Josephine Kleiner Foundation
Josephine Kleiner Foundation is a private foundation, based in Utica, MI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $93K in total assets. In 2025, it awarded 2 grants totaling $6K. Net investment income was $3K.
Josephine Kleiner Foundation at a glance
In short: Josephine Kleiner Foundation gave $6K across 2 grants in 2025 (avg $3K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,100
- -15.5% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $3,050
- +26.7% vs 2024
- Median grant
- $3,050
- Total assets
- $93,493
- -24.2% vs 2024
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Josephine Kleiner Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Michigan Opera Theatre ($4K). Together the top 2 received $6K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Josephine Kleiner Foundation gives
- Giving fell 39% from 2022 to 2025. Method
- In 2024 it paid out 109% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $4K (2019) to $10K (2022). In 2025 it made 2 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Michigan Opera Theatre Detroit, MI | General purposes | $4,050 |
| Capuchin Soup Kitchen Detroit, MI | General purposes | $2,050 |
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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 | $93,493 | $6,120 | $21,216 | $6,100 | 2 | — | $2,735 | $5,879 |
| 2024 | $123,383 | $8,689 | $24,917 | $7,220 | 3 | $7,220 | $992 | $6,619 |
| 2023 | $133,014 | $49,206 | $21,828 | $6,300 | 3 | $6,300 | $39,677 | $6,541 |
| 2022 | $110,486 | $5,152 | $21,390 | $10,000 | 4 | $10,000 | — | $8,117 |
| 2021 | $122,899 | $23,306 | $22,986 | $7,600 | 4 | $7,600 | $13,420 | $8,784 |
| 2020 | $127,614 | $989 | $20,297 | $5,600 | 4 | — | — | $8,257 |
| 2019 | $155,254 | $9,614 | $19,284 | $4,000 | 4 | — | — | $8,911 |
Under IRS private-foundation payout rules, Josephine Kleiner Foundation reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Josephine Kleiner Foundation is led by Stephanie N Marotta, President since 2023 (on filings since 2019); all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Stephanie N Marotta
President
Director → President, 2023
On filings since 2019
0.3 hrs/week
$1K (2019) → $2K (2025)
David P Sutherland
Director
President → Director, 2024
On filings since 2019
0.3 hrs/week
$3K (2019) → $2K (2025)
Gillian Treier
Director
On filings since 2023
0.3 hrs/week
$2K (2023) → $2K (2025)
Michael J Smith
Director
On filings since 2023
0.3 hrs/week
$2K (2023) → $2K (2025)
Former officers (2)
- Former: James P Zavell (2019–2022) — Director
- Former: Robert R Lubera (2019–2021) — Director
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $2K, to Stephanie N Marotta (President). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Josephine Kleiner Foundation
How much does Josephine Kleiner Foundation give each year?
Josephine Kleiner Foundation gave $6K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 3 grants.
How large is Josephine Kleiner Foundation?
Josephine Kleiner Foundation reported $93K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $6K.
Where does Josephine Kleiner Foundation operate?
Josephine Kleiner Foundation has awarded grants in Michigan.
How much is Josephine Kleiner Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Josephine Kleiner Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Josephine Kleiner Foundation's EIN?
Josephine Kleiner Foundation's EIN (Employer Identification Number) is 20-6370506. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Josephine Kleiner Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Josephine Kleiner Foundation's focus areas in our free grants database
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