Agnes B Kline Memorial Foundation

SUMMERLAND, CA EIN: 77-6094932

Agnes B Kline Memorial Foundation is a private foundation, based in SUMMERLAND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $398K in total assets. In 2024, it awarded 14 grants totaling $12K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$398K

+42.0% YoY

Annual Giving

$12K

+7.7% YoY

Grant Count

-12.5% YoY

Avg Grant Size

$878.571

+23.0% YoY

Under IRS private-foundation payout rules, Agnes B Kline Memorial Foundation reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Agnes B Kline Memorial Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $48K (92%)

Texas $4K (8%)

States

California Texas

Cities

BedfordCarpinteriaGoletaHealdsburgSanta BarbaraSanta Cruz

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$397,839	$280,160	$244,534
Revenue	$24,712	$9,017	$-3,632
Expenses	$15,867	$15,524	$14,349
Qualifying Distributions	$13,225	$12,363	$11,349
Net Investment Income	$22,070	$5,856	$6,794
Distributable Amount	$17,089	$13,162	$12,522

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

66 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Santa Cruz Island Foundation ($1,950), Santa Barbara Maritime Museum ($1,000), Santa Barbara Youth Sailing Foundation ($1,000).

Recipient	Purpose	Amount
Zimbabwe Pensioners Support Fund Bedford, TX	Charitable	$750
Santa Barbara Maritime Museum Santa Barbara, CA	Educational	$1,000
Santa Barbara Youth Sailing Foundation Santa Barbara, CA	Educational	$1,000
Carpinteria Valley Historical Society Carpinteria, CA	Educational	$1,000
Heal the Ocean Santa Barbara, CA	Educational	$1,000
Santa Cruz Island Foundation Carpinteria, CA	Educational	$1,950
U C Santa Cruz Foundation Santa Cruz, CA	Educational	$250
Dos Pueblos High School Foundation Goleta, CA	Educational	$250
Carpinteria Boys and Girls Club Carpinteria, CA	Educational	$1,000
Santa Barbara Sea Shell Assn Santa Barbara, CA	Educational	$600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
John Berryhill	Trustee	0.5	—

Frequently Asked Questions

How large is Agnes B Kline Memorial Foundation?

As of 2024, Agnes B Kline Memorial Foundation holds $398K in total assets with $25K in annual revenue. It awarded 14 grants totaling $12K in 2024.

Where does Agnes B Kline Memorial Foundation operate?

Agnes B Kline Memorial Foundation has awarded grants in California, Texas.

What size grants does Agnes B Kline Memorial Foundation award?

In 2024, Agnes B Kline Memorial Foundation awarded 14 grants totaling $12K — an average of about $878.571 per grant, based on its IRS Form 990 filings.

How much is Agnes B Kline Memorial Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Agnes B Kline Memorial Foundation reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Agnes B Kline Memorial Foundation's EIN?

Agnes B Kline Memorial Foundation's EIN (Employer Identification Number) is 77-6094932. IRS Form 990 filing data is available on this page for 2020–2024.