E Ann Klein Charitable Trust 47F097019
E Ann Klein Charitable Trust 47F097019 is a private foundation, 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.
E Ann Klein Charitable Trust 47F097019 at a glance
- Total assets
- $2,841,942
- +1.9% vs 2022
- Revenue (2023)
- $106,036
- +51.3% vs 2022
- Net investment income (2023)
- $52,108
- +249.4% vs 2022
- Expenses (2023)
- $53,928
- -74.6% vs 2022
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who E Ann Klein Charitable Trust 47F097019 funds
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $145K (2021) to $157K (2022). In 2022 it made 1 grant totaling $157K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Reformed Mennonite Church Lancaster Lancaster, PA | Operations | $157,430 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | $2,841,942 | $106,036 | $53,928 | — | — | — | $52,108 | $137,295 |
| 2022 | $2,789,336 | $70,075 | $212,590 | $157,430 | 1 | $157,430 | $14,915 | $141,836 |
| 2021 | $2,935,402 | $76,801 | $206,292 | $145,445 | 1 | — | $17,749 | $157,183 |
| 2020 | $3,065,663 | $147,024 | $214,055 | $154,374 | 1 | — | $89,767 | $150,730 |
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.
Leadership & Key People
Officers and directors from IRS filings
E Ann Klein Charitable Trust 47F097019's 2023 filing lists 2 officers; all 2 officers listed in 2023 are compensated.
Officers on the 2023 filing
Bloor Redding
Co-Trustee
On filings since 2020
$14K (2020) → $26K (2023)
Fulton Bank N A
Co-Trustee
On filings since 2020
$27K (2020) → $25K (2023)
Former officers (1)
- Former: William M. Davis (2020–2021) — Co-Trustee
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $26K, to Bloor Redding (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about E Ann Klein Charitable Trust 47F097019
How large is E Ann Klein Charitable Trust 47F097019?
E Ann Klein Charitable Trust 47F097019 reported $2.8M in total assets on its 2023 IRS Form 990-PF. Its revenue that year was $106K.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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