F ALBERT KLEIN TRUST UNDER WILL
Total Given 2019–2024
$3.2M
5 grants · $535K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$640K
typical big bets · $610K–$665K
grant size
50%
supporter · 1/2 multi-year
repeat
$13.5M
Assets · 2022
2
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
3197538764
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $610K | $12.4M | $786K | 1 |
| 2020 | N/A | $11.9M | $323K | N/A |
| 2021 | $589K | $15.2M | $819K | 1 |
| 2022 | $665K | $13.5M | $1.0M | 1 |
| 2023 | $707K | $13.8M | $950K | 1 |
| 2024 | $640K | $15.4M | $1.0M | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$589K
25th Pctl
$610K
Median
$640K
Average
$642K
75th Pctl
$665K
Maximum
$707K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| US Bank NA | Trustee | $108K |
| US BANK N A | TRUSTEE | $104K |
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| SOUTHEAST IOWA REGIONAL MEDICAL CTR | W BURLINGTON, IA | $706,951 | GENERAL OPERATING | 2023 |
| GREAT RIVER MEDICAL CENTER | W BURLINGTON, IA | $665,334 | GENERAL OPERATING | 2022 |
| GREAT RIVER MEDICAL CENTER | W BURLINGTON, IA | $640,427 | GENERAL OPERATING | 2024 |
| GREAT RIVER MEDICAL CENTER | W BURLINGTON, IA | $610,470 | GENERAL OPERATING | 2019 |
| GREAT RIVER MEDICAL CENTER | W BURLINGTON, IA | $588,995 | GENERAL OPERATING | 2021 |