The Klein Family Initiative Fund

Private foundation · Grantmaker Wilmington, DE EIN: 99-4914678

The Klein Family Initiative Fund is a private foundation, based in Wilmington, DE. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it made $11K in qualifying distributions. Net investment income was $14K.

Key facts about The Klein Family Initiative Fund

EIN
99-4914678
Latest 990 filing
Form 990-PF, 2025
Total assets
$1,488,861

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.5M

+66.7% YoY

Revenue

$613K

-31.9% YoY

Qualifying Distributions

$11K

+62.0% YoY

Expenses

$17K

+140.1% YoY

Under IRS private-foundation payout rules, The Klein Family Initiative Fund reported a distributable amount of $78K for 2025 — the minimum it must pay out in qualifying distributions.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2024 2025
Metric20252024
Total Assets$1,488,861$893,050
Revenue$612,620$900,050
Expenses$16,809$7,000
Qualifying Distributions$11,341$7,000
Net Investment Income$14,436$50
Distributable Amount$78,250$3,164

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  3. IRS filings on file for fiscal year 2024

Leadership & Key People

Officers and directors from IRS filings

The Klein Family Initiative Fund is led by John E Klein, President, Director, Secretary & Treasurer on every filing since 2024 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • John E Klein

    President, Director, Secretary & Treasurer

    On filings since 2024

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2024–2025. "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 The Klein Family Initiative Fund

How large is The Klein Family Initiative Fund?

The Klein Family Initiative Fund reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $78K (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.

What is The Klein Family Initiative Fund's EIN?

The Klein Family Initiative Fund's EIN (Employer Identification Number) is 99-4914678. IRS Form 990 filing data is available on this page for 2024–2025.

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

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