James and Deborah Klein Family

Private foundation · Grantmaker Anaheim, CA EIN: 82-2984375

James and Deborah Klein Family is a private foundation based in Anaheim, California. Its 2025 filing reports $225,000 in grants to 14 organizations, including schools, a university, youth-serving organizations, a church, and organizations providing support related to breast cancer.

Key facts about James and Deborah Klein Family

In short: James and Deborah Klein Family gave $225K across 14 grants in 2025 (avg $16K), mostly in California. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
82-2984375
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$225,000
Grants made (2025)
14
Average grant
$16,071
Median grant
$5,000
New grantees (estimate)
0% first-time grantees (0 of 13, 2025; small sample)
Total assets
$4,007,996
Primary geography
California (54% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.0M

+2.6% YoY

Annual Giving

$225K

+18.4% YoY

Grant Count

14

-12.5% YoY

Avg Grant Size

$16K

+35.3% YoY

Under IRS private-foundation payout rules, James and Deborah Klein Family reported a distributable amount of $257K for 2025 — the minimum it must pay out in qualifying distributions.

Is James and Deborah Klein Family open to new grantees?

0%

first-time grantees, 2025

In 2025, 0 of 13 grantees (0%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. How we count

  • 100% of 2025 grantees were also funded in 2024. Method
  • Giving grew 213% from 2022 to 2025. Method
  • In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants include support for education, youth programs, health and wellness, and other charitable purposes. For example, Cole Valley Christian Schools describes its mission as partnering with Christian families to support students’ potential; Concordia University Irvine describes itself as a Lutheran Christian university preparing citizens to serve society and the church; and Boys & Girls Club of San Marcos says it works to help young people reach their potential as responsible and caring citizens.

Other 2025 recipients describe their work as supporting families affected by breast cancer (Runway for Recovery), serving children to promote academic success (Assistance League of North Coast), and working to end youth homelessness (StandUp for Kids). These are the grantees’ descriptions of their missions.

Grantmaking

In 2025, the foundation gave $225,000 through 14 grants. Grants ranged from $1,000 to $85,000, with a median grant of $5,000.

Among the largest reported grants were $85,000 to Cole Valley Christian Schools for a capital campaign; $38,000 to St John’s Lutheran Church for “Learn Grant”; $25,000 to Concordia University Irvine for “Vision 2025”; $20,000 to CHOC Children’s Foundation for “PICU”; and $15,000 each to Boys & Girls Club of San Marcos for its general fund and Runway for Recovery for “The Runway Show, Southern California.”

How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

The foundation’s 2025 grants went to recipients in California (54% of grant dollars), Idaho (38%), Massachusetts (7%), Georgia (1%), and Connecticut (1%). These reported shares total 101%, reflecting the figures as provided.

Grant Distribution by State

10states

Share of 2025 grant dollars across all 14 itemized grants.

Cities

OrangeAnaheimIrvineEncinitasSan MarcosDecaturMeridianNewingtonNewburyportOceansidePlacentiaSanta AnaCarlsbadEagleSimi ValleyChinoColorado SpringsCosta MesaFort MeyersFresno

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K21 grants2020 19 grants2021 12 grants2022 15 grants2023 16 grants2024 14 grants2025

From 2020 to 2025, annual grant giving ranged from $72K (2022) to $225K (2025). In 2025 it made 14 grants totaling $225K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Cole Valley Christian Schools Inc: $85KCole Valley Christian SchoolsInc$85KSt John's Lutheran Church: $42K across 2 grantsSt John's Lutheran Church$42K · 2 grantsConcordia University Irvine: $25KConcordia University Irvine$25KChoc Children's Foundation: $20KChoc Children's Foundation$20KBoys & Girls Club of San Marcos: $15KBoys & Girls Club of SanMarcos$15KRunway for Recovery: $15KRunway for Recovery$15KGirl Scouts of Orange County: $5KGirl Scouts of Orange County$5KOcaac DBA My Day Counts: $5KOcaac DBA My Day Counts$5KRollin' from the Heart: $5KRollin' from the Heart$5KAssistance League of North Coast: $3KAssistance League of NorthCoast$3K

The largest 2025 recipient was Cole Valley Christian Schools Inc ($85K). Together the top 10 received $220K.

Grant Size Distribution

76 grants across all recorded years

74<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 74 grants of 76 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cole Valley Christian Schools Inc Meridian, IDCapital Campaign$85,000
St John's Lutheran Church Orange, CALearn Grant$38,000
Concordia University Irvine Irvine, CAVISION 2025$25,000
Choc Children's Foundation Orange, CAPICU$20,000
Boys & Girls Club of San Marcos San Marcos, CAGeneral Fund$15,000
Runway for Recovery Newburyport, MAThe Runway Show, Southern California$15,000
Girl Scouts of Orange County Irvine, CATroop 3223 (St., John's)$5,000
Ocaac DBA My Day Counts Anaheim, CAHealth and Wellness Initiative$5,000
Rollin' from the Heart Encinitas, CAGeneral Fund$5,000
St John's Lutheran Church Orange, CACub Scouts Pack #51$4,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $4,007,996 $516,329 $337,697 $225,000
2024 $3,906,307 $1,059,733 $270,902 $190,000
2023 $3,076,168 $77,528 $194,324 $122,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,007,996$3,906,307$3,076,168
Revenue$516,329$1,059,733$77,528
Expenses$337,697$270,902$194,324
Qualifying Distributions$228,970$196,454$125,983
Net Investment Income$424,847$978,557$6,384
Distributable Amount$256,931$232,149$193,052

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 4, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Scot Klein, Nicole Frasz, and Deborah E Klein as directors.

James and Deborah Klein Family's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Scot Klein

    Director

    On filings since 2020

    10 hrs/week

    $17K (2020) → $24K (2025)

  • Deborah E. Klein

    Director

    On filings since 2020

    No compensation reported

  • Nicole Frasz

    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.

Compensation Overview

From 2025 IRS filing

Scot Klein — Director: $24KScot KleinDirector$24K

The highest reported compensation on the 2025 filing was $24K, to Scot Klein (Director).

Contact

Mailing address: 1210 N Jefferson St Ste L, Anaheim, CA 92807
Phone: (714) 243-5411

Frequently asked questions about James and Deborah Klein Family

How much does James and Deborah Klein Family give each year?

James and Deborah Klein Family gave $225K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $190K across 16 grants.

What is James and Deborah Klein Family's typical grant size?

James and Deborah Klein Family's median grant in 2025 was $5,000, and its average grant was $16,071, across 14 grants on its 2025 IRS Form 990-PF.

Where does James and Deborah Klein Family give grants?

James and Deborah Klein Family gives mostly in California: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Idaho (38%) and Massachusetts (7%). The most frequent recipient cities were Orange, CA (4 grants) and Irvine, CA (2 grants).

Does James and Deborah Klein Family give general operating support?

Yes: 14% of James and Deborah Klein Family's 2025 grants with a stated purpose (2 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are James and Deborah Klein Family's largest grantees?

James and Deborah Klein Family's largest 2025 grantees include Cole Valley Christian Schools Inc ($85,000), St John's Lutheran Church ($42,000 across 2 grants) and Concordia University Irvine ($25,000), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.

How large is James and Deborah Klein Family?

James and Deborah Klein Family reported $4.0M in total assets on its 2025 IRS Form 990-PF. It paid out $229K in qualifying distributions that year, against a required minimum of $257K (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.

What does James and Deborah Klein Family fund?

No mission statement for the foundation is provided. Its 2025 grants include support for education, youth programs, health and wellness, and other charitable purposes. See mission & focus areas ↑

How do I apply for a grant from James and Deborah Klein Family?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is James and Deborah Klein Family's EIN?

James and Deborah Klein Family's EIN (Employer Identification Number) is 82-2984375. IRS Form 990 filing data is available on this page for 2020–2025.

Does James and Deborah Klein Family accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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