Samuel H Klein Family Foundation
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
53
+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.
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
States
Cities
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.
| 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.
Explore Open Grants
Browse active grant opportunities in Samuel H Klein Family Foundation'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.
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