The Kohlberg Foundation Inc

ARMONK, NY EIN: 13-3496263

The Kohlberg Foundation Inc is a private family foundation established in 1989 by private equity pioneer Jerome Kohlberg Jr. and his wife Nancy Kohlberg. Based in Armonk, New York, the foundation operates as a 501(c)(3) charitable organization with a staff of three employees. The foundation reflects the individual and collective philanthropy of its founders through strategic grantmaking across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$209.6M

+1.1% YoY

Annual Giving

$10.3M

+6.5% YoY

Grant Count

13

-43.5% YoY

Avg Grant Size

$792K

+88.4% YoY

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

Mission & Focus Areas

The foundation's approach is characterized by an "unfettered, roll-up-your-sleeves quality" that emphasizes moving things ahead. The foundation works within three major categories:

  • Health and Medical Research — including integrative medicine
  • Education — including support for long-term legacy grants for HBCUs
  • Environment — including environmental and conservation programs, sustainable foodways, and local land conservation

Additional focus areas include:

  • Human services and family services
  • Child welfare
  • Prison reform
  • Civic engagement through support for policy think tanks and legal advocacy
  • Community and cultural organizations

Grantmaking

The foundation operates through trustee discretion rather than formal grant programs.

Grant Range

$10,000 to $2,500,000

Average Grant

approximately $420,583

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation has a national focus with emphasis on the Northeastern United States. Geographic areas of support include major cities and states across the country, with particular concentration in New York, Massachusetts, and Pennsylvania.

Grant Distribution by State

19states
+11 more states

Cities

Annandale On HudsonArlingtonAtlantaAustinBaltimoreBedfordBedford HillsBethelBostonBronxBrooklineBrooklynCohoesColumbiaCovingtonDallasDurhamEdgartownEugeneEuguene

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $209,571,951
  • Total Revenue: $7,852,702
  • Total Expenses: $12,082,677
  • Net Income: -$4,229,975
  • Total Liabilities: $0

As of 2023:

  • Total Assets: $207,234,230
  • Total Revenue: $11,102,898
  • Total Expenses: $11,923,085
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6M$13M$19M$25M20202021202220232024
Metric202420232022
Total Assets$209,571,951$207,234,230$188,677,169
Revenue$7,852,702$11,102,898$18,458,015
Expenses$12,082,677$11,923,085$21,049,890
Qualifying Distributions$11,425,561$10,747,954$19,933,380
Net Investment Income$14,507,437$20,453,824$15,833,689
Distributable Amount$11,147,721$10,341,125$10,902,851

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$9M$14M$19M91 grants202088 grants2021110 grants202223 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NATIONAL PHILANTHROPIC T…$2.0MFIDELITY CHARITABLE GIFT…$2.0MGOLDMAN SACHS PHILANTHRO…$2.0MBANK OF AMERICA CHARITAB…$2.0MBRENNAN CENTER FOR JUSTICE$500KINDIVISIBLE CIVIC ENGAGE…$500KHUDSON LINK FOR HIGHER E…$250KSPONSORS INC$250KNOVA INSTITUTE FOR HEALT…$250KMOUNT KISCO CHILD CARE C…$200K

Grant Size Distribution

186 grants across all recorded years

82<$50K11$50–100K51$100–250K22$250–500K6$500K–1M14$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Key Personnel:

  • Nancy McCabe — President and Treasurer (compensation: $398,794)
  • Jennifer Magnone — Officer (serves without compensation)
  • Les Fagen — Officer (serves without compensation)

Compensation Overview

From 2024 IRS filing

NANCY MCCABEPRESIDENT AND TREASURER$393K

From 2024 filing

NameTitleHoursCompensation
JENNIFER MAGNONESECRETARY1
LES FAGENVICE PRESIDENT1
NANCY MCCABEPRESIDENT AND TREASURER40$392,944

Recent News & Activity

Recent developments and announcements

2025

The foundation is in its final year of operations. According to available information, the foundation will close in 2025, honoring the wishes of its founders Jerome Kohlberg Jr. (who passed away in 2015) and Nancy Kohlberg (who passed away in 2022).

Herb Kohl\u2019s foundation gives $30M to renovate Music Hall

Related Funders

Similar funders by location and focus area

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

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