Funder DirectoryJAMES AND DEBORAH KLEIN FAMILY
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Private foundation (trust)EIN 822984375Est. 2017-11

JAMES AND DEBORAH KLEIN FAMILY

ANAHEIM, CA 92807

Total Assets

$4.3M

FY 2023

Annual Giving

$122K

FY 2023

Grants Made

15

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$1K–$34K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$78K

Total Expenses

$194K

Qualifying Distributions

$126K

Distributable Amount

$193K

Min. Investment Return

$193K

Undistributed Income

$189K

Payout rate 65%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.65%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $1K through median $5K to maximum $34K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $168K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

67 grants

CONCORDIA UNIVERSITY IRVINE
$68K
4 grants
COLE VALLEY CHRISTIAN SCHOOLS INC
$64K
3 grants
MUSICAL THEATER OF ORANGE COUNTY
$45K
3 grants
OLIVE CREST
$38K
3 grants
ST JOHN'S LUTHERAN CHURCH
$37K
3 grants
CHOC CHILDREN'S FOUNDATION
$30K
4 grants
MUSICAL THEATRE OF ORANGE COUNTY
$30K
1 grant
ROLLIN' FROM THE HEART
$23K
4 grants

Grant Size Distribution

67 grants

<$10K
56
grants
$10–50K
11
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

California
$409K
77% of total
Idaho
$69K
13% of total
Massachusetts
$15K
3% of total
Georgia
$13K
2% of total
Utah
$10K
2% of total
Connecticut
$6K
1% of total
Arizona
$5K
1% of total
Florida
$1K
0% of total
Colorado
$1K
0% of total
Tennessee
$1K
0% of total

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JAMES AND DEBORAH KLEIN FAMILY — Grants, Financials & Contact | Grantivo