Funder DirectorySAM W KLEIN CHARITABLE
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Private foundation (trust)EIN 650508555Est. 1994-10

SAM W KLEIN CHARITABLE

BOCA RATON, FL 33433

Total Assets

$2.9M

FY 2023

Annual Giving

$162K

FY 2023

Grants Made

24

FY 2023

Avg Grant

$7K

FY 2023

Grant Range

$500–$53K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$86K

Total Expenses

$181K

Qualifying Distributions

$165K

Distributable Amount

$141K

Min. Investment Return

$142K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

24 grants

Grant sizes from minimum $500 through median $1K to maximum $53K, 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

3 years

Giving over time from 2020 to 2023. Peak $219K in 2022. Hover bars for details.

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

Top Recipients

123 grants

FAU FOUNDATION
$61K
3 grants
SWEETWATER MUSIC HALL
$51K
3 grants
HEAD COUNT
$50K
1 grant
MARIN ACADEMY
$50K
1 grant
MAKE A WISH FOUNDATION
$36K
2 grants
BROWARD PERFORM ARTS FOUND
$26K
3 grants
HOMELESS COALITION PBC
$25K
3 grants
WOMEN MAKE MOVIES
$20K
1 grant

Grant Size Distribution

123 grants

<$10K
114
grants
$10–50K
8
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

13 states

Florida
$266K
45% of total
California
$109K
18% of total
New York
$80K
13% of total
Colorado
$40K
7% of total
Maryland
$40K
7% of total
Virginia
$23K
4% of total
Pennsylvania
$18K
3% of total
District of Columbia
$15K
2% of total
Georgia
$3K
0% of total
West Virginia
$2K
0% of total

+3 more states

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SAM W KLEIN CHARITABLE — Grants, Financials & Contact | Grantivo