Klingenstein Charitable Foundation Trust
Klingenstein Charitable Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $873K in total assets. In 2024, it awarded 5 grants totaling $88K. Net investment income was $275K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$873K
+26.7% YoY
Annual Giving
$88K
-3.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$18K
-3.0% YoY
Under IRS private-foundation payout rules, Klingenstein Charitable Foundation Trust reported a distributable amount of $90K for 2024 — the minimum it must pay out in qualifying distributions.
About Klingenstein Charitable Foundation Trust
Based on IRS filings
Klingenstein Charitable Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $873K in total assets. In 2024, it awarded 5 grants totaling $88K. Net investment income was $275K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $873,419 | $689,438 | $757,239 |
| Revenue | $276,684 | $28,653 | $61,534 |
| Expenses | $91,649 | $96,454 | $99,925 |
| Qualifying Distributions | $89,849 | $92,531 | $97,911 |
| Net Investment Income | $274,884 | $47,004 | $58,579 |
| Distributable Amount | $90,444 | $89,849 | $93,892 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Stanford University ($50,000), Harvard University ($20,000), Tulane Chabad ($8,049).
| Recipient | Purpose | Amount |
|---|---|---|
| HARVARD UNIVERSITY CAMBRIDGE, MA | TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 |
| SOLOMON SCHECHTER DAY SCHOOL OF GREATER BOSTON NEWTON, MA | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| STANFORD UNIVERSITY STANFORD, CA | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| TEMPLE EMMANUEL NEWTON, MA | TO FURTHER DONEE'S EXEMPT PURPOSE | $8,000 |
| TULANE CHABAD NEW ORLEANS, LA | TO FURTHER DONEE'S EXEMPT PURPOSE | $8,049 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR R JAMES KLINGENSTEIN | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Klingenstein Charitable Foundation Trust?
Klingenstein Charitable Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. It holds $873K in total assets as of 2024.
How large is Klingenstein Charitable Foundation Trust?
As of 2024, Klingenstein Charitable Foundation Trust holds $873K in total assets with $277K in annual revenue. It awarded 5 grants totaling $88K in 2024.
Where does Klingenstein Charitable Foundation Trust operate?
Klingenstein Charitable Foundation Trust has awarded grants in California, Louisiana, Massachusetts, New York.
What size grants does Klingenstein Charitable Foundation Trust award?
In 2024, Klingenstein Charitable Foundation Trust awarded 5 grants totaling $88K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is Klingenstein Charitable Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Klingenstein Charitable Foundation Trust reported a distributable amount of $90K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Klingenstein Charitable Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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