The Nathan J Klein Fund

Foundation · Grantmaker Houston, TX EIN: 74-6060543

The Nathan J Klein Fund is a private foundation, based in Houston, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 11 grants totaling $174K. Net investment income was $428K.

Key facts about The Nathan J Klein Fund

In short: The Nathan J Klein Fund gave $174K across 11 grants in 2024 (avg $16K), mostly in Texas. 9% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN: 74-6060543
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $174,064
Grants made (2024): 11
Average grant: $15,824
Median grant: $7,500
New grantees (estimate): 9% first-time grantees (1 of 11, 2024)
Total assets: $2,779,925
Primary geography: Texas (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Quick answers about The Nathan J Klein Fund

How much does The Nathan J Klein Fund give each year?

The Nathan J Klein Fund gave $174K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $175K across 9 grants.

What is The Nathan J Klein Fund's typical grant size?

The Nathan J Klein Fund's median grant in 2024 was $7,500, and its average grant was $15,824, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Nathan J Klein Fund that year got $5K on average.

Where does The Nathan J Klein Fund give grants?

The Nathan J Klein Fund gives mostly in Texas: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Houston, TX (8 grants).

Who are The Nathan J Klein Fund's largest grantees?

The Nathan J Klein Fund's largest 2024 grantees include Congregation Emanu El ($70,000), Jewish Federation of Greater Houston ($50,500) and Texas A&M Hillel Foundation ($10,000), according to its 2024 IRS Form 990-PF. Together they received 75% of its itemized 2024 grant dollars.

Is The Nathan J Klein Fund open to new grantees?

first-time grantees, 2024

In 2024, 1 of 11 grantees (9%) were first-time recipients. First grants averaged $5K; repeat grants $17K. How we count

Medians: $5K first-time, $8K repeat.

73% of 2024 grantees were also funded in 2023. Method
Giving held roughly steady from 2021 to 2024 (−5%). Method
In 2024 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with The Nathan J Klein Fund

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8M

+10.1% YoY

Annual Giving

$174K

-0.5% YoY

Grant Count

+22.2% YoY

Avg Grant Size

$16K

-18.6% YoY

Under IRS private-foundation payout rules, The Nathan J Klein Fund reported a distributable amount of $199K for 2024 — the minimum it must pay out in qualifying distributions.

About The Nathan J Klein Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $174K (100%)

Share of all 11 itemized 2024 grant dollars.

States

Texas

Cities

HoustonAustinCollege StationLeague CityBellaire

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,779,925	$2,525,841	$2,714,816
Revenue	$581,600	$197,707	$267,882
Expenses	$327,515	$363,470	$329,128
Qualifying Distributions	$174,064	$175,000	$190,000
Net Investment Income	$428,280	$9,422	$130,381
Distributable Amount	$198,636	$203,512	$208,737

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

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

60 grants across all recorded years

Giving History

Grant recipients and amounts by year

Recipient	Purpose	Amount
Congregation Emanu El Houston, TX	TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE	$70,000
JEWISH FEDERATION OF GREATER HOUSTON Houston, TX	TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE	$50,500
TEXAS A&M HILLEL FOUNDATION College Station, TX	TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE	$10,000
Keshet Houston Houston, TX	TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE	$10,000
Yorkie Haven Rescue League City, TX	TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE	$7,500
Texas Hillel Austin, TX	TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE	$7,500
JEWISH FAMILY SERVICES Houston, TX	TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE	$6,564
Asia Society Texas Houston, TX	TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE	$5,000
HOUSTON GRAND OPERA ASSOCIATION INC Houston, TX	TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE	$2,500
The Council on Drugs and Alcohol Houston, TX	TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE	$2,500

Leadership & Key People

Officers and directors from IRS filings

The Nathan J Klein Fund's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

Benjamin N. Klein

Trustee

On filings since 2020

No compensation reported
Glen Rosenbaum

Trustee

On filings since 2020

No compensation reported
Nathan J Klein

Trustee

On filings since 2020

No compensation reported
Randolph Markey

Trustee

On filings since 2020

No compensation reported
Elizabeth Cohen

Trustee

New on the 2024 filing

No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently Asked Questions

How large is The Nathan J Klein Fund?

As of 2024, The Nathan J Klein Fund holds $2.8M in total assets with $582K in annual revenue. It awarded 11 grants totaling $174K in 2024.

How much is The Nathan J Klein Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Nathan J Klein Fund reported a distributable amount of $199K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.