Agnes B Kline Memorial Foundation

Foundation · Grantmaker 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.

Key facts about Agnes B Kline Memorial Foundation

EIN
77-6094932
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$12,300
Grants made (2024)
14
Average grant
$879
Median grant
$1,000
New grantees (estimate)
50% first-time grantees (7 of 14, 2024)
Total assets
$397,839
Primary geography
California (94% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Agnes B Kline Memorial Foundation funds

By grant dollars, the top recipient states for Agnes B Kline Memorial Foundation's 14 itemized 2024 grants were California (94%) and Texas (6%). The most frequent recipient cities were Santa Barbara, CA (6 grants) and Carpinteria, CA (5 grants). None of its 14 grants with a stated purpose were described as general or operating support. Recurring purposes include "Educational" (13 grants).

Is Agnes B Kline Memorial Foundation open to new grantees?

50%

first-time grantees, 2024

In 2024, 7 of 14 grantees (50%) were first-time recipients. First grants averaged $750; repeat grants $1K. How we count

Medians: $1K first-time, $1K repeat.

  • 50% of 2024 grantees were also funded in 2023. Method
  • Giving grew 32% from 2021 to 2024. Method
  • In 2024 it paid out 77% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Agnes B Kline Memorial Foundation

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$398K

+42.0% YoY

Annual Giving

$12K

+7.7% YoY

Grant Count

14

-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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 14 itemized 2024 grant dollars.

Cities

Santa BarbaraCarpinteriaGoletaBedfordHealdsburgSanta Cruz

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$14K$20K$27K20202021202220232024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$12K11 grants202012 grants202113 grants202216 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Santa Cruz Island Foundation: $2KSanta Cruz Island Foundation$2KSanta Barbara Maritime Museum: $1KSanta Barbara Maritime Museum$1KSanta Barbara Youth Sailing Foundation: $1KSanta Barbara Youth SailingFoundation$1KCarpinteria Valley Historical Society: $1KCarpinteria Valley HistoricalSociety$1KHeal the Ocean: $1KHeal the Ocean$1KCarpinteria Boys and Girls Club: $1KCarpinteria Boys and GirlsClub$1KCarpinteria Childrens Project: $1KCarpinteria Childrens Project$1KCentral Coast Ocean Adventures: $1KCentral Coast Ocean Adventures$1KZimbabwe Pensioners Support Fund: $750Zimbabwe Pensioners SupportFund$750Families Act: $750Families Act$750

Grant Size Distribution

66 grants across all recorded years

66<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

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

RecipientPurposeAmount
Santa Cruz Island Foundation Carpinteria, CAEducational$1,950
Santa Barbara Maritime Museum Santa Barbara, CAEducational$1,000
Santa Barbara Youth Sailing Foundation Santa Barbara, CAEducational$1,000
Carpinteria Valley Historical Society Carpinteria, CAEducational$1,000
Heal the Ocean Santa Barbara, CAEducational$1,000
Carpinteria Boys and Girls Club Carpinteria, CAEducational$1,000
Carpinteria Childrens Project Carpinteria, CAEducational$1,000
Central Coast Ocean Adventures Santa Barbara, CAEducational$1,000
Zimbabwe Pensioners Support Fund Bedford, TXCharitable$750
Families Act Santa Barbara, CAEducational$750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
John BerryhillTrustee0.5—

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.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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