The Leslie and Sheila Klein

Private foundation · Grantmaker New Canaan, CT EIN: 87-3616373

The Leslie and Sheila Klein is a private foundation focused on Medical Research, based in New Canaan, CT. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $9.7M in total assets. In 2025, it awarded 5 grants totaling $258K. Net investment income was $92K.

Key facts about The Leslie and Sheila Klein

In short: The Leslie and Sheila Klein gave $258K across 5 grants in 2025 (avg $52K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
87-3616373
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$258,000
Grants made (2025)
5
Average grant
$51,600
Median grant
$13,000
Total assets
$9,735,961
Primary geography
New York (78% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$9.7M

+64.3% YoY

Annual Giving

$258K

+7.5% YoY

Grant Count

5

+150.0% YoY

Avg Grant Size

$52K

-57.0% YoY

Under IRS private-foundation payout rules, The Leslie and Sheila Klein reported a distributable amount of $305K for 2025 — the minimum it must pay out in qualifying distributions.

How The Leslie and Sheila Klein gives

  • Giving grew 147% from 2022 to 2025. Method
  • In 2025 it paid out 85% 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.

Your AI grants department

Ready to take the next step with The Leslie and Sheila Klein?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

StamfordRochesterOakland

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K3 grants2022 2 grants2023 2 grants2024 5 grants2025

From 2022 to 2025, annual grant giving ranged from $105K (2022) to $258K (2025). In 2025 it made 5 grants totaling $258K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

University of Rochester: $200KUniversity of Rochester$200KMyotonic Dystrophy Foundation: $25KMyotonic Dystrophy Foundation$25KSilver Source: $13KSilver Source$13KStamford Hospital Foundation: $10KStamford Hospital Foundation$10KUnited Jewish Federation of Greater: $10KUnited Jewish Federation ofGreater$10K

The largest 2025 recipient was University of Rochester ($200K). Together the top 5 received $258K.

Grant Size Distribution

12 grants across all recorded years

8<$50K1$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 12 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Rochester Rochester, NYMedical Research$200,000
Myotonic Dystrophy Foundation Oakland, CAMedical Research$25,000
Silver Source Stamford, CTGeneral$13,000
Stamford Hospital Foundation Stamford, CTGeneral$10,000
United Jewish Federation of Greater Stamford, CTGeneral$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2022 2023 2024 2025
Metric202520242023
Total Assets$9,735,961$5,924,224$2,089,681
Revenue$4,071,225$4,075,877$117,889
Expenses$259,488$241,334$142,399
Qualifying Distributions$258,000$240,000$135,000
Net Investment Income$92,371$71,389$77,080
Distributable Amount$304,959$118,465$109,932

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  4. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  5. IRS filings on file for fiscal years 2022–2024

Leadership & Key People

Officers and directors from IRS filings

The Leslie and Sheila Klein is led by Sheila Klein, President on every filing since 2022; none of the 7 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Sheila Klein

    President

    On filings since 2022

    No compensation reported

  • Leslie Klein

    Chairperson

    On filings since 2022

    No compensation reported

  • Adina Klein

    Director

    On filings since 2022

    No compensation reported

  • Jason McConnell

    Director

    On filings since 2022

    No compensation reported

  • Roland Vera

    Vice President

    On filings since 2022

    No compensation reported

  • Ross Smallowitz

    Treasurer & S

    On filings since 2022

    No compensation reported

  • Todd Hotes

    Vice President

    On filings since 2022

    No compensation reported

Data from IRS Form 990 filings, 2022–2025. "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 Leslie and Sheila Klein

How much does The Leslie and Sheila Klein give each year?

The Leslie and Sheila Klein gave $258K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $240K across 2 grants.

What is The Leslie and Sheila Klein's typical grant size?

The Leslie and Sheila Klein's median grant in 2025 was $13,000, and its average grant was $51,600, across 5 grants on its 2025 IRS Form 990-PF.

Where does The Leslie and Sheila Klein give grants?

The Leslie and Sheila Klein gives mostly in New York: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (13%) and California (10%). The most frequent recipient cities were Stamford, CT (3 grants).

Does The Leslie and Sheila Klein give general operating support?

Yes: 60% of The Leslie and Sheila Klein's 2025 grants with a stated purpose (3 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Leslie and Sheila Klein's largest grantees?

The Leslie and Sheila Klein's largest 2025 grantees include University of Rochester ($200,000), Myotonic Dystrophy Foundation ($25,000) and Silver Source ($13,000), according to its 2025 IRS Form 990-PF. Together they received 92% of its itemized 2025 grant dollars.

How large is The Leslie and Sheila Klein?

The Leslie and Sheila Klein reported $9.7M in total assets on its 2025 IRS Form 990-PF. It paid out $258K in qualifying distributions that year, against a required minimum of $305K (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 Leslie and Sheila Klein?

The Leslie and Sheila Klein is a private foundation focused on Medical Research, based in New Canaan, CT. It holds $9.7M in total assets as of 2025.

What is The Leslie and Sheila Klein's EIN?

The Leslie and Sheila Klein's EIN (Employer Identification Number) is 87-3616373. IRS Form 990 filing data is available on this page for 2022–2025.

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

Your AI grants department

Here's the math on researching The Leslie and Sheila Klein by hand.

Explore Open Grants

Browse active grant opportunities in The Leslie and Sheila Klein's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Silicon Valley Community Foundation

Mountain View, CA

Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.

Philanthropy, Voluntarism & Grantmaking

Assets

$12.3B

Grants

3,576

Total Given

$3.2B

Fairfield County's Community Foundation Inc

Norwalk, CT

Fairfield County’s Community Foundation funds equity-focused work including education and youth development, economic opportunity, women and girls’ health, housing, civic engagement, and nonprofit capacity, primarily benefiting Fairfield County residents. Its 2025 grants had a median of $24,080 and ranged from $5,194 to $2 million; it accepts applications for some programs, including rolling capacity-building and small-grant opportunities, while Strategic Partner Grants are invitation-only.

Philanthropy, Voluntarism & Grantmaking

Assets

$291.4M

Grants

448

Total Given

$25.7M

EQT Foundation

Canonsburg, PA

EQT Foundation funds community enrichment, education and workforce development, and natural-resource conservation, including STEM, environmental, and arts and culture programs. Its 2024 grants ranged from $100 to $800,000, with a median of $10,000, and primarily supported communities in Pennsylvania, West Virginia, and New York within EQT’s operating footprint. It accepts unsolicited requests from eligible nonprofits and institutions; applications are available on its website.

Philanthropy, Voluntarism & Grantmaking

Assets

$26.2M

Grants

367

Total Given

$6.3M

Americares Foundation Inc

Stamford, CT

Americares funds health care organizations and programs focused on disaster preparedness and recovery, access to medicines and medical supplies, and community health services. In 2025, its grants ranged from $5,073 to $3.86 million, with a median of about $58,700; it works in the United States and internationally, reaching an average of 80 countries each year. The profile does not state whether it accepts unsolicited requests.

International, Foreign Affairs & National Security

Assets

$372.5M

Grants

635

Total Given

$113.3M

American Savings Foundation Inc

New Britain, CT

American Savings Foundation supports education, human services, and arts and culture, especially programs serving children, youth, and families in Connecticut, with a focus on New Britain and Waterbury. Its 2024 grants ranged from $234 to $150,000, with a median of $1,750; Community Grants are capped at $5,000. It provides application forms for Program and Community Grants, but the profile does not state whether it accepts unsolicited requests.

Assets

$107.0M

Grants

613

Total Given

$3.4M

Hartford Foundation for Public Giving

Hartford, CT

The Greater Hartford Gives Foundation funds nonprofits addressing community needs, with priorities including racial equity, economic and social mobility, wellbeing, neighborhoods, civic engagement, and arts and culture. Its 2024 itemized grants had a median of about $21,600, and it primarily serves 29 Greater Hartford towns. It accepts applications through specific requests for proposals and grant cycles; eligibility varies by opportunity.

Assets

$1.2B

Grants

613

Total Given

$52.0M

Eversource Energy Foundation Inc

Hartford, CT

The Eversource Energy Foundation funds U.S. 501(c)(3) nonprofits working on basic needs, education, environmental stewardship, community engagement, and economic or workforce development. It gives in Eversource’s service territory in Connecticut, Massachusetts, and New Hampshire; its 2024 median grant was $2,000, though awards ranged from $250 to $700,000.

Assets

$12.5M

Grants

606

Total Given

$6.2M

The Community Foundation for Greater New Haven

New Haven, CT

The Community Foundation for Greater New Haven funds nonprofits working in areas including civic vitality, arts and culture, health, and education, with competitive grants for organizations serving its 20-town region. Its 2024 grants ranged from $5,154 to $2.8 million, with a median of $15,000; it accepts applications through specific grant programs, while most donor-advised and designated fund distributions are not open to applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$627.4M

Grants

505

Total Given

$23.4M

Viking Global Foundation Inc

Stamford, CT

Philanthropy, Voluntarism & Grantmaking

Assets

$7.1M

Grants

423

Total Given

$3.6M

Ion Bank Foundation Inc

Naugatuck, CT

Philanthropy, Voluntarism & Grantmaking

Assets

$15.3M

Grants

419

Total Given

$1.0M

Synchrony Foundation

Stamford, CT

In 2024, Synchrony Foundation supported charitable organizations across workforce development, education, financial assistance, and giving, with grants ranging from $150 to $2.6 million and a median of $10,000. Its largest shares of grant funding went to Connecticut, New York, and South Carolina, followed by the District of Columbia and New Jersey; it does not accept unsolicited requests and funds preselected organizations only.

Philanthropy, Voluntarism & Grantmaking

Assets

$72.3M

Grants

394

Total Given

$20.5M

Yale University

New Haven, CT

Yale supports education, research, scholarship, preservation, public service, and community organizations, including through sponsored research and fellowships. Its 2025 grants ranged from $3,000 to $14.3 million, with a median of about $136,000; recipients were based mainly in Connecticut, California, Massachusetts, New York, and Pennsylvania. The profile does not state whether Yale accepts unsolicited requests.

Education

Assets

$58.9B

Grants

364

Total Given

$168.2M

More Funders in Connecticut

The Leslie and Sheila Klein down — hundreds of funders to go?

Want AI to do this for you?