Sam W Klein Charitable
Sam W Klein Charitable is a private foundation based in Boca Raton, Florida. Its 2025 grants supported organizations working in areas including education, music and the arts, community services, and medical research.
Sam W Klein Charitable at a glance
In short: Sam W Klein Charitable gave $188K across 27 grants in 2025 (avg $7K), mostly in Florida. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $187,700
- +14.5% vs 2024
- Grants made (2025)
- 27
- +28.6% vs 2024
- Average grant
- $6,952
- -10.9% vs 2024
- Median grant
- $1,000
- Total assets
- $2,803,162
- -1.4% vs 2024
- New grantees (estimate)
- 30% first-time grantees (8 of 27, 2025)
- Primary geography
- Florida (54% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Sam W Klein Charitable
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 21301 Powerline Road Ste 204, Boca Raton, FL 33433
Phone: (561) 482-8400
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Sam W Klein Charitable funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Sweetwater Music Hall ($50K). Together the top 10 received $173K.
Grant Size Distribution
176 grants across all recorded years
The most common grant size was under $50K: 169 grants of 176 (96%).
Geographic Focus
Where this funder awards grants
In 2025, Florida organizations received 54% of grant dollars and California organizations received 32%. Pennsylvania received 5%, while Virginia and Washington, DC each received 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 27 itemized grants.
States
Cities
Is Sam W Klein Charitable open to new grantees?
30%
first-time grantees, 2025
In 2025, 8 of 27 grantees (30%) were first-time recipients. First grants averaged $6K; repeat grants $8K. How we count
Medians: $4K first-time, $1K repeat.
- 63% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 130% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $162K (2023) to $219K (2022). In 2025 it made 27 grants totaling $188K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sweetwater Music Hall Mill Valley, CA | Music Education | $50,000 |
| FAU Foundation Boca Raton, FL | Education | $50,000 |
| Homelss Coalition of PB Delray Beach, FL | Community Interest | $25,000 |
| Broward Perform Arts Found Ft Lauderdale, FL | ARTS | $10,000 |
| Duquesne University Pittsburgh, PA | Education | $10,000 |
| Living Hungry Delray Beach, FL | Community Interest | $8,000 |
| Virginia Tech Blacksburg, VA | Education | $5,000 |
| Pasadena Humane Society Pasadena, CA | Community Interest | $5,000 |
| Sweet Relief Musicians Fund Brea, CA | Community Interest | $5,000 |
| World Central Kitchen Washington, DC | Community Interest | $5,000 |
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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 | $2,803,162 | $154,959 | $206,853 | $187,700 | 27 | $189,293 | $119,261 | $145,372 |
| 2024 | $2,844,178 | $133,220 | $181,050 | $163,865 | 21 | $165,396 | $93,906 | $145,727 |
| 2023 | $2,881,921 | $85,930 | $180,744 | $161,834 | 24 | $164,648 | $42,221 | $140,931 |
| 2022 | $2,982,328 | $40,695 | $242,846 | $219,390 | 52 | $225,164 | $48,067 | $144,495 |
| 2021 | $3,184,479 | $129,827 | $238,760 | $218,891 | 52 | $221,367 | $111,438 | $162,771 |
| 2020 | $3,293,412 | $81,542 | $238,051 | $215,941 | 47 | — | $79,229 | $157,606 |
Under IRS private-foundation payout rules, Sam W Klein Charitable reported a distributable amount of $145K for 2025 — the minimum it must pay out in qualifying distributions.
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 included support for education, music education, arts, community interest, and medical research. The grantees’ own descriptions illustrate the range of work represented: Sweetwater Music Hall says it promotes appreciation of traditional and innovative music through performances and education programs, while World Central Kitchen says it provides meals in response to humanitarian, climate, and community crises. Living Hungry describes work to address hunger and support health among homeless children, teens, and chronically ill neighbors and their families.
Grantmaking
In 2025, the foundation made 27 grants totaling $187,700. The grants ranged from $200 to $50,000, with a median grant of $1,000. Its largest listed grants were $50,000 each to Sweetwater Music Hall for music education and FAU Foundation for education, followed by $25,000 to Homelss Coalition of PB for community interest. Other notable grants included $10,000 each to Broward Perform Arts Found for arts and Duquesne University for education.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Michael Klein as president, William P McCurry as secretary and treasurer, and Jayne Klein as director.
Sam W Klein Charitable is led by Michael Klein, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Michael Klein
President
On filings since 2020
1 hr/week
No compensation reported
Jayne Klein
Director
On filings since 2022
1 hr/week
No compensation reported
William P. McCurry
Secretary & T
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Richard Finkelstein (2020–2021) — Vice President
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.
Frequently asked questions about Sam W Klein Charitable
How much does Sam W Klein Charitable give each year?
Sam W Klein Charitable gave $188K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $164K across 21 grants.
What is Sam W Klein Charitable's typical grant size?
Sam W Klein Charitable's median grant in 2025 was $1,000, and its average grant was $6,952, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Sam W Klein Charitable that year got $6K on average.
Where does Sam W Klein Charitable give grants?
Sam W Klein Charitable gives mostly in Florida: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (32%) and Pennsylvania (5%). The most frequent recipient cities were Boca Raton, FL (4 grants), Delray Beach, FL (2 grants), WPB, FL (2 grants) and New York, NY (2 grants).
Does Sam W Klein Charitable give general operating support?
Not in 2025: none of the 27 grants with a stated purpose on Sam W Klein Charitable's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Interest" (15 grants) and "Education" (7 grants).
Who are Sam W Klein Charitable's largest grantees?
Sam W Klein Charitable's largest 2025 grantees include Sweetwater Music Hall ($50,000), FAU Foundation ($50,000) and Homelss Coalition of PB ($25,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is Sam W Klein Charitable?
Sam W Klein Charitable reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $189K in qualifying distributions that year, against a required minimum of $145K (roughly 5% of its investment assets).
What does Sam W Klein Charitable fund?
No mission statement for the foundation is provided. Its 2025 grants included support for education, music education, arts, community interest, and medical research. See mission & focus areas ↑
How do I apply for a grant from Sam W Klein Charitable?
The foundation 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 Sam W Klein Charitable's EIN?
Sam W Klein Charitable's EIN (Employer Identification Number) is 65-0508555. IRS Form 990 filing data is available on this page for 2020–2025.
Does Sam W Klein Charitable 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
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Cite this profile
Grantable. (2026). Sam W Klein Charitable funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/sam-w-klein-charitable-morg_ca2a5b61f03847e89304487fd4ee87e2
BibTeX
@misc{grantable_650508555_2026,
author = {{Grantable}},
title = {{Sam W Klein Charitable funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sam-w-klein-charitable-morg_ca2a5b61f03847e89304487fd4ee87e2},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Sam W Klein Charitable'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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