Samuel H Klein Family Foundation

Foundation · Grantmaker LOUISVILLE, KY EIN: 61-0652845

The Samuel H Klein Family Foundation is a private foundation based in Louisville, Kentucky. Established in 1965, it operates as a 501(c)(3) organization dedicated to philanthropic giving in its region and beyond.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+2.1% YoY

Annual Giving

$93K

+3.0% YoY

Grant Count

+8.2% YoY

Avg Grant Size

$2K

-4.8% YoY

Under IRS private-foundation payout rules, Samuel H Klein Family Foundation reported a distributable amount of $105K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding focuses on:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services
Community Health
Health and Medical initiatives
Health and Wellness

Grantmaking

The foundation made 51 grants in 2023, with typical award amounts ranging from $100 to $15,946. Recent notable grants include:

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Kentucky, Tennessee, and North Carolina.

Grant Distribution by State

Kentucky $315K (61%)

Ohio $110K (21%)

Florida $58K (11%)

Connecticut $17K (3%)

Tennessee $10K (2%)

North Carolina $2K (0%)

Virginia $1K (0%)

Massachusetts $750 (0%)

+2 more states

States

Connecticut District of Columbia Florida Kentucky Massachusetts Maine North Carolina Ohio Tennessee Virginia

Cities

CascoCincinnatiCityConcordDanvilleDuxburyLexingtonLouisvilleMaitlandMemphisNashvilleNew HavenProspectSarasotaSt MatthewsVeniceWashingtonWinstonsalem

Financial History

Multi-year comparison from IRS filings

As of 2023:

Total Assets: $1,203,608
Total Revenues: $154,067
Total Expenses: $112,695
Total Giving: $93,000

The foundation has no employees and operates with volunteer leadership.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,229,163	$1,203,608	$1,158,492
Revenue	$143,411	$154,067	$77,965
Expenses	$116,882	$112,695	$130,617
Qualifying Distributions	$94,390	$91,685	$115,418
Net Investment Income	$120,919	$133,057	$68,177
Distributable Amount	$105,094	$94,020	$98,361

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

151 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Norton Hospital Foundation ($12,084), Gulf Coast Community Foundation ($10,333), 21st Century Parks ($10,250).

Recipient	Purpose	Amount
21ST CENTURY PARKS LOUISVILLE, KY	GENERAL FUND	$10,250
ALZHEIMERS ASSOCIATION KY & S IN LOUISVILLE, KY	GENERAL FUND	$200
AMERICAN RED CROSS LOUISVILLE, KY	GENERAL FUND	$200
ANIMAL CARE SOCIETY LOUISVILLE, KY	GENERAL FUND	$1,000
BIG BROTHERS BIG SISTERS LOUISVILLE, KY	GENERAL FUND	$100
BLESSINGS IN A BACKPACK LOUISVILLE, KY	GENERAL FUND	$500
BOYS AND GIRLS HAVEN LOUISVILLE, KY	GENERAL FUND	$100
BRAIN INJURY ALLIANCE OF KY LOUISVILLE, KY	GENERAL FUND	$500
CABBAGE PATCH SETTLEMENT HOUSE LOUISVILLE, KY	GENERAL FUND	$600
CAMP SUNSHINE CASCO, ME	GENERAL FUND	$100

Leadership & Key People

Leadership team and compensation from IRS filings

June Atlas serves as Director of the foundation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LEE K GARLOVE	DIRECTOR	1	—
WILLIAM YARMUTH	DIRECTOR	1	—
JUNE K ATLAS	DIRECTOR	1	—

Frequently Asked Questions

What does Samuel H Klein Family Foundation fund?

The foundation's primary funding focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Community Health • Health and Medical initiatives • Health and Wellness

How do I apply for a grant from Samuel H Klein Family Foundation?

The foundation made 51 grants in 2023, with typical award amounts ranging from $100 to $15,946. Recent notable grants include: • Norton Healthcare Foundation: $12,150 • 21st Century Parks: $10,250 • Gulf Coast Community Foundation: $10,000 Total giving in 2023 was $93,000 across all grants.

Where does Samuel H Klein Family Foundation make grants?

The foundation primarily funds organizations in Kentucky, Tennessee, and North Carolina.

What size grants does Samuel H Klein Family Foundation award?

In 2024, Samuel H Klein Family Foundation awarded 53 grants totaling $93K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Samuel H Klein Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel H Klein Family Foundation reported a distributable amount of $105K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Samuel H Klein Family Foundation's EIN?

Samuel H Klein Family Foundation's EIN (Employer Identification Number) is 61-0652845. IRS Form 990 filing data is available on this page for 2020–2024.