Charles & Jane Klein Family Fund
Charles & Jane Klein Family Fund is a private foundation, based in Mount Kisco, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 1 grant totaling $163K. Net investment income was $55K.
Charles & Jane Klein Family Fund at a glance
In short: Charles & Jane Klein Family Fund gave $163K across 1 grant in 2025 (avg $163K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $162,908
- +7657.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $162,908
- +7657.5% vs 2024
- Median grant
- $162,908
- Total assets
- $3,778,377
- +0.1% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who Charles & Jane Klein Family Fund funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Charles & Jane Klein Family Fund gives
- Giving grew 271413% from 2022 to 2025. Method
- In 2025 it paid out 46% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $60 (2022) to $417K (2020). In 2025 it made 1 grant totaling $163K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Schedule See Attached Schedule, CT | General Operating Purposes | $162,908 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,778,377 | $205,986 | $209,774 | $162,908 | 1 | $162,908 | $55,143 | $354,806 |
| 2024 | $3,774,923 | $377,863 | $41,871 | $2,100 | 1 | $2,100 | $71,208 | $313,432 |
| 2023 | $3,434,273 | $184,835 | $36,529 | — | — | — | $90,313 | $270,734 |
| 2022 | $3,289,129 | $146,049 | $34,479 | $60 | 1 | $60 | $48,308 | $266,441 |
| 2021 | $3,248,513 | $752,548 | $108,778 | $75,346 | 1 | $75,346 | $52,259 | $259,538 |
| 2020 | $2,620,412 | $9,079 | $461,334 | $417,126 | 1 | — | $46,709 | $241,589 |
Under IRS private-foundation payout rules, Charles & Jane Klein Family Fund reported a distributable amount of $355K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles & Jane Klein Family Fund is led by Jane Parsons Klein, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jane Parsons Klein
President
On filings since 2020
No compensation reported
Andrew Klein
Director
On filings since 2020
No compensation reported
Elizabeth Klein
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Charles & Jane Klein Family Fund
How much does Charles & Jane Klein Family Fund give each year?
Charles & Jane Klein Family Fund gave $163K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2K across 1 grant.
How large is Charles & Jane Klein Family Fund?
Charles & Jane Klein Family Fund reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $163K in qualifying distributions that year, against a required minimum of $355K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Charles & Jane Klein Family Fund operate?
Charles & Jane Klein Family Fund has awarded grants in Connecticut, New York, Vermont.
What is Charles & Jane Klein Family Fund's EIN?
Charles & Jane Klein Family Fund's EIN (Employer Identification Number) is 20-4828991. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Charles & Jane Klein Family Fund funds
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