ANDREW & JULIE KLINGENSTEIN

NEW YORK, NY 10006-2756 EIN 522126870

https://N/A
Total Given 2016–2023
$10.6M
10 grants · $1.3M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$919K
typical big bets · $89K–$2.3M
grant size
100%
deep partner · 3/3 multi-year
repeat
$38.6M
Assets · 2020
3
Distinct recipients

About

INVESTMENT ADVISORY FEES PAID DIRECTLY FROM INVESTMENT 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
YearTotal GivingTotal AssetsRevenueGrants
2016 $933K $21.6M $1.2M 2
2017 $1.1M $26.6M $1.7M 2
2018 $1.5M $25.0M $2.0M 2
2019 N/A $31.8M $2.7M N/A
2020 $2.6M $38.6M $1.5M 2
2022 $2.3M $33.3M $1.5M 1
2023 $2.3M $40.5M $1.9M 1

Grant Size Distribution

Based on 10 grants on record

Minimum
$4K
25th Pctl
$89K
Median
$919K
Average
$1.1M
75th Pctl
$2.3M
Maximum
$2.5M

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
ANDREW KLINGENSTEIN TREAS/SEC —
JULIE KLINGENSTEIN PRESIDENT —
THOMAS D KLINGENSTEIN VICE PRES —

Grants Awarded (10 total)

Purpose
NON CASH CONTRIBUTION - SEE SCHEDULE ATTACHED NEW YORK, NY $2,470,958 GENERAL PURPOSE 2020
SEE SCHEDULE ATTACHED NEW YORK, NY $2,304,330 SEE GRANT ATTACHMENT 2022
SEE SCHEDULE ATTACHED NEW YORK, NY $2,286,113 SEE GRANT ATTACHMENT 2023
NON CASH CONTRIBUTION - SEE SCHEDULE ATTACHED NEW YORK, NY $1,447,054 GENERAL PURPOSE 2018
NON CASH CONTRIBUTION - SEE SCHEDULE ATTACHED NEW YORK, NY $994,195 GENERAL PURPOSE 2017
NON CASH CONTRIBUTION - SEE SCHEDULE ATTACHED NEW YORK, NY $844,237 GENERAL PURPOSE 2016
CASH - SEE SCHEDULE ATTACHED NEW YORK, NY $132,250 GENERAL PURPOSE 2020
CASH - SEE SCHEDULE ATTACHED NEW YORK, NY $89,000 GENERAL PURPOSE 2016
CASH - SEE SCHEDULE ATTACHED NEW YORK, NY $59,250 GENERAL PURPOSE 2017
CASH - SEE SCHEDULE ATTACHED NEW YORK, NY $3,992 GENERAL PURPOSE 2018