E Ann Klein Charitable Trust 47F097019
E Ann Klein Charitable Trust 47F097019 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lancaster, PA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $2.8M in total assets. Net investment income was $52K.
Key facts about E Ann Klein Charitable Trust 47F097019
- EIN
- 30-0455805
- Latest 990 filing
- Form 990-PF, 2023
- Total assets
- $2,841,942
Data from IRS Form 990-PF, 2023; updated September 2026.
How E Ann Klein Charitable Trust 47F097019 gives
- In 2022 it paid out 111% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with E Ann Klein Charitable Trust 47F097019
- How to evaluate E Ann Klein Charitable Trust 47F097019 as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$2.8M
+1.9% YoY
Revenue
$106K
+51.3% YoY
Net Investment Income
$52K
+249.4% YoY
Expenses
$54K
-74.6% YoY
Under IRS private-foundation payout rules, E Ann Klein Charitable Trust 47F097019 reported a distributable amount of $137K for 2023 — the minimum it must pay out in qualifying distributions.
About E Ann Klein Charitable Trust 47F097019
Based on IRS filings
E Ann Klein Charitable Trust 47F097019 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lancaster, PA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $2.8M in total assets. Net investment income was $52K.
Focus Areas
Ready to take the next step with E Ann Klein Charitable Trust 47F097019?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $2,841,942 | $2,789,336 | $2,935,402 |
| Revenue | $106,036 | $70,075 | $76,801 |
| Expenses | $53,928 | $212,590 | $206,292 |
| Qualifying Distributions | — | $157,430 | — |
| Net Investment Income | $52,108 | $14,915 | $17,749 |
| Distributable Amount | $137,295 | $141,836 | $157,183 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2023
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2023.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Fulton Bank N a | Co-Trustee | — | $24,979 |
| Bloor Redding | Co-Trustee | — | $26,019 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is E Ann Klein Charitable Trust 47F097019?
E Ann Klein Charitable Trust 47F097019 is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Lancaster, PA. It holds $2.8M in total assets as of 2023.
How large is E Ann Klein Charitable Trust 47F097019?
As of 2023, E Ann Klein Charitable Trust 47F097019 holds $2.8M in total assets with $106K in annual revenue.
Where does E Ann Klein Charitable Trust 47F097019 operate?
E Ann Klein Charitable Trust 47F097019 has awarded grants in Pennsylvania.
How much is E Ann Klein Charitable Trust 47F097019 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, E Ann Klein Charitable Trust 47F097019 reported a distributable amount of $137K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is E Ann Klein Charitable Trust 47F097019's EIN?
E Ann Klein Charitable Trust 47F097019's EIN (Employer Identification Number) is 30-0455805. IRS Form 990 filing data is available on this page for 2020–2023.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.