Klingenstein Charitable Foundation Trust
Klingenstein Charitable Foundation Trust is a private foundation, based in Newton, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $829K in total assets. In 2025, it awarded 6 grants totaling $89K. Net investment income was $48K.
Klingenstein Charitable Foundation Trust at a glance
In short: Klingenstein Charitable Foundation Trust gave $89K across 6 grants in 2025 (avg $15K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $88,644
- +0.7% vs 2024
- Grants made (2025)
- 6
- +20.0% vs 2024
- Average grant
- $14,774
- -16.1% vs 2024
- Median grant
- $5,000
- Total assets
- $828,550
- -5.1% vs 2024
- Primary geography
- California (56% 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 Klingenstein Charitable Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Stanford University ($50K). Together the top 6 received $89K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 21 grants of 26 (81%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Klingenstein Charitable Foundation Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 91% 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 2020 to 2025, annual grant giving ranged from $84K (2021) to $96K (2022). In 2025 it made 6 grants totaling $89K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Stanford University Stanford, CA | To Further Donee's Exempt Purpose | $50,000 |
| Harvard University Cambridge, MA | To Further Donee's Exempt Purpose | $25,000 |
| In Geveb Amherst, MA | To Further Donee's Exempt Purpose | $5,000 |
| Yiddish Book Center Amhert, MA | To Further Donee's Exempt Purpose | $5,000 |
| Tulane Chabad New Orleans, LA | To Further Donee's Exempt Purpose | $2,000 |
| Solomon Schechter Day School of Greater Boston Newton, MA | To Further Donee's Exempt Purpose | $1,644 |
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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 | $828,550 | $49,543 | $91,644 | $88,644 | 6 | $90,144 | $48,043 | $98,678 |
| 2024 | $873,419 | $276,684 | $91,649 | $88,049 | 5 | $89,849 | $274,884 | $90,444 |
| 2023 | $689,438 | $28,653 | $96,454 | $90,731 | 5 | $92,531 | $47,004 | $89,849 |
| 2022 | $757,239 | $61,534 | $99,925 | $96,000 | 6 | $97,911 | $58,579 | $93,892 |
| 2021 | $795,630 | $39,140 | $87,285 | $84,100 | 4 | $85,692 | $36,506 | $96,400 |
| 2020 | $843,775 | $41,224 | $91,455 | $87,741 | 3 | — | $38,326 | $85,926 |
Under IRS private-foundation payout rules, Klingenstein Charitable Foundation Trust reported a distributable amount of $99K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Klingenstein Charitable Foundation Trust is led by R. James Klingenstein, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
R. James Klingenstein
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Klingenstein Charitable Foundation Trust
How much does Klingenstein Charitable Foundation Trust give each year?
Klingenstein Charitable Foundation Trust gave $89K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $88K across 5 grants.
What is Klingenstein Charitable Foundation Trust's typical grant size?
Klingenstein Charitable Foundation Trust's median grant in 2025 was $5,000, and its average grant was $14,774, across 6 grants on its 2025 IRS Form 990-PF.
Where does Klingenstein Charitable Foundation Trust give grants?
Klingenstein Charitable Foundation Trust gives mostly in California: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (41%).
Who are Klingenstein Charitable Foundation Trust's largest grantees?
Klingenstein Charitable Foundation Trust's largest 2025 grantees include Stanford University ($50,000), Harvard University ($25,000) and In Geveb ($5,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is Klingenstein Charitable Foundation Trust?
Klingenstein Charitable Foundation Trust reported $829K in total assets on its 2025 IRS Form 990-PF. It paid out $90K in qualifying distributions that year, against a required minimum of $99K (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.
What is Klingenstein Charitable Foundation Trust's EIN?
Klingenstein Charitable Foundation Trust's EIN (Employer Identification Number) is 65-6266949. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Klingenstein Charitable Foundation Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Klingenstein Charitable Foundation Trust's focus areas in our free grants database
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