The Paul L and Berta Klopsch Trust Fund

PITTSBURGH, PA EIN: 22-6485688

The Paul L and Berta Klopsch Trust Fund is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 5 grants totaling $58K. Net investment income was $47K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-1.2% YoY

Annual Giving

$58K

-6.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

-6.3% YoY

Under IRS private-foundation payout rules, The Paul L and Berta Klopsch Trust Fund reported a distributable amount of $63K for 2024 — the minimum it must pay out in qualifying distributions.

About The Paul L and Berta Klopsch Trust Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $150K (49%)

California $52K (17%)

Georgia $52K (17%)

Maryland $33K (11%)

District of Columbia $22K (7%)

States

California District of Columbia Georgia Maryland New Jersey

Cities

AtlantaBethesdaFairfieldOaklandPatersonWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,121,779	$1,134,848	$1,182,697
Revenue	$58,814	$22,602	$-4,633
Expenses	$72,457	$74,735	$85,232
Qualifying Distributions	$60,348	$62,697	$70,607
Net Investment Income	$46,781	$17,477	$14,302
Distributable Amount	$63,377	$60,395	$61,866

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include United Way of Passaic County ($18,400), Evident Change ($9,775), Care-office of Planned Giving ($9,775).

Recipient	Purpose	Amount
EVIDENT CHANGE OAKLAND, CA	GENERAL SUPPORT	$9,775
CARE-OFFICE OF PLANNED GIVING ATLANTA, GA	GENERAL SUPPORT	$9,775
UNITED WAY OF PASSAIC COUNTY PATERSON, NJ	GENERAL SUPPORT	$18,400
AMERICAN RED CROSS FAIRFIELD, NJ	GENERAL SUPPORT	$9,775
PROJECT HOPE WASHINGTON, DC	GENERAL SUPPORT	$9,775

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK N A	TRUSTEE	3	$14,238

Frequently Asked Questions

How large is The Paul L and Berta Klopsch Trust Fund?

As of 2024, The Paul L and Berta Klopsch Trust Fund holds $1.1M in total assets with $59K in annual revenue. It awarded 5 grants totaling $58K in 2024.

Where does The Paul L and Berta Klopsch Trust Fund operate?

The Paul L and Berta Klopsch Trust Fund has awarded grants in California, District of Columbia, Georgia, Maryland, New Jersey.

What size grants does The Paul L and Berta Klopsch Trust Fund award?

In 2024, The Paul L and Berta Klopsch Trust Fund awarded 5 grants totaling $58K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is The Paul L and Berta Klopsch Trust Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Paul L and Berta Klopsch Trust Fund reported a distributable amount of $63K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Paul L and Berta Klopsch Trust Fund's EIN?

The Paul L and Berta Klopsch Trust Fund's EIN (Employer Identification Number) is 22-6485688. IRS Form 990 filing data is available on this page for 2020–2024.