Funder DirectoryTHE MORTIMER & BARBARA KLAUS FAMILY
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Private foundation (trust)EIN 205747828Est. 2007-02

THE MORTIMER & BARBARA KLAUS FAMILY

BOCA RATON, FL 33496

Total Assets

$4.3M

FY 2023

Annual Giving

$191K

FY 2023

Grants Made

32

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$1K–$25K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$203K

Total Expenses

$219K

Qualifying Distributions

$196K

Distributable Amount

$198K

Min. Investment Return

$201K

Undistributed Income

$116K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

32 grants

Grant sizes from minimum $1K through median $3K to maximum $25K, 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

6 years

Giving over time from 2017 to 2023. Peak $215K in 2021. Hover bars for details.

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

Top Recipients

96 grants

DETAILS OF CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AVAILABLE UPON REQUEST
$522K
3 grants
MAIMONIDES MEDICAL CENTER
$80K
3 grants
SAJ
$54K
3 grants
UJA FEDERATION OF NEW YORK
$46K
3 grants
CONGREGATION BETH DAVID
$39K
3 grants
TEMPLE EMANUEL NC
$36K
2 grants
PARK AVENUE SYNAGOGUE
$30K
2 grants
WINSTON-SALEM UJA
$30K
3 grants

Grant Size Distribution

96 grants

<$10K
76
grants
$10–50K
17
grants
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

New York
$892K
80% of total
North Carolina
$123K
11% of total
Connecticut
$56K
5% of total
Massachusetts
$15K
1% of total
California
$15K
1% of total
New Jersey
$12K
1% of total
Iowa
$3K
0% of total

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THE MORTIMER & BARBARA KLAUS FAMILY — Grants, Financials & Contact | Grantivo