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Nonprofit · EIN 26-3134339

KLEIN FAMILY FOUNDATION INC

Tax-exempt · TRUMBULL, CT 06611

Financials

$209K$280K2023$207K$398K2024$446K$416K2025
Revenue Expenses · by fiscal year end
Financials of KLEIN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$446,217$415,968$30,249$4,889,322$0$4,889,322
December 31, 2024990-PF$206,812$398,379-$191,567$4,716,797$0$4,716,797
December 31, 2023990-PF$208,528$279,556-$71,028$4,908,364$0$4,908,364
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$167,362
Net gain from sales of assets
$278,851
Other income
$4

Expenses

Grants and similar amounts paid
$348,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$355,100
Excise tax on investment income
$5,386

Balance sheet and other

Total assets, start of year
$4,716,797
Total assets, end of year
$4,889,322
Total liabilities, end of year
$0
Net assets, end of year
$4,889,322
Fair market value of assets
$6,678,736
Qualifying distributions
$355,100
Net investment income
$446,217

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CARLA S KLEIN
28 REDCOAT LANE, TRUMBULL, CT 06611
PRESIDENT1$0
KRISTEN CHIODO
4 COOK CIRCLE, TRUMBULL, CT 06611
SECRETARY1$0
ERIC KLEIN
734 RIVENOAK STREET, BIRMINGHAM, MI 48009
TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
CARLA S KLEIN
28 REDCOAT LANE, TRUMBULL, CT 06611
PRESIDENT1$0
KRISTEN CHIODO
4 COOK CIRCLE, TRUMBULL, CT 06611
SECRETARY1$0
ERIC KLEIN
734 RIVENOAK STREET, BIRMINGHAM, MI 48009
TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CARLA S KLEIN
28 REDCOAT LANE, TRUMBULL, CT 06611
PRESIDENT1$0
KRISTEN CHIODO
4 COOK CIRCLE, TRUMBULL, CT 06611
SECRETARY1$0
ERIC KLEIN
734 RIVENOAK STREET, BIRMINGHAM, MI 48009
TREASURER1$0

Address and contacts

Address (IRS master file)
28 REDCOAT LN, TRUMBULL, CT 06611-2132
In care of
% KRISTEN CHIODO
Signed the 990-PF
CARLA S KLEIN, PRESIDENT
Phone
(203) 767-2046
Return prepared by
BAKER TILLY ADVISORY GROUP LP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-3134339
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,889,322
Income (IRS master file)
$2,062,661

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$446,217$415,968$4,889,322IRS
990-PFDecember 2024$206,812$398,379$4,716,797IRS
990-PFDecember 2023$208,528$279,556$4,908,364XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3134339).

Questions about KLEIN FAMILY FOUNDATION INC

What is the EIN of KLEIN FAMILY FOUNDATION INC?
The employer identification number (EIN) of KLEIN FAMILY FOUNDATION INC is 26-3134339.
Is KLEIN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to KLEIN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KLEIN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of KLEIN FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KLEIN FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of KLEIN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does KLEIN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $446,217, expenses of $415,968 and total assets of $4,889,322 at year end.

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