Lucy Klingenstein Family Foundation
Lucy Klingenstein Family Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $4.8M in total assets. In 2025, it awarded 1 grant totaling $310K. Net investment income was $107K.
Key facts about Lucy Klingenstein Family Foundation
In short: Lucy Klingenstein Family Foundation gave $310K across 1 grant in 2025 (avg $310K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 92-1227773
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $310,114
- Grants made (2025)
- 1
- Average grant
- $310,114
- Median grant
- $310,114
- Total assets
- $4,809,889
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.8M
-4.2% YoY
Annual Giving
$310K
+93.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$310K
+93.8% YoY
Under IRS private-foundation payout rules, Lucy Klingenstein Family Foundation reported a distributable amount of $342K for 2025 — the minimum it must pay out in qualifying distributions.
How Lucy Klingenstein Family Foundation gives
- In 2025 it paid out 92% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $5K (2023) to $310K (2025). In 2025 it made 1 grant totaling $310K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Donor Advised Charitable Giving Inc ($310K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 1 grant of 3 (33%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Donor Advised Charitable Giving Inc San Francisco, CA | General Purpose | $310,114 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,809,889 | $5,018,836 | $5,117,287 |
| Revenue | $153,463 | $113,157 | $1,813,889 |
| Expenses | $362,374 | $211,608 | $96,602 |
| Qualifying Distributions | $313,791 | $169,699 | $73,417 |
| Net Investment Income | $106,600 | $87,660 | $46,930 |
| Distributable Amount | $342,381 | $316,348 | $235,047 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2022–2024
Leadership & Key People
Officers and directors from IRS filings
Lucy Klingenstein Family Foundation is led by Lucy L. Klingenstein, President & Treasurer on every filing since 2022; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lucy L. Klingenstein
President & Treasurer
On filings since 2022
2 hrs/week
No compensation reported
Brandon R. Sall
Secretary
On filings since 2022
2 hrs/week
No compensation reported
Heide H. Ilgenfritz
Vice President
On filings since 2022
0.5 hrs/week
No compensation reported
Janet Mulligan
Vice President
On filings since 2022
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 Lucy Klingenstein Family Foundation
How much does Lucy Klingenstein Family Foundation give each year?
Lucy Klingenstein Family Foundation gave $310K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $160K across 1 grant.
How large is Lucy Klingenstein Family Foundation?
Lucy Klingenstein Family Foundation reported $4.8M in total assets on its 2025 IRS Form 990-PF. It paid out $314K in qualifying distributions that year, against a required minimum of $342K (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 Lucy Klingenstein Family Foundation operate?
Lucy Klingenstein Family Foundation has awarded grants in California, Colorado, New York.
What is Lucy Klingenstein Family Foundation's EIN?
Lucy Klingenstein Family Foundation's EIN (Employer Identification Number) is 92-1227773. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Lucy Klingenstein Family Foundation by hand.
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