Nonprofit · EIN 01-0612073
KLINGBEIL FAMILY FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,320,928 | $443,335 | $4,877,593 | $5,491,235 | $0 | $5,491,235 |
| December 31, 2024 | 990-PF | $219,730 | $191,516 | $28,214 | $613,642 | $0 | $613,642 |
| December 31, 2023 | 990-PF | $291,159 | $198,449 | $92,710 | $585,428 | $0 | $585,428 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $98,744
- Interest
- $180
- Net gain from sales of assets
- $5,222,004
Expenses
- Grants and similar amounts paid
- $432,426
- Disbursements for charitable purposes
- $437,586
- Excise tax on investment income
- $73,892
Balance sheet and other
- Total assets, start of year
- $613,642
- Total assets, end of year
- $5,491,235
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,491,235
- Fair market value of assets
- $7,390,619
- Qualifying distributions
- $437,586
- Net investment income
- $5,320,928
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 |
|---|---|---|---|
| JAMES D KLINGBEIL 201 FILBERT ST STE 200, SAN FRANCISCO, CA 94133 | PRESIDENT | 0 | $0 |
| SALLY A MAVKO KLINGBEIL 201 FILBERT ST STE 200, SAN FRANCISCO, CA 94133 | SECRETARY/CF | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES D KLINGBEIL 201 FILBERT ST STE 200, SAN FRANCISCO, CA 94133 | PRESIDENT | 0 | $0 |
| SALLY A MAVKO KLINGBEIL 201 FILBERT ST STE 200, SAN FRANCISCO, CA 94133 | SECRETARY/CF | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES D KLINGBEIL 200 CALIFORNIA ST STE 300, SAN FRANCISCO, CA 94111 | PRESIDENT | 0 | $0 |
| SALLY A MAVKO KLINGBEIL 200 CALIFORNIA ST STE 300, SAN FRANCISCO, CA 94111 | SECRETARY/CF | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 FILBERT ST STE 200, SAN FRANCISCO, CA 94133-3238
- In care of
- % KLINGBEIL CAPITAL MANAGEMENT
- Signed the 990-PF
- JAMES D KLINGBEIL, PRESIDENT
- Phone
- (415) 398-0106
- Return prepared by
- KLINGBEIL CAPITAL MANAGEMENT
California records
California keeps its own records of charities and corporations. Search them by EIN 01-0612073 or by the name KLINGBEIL FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 01-0612073
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,491,235
- Income (IRS master file)
- $5,697,871
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,320,928 | $443,335 | $5,491,235 | IRS |
| 990-PF | December 2024 | $219,730 | $191,516 | $613,642 | IRS |
| 990-PF | December 2023 | $291,159 | $198,449 | $585,428 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 01-0612073).
Questions about KLINGBEIL FAMILY FOUNDATION
- What is the EIN of KLINGBEIL FAMILY FOUNDATION?
- The employer identification number (EIN) of KLINGBEIL FAMILY FOUNDATION is 01-0612073.
- Is KLINGBEIL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to KLINGBEIL FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KLINGBEIL FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KLINGBEIL FAMILY FOUNDATION 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 KLINGBEIL FAMILY FOUNDATION 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 KLINGBEIL FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does KLINGBEIL FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,320,928, expenses of $443,335 and total assets of $5,491,235 at year end.
Other nonprofits in SAN FRANCISCO
- SERGEY BRIN FAMILY FOUNDATION EIN 47-2107200 · last filed 990-PF for 2024
- JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES EIN 94-1156533 · last filed 990 for 2025
- MAXWELL HANRAHAN FOUNDATION EIN 83-2118884 · last filed 990-PF for 2024
- TIDES FOUNDATION EIN 51-0198509 · last filed 990 for 2024
- SAN FRANCISCO FOUNDATION EIN 01-0679337 · last filed 990 for 2025
- JAMES IRVINE FOUNDATION EIN 94-1236937 · last filed 990-PF for 2024
- UNITED STATES ENERGY FOUNDATION EIN 83-1740146 · last filed 990 for 2024
- GIVE FORWARD FOUNDATION EIN 82-3785197 · last filed 990-PF for 2024
All nonprofits in SAN FRANCISCO · California · Philanthropy, voluntarism and grantmaking foundations