Kline G Plumer TD
Kline G Plumer TD is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $273K in total assets. In 2025, it awarded 2 grants totaling $14K. Net investment income was $11K.
Kline G Plumer TD at a glance
In short: Kline G Plumer TD gave $14K across 2 grants in 2025 (avg $7K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,700
- +3.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $6,850
- +3.0% vs 2024
- Median grant
- $6,850
- Total assets
- $272,883
- -1.6% vs 2024
- Primary geography
- New York (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Kline G Plumer TD funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Vassar College ($7K). Together the top 2 received $14K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Kline G Plumer TD gives
- Giving grew 96% from 2022 to 2025. Method
- In 2025 it paid out 96% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $7K (2022) to $15K (2023). In 2025 it made 2 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vassar College Poughkeepsie, NY | General Operating Purposes | $6,850 |
| The Mercersburg Academy Mercersburg, PA | General Operating Purposes | $6,850 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $272,883 | $16,049 | $20,383 | $13,700 | 2 | $15,380 | $11,124 | $15,954 |
| 2024 | $277,228 | $10,692 | $19,575 | $13,300 | 2 | $14,932 | $5,931 | $15,031 |
| 2023 | $286,161 | $4,819 | $21,407 | $15,000 | 2 | $16,508 | $6,241 | $14,850 |
| 2022 | $302,730 | $26,316 | $14,090 | $7,000 | 2 | $8,578 | $20,953 | $17,247 |
| 2021 | $290,499 | $25,577 | $6,674 | — | — | — | $20,816 | $15,577 |
Under IRS private-foundation payout rules, Kline G Plumer TD reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kline G Plumer TD's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$5K (2021) → $5K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Kline G Plumer TD
How much does Kline G Plumer TD give each year?
Kline G Plumer TD gave $14K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 2 grants.
How large is Kline G Plumer TD?
Kline G Plumer TD reported $273K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Kline G Plumer TD operate?
Kline G Plumer TD has awarded grants in New York, Pennsylvania.
What is Kline G Plumer TD's EIN?
Kline G Plumer TD's EIN (Employer Identification Number) is 23-6268369. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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