Nonprofit · EIN 13-2850138
CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $47,592 | $168,529 | -$120,937 | $2,280,497 | $0 | $2,280,497 |
| February 29, 2024 | 990-PF | $15,965 | $58,972 | -$43,007 | $2,401,434 | $0 | $2,401,434 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Dividends
- $42,045
- Interest
- $4,232
- Net gain from sales of assets
- $1,315
Expenses
- Grants and similar amounts paid
- $125,160
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $129,180
- Excise tax on investment income
- $115
Balance sheet and other
- Total assets, start of year
- $2,401,434
- Total assets, end of year
- $2,280,497
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,280,497
- Fair market value of assets
- $4,147,583
- Qualifying distributions
- $129,180
- Net investment income
- $47,592
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRAN KLINGENSTEIN 6 ORCHARD DRIVE, PURCHASE, NY 10577 | PRESIDENT/DIRECTOR | 1 | $0 |
| JEAN KLINGENSTEIN 400 WEST ONTARIO STREET 1703, CHICAGO, IL 60610 | SECRETARY/TREASURER/DIRECT | 0.5 | $0 |
990-PF for the year ended February 29, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRAN KLINGENSTEIN 6 ORCHARD DRIVE, PURCHASE, NY 10577 | PRESIDENT/DIRECTOR | 1 | $0 |
| JEAN KLINGENSTEIN 400 WEST ONTARIO STREET 1703, CHICAGO, IL 60610 | SECRETARY/TREASURER/DIRECT | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 120 WEST 45TH STREET 7TH FL, NEW YORK, NY 10036-4031
- In care of
- % LIPSKY GOODKIN & CO
- Signed the 990-PF
- FRAN KLINGENSTEIN, PRES
- Phone
- (212) 840-6444
- Return prepared by
- LIPSKY GOODKIN & CO 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-2850138
- 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
- 1975
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,280,497
- Income (IRS master file)
- $385,214
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $47,592 | $168,529 | $2,280,497 | XML |
| 990-PF | February 2024 | $15,965 | $58,972 | $2,401,434 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | 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 13-2850138).
Questions about CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC
- What is the EIN of CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC?
- The employer identification number (EIN) of CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC is 13-2850138.
- Is CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC?
- The 990-PF for the year ended February 28, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CARROLL AND PERCY KLINGENSTEIN FOUNDATION INC have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $47,592, expenses of $168,529 and total assets of $2,280,497 at year end.
Other nonprofits in NEW YORK
- NEW YORK UNIVERSITY EIN 13-5562308 · last filed 990 for 2025
- HEALTHFIRST PHSP INC EIN 13-3783732 · last filed 990 for 2024
- THE NEW YORK AND PRESBYTERIAN HOSPITAL EIN 13-3957095 · last filed 990 for 2024
- NYU LANGONE HOSPITALS EIN 13-3971298 · last filed 990 for 2025
- MEMORIAL SLOAN-KETTERING CANCER CENTER EIN 91-2154267 · last filed 990 for 2024
- TRUSTEES OF COLUMBIA UNIVERSITY EIN 13-5598093 · last filed 990 for 2025
- HEALTHFIRST HEALTH PLAN INC EIN 11-3029569 · last filed 990 for 2024
- GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC EIN 31-1774905 · last filed 990 for 2024