Private foundation
JULIA & ISADORE KLEIN FAMILY FOUNDATION INC
LOUISVILLE, KYEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
LOUISVILLE, KYEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $490,959 | $432,938 | $374,965 | $5,524,579 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 40% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CENTRE COLLEGEDANVILLE, KY | CHARITABLE | $101,000 | 2021 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen Klein | PRESIDENT | 0.00 | $0 |
| Richard Klein | VICE PRESIDENT | 0.00 | $0 |
| Beth Paxton Klein | SECRETARY | 15.00 | $24,000 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $5,524,579 |
| FY2023 | 990-PF | $263,272 | $376,850 | $323,709 | $5,484,080 | $5,484,080 |
| FY2022 | 990-PF | $212,129 | $431,683 | $371,210 | $5,767,958 | $5,767,958 |
| FY2021 | 990-PF | $723,079 | $461,462 | $403,385 | $5,622,707 | $5,622,707 |
| FY2020 | 990-PF | $445,633 | $395,287 | $331,435 | $5,936,026 | $5,936,026 |
| FY2019 | 990-PF | $412,882 | $352,317 | $290,152 | $5,944,263 | $5,944,263 |
| FY2018 | 990-PF | $363,919 | $268,066 | $210,449 | $5,744,954 | $5,744,954 |
| FY2017 | 990-PF | $345,432 | $351,365 | $292,629 | $5,635,391 | $5,635,391 |
| FY2016 | 990-PF | $68,334 | $373,517 | $308,874 | $5,585,285 | $5,585,285 |
| CHARITABLE |
| $65,000 |
| 2017 |
| CENTRE COLLEGEDANVILLE, KY | CHARITABLE | $62,750 | 2017 |
| JEWISH COMMUNITY OF LOUISVILLEJEWISH FEDERATION OF LOUISVILLELOUISVILLE, KY | CHARITABLE | $60,000 | 2023 |
| Jewish Federation of LouisvilleMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.Louisville, KY | Charitable | $60,000 | 2016 |
| CENTRE COLLEGEDANVILLE, KY | CHARITABLE | $57,249 | 2023 |
| CENTRE COLLEGEDANVILLE, KY | CHARITABLE | $57,000 | 2024 |
| THE TEMPLELOUISVILLE, KY | CHARITABLE | $52,060 | 2022 |
| JEWISH COMMUNITY OF LOUISVILLE AKA JEWISH FEDERATION OF LOUISVILLELOUISVILLE, KY | CHARITABLE | $50,000 | 2018 |
| JEWISH COMMUNITY OF LOUISVILLE JEWISH COMMUNITY CENTERLOUISVILLE, KY | CHARITABLE | $45,000 | 2020 |
| JEWISH COMMUNITY OF LOUISVILLE JEWISH FEDERATION OF LOUISVILLELOUISVILLE, KY | CHARITABLE | $40,100 | 2020 |
| METRO UNITED WAYLOUISVILLE, KY | CHARITABLE | $40,000 | 2023 |
| METRO UNITED WAYLOUISVILLE, KY | CHARITABLE | $40,000 | 2022 |
| METRO UNITED WAYLOUISVILLE, KY | CHARITABLE | $40,000 | 2024 |
| GILDA'S CLUB OF LOUISVILLLELOUISVILLE, KY | CHARITABLE | $40,000 | 2019 |
| The TempleLouisville, KY | Charitable | $39,460 | 2016 |
| THE TEMPLELOUISVILLE, KY | CHARITABLE | $37,010 | 2021 |
| THE TEMPLELOUISVILLE, KY | CHARITABLE | $36,300 | 2024 |
| JEWISH COMMUNITY OF LOUISVILLE AKA JEWISH FEDERATION OF LOUISVILLELOUISVILLE, KY | CHARITABLE | $35,000 | 2019 |
| METRO UNITED WAYLOUISVILLE, KY | CHARITABLE | $34,000 | 2021 |
| Centre CollegeDanville, KY | Charitable | $33,699 | 2016 |
| METRO UNITED WAYLOUISVILLE, KY | CHARITABLE | $33,500 | 2020 |
| CENTRE COLLEGEDANVILLE, KY | CHARITABLE | $33,000 | 2022 |
| Metro United WayLouisville, KY | Charitable | $32,500 | 2016 |
| BAPTIST HEALTH FOUNDATIONLOUISVILLE, KY | CHARITABLE | $32,000 | 2019 |
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202403209349102745
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202313349349100511
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202223159349101412
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202143169349102289
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202043159349101004
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201923179349101222
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201803199349105200
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201743199349102019
Form 990-PF · FY2015 · period ending Dec 31, 2015
Filing id 201633099349100228
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.