Nonprofit · EIN 84-6584433
THE MAX AND BELLA STEIN CHARITABLE TRUST
Also known as MICHAEL ALAN STEIN TTEE
Tax-exempt · WAYNE, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,226,294 | $922,263 | $304,031 | $19,372,153 | $0 | $19,372,153 |
| December 31, 2024 | 990-PF | $1,703,673 | $1,426,680 | $276,993 | $19,068,122 | $0 | $19,068,122 |
| December 31, 2023 | 990-PF | $985,883 | $1,403,077 | -$417,194 | $18,792,129 | $0 | $18,792,129 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $611,468
- Interest
- $81,755
- Net gain from sales of assets
- $533,071
Expenses
- Grants and similar amounts paid
- $740,025
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $100,000
- Disbursements for charitable purposes
- $883,176
- Excise tax on investment income
- $16,917
Balance sheet and other
- Total assets, start of year
- $19,068,122
- Total assets, end of year
- $19,372,153
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,372,153
- Fair market value of assets
- $29,866,087
- Qualifying distributions
- $883,176
- Net investment income
- $1,226,294
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIET STEIN 20 LOUELLA COURT SUITE 100, WAYNE, PA 19087 | DIR OF SPECIAL PROGR Highest-paid employee | 30 | $100,000 |
| MICHAEL ALAN STEIN 20 LOUELLA COURT SUITE 100, WAYNE, PA 19087 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIET STEIN 20 LOUELLA COURT SUITE 100, WAYNE, PA 19087 | DIR OF SPECIAL PROGR Highest-paid employee | 30 | $90,000 |
| MICHAEL ALAN STEIN 20 LOUELLA COURT SUITE 100, WAYNE, PA 19087 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIET STEIN 20 LOUELLA COURT SUITE 100, WAYNE, PA 19087 | DIR OF SPECIAL PROGR Highest-paid employee | 30 | $90,000 |
| MICHAEL ALAN STEIN 20 LOUELLA COURT SUITE 100, WAYNE, PA 19087 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 20 LOUELLA CT STE 100, WAYNE, PA 19087-3572
- Signed the 990-PF
- MICHAEL ALAN STEIN, DIRECTOR
- Phone
- (610) 668-3288
- Return prepared by
- ISDANER & COMPANY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6584433
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $19,372,153
- Income (IRS master file)
- $2,277,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,226,294 | $922,263 | $19,372,153 | XML |
| 990-PF | December 2024 | $1,703,673 | $1,426,680 | $19,068,122 | XML |
| 990-PF | December 2023 | $985,883 | $1,403,077 | $18,792,129 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-6584433).
Questions about THE MAX AND BELLA STEIN CHARITABLE TRUST
- What is the EIN of THE MAX AND BELLA STEIN CHARITABLE TRUST?
- The employer identification number (EIN) of THE MAX AND BELLA STEIN CHARITABLE TRUST is 84-6584433.
- Is THE MAX AND BELLA STEIN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to THE MAX AND BELLA STEIN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MAX AND BELLA STEIN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MAX AND BELLA STEIN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MAX AND BELLA STEIN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE MAX AND BELLA STEIN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $100,000 (JULIET STEIN, DIR OF SPECIAL PROGR).
- How much revenue does THE MAX AND BELLA STEIN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,226,294, expenses of $922,263 and total assets of $19,372,153 at year end.
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