Funder DirectoryJULIA & ISADORE KLEIN FAMILY
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Private foundation (trust)EIN 610648689Est. 1965-04

JULIA & ISADORE KLEIN FAMILY

LOUISVILLE, KY 40241

Accepts unsolicited proposals

Total Assets

$7.1M

FY 2023

Annual Giving

$324K

FY 2023

Grants Made

53

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$100–$60K

Typical

Deadlines

Submissions accepted throughout the ye…

Applications

Programs & Activities

Program 1

Not applicable

Financial Snapshot

2023 filing

Total Revenue

$263K

Total Expenses

$377K

Qualifying Distributions

$324K

Distributable Amount

$339K

Min. Investment Return

$343K

Undistributed Income

$3K

Payout rate 95%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.95%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

53 grants

Grant sizes from minimum $100 through median $1K to maximum $60K, 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

2 years

Giving over time from 2020 to 2023. Peak $331K in 2020. Hover bars for details.

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

Top Recipients

119 grants

METRO UNITED WAY
$74K
2 grants
CENTRE COLLEGE
$68K
2 grants
THE TEMPLE
$62K
2 grants
JEWISH COMMUNITY OF LOUISVILLEJEWISH FEDERATION OF LOUISVILLE
$60K
1 grant
JEWISH COMMUNITY OF LOUISVILLE JEWISH COMMUNITY CENTER
$45K
1 grant
JEWISH COMMUNITY OF LOUISVILLE JEWISH FEDERATION OF LOUISVILLE
$40K
1 grant
LOUISVILLE BALLET
$30K
2 grants
KENTUCKY HUMANE SOCIETY
$23K
2 grants

Grant Size Distribution

119 grants

<$10K
103
grants
$10–50K
14
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

18 states

Kentucky
$603K
92% of total
Washington
$21K
3% of total
District of Columbia
$7K
1% of total
Alabama
$6K
1% of total
Ohio
$5K
1% of total
New York
$5K
1% of total
California
$2K
0% of total
Wisconsin
$2K
0% of total
Pennsylvania
$1K
0% of total
Texas
$600
0% of total

+8 more states

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JULIA & ISADORE KLEIN FAMILY — Grants, Financials & Contact | Grantivo