Frederick & Sharon Klingenstein Fund
Total Given 2016–2024
$7.6M
33 grants · $844K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$275K
typical big bets · $75K–$328K
grant size
100%
deep partner · 3/3 multi-year
repeat
$32.2M
Assets · 2021
3
Distinct recipients
About
KLINGENSTEIN FIELDS PROVIDES INVESTMENT ADVISORY SERVICES RELATING TO THE FOUNDATION'S BROKERAGE ACCOUNT
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
2125831100
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $100K | $20.4M | $150K | 3 |
| 2017 | $100K | $22.4M | $881K | 3 |
| 2018 | $1.2M | $21.6M | $2.6M | 7 |
| 2019 | N/A | $24.6M | $336K | N/A |
| 2020 | $1.0M | $25.7M | $-139K | 4 |
| 2021 | $1.2M | $32.2M | $4.7M | 4 |
| 2022 | $1.3M | $25.2M | $1.5M | 4 |
| 2023 | $1.3M | $28.1M | $515K | 4 |
| 2024 | $1.3M | $30.7M | $479K | 4 |
Grant Size Distribution
Based on 33 grants on record
Minimum
$1
25th Pctl
$75K
Median
$275K
Average
$230K
75th Pctl
$328K
Maximum
$335K
Geographic Distribution
Officers & Directors
AP
Amy Pollinger
9+ yrs
President
Leadership
KF
Kenneth Fields
9+ yrs
Treasurer
Leadership
KP
Kenneth Pollinger
9+ yrs
Secretary
Leadership
AP
Amy Pollinger
9+ yrs
President
Leadership
KF
Kenneth Fields
9+ yrs
Treasurer
Leadership
KP
Kenneth Pollinger
9+ yrs
Secretary
Leadership
AP
Amy Pollinger
9+ yrs
President
Leadership
KF
Kenneth Fields
9+ yrs
Treasurer
Leadership
KP
Kenneth Pollinger
9+ yrs
Secretary
Leadership
AP
Amy Pollinger
9+ yrs
President
Leadership
KF
Kenneth Fields
9+ yrs
Treasurer
Leadership
KP
Kenneth Pollinger
9+ yrs
Secretary
Leadership
AP
Amy Pollinger
9+ yrs
President
Leadership
KF
Kenneth Fields
9+ yrs
Treasurer
Leadership
KP
Kenneth Pollinger
9+ yrs
Secretary
Leadership
AP
Amy Pollinger
9+ yrs
President
Leadership
KF
Kenneth Fields
9+ yrs
Treasurer
Leadership
KP
Kenneth Pollinger
9+ yrs
Secretary
Leadership
AP
Amy Pollinger
9+ yrs
President
Leadership
KF
Kenneth Fields
9+ yrs
Treasurer
Leadership
KP
Kenneth Pollinger
9+ yrs
Secretary
Leadership
AP
Amy Pollinger
9+ yrs
President
Leadership
KF
Kenneth Fields
9+ yrs
Treasurer
Leadership
KP
Kenneth Pollinger
9+ yrs
Secretary
Leadership
FK
Frederick Klingenstein
2 yrs
Trustee
AP
Amy Pollinger
9+ yrs
President
Leadership
KF
Kenneth Fields
9+ yrs
Treasurer
Leadership
KP
Kenneth Pollinger
9+ yrs
Secretary
Leadership
FK
Frederick Klingenstein
2 yrs
Trustee
Grants Awarded (33 total)
| Purpose | ||||
|---|---|---|---|---|
| Charles Schwab Donor Advised Fund | San Francisco, CA | $334,948 | KATHY KLINGENSTEIN DONOR ADVISED FUND | 2022 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $334,948 | SUSAN KLINGENSTEIN DONOR ADVISED FUND | 2022 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $334,948 | LUCY KLINGENSTEIN DONOR ADVISED FUND | 2022 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $334,947 | AMY POLLINGER DONOR ADVISED FUND | 2022 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $332,500 | KATHY KLINGENSTEIN DONOR ADVISED FUND | 2023 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $332,500 | SUSAN KLINGENSTEIN DONOR ADVISED FUND | 2023 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $332,500 | LUCY KLINGENSTEIN DONOR ADVISED FUND | 2023 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $332,500 | AMY POLLINGER DONOR ADVISED FUND | 2023 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $327,500 | KATHY KLINGENSTEIN DONOR ADVISED FUND | 2024 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $327,500 | SUSAN KLINGENSTEIN DONOR ADVISED FUND | 2024 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $327,500 | LUCY KLINGENSTEIN DONOR ADVISED FUND | 2024 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $327,500 | AMY POLLINGER DONOR ADVISED FUND | 2024 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $293,750 | KATHY KLINGENSTEIN DONOR ADVISED FUND | 2021 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $293,750 | SUSAN KLINGENSTEIN DONOR ADVISED FUND | 2021 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $293,750 | LUCY KLINGENSTEIN DONOR ADVISED FUND | 2021 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $293,750 | AMY POLLINGER DONOR ADVISED FUND | 2021 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $275,000 | KATHY KLINGENSTEIN DONOR | 2018 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $275,000 | SUSAN KLINGENSTEIN DONOR | 2018 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $275,000 | LUCY KLINGENSTEIN DONOR | 2018 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $275,000 | AMY POLLINGER DONOR | 2018 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $260,000 | KATHY KLINGENSTEIN DONOR ADVISED FUND | 2020 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $260,000 | SUSAN KLINGENSTEIN DONOR ADVISED FUND | 2020 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $260,000 | LUCY KLINGENSTEIN DONOR ADVISED FUND | 2020 |
| Charles Schwab Donor Advised Fund | San Francisco, CA | $260,000 | AMY POLLINGER DONOR ADVISED FUND | 2020 |
| Uja Federation of New York | New York, NY | $75,000 | GENERAL PURPOSE | 2018 |