Charles & Jane Klein Family Fund

Foundation · Grantmaker Mount Kisco, NY EIN: 20-4828991

Charles & Jane Klein Family Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Mount Kisco, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 1 grant totaling $2K. Net investment income was $71K.

Key facts about Charles & Jane Klein Family Fund

In short: Charles & Jane Klein Family Fund gave $2K across 1 grant in 2024 (avg $2K), mostly in New York. Source: 2024 IRS Form 990-PF.

EIN
20-4828991
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$2,100
Grants made (2024)
1
Average grant
$2,100
Median grant
$2,100
Total assets
$3,774,923
Primary geography
New York (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.8M

+9.9% YoY

Annual Giving

$2K

Grant Count

1

Avg Grant Size

$2K

Under IRS private-foundation payout rules, Charles & Jane Klein Family Fund reported a distributable amount of $313K for 2024 — the minimum it must pay out in qualifying distributions.

How Charles & Jane Klein Family Fund gives

  • Giving fell 97% from 2021 to 2024. Method
  • In 2024 it paid out 1% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 1 itemized 2024 grant dollars.

Cities

New YorkRupert

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K1 grants20201 grants20211 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Lincoln Center Theater: $2KLincoln Center Theater$2K

Grant Size Distribution

4 grants across all recorded years

2<$50K1$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
LINCOLN CENTER THEATER New York, NYGENERAL OPERATING PURPOSES$2,100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M20202021202220232024
Metric202420232022
Total Assets$3,774,923$3,434,273$3,289,129
Revenue$377,863$184,835$146,049
Expenses$41,871$36,529$34,479
Qualifying Distributions$2,100—$60
Net Investment Income$71,208$90,313$48,308
Distributable Amount$313,432$270,734$266,441

Data update history

When this profile's IRS filing data changed on Grantable

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

Leadership & Key People

Officers and directors from IRS filings

Charles & Jane Klein Family Fund is led by Jane Parsons Klein, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Jane Parsons Klein

    President

    On filings since 2020

    No compensation reported

  • Andrew Klein

    Director

    On filings since 2020

    No compensation reported

  • Elizabeth Klein

    Director

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Charles & Jane Klein Family Fund

How much does Charles & Jane Klein Family Fund give each year?

Charles & Jane Klein Family Fund gave $2K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.

How large is Charles & Jane Klein Family Fund?

Charles & Jane Klein Family Fund reported $3.8M in total assets on its 2024 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $313K (roughly 5% of its investment assets).

What is Charles & Jane Klein Family Fund?

Charles & Jane Klein Family Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Mount Kisco, NY. It holds $3.8M in total assets as of 2024.

Where does Charles & Jane Klein Family Fund operate?

Charles & Jane Klein Family Fund has awarded grants in Connecticut, New York, Vermont.

What is Charles & Jane Klein Family Fund's EIN?

Charles & Jane Klein Family Fund's EIN (Employer Identification Number) is 20-4828991. IRS Form 990 filing data is available on this page for 2020–2024.

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

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