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 2024. As of 2024, the organization holds $5.9M in total assets. In 2024, it awarded 2 grants totaling $240K. Net investment income was $71K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.9M
+183.5% YoY
Annual Giving
$240K
+77.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$120K
+77.8% YoY
Under IRS private-foundation payout rules, The Leslie and Sheila Klein reported a distributable amount of $118K for 2024 — the minimum it must pay out in qualifying distributions.
About The Leslie and Sheila Klein
Based on IRS filings
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 2024. As of 2024, the organization holds $5.9M in total assets. In 2024, it awarded 2 grants totaling $240K. Net investment income was $71K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,924,224 | $2,089,681 | $2,114,191 |
| Revenue | $4,075,877 | $117,889 | $2,219,274 |
| Expenses | $241,334 | $142,399 | $105,083 |
| Qualifying Distributions | $240,000 | $135,000 | $104,500 |
| Net Investment Income | $71,389 | $77,080 | $71,917 |
| Distributable Amount | $118,465 | $109,932 | $102,916 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Rochester ($230,000), United Jewish Federation of Greater ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF ROCHESTER ROCHESTER, NY | MEDICAL RESEARCH | $230,000 |
| UNITED JEWISH FEDERATION OF GREATER STAMFORD, CT | GENERAL | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LESLIE KLEIN | CHAIRPERSON | 0.01 | — |
| SHEILA KLEIN | PRESIDENT | 0.01 | — |
| ADINA KLEIN | DIRECTOR | — | — |
| JASON MCCONNELL | DIRECTOR | — | — |
| ROSS SMALLOWITZ | TREASURER, S | 0.01 | — |
| TODD HOTES | VICE PRESIDE | — | — |
| ROLAND VERA | VICE PRESIDE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $5.9M in total assets as of 2024.
How large is The Leslie and Sheila Klein?
As of 2024, The Leslie and Sheila Klein holds $5.9M in total assets with $4.1M in annual revenue. It awarded 2 grants totaling $240K in 2024.
Where does The Leslie and Sheila Klein operate?
The Leslie and Sheila Klein has awarded grants in California, Connecticut, New York.
What size grants does The Leslie and Sheila Klein award?
In 2024, The Leslie and Sheila Klein awarded 2 grants totaling $240K — an average of about $120K per grant, based on its IRS Form 990 filings.
How much is The Leslie and Sheila Klein required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Leslie and Sheila Klein reported a distributable amount of $118K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2022–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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