Thomas & Susan Klein Foundation

SARATOGA, CA EIN: 77-0546835

Thomas & Susan Klein Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARATOGA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $73K in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $3K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$73K

-2.6% YoY

Annual Giving

$5K

-68.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

-68.8% YoY

Under IRS private-foundation payout rules, Thomas & Susan Klein Foundation reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Thomas & Susan Klein Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $39K (85%)

Florida $7K (15%)

States

California Florida

Cities

OrlandoSan JoseSaratoga

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$72,747	$74,714	$86,032
Revenue	$3,433	$3,982	$1,207
Expenses	$5,400	$15,300	$15,225
Qualifying Distributions	$4,500	$14,400	$14,400
Net Investment Income	$3,433	$3,982	$1,207
Distributable Amount	$3,583	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Congregation Beth David ($4,500).

Recipient	Purpose	Amount
CONGREGATION BETH DAVID SARATOGA, CA	CHARITABLE	$4,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
THOMAS KLEIN	PRESIDENT	—	—
SUSAN KLEIN	SECRETARY	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Thomas & Susan Klein Foundation?

Thomas & Susan Klein Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARATOGA, CA. It holds $73K in total assets as of 2024.

How large is Thomas & Susan Klein Foundation?

As of 2024, Thomas & Susan Klein Foundation holds $73K in total assets with $3K in annual revenue. It awarded 1 grants totaling $5K in 2024.

Where does Thomas & Susan Klein Foundation operate?

Thomas & Susan Klein Foundation has awarded grants in California, Florida.

What size grants does Thomas & Susan Klein Foundation award?

In 2024, Thomas & Susan Klein Foundation awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Thomas & Susan Klein Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Thomas & Susan Klein Foundation reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Thomas & Susan Klein Foundation's EIN?

Thomas & Susan Klein Foundation's EIN (Employer Identification Number) is 77-0546835. IRS Form 990 filing data is available on this page for 2020–2024.