Private Foundation

F ALBERT KLEIN TRUST UNDER WILL

F ALBERT KLEIN TRUST UNDER WILL is a Private Foundation headquartered in MILWAUKEE, WI. Financial data from the 2025 filing: $731K revenue, $846K expenses, $12.6M total assets. IRS filings disclose 6 grants awarded by this foundation, totaling roughly $3.9M.

EIN: 420859994 MILWAUKEE, WI Latest filing: 2025

Total Revenue$731K

Total Expenses$846K

Total Assets$12.6M

Grants Given6

Grant Total$3.9M

Filing Years2020–2025

Sample Grants Given

SOUTHEAST IOWA REGIONAL MEDICAL CTR

W BURLINGTON, IA · 2024

GENERAL OPERATING

$706,952

GREAT RIVER MEDICAL CENTER

W BURLINGTON, IA · 2023

GENERAL OPERATING

$640,427

GREAT RIVER MEDICAL CENTER

W BURLINGTON, IA · 2020

GENERAL OPERATING

$588,995

GREAT RIVER MEDICAL CENTER

W BURLINGTON, IA · 2019

GENERAL OPERATING

$597,091

SOUTHEAST IOWA REGIONAL MEDICAL CTR

W BURLINGTON, IA

GENERAL OPERATING

$706,951

Showing up to 5 of 6 total records — full history available with membership.

Officers & Directors

TRUSTEE Us Bank N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$3,850,886 6 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$731K	$846K	$12.6M
2024	$1.0M	$765K	$12.7M
2023	$950K	$829K	$12.4M
2021	$819K	$686K	$12.1M
2020	$323K	$702K	$12.0M

Between 2020 and 2025, reported annual revenue grew from $323K to $731K (+126%), with total assets most recently reported at $12.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IA.

Full geographic grant map with state-by-state breakdown available with membership.

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