Robert & Ita Klein Charitable Foundation
Robert & Ita Klein Charitable Foundation is a private foundation, based in Cleveland, OH. IRS filing data is available from 2018 through 2025. As of 2025, the organization holds $5.9M in total assets. In 2025, it made $48K in qualifying distributions.
Robert & Ita Klein Charitable Foundation at a glance
- Total assets
- $5,899,302
- -7.8% vs 2024
- Revenue (2025)
- $-385,130
- -109.9% vs 2024
- Qualifying distributions (2025)
- $48,000
- -12.0% vs 2024
- Expenses (2025)
- $126,116
- +12.3% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Robert & Ita Klein Charitable Foundation funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $50–100K range: 1 grant of 2 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Robert & Ita Klein Charitable Foundation gives
- Giving fell 97% from 2020 to 2023. Method
- In 2025 it paid out 95% 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 2018 to 2023, annual grant giving ranged from $96K (2023) to $8.4M (2018). In 2023 it made 1 grant totaling $96K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Cleveland Beachwood, OH | General Operations | $96,000 |
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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 | $5,899,302 | $-385,130 | $126,116 | — | — | $48,000 | — | $50,642 |
| 2024 | $6,399,568 | $3,885,640 | $112,324 | — | — | $54,571 | $432,283 | $49,822 |
| 2023 | $6,043,030 | $1,285,983 | $234,701 | $96,000 | 1 | $151,502 | $58,209 | $49,304 |
| 2022 | $6,224,120 | $1,387,714 | $2,629,823 | $2,386,150 | 1 | $2,439,351 | $1,004,014 | $59,709 |
| 2021 | $7,405,122 | $656,501 | $104,124 | — | — | $50,479 | $400,961 | $79,584 |
| 2020 | $6,846,081 | $604,074 | $3,768,649 | $3,552,525 | 3 | — | — | $97,177 |
| 2018 | $14,470,566 | $2,411,853 | $8,814,372 | $8,352,332 | 10 | — | $2,093,847 | $614,006 |
Under IRS private-foundation payout rules, Robert & Ita Klein Charitable Foundation reported a distributable amount of $51K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert & Ita Klein Charitable Foundation is led by Ita Klein, President on every filing since 2018; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ita Klein
President
On filings since 2018
1 hr/week
No compensation reported
Alan Jaffa
Vice President
On filings since 2018
2 hrs/week
No compensation reported
Asher Yona Klein
Vice President & Secretary
On filings since 2018
2 hrs/week
No compensation reported
Michael Halpern
Vice President
On filings since 2018
2 hrs/week
No compensation reported
Natan Klein
Vice President & Treasurer
On filings since 2018
2 hrs/week
No compensation reported
Yehuda Wolf
Assistant Secretary
On filings since 2018
2 hrs/week
No compensation reported
Former officers (2)
- Former: Germaine Martin (2021–2023) — Assitant Treasurer
- Former: David Schlabig (2018–2020) — Assitant Treasurer
Data from IRS Form 990 filings, 2018–2025. "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 Robert & Ita Klein Charitable Foundation
How large is Robert & Ita Klein Charitable Foundation?
Robert & Ita Klein Charitable Foundation reported $5.9M in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $51K (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 Robert & Ita Klein Charitable Foundation operate?
Robert & Ita Klein Charitable Foundation has awarded grants in California, Maryland, New York, Ohio.
What is Robert & Ita Klein Charitable Foundation's EIN?
Robert & Ita Klein Charitable Foundation's EIN (Employer Identification Number) is 46-1556994. IRS Form 990 filing data is available on this page for 2018–2025.
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 2018 (received by the IRS July 27, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2018–2024
Live grants for the work Robert & Ita Klein Charitable Foundation funds
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