Josephine Kleiner Foundation

Private foundation · Grantmaker Utica, MI EIN: 20-6370506

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

Michigan Opera Theatre: $4KMichigan Opera Theatre$4KCapuchin Soup Kitchen: $2KCapuchin Soup Kitchen$2K

The largest 2025 recipient was Michigan Opera Theatre ($4K). Together the top 2 received $6K.

Grant Size Distribution

16 grants across all recorded years

16<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 16 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

DetroitSouthfieldMecosta

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

$0$2.5K$5K$7.5K$10K4 grants2019 4 grants2020 4 grants2021 4 grants2022 3 grants2023 3 grants2024 2 grants2025

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

RecipientPurposeAmount
Michigan Opera Theatre Detroit, MIGeneral purposes$4,050
Capuchin Soup Kitchen Detroit, MIGeneral purposes$2,050
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$93,493$6,120$21,216$6,1002—$2,735$5,879
2024$123,383$8,689$24,917$7,2203$7,220$992$6,619
2023$133,014$49,206$21,828$6,3003$6,300$39,677$6,541
2022$110,486$5,152$21,390$10,0004$10,000—$8,117
2021$122,899$23,306$22,986$7,6004$7,600$13,420$8,784
2020$127,614$989$20,297$5,6004——$8,257
2019$155,254$9,614$19,284$4,0004——$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

Stephanie N Marotta — President: $2KStephanie N MarottaPresident$2KMichael J Smith — Director: $2KMichael J SmithDirector$2KDavid P Sutherland — Director: $2KDavid P SutherlandDirector$2KGillian Treier — Director: $2KGillian TreierDirector$2K

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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 3, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Josephine Kleiner Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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