Klein Family Foundation Inc

Private foundation · Grantmaker Trumbull, CT EIN: 26-3134339

Klein Family Foundation Inc is a private foundation based in Trumbull, Connecticut. Its 2025 grants supported charitable organizations working in areas including health care, housing, food assistance, education, and community services.

Key facts about Klein Family Foundation Inc

In short: Klein Family Foundation Inc gave $348K across 28 grants in 2025 (avg $12K), mostly in Connecticut. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
26-3134339
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$348,000
Grants made (2025)
28
Average grant
$12,429
Median grant
$10,000
New grantees (estimate)
7% first-time grantees (2 of 28, 2025)
Total assets
$4,889,322
Primary geography
Connecticut (75% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 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

$4.9M

+3.7% YoY

Annual Giving

$348K

+3.0% YoY

Grant Count

28

-3.4% YoY

Avg Grant Size

$12K

+6.6% YoY

Under IRS private-foundation payout rules, Klein Family Foundation Inc reported a distributable amount of $317K for 2025 — the minimum it must pay out in qualifying distributions.

Is Klein Family Foundation Inc open to new grantees?

7%

first-time grantees, 2025

In 2025, 2 of 28 grantees (7%) were first-time recipients. First grants averaged $15K; repeat grants $12K. How we count

Medians: $15K first-time, $10K repeat.

  • 89% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+5%). Method
  • In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). 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 grants went to organizations whose stated work includes health care, housing, food support, education, and services for individuals and families. For example, Bridgeport Hospital Foundation says it supports Bridgeport Hospital and activities of the Yale New Haven Health System; Habitat for Humanity–North Central Georgia says it works with community sponsors and volunteers to build homes with low-income families; and Gleaners says it collects food that would otherwise be discarded for donation to local charities and shelters.

Grantmaking

In 2025, the foundation made 28 grants totaling $348,000. Awards ranged from $1,000 to $50,000, with a median grant of $10,000. The largest grants included $50,000 to Bridgeport Hospital Foundation for an integrative medicine and supportive services music therapy program and $50,000 to the University of Connecticut Foundation for a professional counselor program fund. Other notable grants included $30,000 to Haitian Health Foundation, $20,000 each to Homes for the Brave and United Way of Coastal and Western Connecticut, and $15,000 each to Habitat for Humanity and Liv Free. Several grants were designated unrestricted.

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Geographic Focus

Where this funder awards grants

In 2025, 75% of grant dollars went to recipients in Connecticut, 9% to Michigan, 4% to Georgia, and 3% each to Florida and Tennessee.

Grant Distribution by State

13states

Share of 2025 grant dollars across all 28 itemized grants.

Cities

BridgeportDetroitNew HavenStorrsWashingtonNew YorkNorwichAmericusFairfieldMemphisWallingfordWiltonBostonLa GrangeTampaTopekaTrumbullEast HartfordHartfordJacksonville

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K27 grants2020 31 grants2021 28 grants2022 16 grants2023 29 grants2024 28 grants2025

From 2020 to 2025, annual grant giving ranged from $232K (2023) to $348K (2025). In 2025 it made 28 grants totaling $348K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Bridgeport Hospital Foundation: $50KBridgeport Hospital Foundation$50KUniversity of Connecticut Foundation Inc: $50KUniversity of ConnecticutFoundation Inc$50KHaitian Health Foundation (HHF): $30KHaitian Health Foundation(HHF)$30KHomes for the Brave: $20KHomes for the Brave$20KUnited Way of Coastal and Western Connecticut: $20KUnited Way of Coastal andWestern Connecticut$20KHabitat for Humanity: $15KHabitat for Humanity$15KLiv Free: $15KLiv Free$15KBridgeport Public Education Fund: $10KBridgeport Public EducationFund$10KConnecticut Food Bank: $10KConnecticut Food Bank$10KGirls Matter - Kids Empowered: $10KGirls Matter - Kids Empowered$10K

The largest 2025 recipient was Bridgeport Hospital Foundation ($50K). Together the top 10 received $230K.

Grant Size Distribution

132 grants across all recorded years

123<$50K9$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 123 grants of 132 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Bridgeport Hospital Foundation Bridgeport, CTIntegrative Medicine & Supportive Services Music Therapy Program$50,000
University of Connecticut Foundation Inc Storrs, CTProfessional Counselor Program Fund$50,000
Haitian Health Foundation (HHF) Norwich, CTUnrestricted$30,000
Homes for the Brave Bridgeport, CTUnrestricted$20,000
United Way of Coastal and Western Connecticut Danbury, CTUnrestricted$20,000
Habitat for Humanity Americus, GAUnrestricted$15,000
Liv Free Trumbull, CTUnrestricted$15,000
Bridgeport Public Education Fund Bridgeport, CTUnrestricted$10,000
Connecticut Food Bank Wallingford, CTUnrestricted$10,000
Girls Matter - Kids Empowered Royal Oak, MIUnrestricted$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2025 $348,000 28
2024 $338,000 29
2023 $231,500 16
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,889,322$4,716,797$4,908,364
Revenue$446,217$206,812$208,528
Expenses$415,968$398,379$279,556
Qualifying Distributions$355,100$345,000$238,500
Net Investment Income$387,495$154,378$160,472
Distributable Amount$316,729$309,573$284,499

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 May 17, 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 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Carla S. Klein as president, Kristen Chiodo as secretary, and Eric Klein as treasurer.

Klein Family Foundation Inc is led by Carla S. Klein, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Carla S. Klein

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Eric Klein

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Kristen Chiodo

    Secretary

    On filings since 2020

    1 hr/week

    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.

Contact

Mailing address: 28 Redcoat Lane, Trumbull, CT 06611
Phone: (203) 767-2046

Frequently asked questions about Klein Family Foundation Inc

How much does Klein Family Foundation Inc give each year?

Klein Family Foundation Inc gave $348K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $338K across 29 grants.

What is Klein Family Foundation Inc's typical grant size?

Klein Family Foundation Inc's median grant in 2025 was $10,000, and its average grant was $12,429, across 28 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Klein Family Foundation Inc that year got $15K on average.

Where does Klein Family Foundation Inc give grants?

Klein Family Foundation Inc gives mostly in Connecticut: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Michigan (9%). The most frequent recipient cities were Bridgeport, CT (5 grants), New Haven, CT (3 grants), Detroit, MI (2 grants) and Washington, DC (2 grants).

Does Klein Family Foundation Inc give general operating support?

Yes: 86% of Klein Family Foundation Inc's 2025 grants with a stated purpose (24 of 28) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Klein Family Foundation Inc's largest grantees?

Klein Family Foundation Inc's largest 2025 grantees include Bridgeport Hospital Foundation ($50,000), University of Connecticut Foundation Inc ($50,000) and Haitian Health Foundation (HHF) ($30,000), according to its 2025 IRS Form 990-PF. Together they received 37% of its itemized 2025 grant dollars.

How large is Klein Family Foundation Inc?

Klein Family Foundation Inc reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $355K in qualifying distributions that year, against a required minimum of $317K (roughly 5% of its investment assets).

What does Klein Family Foundation Inc fund?

No mission statement for the foundation is provided. Its grants went to organizations whose stated work includes health care, housing, food support, education, and services for individuals and families. See mission & focus areas ↑

How do I apply for a grant from Klein Family Foundation Inc?

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

What is Klein Family Foundation Inc's EIN?

Klein Family Foundation Inc's EIN (Employer Identification Number) is 26-3134339. IRS Form 990 filing data is available on this page for 2020–2025.

Does Klein Family Foundation Inc accept unsolicited proposals?

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

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

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