The Phyllis Klein Family Charitable Foundation Tr Agreement
The Phyllis Klein Family Charitable Foundation Tr Agreement is a private foundation, based in Brooklyn, NY. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $996K in total assets. In 2025, it awarded 5 grants totaling $57K. Net investment income was $22K.
The Phyllis Klein Family Charitable Foundation Tr Agreement at a glance
In short: The Phyllis Klein Family Charitable Foundation Tr Agreement gave $57K across 5 grants in 2025 (avg $11K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $57,350
- Grants made (2025)
- 5
- Average grant
- $11,470
- Median grant
- $5,000
- Total assets
- $996,336
- -3.9% vs 2024
- Primary geography
- New York (91% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who The Phyllis Klein Family Charitable Foundation Tr Agreement funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Congregation Chevra Gemiluth Chesed ($38K). Together the top 5 received $57K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How The Phyllis Klein Family Charitable Foundation Tr Agreement gives
- In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). 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
In 2025 it made 5 grants totaling $57K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Congregation Chevra Gemiluth Chesed Brooklyn, NY | GRANT | $38,350 |
| Yeshiva Ohr Yisroel Brooklyn, NY | GRANT | $12,000 |
| University of Miami Coral Gables, FL | GRANT | $5,000 |
| Yeshiva Nesivos Chaim Brooklyn, NY | GRANT | $1,000 |
| Hebrew Academy of Long Beach Cedarhurst, NY | GRANT | $1,000 |
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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 | $996,336 | $17,611 | $58,460 | $57,350 | 5 | $58,460 | $22,485 | $52,581 |
| 2024 | $1,037,185 | $1,037,185 | — | — | — | — | $6,445 | $10,510 |
Under IRS private-foundation payout rules, The Phyllis Klein Family Charitable Foundation Tr Agreement reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Phyllis Klein Family Charitable Foundation Tr Agreement's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jody Horowitz
Trustee
On filings since 2024
1 hr/week
No compensation reported
Nataliya Tkachenko
Trustee
On filings since 2024
0.3 hrs/week
No compensation reported
Chana Horowitz
Trustee
New on the 2025 filing
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 Phyllis Klein Family Charitable Foundation Tr Agreement
How much does The Phyllis Klein Family Charitable Foundation Tr Agreement give each year?
The Phyllis Klein Family Charitable Foundation Tr Agreement gave $57K across 5 grants in 2025, according to its 2025 IRS Form 990-PF.
What is The Phyllis Klein Family Charitable Foundation Tr Agreement's typical grant size?
The Phyllis Klein Family Charitable Foundation Tr Agreement's median grant in 2025 was $5,000, and its average grant was $11,470, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Phyllis Klein Family Charitable Foundation Tr Agreement give grants?
The Phyllis Klein Family Charitable Foundation Tr Agreement gives mostly in New York: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (9%). The most frequent recipient cities were Brooklyn, NY (3 grants).
Does The Phyllis Klein Family Charitable Foundation Tr Agreement give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on The Phyllis Klein Family Charitable Foundation Tr Agreement's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Grant" (5 grants).
Who are The Phyllis Klein Family Charitable Foundation Tr Agreement's largest grantees?
The Phyllis Klein Family Charitable Foundation Tr Agreement's largest 2025 grantees include Congregation Chevra Gemiluth Chesed ($38,350), Yeshiva Ohr Yisroel ($12,000) and University of Miami ($5,000), according to its 2025 IRS Form 990-PF. Together they received 97% of its itemized 2025 grant dollars.
How large is The Phyllis Klein Family Charitable Foundation Tr Agreement?
The Phyllis Klein Family Charitable Foundation Tr Agreement reported $996K in total assets on its 2025 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets).
What is The Phyllis Klein Family Charitable Foundation Tr Agreement's EIN?
The Phyllis Klein Family Charitable Foundation Tr Agreement's EIN (Employer Identification Number) is 99-6530810. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 10, 2026)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 28, 2026)
- IRS filings on file for fiscal years 2024–2025
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