Civic Intelligence

The Phyllis Klein Family Charitable

EIN 99-6530810 • Brooklyn, NY

316 Avenue NBrooklyn, NY 11230
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

$1,037,185

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,037,185

No earlier filing loaded for comparison.

Revenue

$1,037,185

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$1,037,185

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2024: $1,037,185Liabilities 2024: $0Net Assets 2024: $1,037,1852024

Latest loaded filing

2024

Assets$1,037,185
Liabilities$0
Net Assets$1,037,185

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2024: $1,037,185Expenses 2024: $0Net Income 2024: $1,037,1852024

Latest loaded filing

2024

Revenue$1,037,185
Expenses$0
Net Income$1,037,185

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 19, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODY HOROWITZTrustee-$0--
CHANA HOROWITZTrustee-$0--
NATALIYA TKACHENKOTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCONGREGATION CHEVRA GEMILUTH CHESEDGRANT-BROOKLYN, NY, US$38,350
Paid GrantYESHIVA OHR YISROELGRANT-BROOKLYN, NY, US$12,000
Paid GrantUNIVERSITY OF MIAMIGRANT-CORAL GABLES, FL, US$5,000
Paid GrantYESHIVA NESIVOS CHAIMGRANT-BROOKLYN, NY, US$1,000
Paid GrantHEBREW ACADEMY OF LONG BEACHGRANT-CEDARHURST, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
The Phyllis Klein Family Charitable
EIN
99-6530810
Phone
4109132810
Address
316 AVENUE N, BROOKLYN, NY 11230

Signing Officer

Name
Jody Horowitz
Title
Trustee
Phone
4109132810
Signed
2026-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Victor J Cannistra CPA Pc
Address
43 KENSICO DR FL 2, MOUNT KISCO, NY 10549
Preparer
Victor J Cannistra CPA
Phone
9142413605
Raw XML Appendix300 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 249115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4132 SPRUCE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CORAL GABLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CEDARHURST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411516
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt047950
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010510
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052581
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058460
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04631
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010510
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt020
TaxesSchedule/TaxesDetail/Amt090
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt090
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JODY HOROWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04109132810
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHYLLIS KLEIN FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST AGREEMENT
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0996530810
ReturnHeader/Filer/PhoneNum04109132810
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 AVENUE N
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011230
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030410574
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICTOR J CANNISTRA CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 KENSICO DR FL 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT KISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010549
ReturnHeader/PreparerPersonGrp/PhoneNum09142413605
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTOR J CANNISTRA CPA
ReturnHeader/ReturnTs02026-02-28T10:11:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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