E Ann Klein Charitable Trust 47f097019

LANCASTER, PA EIN: 30-0455805

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.

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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $457K (100%)

States

Pennsylvania

Cities

Lancaster

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 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

Philanthropy, Voluntarism & Grantmaking

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.