Joseph a & Laura L Klunk Family Foundation
Joseph a & Laura L Klunk Family Foundation is a private foundation focused on Philanthropy, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 5 grants totaling $100K. Net investment income was $130K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+2.4% YoY
Annual Giving
$100K
+6.3% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$20K
-15.0% YoY
Under IRS private-foundation payout rules, Joseph a & Laura L Klunk Family Foundation reported a distributable amount of $100K for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph a & Laura L Klunk Family Foundation
Based on IRS filings
Joseph a & Laura L Klunk Family Foundation is a private foundation focused on Philanthropy, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 5 grants totaling $100K. Net investment income was $130K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,201,609 | $1,173,223 | $1,207,233 |
| Revenue | $151,551 | $82,115 | $50,619 |
| Expenses | $123,472 | $115,658 | $102,421 |
| Qualifying Distributions | $101,060 | $97,074 | $86,388 |
| Net Investment Income | $130,364 | $62,404 | $37,593 |
| Distributable Amount | $100,046 | $89,212 | $90,343 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Miami University Foundation ($50,000), Ashley Hall Foundation ($20,000), Cumberland Heights Foundation Inc ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MIAMI UNIVERSITY FOUNDATION OXFORD, OH | PROGRAM SUPPORT | $50,000 |
| THE COMMUNITY FOUNDATION OF WESTERN NC ASHEVILLE, NC | PROJECT/PROGRAM SUPPORT | $5,000 |
| ASHLEY HALL FOUNDATION CHARLESTON, SC | PROJECT/PROGRAM SUPPORT | $20,000 |
| CUMBERLAND HEIGHTS FOUNDATION INC NASHVILLE, TN | CHALLENGE GRANT | $20,000 |
| QUEST IN RECOVERY CHARLESTON, SC | GENERAL OPERATING SUPPORT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LAURA L KLUNK CO FIFTH THIRD NA | PRESIDENT, SECRETARY | 1 | — |
| JOSEPH A KLUNK CO FIFTH THIRD NA | TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph a & Laura L Klunk Family Foundation?
Joseph a & Laura L Klunk Family Foundation is a private foundation focused on Philanthropy, based in CINCINNATI, OH. It holds $1.2M in total assets as of 2024.
How large is Joseph a & Laura L Klunk Family Foundation?
As of 2024, Joseph a & Laura L Klunk Family Foundation holds $1.2M in total assets with $152K in annual revenue. It awarded 5 grants totaling $100K in 2024.
Where does Joseph a & Laura L Klunk Family Foundation operate?
Joseph a & Laura L Klunk Family Foundation has awarded grants in North Carolina, Ohio, South Carolina, Tennessee.
What size grants does Joseph a & Laura L Klunk Family Foundation award?
In 2024, Joseph a & Laura L Klunk Family Foundation awarded 5 grants totaling $100K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Joseph a & Laura L Klunk Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph a & Laura L Klunk Family Foundation reported a distributable amount of $100K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph a & Laura L Klunk Family Foundation's EIN?
Joseph a & Laura L Klunk Family Foundation's EIN (Employer Identification Number) is 46-3787951. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.