Ud Klingler Charitable Fdn

DALLAS, TX EIN: 13-7397365

Ud Klingler Charitable Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, 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 5 grants totaling $141K. Net investment income was $271K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8M

+4.7% YoY

Annual Giving

$141K

+21.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$28K

+21.3% YoY

Under IRS private-foundation payout rules, Ud Klingler Charitable Fdn reported a distributable amount of $158K for 2024 — the minimum it must pay out in qualifying distributions.

About Ud Klingler Charitable Fdn

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $504K (69%)

Massachusetts $186K (26%)

New York $37K (5%)

States

Massachusetts New York Wisconsin

Cities

CambridgeMadisonMilwaukeeNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,800,111	$2,673,638	$2,711,362
Revenue	$281,585	$88,147	$-76,445
Expenses	$152,185	$124,908	$200,908
Qualifying Distributions	$143,526	$118,561	$180,095
Net Investment Income	$271,420	$73,345	$49,470
Distributable Amount	$157,881	$142,809	$146,340

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 Massachusetts Institute of Technology ($38,118), Children's Hospital of Wisconsin ($38,117), Lutheran Home Foundation ($30,494).

Recipient	Purpose	Amount
MASSACHUSETTS INSTITUTE OF TECHNOLOGY CAMBRIDGE, MA	UNRESTRICTED GENERAL	$38,118
NATIONAL AUDUBON SOCIETY NEW YORK, NY	UNRESTRICTED GENERAL	$7,625
LUTHERAN HOME FOUNDATION MILWAUKEE, WI	UNRESTRICTED GENERAL	$30,494
CHILDREN'S HOSPITAL OF WISCONSIN MILWAUKEE, WI	UNRESTRICTED GENERAL	$38,117
UNIVERSITY OF WISCONSIN MEDICAL FDN MADISON, WI	UNRESTRICTED GENERAL	$27,034

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$3,470

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ud Klingler Charitable Fdn?

Ud Klingler Charitable Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.8M in total assets as of 2024.

How large is Ud Klingler Charitable Fdn?

As of 2024, Ud Klingler Charitable Fdn holds $2.8M in total assets with $282K in annual revenue. It awarded 5 grants totaling $141K in 2024.

Where does Ud Klingler Charitable Fdn operate?

Ud Klingler Charitable Fdn has awarded grants in Massachusetts, New York, Wisconsin.

What size grants does Ud Klingler Charitable Fdn award?

In 2024, Ud Klingler Charitable Fdn awarded 5 grants totaling $141K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Ud Klingler Charitable Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ud Klingler Charitable Fdn reported a distributable amount of $158K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.