The Carroll & Percy Klingenstein

NEW YORK, NY EIN: 13-2850138

The Carroll and Percy Klingenstein Foundation is a private foundation established in 1975 and based in New York City. It operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic grantmaking.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.3M

-5.0% YoY

Annual Giving

$125K

+519.5% YoY

Grant Count

33

+230.0% YoY

Avg Grant Size

$4K

+87.7% YoY

Under IRS private-foundation payout rules, The Carroll & Percy Klingenstein reported a distributable amount of $197K for 2025 — 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 grant-making focuses on:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

The foundation maintains modest annual giving relative to its asset base, with recent years showing total giving between $20,000–$134,000.

Grant Range

s & Activity:**

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • New York
  • Georgia

Grant Distribution by State

11states
+3 more states

Cities

AtlantaBaltimoreBronxBuffaloChicagoCoral GablesDeerfieldEast RyeElmsfordHarrisonKatonahLarchmontLodiNew LondonNew YorkOak ParkOxfordPhoenixPort ChesterPurchase

Financial History

Multi-year comparison from IRS filings

As of February 2024:

  • Total Assets: $2,401,434
  • Total Liabilities: $0
  • Revenue (2024): $15,965
  • Expenses (2024): $58,972
  • Net Income (2024): -$43,007

Historical Context (2022):

  • Assets: $3,000,000
  • Distributions: $134,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$354K$709K$1M$1M20212022202320242025
Metric202520242023
Total Assets$2,280,497$2,401,434$2,444,441
Revenue$47,592$15,965$4,534
Expenses$168,529$58,972$188,523
Qualifying Distributions$129,180$23,137$134,355
Net Investment Income$8,243$12,447$8,830
Distributable Amount$196,750$165,210$155,345

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$70K$105K$140K29 grants202134 grants202231 grants202310 grants202433 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

MUSIC THEATER WORKS$25KTHE NEW JEWISH HOME$20KCONNECTICUT COLLEGE$18KBURKE REHABILITATION HOS…$10KNIGHTINGALE BAMFORD SCHOOL$8KRYE COUNTRY DAY SCHOOL$7KCONGREGATION EMANU-EL OF…$6KSMART LOVE FAMILY SERVICES$5KUJA FEDERATION$5KAMERICAN KIDNEY FUND$3K

Grant Size Distribution

137 grants across all recorded years

137<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Music Theater Works ($25,000), The New Jewish Home ($20,000), Connecticut College ($17,500).

RecipientPurposeAmount
ALZHEIMER'S ASSOCIATION CHICAGO, ILGENERAL CHARITABLE PURPOSE$1,000
AMERICAN CANCER SOCIETY ATLANTA, GAGENERAL CHARITABLE PURPOSE$200
AMERICAN KIDNEY FUND ROCKVILLE, MDGENERAL CHARITABLE PURPOSE$2,500
ANTI-DEFAMATION LEAGUE NEW YORK, NYGENERAL CHARITABLE PURPOSE$500
BIG BROTHERS BIG SISTERS OF FSW PORT CHESTER, NYGENERAL CHARITABLE PURPOSE$1,000
BURKE REHABILITATION HOSPITAL WHITE PLAINS, NYGENERAL CHARITABLE PURPOSE$10,000
CONGREGATION EMANU-EL OF WESTCHESTER EAST RYE, NYGENERAL CHARITABLE PURPOSE$5,500
CONNECTICUT COLLEGE NEW LONDON, CTGENERAL CHARITABLE PURPOSE$17,500
EAGLEBROOK SCHOOL DEERFIELD, MAGENERAL CHARITABLE PURPOSE$1,000
FEEDING AMERICA CHICAGO, ILGENERAL CHARITABLE PURPOSE$100

Leadership & Key People

Leadership team and compensation from IRS filings

  • William P. Klingenstein — President/Director
  • Jean Klingenstein — Secretary/Treasurer/Director

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
FRAN KLINGENSTEINPRESIDENT/DIRECTOR1
JEAN KLINGENSTEINSECRETARY/TREASURER/DIRECT0.5

Frequently Asked Questions

What does The Carroll & Percy Klingenstein fund?

The foundation's grant-making focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from The Carroll & Percy Klingenstein?

**Grant Sizes & Activity:** • Typical award range: $100–$25,000 • Median grant amount: $1,100 • Maximum grant observed: $20,000 • Recent giving (2024): $20,202 in total distributions • Grant count (2022): 32 grants awarded **Financial Capacity:** The foundation maintains modest annual giving relative to its asset base, with recent years showing total giving between $20,000–$134,000.

Where does The Carroll & Percy Klingenstein make grants?

The foundation primarily funds organizations in: • New York • Georgia

What size grants does The Carroll & Percy Klingenstein award?

In 2025, The Carroll & Percy Klingenstein awarded 33 grants totaling $125K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is The Carroll & Percy Klingenstein required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Carroll & Percy Klingenstein reported a distributable amount of $197K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Carroll & Percy Klingenstein's EIN?

The Carroll & Percy Klingenstein's EIN (Employer Identification Number) is 13-2850138. IRS Form 990 filing data is available on this page for 2021–2025.

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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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