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
Under IRS private-foundation payout rules, Julia & Isadore Klein Family reported a distributable amount of $363K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Centre College ($57,000), Metro United Way ($40,000), The Temple ($36,300).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLEY CAT ADVOCATES INC LOUISVILLE, KY | CHARITABLE | $1,000 |
| ANTI-DEFAMATION LEAGUE CLEVELAND REGIONAL OFFICE BEACHWOOD, OH | CHARITABLE | $5,000 |
| AUBURN UNIVERSITY FOUNDATION AUBURN, AL | CHARITABLE | $1,000 |
| BACKSIDE LEARNING CENTER INC LOUISVILLE, KY | CHARITABLE | $15,000 |
| CAMP NEBAGAMON FOUNDATION WASHINGTON, DC | CHARITABLE | $2,500 |
| CAMP NEBAGAMON SCHOLARSHIP FUND EAST TROY, WI | CHARITABLE | $250 |
| CENTRE COLLEGE DANVILLE, KY | CHARITABLE | $57,000 |
| CHI OMEGA FOUNDATION MEMPHIS, TN | CHARITABLE | $200 |
| CONGREGATION ADATH JESHURAN LOUISVILLE, KY | CHARITABLE | $100 |
| DISTINGUISHED YOUNG WOMEN OF GREEN COUNTYGREEN CO JR MISS COMMITTEE GREENSBURG, KY | CHARITABLE | $100 |
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
Frequently Asked Questions
What does Julia & Isadore Klein Family fund?
The foundation's purpose is giving for: • Arts • Education • Health and human services • Jewish agencies, temples, and federated giving programs
How do I apply for a grant from Julia & Isadore Klein Family?
**Grant Activity:** • Made 53 grants in the most recent fiscal year (2023) • Total giving: $323,709–$324,000 • Average grant amount: approximately $6,100 • Median grant amount: $1,000 • Grant range: $100–$60,000 **Application Process:** • No prescribed format required • Submissions accepted throughout the year • No specific limitations or restrictions on awards • Possibly open to applications **Recent Grantees (2023):** • Centre College: $57,249 • Metro United Way: $40,000 • Hindu Temple of Ken…
Where does Julia & Isadore Klein Family make grants?
The foundation funds projects across 18 states, including Kentucky, New York, Washington, and other locations across the United States.
What size grants does Julia & Isadore Klein Family award?
In 2024, Julia & Isadore Klein Family awarded 64 grants totaling $375K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Julia & Isadore Klein Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Julia & Isadore Klein Family reported a distributable amount of $363K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Julia & Isadore Klein Family's EIN?
Julia & Isadore Klein Family's EIN (Employer Identification Number) is 61-0648689. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Julia & Isadore Klein Family's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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