The Lloyd & Elisabeth Klein Legacy

VILLA PARK, CA EIN: 82-3093695

The Lloyd & Elisabeth Klein Legacy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VILLA PARK, CA. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $4.4M in total assets. In 2021, it awarded 1 grants totaling $2K. Net investment income was $94K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

$4.4M

+21.6% YoY

Annual Giving

$2K

-99.2% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$2K

-98.3% YoY

Under IRS private-foundation payout rules, The Lloyd & Elisabeth Klein Legacy reported a distributable amount of $191K for 2021 — the minimum it must pay out in qualifying distributions.

About The Lloyd & Elisabeth Klein Legacy

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $217K (100%)

States

California

Cities

OrangeSanta Ana

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021	2020
Total Assets	$4,423,023	$3,637,056
Revenue	$132,612	$102,007
Expenses	$61,970	$252,026
Qualifying Distributions	$1,800	—
Net Investment Income	$93,828	$64,184
Distributable Amount	$190,649	$15,354

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Chapman University ($1,800).

Recipient	Purpose	Amount
Chapman University Orange, CA	Education & Scholarships	$1,800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
Christine E Cross	President	1	—
Lon Cross	Director	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Lloyd & Elisabeth Klein Legacy?

The Lloyd & Elisabeth Klein Legacy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VILLA PARK, CA. It holds $4.4M in total assets as of 2021.

How large is The Lloyd & Elisabeth Klein Legacy?

As of 2021, The Lloyd & Elisabeth Klein Legacy holds $4.4M in total assets with $133K in annual revenue. It awarded 1 grants totaling $2K in 2021.

Where does The Lloyd & Elisabeth Klein Legacy operate?

The Lloyd & Elisabeth Klein Legacy has awarded grants in California.

What size grants does The Lloyd & Elisabeth Klein Legacy award?

In 2021, The Lloyd & Elisabeth Klein Legacy awarded 1 grants totaling $2K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is The Lloyd & Elisabeth Klein Legacy required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, The Lloyd & Elisabeth Klein Legacy reported a distributable amount of $191K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Lloyd & Elisabeth Klein Legacy's EIN?

The Lloyd & Elisabeth Klein Legacy's EIN (Employer Identification Number) is 82-3093695. IRS Form 990 filing data is available on this page for 2020–2021.