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Nonprofit · EIN 13-3732439

KLINGSTEIN THIRD GENERATION FOUNDATION

Tax-exempt · NEW YORK, NY 10017

Financials

$1M$1.4M2023$20.5M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of KLINGSTEIN THIRD GENERATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$20,493,841$1,283,649$19,210,192$24,442,659$0$24,442,659
September 30, 2024990-PF$1,017,291$1,400,151-$382,860$8,683,022$0$8,683,022
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$20,000,000
Dividends
$209,822
Net gain from sales of assets
$284,019

Expenses

Grants and similar amounts paid
$788,123
Compensation of officers, directors and key employees
$71,019
Salaries, compensation and benefits (total)
$98,109
Disbursements for charitable purposes
$1,243,015
Excise tax on investment income
$6,362

Balance sheet and other

Total assets, start of year
$8,683,022
Total assets, end of year
$24,442,659
Total liabilities, end of year
$0
Net assets, end of year
$24,442,659
Fair market value of assets
$33,147,008
Qualifying distributions
$1,243,015
Net investment income
$493,841

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KATHLEEN POMERANTZ
360 MADISON AVE 7TH FLOOR, NEW YORK, NY 10017
CHIEF OF OPERATIONS
Highest-paid employee
10$71,355$6,228
ELIOT BRENNER PH D
360 MADISON AVE 7TH FLOOR, NEW YORK, NY 10017
EXECUTIVE DIRECTOR, TRUSTEE4$71,019$5,570
ANDREW KLINGENSTEIN
360 MADISON AVE 7TH FLOOR, NEW YORK, NY 10017
CHAIRMAN, CEO0.25$0$0
NANCY SIMPKINS
360 MADISON AVE 7TH FLOOR, NEW YORK, NY 10017
VICE PRESIDENT, TREASURER3$0$0
SARAH MARTELL
360 MADISON AVE 7TH FLOOR, NEW YORK, NY 10017
TRUSTEE, SECRETARY0.25$0$0
KATHY KLINGENSTEIN
360 MADISON AVE 7TH FLOOR, NEW YORK, NY 10017
TRUSTEE0$0$0
990-PF for the year ended September 30, 2024: 6 people
NameTitleHours / weekCompensationOther / benefits
KATHLEEN POMERANTZ
61 BROADWAY RM 1601, NEW YORK, NY 10006
CHIEF OF OPERATIONS
Highest-paid employee
10$52,530$1,675
ELIOT BRENNER PH D
61 BROADWAY - SUITE 1601, NEW YORK, NY 10006
EXECUTIVE DIRECTOR, TRUSTEE4$39,606$1,321
ANDREW KLINGENSTEIN
61 BROADWAY - SUITE 1601, NEW YORK, NY 10006
CHAIRMAN, CEO0.25$0$0
NANCY SIMPKINS
61 BROADWAY - SUITE 1601, NEW YORK, NY 10006
VICE PRESIDENT, TREASURER3$0$0
SARAH MARTELL
61 BROADWAY - SUITE 1601, NEW YORK, NY 10006
TRUSTEE, SECRETARY0.25$0$0
KATHY KLINGENSTEIN
61 BROADWAY - SUITE 1601, NEW YORK, NY 10006
TRUSTEE0.25$0$0

Address and contacts

Address (IRS master file)
360 MADISON AVE 7TH FLOOR, NEW YORK, NY 10017-7386
In care of
% HOFFMAN MULLIGAN
Signed the 990-PF
ANDREW KLINGENSTEIN, CHAIRMAN, CEO
Phone
(212) 583-1100
Return prepared by
HOFFMAN MULLIGAN CPAS 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
13-3732439
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
1993
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$24,442,659
Income (IRS master file)
$21,568,911

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025–––IRS
990-PFSeptember 2024–––IRS
990-PFSeptember 2023$181,400$670,899$9,066,359IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about KLINGSTEIN THIRD GENERATION FOUNDATION

What is the EIN of KLINGSTEIN THIRD GENERATION FOUNDATION?
The employer identification number (EIN) of KLINGSTEIN THIRD GENERATION FOUNDATION is 13-3732439.
Is KLINGSTEIN THIRD GENERATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to KLINGSTEIN THIRD GENERATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KLINGSTEIN THIRD GENERATION FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KLINGSTEIN THIRD GENERATION FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KLINGSTEIN THIRD GENERATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of KLINGSTEIN THIRD GENERATION FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 6 people; 2 received compensation from the organization, the highest $71,355 (KATHLEEN POMERANTZ, CHIEF OF OPERATIONS).
How much revenue does KLINGSTEIN THIRD GENERATION FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $20,493,841, expenses of $1,283,649 and total assets of $24,442,659 at year end.

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