Sam W Klein Charitable
Sam W Klein Charitable Foundation Inc. is a private foundation based in Boca Raton, Florida. The foundation operates as a 501(c)(3) charitable organization dedicated to supporting various nonprofit causes through grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
-1.3% YoY
Annual Giving
$164K
+1.3% YoY
Grant Count
21
-12.5% YoY
Avg Grant Size
$8K
+15.7% YoY
Under IRS private-foundation payout rules, Sam W Klein Charitable reported a distributable amount of $146K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Science and STEM Education
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Florida
- Virginia
- West Virginia
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Total Assets: $2,844,178
Total Giving (2024): $163,865
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,844,178 | $2,881,921 | $2,982,328 |
| Revenue | $133,220 | $85,930 | $40,695 |
| Expenses | $181,050 | $180,744 | $242,846 |
| Qualifying Distributions | $165,396 | $164,648 | $225,164 |
| Net Investment Income | $93,906 | $42,221 | $48,067 |
| Distributable Amount | $145,727 | $140,931 | $144,495 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
192 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sweetwater Music Hall ($50,000), Fau Foundation ($50,000), Broward Perform Arts Found ($16,665).
| Recipient | Purpose | Amount |
|---|---|---|
| BEST FOOT FORWARD FOUNDAT BOCA RATON, FL | COMMUNITY INTEREST | $1,000 |
| BROWARD PERFORM ARTS FOUND FT LAUDERDALE, FL | ARTS | $16,665 |
| KRAVIS CENTER PERF ARTS WPB, FL | ARTS | $1,000 |
| SALVATION ARMY PB WPB, FL | COMMUNITY INTEREST | $500 |
| VIRGINIA TECH BLACKSBURG, VA | EDUCATION | $5,000 |
| SWEETWATER MUSIC HALL MILL VALLEY, CA | MUSIC EDUCATION | $50,000 |
| UNIVERSITY OF MD FOUNDATION COLLEG PARK, MD | EDUCATION | $10,000 |
| FAU FOUNDATION BOCA RATON, FL | EDUCATION | $50,000 |
| BOCA RATON REGIONAL HOSPITAL BOCA RATON, FL | MEDICAL RESEARCH | $1,000 |
| HOME SAFE FOUNDATION LAKE WORTH, FL | COMMUNITY INTEREST | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL KLEIN | PRESIDENT | — | — |
| WILLIAM P MCCURRY | SECRETARY, T | — | — |
| JAYNE KLEIN | DIRECTOR | — | — |
Frequently Asked Questions
What does Sam W Klein Charitable fund?
The foundation's primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Science and STEM Education
How do I apply for a grant from Sam W Klein Charitable?
**Grant Amounts:** Typical awards range from $200 to $53,000. **Total Giving:** The foundation distributed $163,865 in grants according to its most recent filing (2024). **Grant Activity:** The foundation has made grants to research institutes and public policy analysis organizations, with documented giving of $161,834 in this category.
Where does Sam W Klein Charitable make grants?
The foundation primarily funds organizations in: • Florida • Virginia • West Virginia
What size grants does Sam W Klein Charitable award?
In 2024, Sam W Klein Charitable awarded 21 grants totaling $164K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Sam W Klein Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sam W Klein Charitable reported a distributable amount of $146K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sam W Klein Charitable's EIN?
Sam W Klein Charitable's EIN (Employer Identification Number) is 65-0508555. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Sam W Klein Charitable's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.