Stephenson Klotzburger FoundationInc
Stephenson Klotzburger FoundationInc is a private foundation, based in Princeton, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 2 grants totaling $99K. Net investment income was $284K.
Stephenson Klotzburger FoundationInc at a glance
In short: Stephenson Klotzburger FoundationInc gave $99K across 2 grants in 2025 (avg $49K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $98,500
- +1.0% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $49,250
- +51.5% vs 2024
- Median grant
- $49,250
- Total assets
- $3,602,105
- +2.6% vs 2024
- Primary geography
- California (51% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Stephenson Klotzburger FoundationInc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was The Henry J Kaiser Family Foundation ($50K). Together the top 2 received $99K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 11 grants of 15 (73%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Stephenson Klotzburger FoundationInc gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 99% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $98K (2024) to $144K (2021). In 2025 it made 2 grants totaling $99K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Henry J Kaiser Family Foundation San Francisco, CA | General Support | $50,000 |
| Center for Modern Aging Evans, GA | General Support | $48,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,602,105 | $317,074 | $226,310 | $98,500 | 2 | $190,335 | $283,532 | $192,132 |
| 2024 | $3,511,496 | $186,686 | $233,025 | $97,500 | 3 | $198,599 | $153,860 | $190,096 |
| 2023 | $3,557,837 | $145,122 | $249,639 | $130,500 | 4 | $217,195 | $113,213 | $185,450 |
| 2022 | $3,662,354 | $170,100 | $262,648 | $121,500 | 4 | $219,815 | $130,554 | $192,726 |
| 2021 | $3,754,902 | $256,689 | $268,790 | $144,000 | 2 | $235,500 | $222,966 | $205,318 |
| 2020 | $3,767,003 | $124,361 | $261,494 | $141,500 | 5 | — | $92,297 | $199,201 |
| 2019 | $3,904,136 | $132,380 | $245,573 | $126,000 | 6 | — | $100,703 | $205,038 |
Under IRS private-foundation payout rules, Stephenson Klotzburger FoundationInc reported a distributable amount of $192K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stephenson Klotzburger FoundationInc is led by KATHERINE M KLOTZBURGER Ph D, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
KATHERINE M KLOTZBURGER Ph D
President
On filings since 2019
No compensation reported
Barbara Melnikov
Secretary
On filings since 2019
No compensation reported
Fredrick Cammerzell III
Officer
On filings since 2019
No compensation reported
Joan Gerberding
Officer
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Stephenson Klotzburger FoundationInc
How much does Stephenson Klotzburger FoundationInc give each year?
Stephenson Klotzburger FoundationInc gave $99K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $98K across 3 grants.
How large is Stephenson Klotzburger FoundationInc?
Stephenson Klotzburger FoundationInc reported $3.6M in total assets on its 2025 IRS Form 990-PF. It paid out $190K in qualifying distributions that year, against a required minimum of $192K (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 Stephenson Klotzburger FoundationInc operate?
Stephenson Klotzburger FoundationInc has awarded grants in California, District of Columbia, Georgia, Massachusetts, New Jersey, Pennsylvania.
What is Stephenson Klotzburger FoundationInc's EIN?
Stephenson Klotzburger FoundationInc's EIN (Employer Identification Number) is 30-0100604. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 23, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 8, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 28, 2025)
Live grants for the work Stephenson Klotzburger FoundationInc funds
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