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· Private foundation

James and Deborah Klein Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$225k
Granted FY2025still arriving
14
Grants FY2025still arriving
5
States reached
$85k
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Education$407kReligion$191kArts & Culture$175kHealth$141kYouth Development$124kHuman Services$110kRecreation & Sports$32kEnvironment$10kOther$0
02FY2025 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k8 grants · $27k
  • $10k–50k5 grants · $113k
  • $50k–250k1 grant · $85k
$5,000
Median grant
5
States reached
$4.0M
Total assets
Largest grants
RecipientAmount
COLE VALLEY CHRISTIAN SCHOOLS INC$85,000
ST JOHN'S LUTHERAN CHURCH$38,000
CONCORDIA UNIVERSITY IRVINE$25,000
CHOC CHILDREN'S FOUNDATION$20,000
RUNWAY FOR RECOVERY$15,000
BOYS & GIRLS CLUB OF SAN MARCOS$15,000
GIRL SCOUTS OF ORANGE COUNTY$5,000
ROLLIN' FROM THE HEART$5,000
OCAAC DBA MY DAY COUNTS$5,000
ST JOHN'S LUTHERAN CHURCH$4,000
STANDUP FOR KIDS$2,500
ASSISTANCE LEAGUE OF NORTH COAST$2,500
AMERICAN RADIO RELAY LEAGUE$2,000
ORANGE COUNTY BOY SCOUTS OF AMERICA$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–25, $71k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%RUNWAY FOR RECOVERY: $15k → 10%WYLIE CENTER: $5k → 11%CALIFORNIA-HAWAII ELKS MAJOR PROJEC: $700 → 19%RUNWAY FOR RECOVERY: $15k → 10%WYLIE CENTER: $5k → 11%RUNWAY FOR RECOVERY: $10k → 10%ASSISTANCE LEAGUE OF NORTH COAST: $3k → 11%RUNWAY FOR RECOVERY: $5k → 10%ASSISTANCE LEAGUE OF NORTH COAST: $3k → 11%ASSISTANCE LEAGUE OF NORTH COAST: $3k → 11%ASSISTANCE LEAGUE OF NORTH COAST: $3k → 11%KHERUT: $5k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ID
NY
MA
CT
CA
UT
CO
AZ
TN
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

92%of every dollar goes to organizations it has funded before.
$1.1M · 27 repeat orgs$96k to everyone else

Grantees it renews have grown median revenue +34% since the first grant, against +29% for those funded once.

27 repeat relationships: 13 still active in FY2025, 14 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

27
22

Total granted

$1.1M
$96k

Median revenue growth · since first grant

+34%
+29%

Still filing today

52%
50%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24’25
HealthHuman ServicesEducationArts & CultureReligionPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CV
    COLE VALLEY CHRISTIAN SCHOOLS INC
    5× · 2021–2025 · $204k · revenue ×15
  • CU
    CONCORDIA UNIVERSITY IRVINE
    8× · 2018–2025 · $158k · revenue +34%
  • CF
    CHOC FOUNDATION
    7× · 2019–2025 · $70k · revenue +60%

Funded once

  • OR
    OUR RESCUE
    one grant, 2021 · $10k · revenue -16%
  • IG
    Individual grant recipient
    one grant, 2024 · $10k
  • BL
    BETHESDA LUTHERAN COMMUNITIES
    one grant, 2018 · $10k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
California Baptist University

A private institution of higher education, offering both undergraduate and graduate courses to students.

Education
2
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
3
California Lutheran University

The mission of the university is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice.

Education
4
Valley Christian School System

In the light of the lordship of jesus christ and the authority of god's word, we will educate each unique student in cooperation with the christian community so that he or she is equipped and inspired to make a difference for jesus christ…

Education
5
Carlthorp School

Carlthorp school is an independent, nonprofit day school for children in grades k-6. carlthorp school provides a strong academic foundation in a diverse and nurturing school community that emphasizes traditional values, disciplined work…

Education
6
International Coalition of Girls Schools

The international coalition of girls' schools (icgs) is the leading advocate for girls' schools, connecting and collaborating globally with individuals, schools, and mission-aligned entities dedicated to educating and empowering girls.

Community Improvement
7
South Shore Charter School

The mission of south shore charter school is to cultivate students the tenacity, integrity, and curiosity needed to become innovative and socially responsible leaders, ready to face and solve the ever-changing challenges facing our…

Education
8
Children's Home Society of California

The mission of children's home society of california is to provide children, families, and communities with supportive services to thrive.

Human Services
9
Curesearch for Children's Cancer

Curesearch's mission is to fund & support targeted & innovative cancer research with measurable results, & to be the authoritative source of information & resources for all those affected by children's cancer. see schedule o for…

Health
10
The Seven Hills School

The institution provides educational instruction and activities to students ranging from preschool through 8th grade.

—
11
The International School of San Francisco

Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…

Education
12
The Waverly School

The waverly school is a nonsectarian, coeducational, college preparatory progressive day school that spans preschool through high school. it is fully accredited by the western association of school and colleges and the california…

Education
How this is measured
The grantee most central to the portfolio’s shape is Olive Crest; the most unlike its peers is Influence Church. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

27 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 27 of the 50 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
26/27
Grantees still filing
19/27
Grew since first funded

Where the money sits, by cause and then by grantee

ST JOHN'S LUTHERAN CHURCH: $111,000 · OtherST JOHN'S LUTHERAN CHURCHMUSICAL THEATRE OF ORANGE COUNTY: $85,000 · OtherMUSICAL THEATRE OF ORANGE COUNTYBOYS & GIRLS CLUB OF SAN MARCOS: $55,000 · OtherBOYS & GIRLS CLUB OF SAN MARCOSMUSICAL THEATER OF ORANGE COUNTY: $45,000 · OtherMUSICAL THEATER OF ORANGE COUNTYROLLIN' FROM THE HEART: $36,500 · OtherROLLIN' FROM THE HEARTYMCA OF ANAHEIM: $31,600 · OtherYMCA OF ANAHEIMST PAULS LUTHERAN CHURCH: $30,000 · OtherOCAAC DBA MY DAY COUNTS: $30,000 · OtherYORBA LINDA FRIENDS CHURCH: $25,000 · Other+22 more: $128,100 · Other+22 moreCOLE VALLEY CHRISTIAN SCHOOLS INC: $204,000 · EducationCOLE VALLEY CHRISTIAN SCHOOLS INCCONCORDIA UNIVERSITY IRVINE: $157,820 · EducationCONCORDIA UNIVERSITY IRVINE+1 more: $2,500 · EducationCHOC FOUNDATION: $70,000 · HealthCHOC FOUNDAT…OLIVE CREST: $52,500 · HealthOLIVE CRESTFORE BATTEN FOUNDATION: $5,000 · Health+2 more: $4,000 · HealthRUNWAY FOR RECOVERY INC: $45,000 · Human ServicesASSISTANCE LEAGUE OF NORTH COAST: $17,000 · Human ServicesTHE CAROLYN E WYLIE CENTER FOR CHILDREN YOUTH & FAMILIES: $10,000 · Human ServicesKHERUT: $5,000 · Human Services+1 more: $700 · Human ServicesSoaring Spirits International: $30,000 · PhilanthropyINTERNATIONAL COMMUNITY FOUNDATION: $4,700 · PhilanthropyTHE AMERICAN RADIO RELAY LEAGUE INC: $10,000 · Arts & CultureOUR RESCUE: $10,000 · Arts & CultureGLENMORE PRESERVATION SOCIETY INC: $1,000 · Arts & CultureGIRL SCOUTS OF ORANGE COUNTY: $12,000 · Youth Development
Other$577,200Education$364,320Health$131,500Human Services$77,700Philanthropy$34,700Arts & Culture$21,000Youth Development$12,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCOLE VALLEY CHRISTIAN SCHOOLS INC: $204,000 over 5y, 1.4% of budgetCONCORDIA UNIVERSITY IRVINE: $157,820 over 8y, 0.0% of budgetCHOC FOUNDATION: $70,000 over 7y, 0.0% of budgetBOYS & GIRLS CLUB OF SAN MARCOS: $55,000 over 8y, 0.3% of budgetOLIVE CREST: $52,500 over 5y, 0.0% of budgetRUNWAY FOR RECOVERY INC: $45,000 over 4y, 1.3% of budgetSoaring Spirits International: $30,000 over 3y, 2.1% of budgetStandUp for Kids: $17,500 over 5y, 0.2% of budgetASSISTANCE LEAGUE OF NORTH COAST: $17,000 over 6y, 1.2% of budgetGIRL SCOUTS OF ORANGE COUNTY: $12,000 over 3y, 0.1% of budgetTHE AMERICAN RADIO RELAY LEAGUE INC: $10,000 over 5y, 0.0% of budgetOUR RESCUE: $10,000 over 1y, 0.0% of budgetTHE CAROLYN E WYLIE CENTER FOR CHILDREN YOUTH & FAMILIES: $10,000 over 2y, 0.2% of budgetFORE BATTEN FOUNDATION: $5,000 over 1y, 0.8% of budgetKHERUT: $5,000 over 1y, 1.9% of budgetTURNING POINT USA INC: $5,000 over 1y, 0.0% of budgetINTERNATIONAL COMMUNITY FOUNDATION: $4,700 over 1y, 0.0% of budgetCommunity Bible Study: $3,000 over 3y, 0.0% of budgetWOMANS CLUB OF CARLSBAD: $3,000 over 1y, 3.8% of budgetSage Creek Foundation: $2,500 over 1y, 2.0% of budgetBLOOD CANCER UNITED INC: $2,000 over 1y, 0.0% of budgetONELEGACY FOUNDATION: $2,000 over 2y, 0.1% of budgetHERITAGE PALMS VETERANS ASSOCIATION INCORPORATED: $1,000 over 1y, 2.3% of budgetCALIFORNIA-HAWAII ELKS MAJOR PROJECT INC: $700 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds COLE VALLEY CHRISTIAN SCHOOLS INC ↗
  • Who funds CONCORDIA UNIVERSITY IRVINE ↗
  • Who funds CHOC FOUNDATION ↗
  • Who funds BOYS & GIRLS CLUB OF SAN MARCOS ↗
  • Who funds OLIVE CREST ↗
  • Who funds RUNWAY FOR RECOVERY INC ↗
  • Who funds Soaring Spirits International ↗
  • Who funds StandUp for Kids ↗
  • Who funds ASSISTANCE LEAGUE OF NORTH COAST ↗
  • Who funds LUTHERAN HIGH SCHOOL ↗
  • Who funds GIRL SCOUTS OF ORANGE COUNTY ↗
  • Who funds THE AMERICAN RADIO RELAY LEAGUE INC ↗
  • Who funds OUR RESCUE ↗
  • Who funds THE CAROLYN E WYLIE CENTER FOR CHILDREN YOUTH & FAMILIES ↗
  • Who funds FORE BATTEN FOUNDATION ↗
  • Who funds Influence Church ↗
  • Who funds KHERUT ↗
  • Who funds TURNING POINT USA INC ↗
  • Who funds INTERNATIONAL COMMUNITY FOUNDATION ↗
  • Who funds Community Bible Study ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Sempra FoundationCA13.6× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Sempra Foundation · The Blackbaud Giving Fund · Renaissance Charitable Foundation Inc · Charities Aid Foundation America · Natl Christian Charitable Fdn Inc · The Pfizer Foundation Inc · American Endowment Foundation · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization James and Deborah Klein Family Foundation funds: left to right is the share of its income from government, bottom to top the share from James and Deborah Klein Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    3get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to James and Deborah Klein Family Foundation?

    Find your warmest path to James and Deborah Klein Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 50 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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