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.

The Leslie and Sheila Klein at a glance

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.

Annual giving (2025)
$258,000
+7.5% vs 2024
Grants made (2025)
5
+150.0% vs 2024
Average grant
$51,600
-57.0% vs 2024
Median grant
$13,000
Total assets
$9,735,961
+64.3% vs 2024
Primary geography
New York (78% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who The Leslie and Sheila Klein funds

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%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

StamfordRochesterOakland

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.

Giving History

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.

Grants by year

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
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$9,735,961$4,071,225$259,488$258,0005$258,000$92,371$304,959
2024$5,924,224$4,075,877$241,334$240,0002$240,000$71,389$118,465
2023$2,089,681$117,889$142,399$135,0002$135,000$77,080$109,932
2022$2,114,191$2,219,274$105,083$104,5003$104,500$71,917$102,916

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.

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.

Data update history

(5)

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

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Figures come from The Leslie and Sheila Klein'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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