Nonprofit · EIN 87-3616373
LESLIE AND SHEILA KLEIN FOUNDATION INC
Tax-exempt · NEW CANAAN, CT 06840
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,071,225 | $259,488 | $3,811,737 | $9,735,961 | $0 | $9,735,961 |
| December 31, 2024 | 990-PF | $4,075,877 | $241,334 | $3,834,543 | $5,924,224 | $0 | $5,924,224 |
| December 31, 2023 | 990-PF | $117,889 | $142,399 | -$24,510 | $2,089,681 | $0 | $2,089,681 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,006,978
- Dividends
- $91,329
- Interest
- $2,530
- Net gain from sales of assets
- -$29,612
Expenses
- Grants and similar amounts paid
- $258,000
- Disbursements for charitable purposes
- $258,000
- Excise tax on investment income
- $1,284
Balance sheet and other
- Total assets, start of year
- $5,924,224
- Total assets, end of year
- $9,735,961
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,735,961
- Fair market value of assets
- $10,298,269
- Qualifying distributions
- $258,000
- Net investment income
- $93,859
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE KLEIN 1016 OEKOKE RIDGE, NEW CANAAN, CT 06840 | CHAIRPERSON | 0 | $0 |
| SHEILA KLEIN 1016 OENOKE RIDGE, NEW CANAAN, CT 06840 | PRESIDENT | 0 | $0 |
| ADINA KLEIN 31 GOWER ROAD, NEW CANAAN, CT 06840 | DIRECTOR | 0 | $0 |
| JASON MCCONNELL 1016 OENOKE RIDGE, NEW CANAAN, CT 06840 | DIRECTOR | 0 | $0 |
| ROSS SMALLOWITZ 40 CUTTERMILL ROAD SUITE 305, GREAT NECK, NY 11021 | TREASURER, S | 0 | $0 |
| TODD HOTES 340 ACORN LANE, SOUTHPORT, CT 06890 | VICE PRESIDE | 0 | $0 |
| ROLAND VERA 238 WALDEN ELMS CIRCLE, SPRING, TX 77382 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE KLEIN 1016 OEKOKE RIDGE, NEW CANAAN, CT 06840 | CHAIRPERSON | 0.01 | $0 |
| SHEILA KLEIN 1016 OENOKE RIDGE, NEW CANAAN, CT 06840 | PRESIDENT | 0.01 | $0 |
| ADINA KLEIN 31 GOWER ROAD, NEW CANAAN, CT 06840 | DIRECTOR | 0 | $0 |
| JASON MCCONNELL 1016 OENOKE RIDGE, NEW CANAAN, CT 06840 | DIRECTOR | 0 | $0 |
| ROSS SMALLOWITZ 40 CUTTERMILL ROAD SUITE 305, GREAT NECK, NY 11021 | TREASURER, S | 0.01 | $0 |
| TODD HOTES 340 ACORN LANE, SOUTHPORT, CT 06890 | VICE PRESIDE | 0 | $0 |
| ROLAND VERA 238 WALDEN ELMS CIRCLE, SPRING, TX 77382 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE KLEIN 1016 OEKOKE RIDGE, NEW CANAAN, CT 06840 | CHAIRPERSON | 0 | $0 |
| SHEILA KLEIN 1016 OENOKE RIDGE, NEW CANAAN, CT 06840 | PRESIDENT | 0 | $0 |
| ADINA KLEIN 31 GOWER ROAD, NEW CANAAN, CT 06840 | DIRECTOR | 0 | $0 |
| JASON MCCONNELL 1016 OENOKE RIDGE, NEW CANAAN, CT 06840 | DIRECTOR | 0 | $0 |
| ROSS SMALLOWITZ 40 CUTTERMILL ROAD SUITE 305, GREAT NECK, NY 11021 | TREASURER, S | 0 | $0 |
| TODD HOTES 340 ACORN LANE, SOUTHPORT, CT 06890 | VICE PRESIDE | 0 | $0 |
| ROLAND VERA 238 WALDEN ELMS CIRCLE, SPRING, TX 77382 | VICE PRESIDE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1016 OENOKE RDG, NEW CANAAN, CT 06840-2606
- In care of
- % LESLIE M KLEIN
- Signed the 990-PF
- LESLIE KLEIN, CHAIRPERSON
- Phone
- (516) 466-5150
- Return prepared by
- STEVEN SMALLOWITZ & COMPANY CPA PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-3616373
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Medical research (H12)
- Assets (IRS master file)
- $9,735,961
- Income (IRS master file)
- $4,208,871
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,071,225 | $259,488 | $9,735,961 | IRS |
| 990-PF | December 2024 | $4,075,877 | $241,334 | $5,924,224 | IRS |
| 990-PF | December 2023 | $117,889 | $142,399 | $2,089,681 | XML |
| 990-PF | December 2022 | – | – | – | 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 87-3616373).
Questions about LESLIE AND SHEILA KLEIN FOUNDATION INC
- What is the EIN of LESLIE AND SHEILA KLEIN FOUNDATION INC?
- The employer identification number (EIN) of LESLIE AND SHEILA KLEIN FOUNDATION INC is 87-3616373.
- Is LESLIE AND SHEILA KLEIN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to LESLIE AND SHEILA KLEIN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LESLIE AND SHEILA KLEIN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LESLIE AND SHEILA KLEIN 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 LESLIE AND SHEILA KLEIN 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 LESLIE AND SHEILA KLEIN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LESLIE AND SHEILA KLEIN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,071,225, expenses of $259,488 and total assets of $9,735,961 at year end.
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