Kline J Gettysburg Sur Tr

SAINT LOUIS, MO EIN: 23-6645756

Kline J Gettysburg Sur Tr is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $135K. Net investment income was $97K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

-1.8% YoY

Annual Giving

$135K

-11.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$135K

-11.5% YoY

Under IRS private-foundation payout rules, Kline J Gettysburg Sur Tr reported a distributable amount of $143K for 2024 — the minimum it must pay out in qualifying distributions.

About Kline J Gettysburg Sur Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $704K (100%)

States

Pennsylvania

Cities

Gettysburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,507,028	$2,551,798	$2,670,948
Revenue	$130,764	$68,043	$108,878
Expenses	$173,707	$188,434	$195,940
Qualifying Distributions	$139,769	$157,024	$154,708
Net Investment Income	$97,212	$51,339	$75,035
Distributable Amount	$143,021	$134,018	$145,170

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Gettysburg College ($135,000).

Recipient	Purpose	Amount
GETTYSBURG COLLEGE GETTYSBURG, PA	GENERAL OPERATING	$135,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$36,421

Frequently Asked Questions

How large is Kline J Gettysburg Sur Tr?

As of 2024, Kline J Gettysburg Sur Tr holds $2.5M in total assets with $131K in annual revenue. It awarded 1 grants totaling $135K in 2024.

Where does Kline J Gettysburg Sur Tr operate?

Kline J Gettysburg Sur Tr has awarded grants in Pennsylvania.

What size grants does Kline J Gettysburg Sur Tr award?

In 2024, Kline J Gettysburg Sur Tr awarded 1 grants totaling $135K — an average of about $135K per grant, based on its IRS Form 990 filings.

How much is Kline J Gettysburg Sur Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Kline J Gettysburg Sur Tr reported a distributable amount of $143K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.