Julia & Isadore Klein Family
The Julia & Isadore Klein Family is a private foundation based in Louisville, Kentucky. In 2024, it awarded 64 grants totaling $374,965, mostly to recipients in Kentucky.
Key facts about Julia & Isadore Klein Family
In short: Julia & Isadore Klein Family gave $375K across 64 grants in 2024 (avg $6K), mostly in Kentucky. 23% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 61-0648689
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $374,965
- Grants made (2024)
- 64
- Average grant
- $5,859
- Median grant
- $1,375
- New grantees (estimate)
- 23% first-time grantees (15 of 64, 2024)
- Total assets
- $5,524,579
- Primary geography
- Kentucky (92% of itemized 2024 grant dollars)
- How to apply
- The foundation does not restrict giving to preselected organizations. Full details ↓
- Deadline
- Submissions are accepted throughout the year.
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). 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
$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.
Is Julia & Isadore Klein Family open to new grantees?
23%
first-time grantees, 2024
In 2024, 15 of 64 grantees (23%) were first-time recipients. First grants averaged $1K; repeat grants $7K. How we count
Medians: $100 first-time, $2K repeat.
- 66% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−7%). Method
- In 2024 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants included $57,000 to Centre College, whose mission describes a liberal arts education intended to develop students’ intellectual, personal, and moral potential. Metro United Way, which received $40,000, says its mission is to improve lives and the community by engaging people to give, advocate, and volunteer. The Fund for the Arts, a $10,000 recipient, describes its work as contributing to the health of the arts community.
Other 2024 recipients included Green Hill Therapy, which says it helps children reach their potential through therapy services; Dare to Care, which says it works to provide pathways to end hunger; and Alley Cat Advocates, which says it works for the humane treatment of unowned cats.
Grantmaking
In 2024, the foundation awarded 64 grants totaling $374,965. Grants ranged from $50 to $57,000, with a median of $1,375. Among the largest awards were $57,000 to Centre College, $40,000 to Metro United Way, $36,300 to The Temple, and $30,000 to the Jewish Community of Louisville Jewish Federation of Louisville. Other notable grants included $20,000 each to the Grayson-Jockey Club Research Foundation, the Louisville Jewish Community Center, and Jewish Family & Career Services.
Review Cycle
Submissions are accepted throughout the year.
Ready to take the next step with Julia & Isadore Klein Family?
Geographic Focus
Where this funder awards grants
In 2024, 92% of grant dollars went to recipients in Kentucky. The remaining reported shares went to Washington (2%), the District of Columbia (2%), Ohio (1%), and New York (1%).
Grant Distribution by State
Share of 2024 grant dollars across all 64 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $324K (2023) to $403K (2021). In 2024 it made 64 grants totaling $375K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Centre College ($57K). Together the top 10 received $266K.
Grant Size Distribution
304 grants across all recorded years
The most common grant size was under $50K: 299 grants of 304 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Centre College Danville, KY | Charitable | $57,000 |
| Metro United Way Louisville, KY | Charitable | $40,000 |
| The Temple Louisville, KY | Charitable | $36,300 |
| Jewish Community of Louisvillejewish Federation of Louisville Louisville, KY | Charitable | $30,000 |
| Grayson-Jockey Club Research Foundation Lexington, KY | Charitable | $20,000 |
| Jewish Community of Louisvillelouisville Jewish Community Center Louisville, KY | Charitable | $20,000 |
| Jewish Family & Career Services Louisville, KY | Charitable | $20,000 |
| Backside Learning Center Inc Louisville, KY | Charitable | $15,000 |
| Kentucky Humane Society Louisville, KY | Charitable | $15,000 |
| The Salvation Army-Louisville Area Louisville, KY | Charitable | $12,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $5,524,579 | $490,959 | $432,938 | $374,965 |
| 2023 | $5,484,080 | $263,272 | $376,850 | $323,709 |
| 2022 | $5,767,958 | $212,129 | $431,683 | $371,210 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Stephen Klein as president, Richard Klein as vice president, and Beth Paxton Klein as secretary.
Julia & Isadore Klein Family is led by Stephen Klein, President on every filing since 2020; 1 of 3 officers listed in 2024 is compensated.
Officers on the 2024 filing
Stephen Klein
President
On filings since 2020
No compensation reported
Beth Paxton Klein
Secretary
On filings since 2020
15 hrs/week
$24K (2020) → $24K (2024)
Richard Klein
Vice President
On filings since 2020
No compensation reported
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $24K, to Beth Paxton Klein (Secretary).
Contact
Application contact: Beth Klein
Mailing address: 6714 Elmcroft Circle, Louisville, KY 40241
Phone: (502) 473-6071
Frequently asked questions about Julia & Isadore Klein Family
How much does Julia & Isadore Klein Family give each year?
Julia & Isadore Klein Family gave $375K across 64 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $324K across 53 grants.
What is Julia & Isadore Klein Family's typical grant size?
Julia & Isadore Klein Family's median grant in 2024 was $1,375, and its average grant was $5,859, across 64 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Julia & Isadore Klein Family that year got $1K on average.
Where does Julia & Isadore Klein Family give grants?
Julia & Isadore Klein Family gives mostly in Kentucky: 92% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Louisville, KY (28 grants), Lexington, KY (7 grants), Olympia, WA (3 grants) and Washington, DC (2 grants).
Does Julia & Isadore Klein Family give general operating support?
Not in 2024: none of the 64 grants with a stated purpose on Julia & Isadore Klein Family's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (64 grants).
Who are Julia & Isadore Klein Family's largest grantees?
Julia & Isadore Klein Family's largest 2024 grantees include Centre College ($57,000), Metro United Way ($40,000) and The Temple ($36,300), according to its 2024 IRS Form 990-PF. Together they received 36% of its itemized 2024 grant dollars.
How large is Julia & Isadore Klein Family?
Julia & Isadore Klein Family reported $5.5M in total assets on its 2024 IRS Form 990-PF. It paid out $375K in qualifying distributions that year, against a required minimum of $363K (roughly 5% of its investment assets).
What does Julia & Isadore Klein Family fund?
No mission statement for the foundation is provided. Its grants included $57,000 to Centre College, whose mission describes a liberal arts education intended to develop students’ intellectual, personal, and moral potential. See mission & focus areas ↑
How do I apply for a grant from Julia & Isadore Klein Family?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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