Charles & Jane Klein Family Fund

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 grants totaling $2K. Net investment income was $71K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.8M

+9.9% YoY

Annual Giving

$2K

Grant Count

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.

About Charles & Jane Klein Family Fund

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $492K (100%)

New York $2K (0%)

Vermont $60 (0%)

States

Connecticut New York Vermont

Cities

New YorkRupertSee Attached Schedule

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lincoln Center Theater ($2,100).

Recipient	Purpose	Amount
LINCOLN CENTER THEATER NEW YORK, NY	GENERAL OPERATING PURPOSES	$2,100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JANE PARSONS KLEIN	PRESIDENT	—	—
ANDREW KLEIN	DIRECTOR	—	—
ELIZABETH KLEIN	DIRECTOR	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

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.

How large is Charles & Jane Klein Family Fund?

As of 2024, Charles & Jane Klein Family Fund holds $3.8M in total assets with $378K in annual revenue. It awarded 1 grants totaling $2K in 2024.

Where does Charles & Jane Klein Family Fund operate?

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

What size grants does Charles & Jane Klein Family Fund award?

In 2024, Charles & Jane Klein Family Fund awarded 1 grants totaling $2K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Charles & Jane Klein Family Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles & Jane Klein Family Fund reported a distributable amount of $313K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.