The Lloyd & Elisabeth Klein Legacy
The Lloyd & Elisabeth Klein Legacy is a private foundation, 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 grant totaling $2K. Net investment income was $94K.
The Lloyd & Elisabeth Klein Legacy at a glance
In short: The Lloyd & Elisabeth Klein Legacy gave $2K across 1 grant in 2021 (avg $2K), mostly in California. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $1,800
- -99.2% vs 2020
- Grants made (2021)
- 1
- -50.0% vs 2020
- Average grant
- $1,800
- -98.3% vs 2020
- Median grant
- $1,800
- Total assets
- $4,423,023
- +21.6% vs 2020
- Primary geography
- California (100% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who The Lloyd & Elisabeth Klein Legacy funds
How this funder distributes its grants
Top Recipients
Top recipient in 2021
The largest 2021 recipient was Chapman University ($2K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2021 grant dollars on its one itemized grant.
States
Cities
How The Lloyd & Elisabeth Klein Legacy gives
- In 2021 it paid out 1% 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 2020 to 2021, annual grant giving ranged from $2K (2021) to $215K (2020). In 2021 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chapman University Orange, CA | Education & Scholarships | $1,800 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2021 | $4,423,023 | $132,612 | $61,970 | $1,800 | 1 | $1,800 | $93,828 | $190,649 |
| 2020 | $3,637,056 | $102,007 | $252,026 | $215,000 | 2 | — | $64,184 | $15,354 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Lloyd & Elisabeth Klein Legacy is led by Christine E Cross, President on every filing since 2020; none of the 2 officers listed in 2021 report compensation.
Officers on the 2021 filing
Christine E Cross
President
On filings since 2020
1 hr/week
No compensation reported
Lon Cross
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "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 The Lloyd & Elisabeth Klein Legacy
How much does The Lloyd & Elisabeth Klein Legacy give each year?
The Lloyd & Elisabeth Klein Legacy gave $2K across 1 grant in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $215K across 2 grants.
How large is The Lloyd & Elisabeth Klein Legacy?
The Lloyd & Elisabeth Klein Legacy reported $4.4M in total assets on its 2021 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $191K (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 The Lloyd & Elisabeth Klein Legacy operate?
The Lloyd & Elisabeth Klein Legacy has awarded grants in California.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
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