John & Patricia Klingenstein Fund
EIN 134062589Total Given 2016–2024
$34.1M
84 grants · $3.8M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$5K
typical small grants · $500–$50K
grant size
1%
transactional · 1/77 multi-year
repeat
$116.7M
Assets (2023)
77
Distinct Recipients
About
COHEN KLINGENSTEIN LLC PROVIDES INVESTMENT ADVISORY SERVICES RELATING TO THE FOUNDATION'S BROKERAGE ACCOUNT.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(212) 583-1100
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $3.2M | $65.4M | $3.9M | 1 |
| 2017 | $3.0M | $78.5M | $8.2M | 1 |
| 2018 | $3.8M | $80.4M | $16.4M | 1 |
| 2019 | N/A | $98.1M | $4.0M | N/A |
| 2020 | $4.5M | $106.1M | $3.3M | 1 |
| 2021 | $4.4M | $126.5M | $78.3M | 2 |
| 2022 | $4.8M | $96.4M | $3.1M | 2 |
| 2023 | $5.0M | $116.7M | $3.3M | 74 |
| 2024 | $5.3M | $0 | $2.4M | 2 |
Grant Size Distribution
Based on 84 grants on record
Minimum
$200
25th Pctl
$500
Median
$5K
Average
$407K
75th Pctl
$50K
Maximum
$4.7M
Geographic Distribution
Officers & Directors
Grants Awarded (84 total)
| Purpose | ||||
|---|---|---|---|---|
| See Statement Attached | New York, NY | $4,737,750 | GENERAL PURPOSE | 2022 |
| See Statement Attached | New York, NY | $4,524,959 | GENERAL PURPOSE | 2020 |
| Esther & Joseph Klingenstein Fund | New York, NY | $4,500,000 | GENERAL PURPOSE | 2024 |
| See Statement Attached | New York, NY | $3,994,500 | GENERAL PURPOSE | 2021 |
| See Statement Attached | New York, NY | $3,831,707 | GENERAL PURPOSE | 2018 |
| See Statement Attached | New York, NY | $3,228,031 | GENERAL PURPOSE | 2016 |
| See Statement Attached | New York, NY | $3,034,189 | GENERAL PURPOSE | 2017 |
| Dexter Hall at the New-York Historical Society | New York, NY | $1,150,000 | GENERAL PURPOSE $1,100,000 STRAWBERRY LUNCH $ 50,000 | 2023 |
| Northern Light Health Foundation | Brewer, ME | $1,000,000 | GENERAL PURPOSE | 2023 |
| Klingenstein Third Generation Foundation | New York, NY | $780,000 | GENERAL PURPOSE | 2024 |
| Waynflete Grant | Portland, ME | $600,000 | GENRAL PURPOSE | 2023 |
| Teatro Nuovo | New York, NY | $525,000 | GENERAL PURPOSE | 2023 |
| Teatro Nuovo Grant | New York, NY | $500,000 | GENERAL PURPOSE | 2023 |
| 7 Lakes Alliance | Belgrade Lakes, ME | $425,000 | GENERAL PURPOSE- 5/31/2023 $225,000 GENERAL PURPOSE- 11/13/2023 $200,000 | 2023 |
| See Statement Attached | New York, NY | $400,772 | A GRANT OF 2,382 SHARES OF DISNEY STOCK WAS MADE TO MERCY HOSPITAL ON MAY 19, 2021. THE GRANT WAS FOR GENERAL... | 2021 |
| The Frick Collection | New York, NY | $120,000 | GENERAL PURPOSE | 2023 |
| UJA-Federation of New York | New York, NY | $100,000 | ANNUAL CAMPAIGN | 2023 |
| See Statement Attached | New York, NY | $75,129 | A GRANT OF 189 SHARES OF SPY WAS MADE TO 7 LAKES ALLIANCE ON NOVEMBER 30, 2022. THE GRANT WAS FOR GENERAL PURPOSES.... | 2022 |
| Metropolitan Opera Association Inc | New York, NY | $75,000 | GENERAL PURPOSE | 2023 |
| The Hastings Center | Garrison, NY | $70,000 | GENERAL PURPOSE | 2023 |
| AIM Academy BR | Conshohocken, PA | $50,000 | GENERAL PURPOSE | 2023 |
| The New York Public Library | New York, NY | $50,000 | GENERAL PURPOSE | 2023 |
| Gilder Lehrman Grant | New York, NY | $50,000 | GENERAL PURPOSE | 2023 |
| Teachers College Columbia University | New York, NY | $30,000 | ANNUAL FUND | 2023 |
| The Rockefeller University | New York, NY | $25,000 | UNIVERSITY COUNCIL ANNUAL FUND | 2023 |