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Also known as: FOUNDATION C/O THE KLEIN COMPANY
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Stephen B Klein Charitable Foundation Trust is a private trust based in PHILADELPHIA, PA. The foundation received its IRS ruling in 2006. The principal officer is The Klein Company. It holds total assets of $26K. Annual income is reported at $1.9M. Total assets have decreased from $776K in 2011 to $38K in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Pennsylvania and New Jersey. According to available records, Stephen B Klein Charitable Foundation Trust has made 18 grants totaling $6.1M, with a median grant of $10K. Annual giving has grown from $72K in 2020 to $1M in 2023. Grantmaking activity was highest in 2022 with $3M distributed across 6 grants. Individual grants have ranged from $1K to $2M, with an average award of $340K. The foundation has supported 12 unique organizations. Grants have been distributed to organizations in New York and Pennsylvania and New Jersey. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$5K
Average Grant
$10K
Largest Grant
$25K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Stephen B Klein Charitable Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 18 grants. Its grantmaking reaches organizations primarily in NY, PA, NJ.
Stephen B Klein Charitable Foundation Trust has distributed a total of $6.1M across 18 grants. The median grant size is $10K, with an average of $340K. Individual grants have ranged from $1K to $2M.
Stephen B Klein Charitable Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Stephen B Klein Charitable Foundation Trust is headquartered in PHILADELPHIA, PA. While based in PA, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Stephen B Klein | MANAGING TRUSTEE | $0 | $0 | N/A |
Total Giving
$1M
Total Assets
$38K
Fair Market Value
$38K
Net Worth
$38K
Grants Paid
$1M
Contributions
$923K
Net Investment Income
$757K
Distribution Amount
$5K
Total Grants
18
Total Giving
$6.1M
Average Grant
$340K
Median Grant
$10K
Unique Recipients
12
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Society For Technion Israel Institute Of Technology IncUNRESTRICTED CONTRIBUTION | New York, NY | $1M | 2023 |
| Atlantic City Boardwalk Holocaust MemorialUNRESTRICTED CONTRIBUTION | Atlantic City, NJ | $10K | 2022 |
| Emily'S EntourageUNRESTRICTED CONTRIBUTION | Merion Station, PA | $3K | 2022 |
| Jack M Barrack Hebrew AcademyUNRESTRICTED CONTRIBUTION | Bryn Mawr, PA | $10K | 2021 |
| Jewish Federation Of Greater PhiladelphiaUNRESTRICTED CONTRIBUTION | Philadelphia, PA | $10K | 2021 |
| Jewish Family And Children'S ServicesUNRESTRICTED CONTRIBUTION | Philadelphia, PA | $3K | 2021 |
| Thomas Jefferson UniversityUNRESTRICTED CONTRIBUTION | Philadelphia, PA | $25K | 2020 |
| Onefamily FundUNRESTRICTED CONTRIBUTION | Teaneck, NJ | $25K | 2020 |
| Whitemarsh FoundationUNRESTRICTED CONTRIBUTION | Lafayette Hill, PA | $10K | 2020 |
| Jewish Relief AgencyUNRESTRICTED CONTRIBUTION | Bala Cynwyd, PA | $5K | 2020 |
| Minding Your MindUNRESTRICTED CONTRIBUTION | Ardmore, PA | $3K | 2020 |
| Temple Law SchoolUNRESTRICTED CONTRIBUTION | Philadelphia, PA | $1K | 2020 |
WEST CONSHOHOCKEN, PA
LIGONIER, PA
PITTSBURGH, PA