The Nathan J Klein Fund
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.
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
11
+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
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
Among its reported 2024 grants, the largest include Congregation Emanu El ($70,000), Jewish Federation of Greater Houston ($50,500), Texas A&m Hillel Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| HOUSTON GRAND OPERA ASSOCIATION INC HOUSTON, TX | TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE | $2,500 |
| Yorkie Haven Rescue League City, TX | TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE | $7,500 |
| The Council on Drugs and Alcohol Houston, TX | TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE | $2,500 |
| Seven Acres Jewish Senior Care Services Houston, TX | TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE | $2,000 |
| 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 |
| Congregation Emanu El Houston, TX | TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE | $70,000 |
| Keshet Houston Houston, TX | TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BENJAMIN N KLEIN | TRUSTEE | — | — |
| GLEN ROSENBAUM | TRUSTEE | — | — |
| Randolph Markey | Trustee | — | — |
| Nathan J Klein | Trustee | — | — |
| Elizabeth Cohen | TRUSTEE | — | — |
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.
Where does The Nathan J Klein Fund operate?
The Nathan J Klein Fund has awarded grants in Texas.
What size grants does The Nathan J Klein Fund award?
In 2024, The Nathan J Klein Fund awarded 11 grants totaling $174K — an average of about $16K per grant, based on its IRS Form 990 filings.
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.
What is The Nathan J Klein Fund's EIN?
The Nathan J Klein Fund's EIN (Employer Identification Number) is 74-6060543. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Nathan J Klein Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.