The Klein Family Initiative Fund

WILMINGTON, DE EIN: 99-4914678

The Klein Family Initiative Fund is a private foundation, based in WILMINGTON, DE. IRS filing data is available for 2024. As of 2024, the organization holds $893K in total assets. In 2024, it made $7K in qualifying distributions. Net investment income was $50.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$893K

Revenue

$900K

Qualifying Distributions

$7K

Expenses

$7K

Under IRS private-foundation payout rules, The Klein Family Initiative Fund reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About The Klein Family Initiative Fund

Based on IRS filings

The Klein Family Initiative Fund is a private foundation, based in WILMINGTON, DE. IRS filing data is available for 2024. As of 2024, the organization holds $893K in total assets. In 2024, it made $7K in qualifying distributions. Net investment income was $50.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$248K$495K$743K$990K2024
Metric2024
Total Assets$893,050
Revenue$900,050
Expenses$7,000
Qualifying Distributions$7,000
Net Investment Income$50
Distributable Amount$3,164

Giving Over Time

Total grant dollars and number of grants per year

$0$0.25$0.5$0.75$10 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

0 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
John E KleinPres, Dir, Sec, Treas1

Frequently Asked Questions

How large is The Klein Family Initiative Fund?

As of 2024, The Klein Family Initiative Fund holds $893K in total assets with $900K in annual revenue.

How much is The Klein Family Initiative Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Klein Family Initiative Fund reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Klein Family Initiative Fund's EIN?

The Klein Family Initiative Fund's EIN (Employer Identification Number) is 99-4914678. IRS Form 990 filing data is available on this page for 2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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