Nonprofit · EIN 01-6180895
CLAUDE W KLINE CHARITABLE TRUST UW 1170000377
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $41,679 | $44,052 | -$2,373 | $587,158 | $0 | $587,158 |
| December 31, 2024 | 990-PF | $53,610 | $37,339 | $16,271 | $589,646 | $0 | $589,646 |
| December 31, 2023 | 990-PF | -$8,655 | $35,727 | -$44,382 | $573,186 | $0 | $573,186 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $15,233
- Net gain from sales of assets
- $26,446
Expenses
- Grants and similar amounts paid
- $30,405
- Compensation of officers, directors and key employees
- $10,784
- Disbursements for charitable purposes
- $37,297
- Excise tax on investment income
- $501
Balance sheet and other
- Total assets, start of year
- $589,646
- Total assets, end of year
- $587,158
- Total liabilities, end of year
- $0
- Net assets, end of year
- $587,158
- Fair market value of assets
- $714,323
- Qualifying distributions
- $37,297
- Net investment income
- $41,549
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 |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 2 | $10,784 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 2 | $5,885 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | Trustee | 5 | $6,352 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % INVESTORS TRUST CO
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (844) 382-3122
- Return prepared by
- ERNST & YOUNG US LLP
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
- 01-6180895
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $587,158
- Income (IRS master file)
- $188,955
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $41,679 | $44,052 | $587,158 | XML |
| 990-PF | December 2024 | $53,610 | $37,339 | $589,646 | XML |
| 990-PF | December 2023 | -$8,655 | $35,727 | $573,186 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 01-6180895).
Questions about CLAUDE W KLINE CHARITABLE TRUST UW 1170000377
- What is the EIN of CLAUDE W KLINE CHARITABLE TRUST UW 1170000377?
- The employer identification number (EIN) of CLAUDE W KLINE CHARITABLE TRUST UW 1170000377 is 01-6180895.
- Is CLAUDE W KLINE CHARITABLE TRUST UW 1170000377 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to CLAUDE W KLINE CHARITABLE TRUST UW 1170000377 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CLAUDE W KLINE CHARITABLE TRUST UW 1170000377 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLAUDE W KLINE CHARITABLE TRUST UW 1170000377 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 CLAUDE W KLINE CHARITABLE TRUST UW 1170000377 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 CLAUDE W KLINE CHARITABLE TRUST UW 1170000377?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,784 (TRUIST BANK, TRUSTEE).
- How much revenue does CLAUDE W KLINE CHARITABLE TRUST UW 1170000377 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $41,679, expenses of $44,052 and total assets of $587,158 at year end.
Other nonprofits in ORLANDO
- TRUIST FOUNDATION INC EIN 23-7336418 · last filed 990-PF for 2024
- UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC EIN 59-3086453 · last filed 990 for 2025
- HEART OF FLORIDA UNITED WAY EIN 59-0808854 · last filed 990 for 2025
- NONNAS GARDEN A PRIVATE FOUNDATION EIN 13-7548350 · last filed 990-PF for 2024
- CENTRAL FLORIDA FOUNDATION INC EIN 59-3182886 · last filed 990 for 2026
- DR PHILLIPS INC EIN 59-0724702 · last filed 990 for 2025
- AGGARWAL & GUPTA FAMILY FOUNDATION INC EIN 59-3623323 · last filed 990 for 2024
- EOS FOUNDATION EIN 30-6767487 · last filed 990-PF for 2025
All nonprofits in ORLANDO · Florida · Philanthropy, voluntarism and grantmaking foundations