530 PAYROLL FEES 2081 0 2081 FOREIGN TAXES 6173 6173 0 EXCISE TAX 29461 0 0 PAYROLL TAX 7856 0 7856 OTHER TAXES 407 0 0