John & Patricia Klingenstein Fund logo

John & Patricia Klingenstein Fund

Private foundation · Grantmaker New York, NY EIN: 13-4062589 Website

The John & Patricia Klingenstein Fund is a private foundation based in New York, New York. Its 2024 filing is marked as a final return, so the fund appears to have wound down or stopped grantmaking.

Key facts about John & Patricia Klingenstein Fund

In short: John & Patricia Klingenstein Fund gave $5.3M across 2 grants in 2024 (avg $2.6M), mostly in New York. Source: 2024 IRS Form 990-PF.

EIN
13-4062589
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$5,280,000
Grants made (2024)
2
Average grant
$2,640,000
Median grant
$2,640,000
Primary geography
New York (100% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The fund makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$5.3M

+4.8% YoY

Grant Count

2

-97.3% YoY

Avg Grant Size

$2.6M

+3776.8% YoY

Under IRS private-foundation payout rules, John & Patricia Klingenstein Fund reported a distributable amount of $6.1M for 2024 — the minimum it must pay out in qualifying distributions.

How John & Patricia Klingenstein Fund gives

  • Giving grew 20% from 2021 to 2024. Method
  • In 2024 it paid out 88% 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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Grantmaking

In filing year 2024, the fund reported two grants totaling $5,280,000. The grants ranged from $780,000 to $4,500,000, with a median of $2,640,000. Both went to New York recipients for general purposes: $4,500,000 to the Esther & Joseph Klingenstein Fund and $780,000 to the Klingenstein Third Generation Foundation.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2024 went to recipients in New York.

Grant Distribution by State

7states

Share of 2024 grant dollars across all 2 itemized grants.

Cities

New YorkGreenwichWashingtonDeerfieldPortlandAugustaBaltimoreBelgrade LakesBrewerBrooklynCold Spring HarborConshohockenCos CobGarrisonHartfordHawthorneKatonahLaurelManchesterNew Canaan

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M1 grant2020 2 grants2021 2 grants2022 74 grants2023 2 grants2024

From 2020 to 2024, annual grant giving ranged from $4.4M (2021) to $5.3M (2024). In 2024 it made 2 grants totaling $5.3M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Esther & Joseph Klingenstein Fund: $4.5MEsther & Joseph KlingensteinFund$4.5MKlingenstein Third Generation Foundation: $780KKlingenstein Third GenerationFoundation$780K

The largest 2024 recipient was Esther & Joseph Klingenstein Fund ($4.5M). Together the top 2 received $5.3M.

Grant Size Distribution

81 grants across all recorded years

61<$50K6$50–100K2$100–250K2$250–500K4$500K–1M6$1–5M$5M+

The most common grant size was under $50K: 61 grants of 81 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Esther & Joseph Klingenstein Fund New York, NYGeneral Purpose$4,500,000
Klingenstein Third Generation Foundation New York, NYGeneral Purpose$780,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2022 $118,037,955 $3,117,139 $6,337,185 $4,812,879
2023 $116,216,807 $3,262,728 $5,325,453 $5,039,200
2024 Not reported here $2,442,365 $5,529,133 $5,280,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25M$50M$75M$100M2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$116,216,807$118,037,955
Revenue$2,442,365$3,262,728$3,117,139
Expenses$5,529,133$5,325,453$6,337,185
Qualifying Distributions$5,346,834$5,178,265$4,885,699
Net Investment Income$565,667$1,315,318$1,028,504
Distributable Amount$6,068,098$5,258,410$5,222,048

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

Leadership team and compensation from IRS filings

The 2024 filing lists Andrew Klingenstein, Nancy Simpkins, Sarah Martell, and Thomas Klingenstein as trustees.

John & Patricia Klingenstein Fund's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Andrew Klingenstein

    Trustee

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Nancy Simpkins

    Trustee

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Sarah Martell

    Trustee

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Thomas Klingenstein

    Trustee

    On filings since 2023

    5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Patricia Klingenstein (2020–2023) — Trustee · Filing note: Until 22023

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.

Contact

Mailing address: 61 Broadway Ste 1601, New York, NY 10006
Phone: (212) 583-1100
Website: https://klingenstein.org

Frequently asked questions about John & Patricia Klingenstein Fund

How much does John & Patricia Klingenstein Fund give each year?

John & Patricia Klingenstein Fund gave $5.3M across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5.0M across 74 grants.

How do I apply for a grant from John & Patricia Klingenstein Fund?

The fund makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does John & Patricia Klingenstein Fund make grants?

All grant dollars reported for 2024 went to recipients in New York.

How much is John & Patricia Klingenstein Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John & Patricia Klingenstein Fund reported a distributable amount of $6.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John & Patricia Klingenstein Fund's EIN?

John & Patricia Klingenstein Fund's EIN (Employer Identification Number) is 13-4062589. IRS Form 990 filing data is available on this page for 2020–2024.

Does John & Patricia Klingenstein Fund accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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