Julia & Isadore Klein Family
The Julia & Isadore Klein Family Foundation is a private foundation established in 1965 and based in Louisville, Kentucky. The foundation uses life insurance proceeds to provide funds supporting various 501(c)(3) organizations across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.5M
+0.7% YoY
Annual Giving
$375K
+15.8% YoY
Grant Count
64
+20.8% YoY
Avg Grant Size
$6K
-4.1% YoY
Mission & Focus Areas
The foundation's purpose is giving for:
- Arts
- Education
- Health and human services
- Jewish agencies, temples, and federated giving programs
Grantmaking
Grant Range
$100–$60,000
Average Grant
amount: approximately $6,100
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation funds projects across 18 states, including Kentucky, New York, Washington, and other locations across the United States.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $5,484,080–$7.1M
- Total revenue: $263,272
- Total expenses: $376,850
- Total liabilities: $0
The foundation has significantly larger assets compared to other nonprofits in Kentucky and reported more income than average for the state.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,524,579 | $5,484,080 | $5,767,958 |
| Revenue | $490,959 | $263,272 | $212,129 |
| Expenses | $432,938 | $376,850 | $431,683 |
| Qualifying Distributions | $374,965 | $323,709 | $371,210 |
| Net Investment Income | $482,159 | $255,427 | $203,996 |
| Distributable Amount | $363,428 | $339,286 | $360,769 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Stephen Klein – President
- Richard Klein – Vice President
- Beth Paxton Klein – Secretary (15 hours/week, $22,000 annual compensation)
The foundation operates with limited staffing and no paid staff beyond the secretary position.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN KLEIN | PRESIDENT | — | — |
| RICHARD KLEIN | VICE PRESIDENT | — | — |
| BETH PAXTON KLEIN | SECRETARY | 15 | $24,000 |
Contact Information
Address: 6714 Elmcroft Circle Louisville, KY 40241-5860
Phone: 502-292-0597 or 502-473-6071
Contact: Beth Klein
Tax Status: 501(c)(3) organization; tax-exempt since April 1965; EIN: 61-0648689
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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