The Mortimer & Barbara Klaus Family
The Mortimer & Barbara Klaus Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 32 grants totaling $191K. Net investment income was $184K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
-0.5% YoY
Annual Giving
$191K
+2.4% YoY
Grant Count
32
+18.5% YoY
Avg Grant Size
$6K
-13.6% YoY
Under IRS private-foundation payout rules, The Mortimer & Barbara Klaus Family reported a distributable amount of $198K for 2024 — the minimum it must pay out in qualifying distributions.
About The Mortimer & Barbara Klaus Family
Based on IRS filings
The Mortimer & Barbara Klaus Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 32 grants totaling $191K. Net investment income was $184K.
Focus Areas
Ready to take the next step with The Mortimer & Barbara Klaus Family?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,950,325 | $2,965,998 | $3,007,809 |
| Revenue | $202,868 | $166,617 | $161,523 |
| Expenses | $218,541 | $208,428 | $237,247 |
| Qualifying Distributions | $195,709 | $189,764 | $216,836 |
| Net Investment Income | $184,074 | $149,978 | $139,418 |
| Distributable Amount | $198,237 | $175,213 | $185,011 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
95 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Maimonides Medical Center ($25,000), Saj ($18,000), Temple Emanuel ($18,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS BOONE, IA | GENERAL FUND | $2,500 |
| CAJAC NEW YORK, NY | GENERAL FUND | $2,500 |
| CHILDREN'S HOME SOCIETY OF NC GREENSBORO, NC | GENERAL FUND | $2,500 |
| CHORE SERVICE SALISBURY, CT | GENERAL FUND | $1,000 |
| CITY HARVEST DONOR SYSTEMS BROOKLYN, NY | GENERAL FUND | $5,000 |
| COMMUNITY ACCESS NEW YORK, NY | GENERAL FUND | $1,800 |
| CONGREGATION BETH DAVID AMENIA, NY | GENERAL FUND | $16,400 |
| CORNER FOOD PANTRY INC (THE) LAKEVILLE, CT | GENERAL FUND | $2,500 |
| HABITAT FOR HUMANITY OF FORSYTH COUNTY WINSTONSALEM, NC | GENERAL FUND | $2,500 |
| LAKEVILLE PONY CLUB MILLBROOK, NY | GENERAL FUND | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MORTIMER KLAUS | PRESIDENT | 1 | — |
| BARRY KLAUS | V.P. | 1 | — |
| ANNE KLAUS | V.P. | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Mortimer & Barbara Klaus Family?
The Mortimer & Barbara Klaus Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. It holds $3.0M in total assets as of 2024.
How large is The Mortimer & Barbara Klaus Family?
As of 2024, The Mortimer & Barbara Klaus Family holds $3.0M in total assets with $203K in annual revenue. It awarded 32 grants totaling $191K in 2024.
Where does The Mortimer & Barbara Klaus Family operate?
The Mortimer & Barbara Klaus Family has awarded grants in California, Connecticut, Iowa, Massachusetts, North Carolina, New Jersey, New York.
What size grants does The Mortimer & Barbara Klaus Family award?
In 2024, The Mortimer & Barbara Klaus Family awarded 32 grants totaling $191K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is The Mortimer & Barbara Klaus Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mortimer & Barbara Klaus Family reported a distributable amount of $198K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Mortimer & Barbara Klaus Family's EIN?
The Mortimer & Barbara Klaus Family's EIN (Employer Identification Number) is 20-5747828. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Mortimer & Barbara Klaus Family's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Jewish Communal Fund
NEW YORK, NY
Assets
$3.0B
Grants
4,673
Total Given
$953.3M
The Robert L and Jean Clarke Family
HOUSTON, TX
Assets
$4.2M
Grants
36
Total Given
$286K
Berkshire Taconic Community
SHEFFIELD, MA
Assets
$251.8M
Grants
381
Total Given
$12.8M
MJPM Foundation
SALISBURY, CT
Assets
$20.8M
Grants
14
Total Given
$753K
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
The Hallingby Family Foundation Inc
SHARON, CT
Assets
$473K
Grants
70
Total Given
$88K
The New York Community Trust
NEW YORK, NY
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
Anne and Rollin Bates Foundation Inc
HARTFORD, CT
Assets
$7.9M
Grants
20
Total Given
$1.3M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Peter and Helen Haje Foundation
NEW YORK, NY
Assets
$3.8M
Grants
22
Total Given
$264K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Mortimer & Barbara Klaus Family on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities