Nonprofit · EIN 13-7127165
JKW FOUNDATION TR UA 092597
Also known as STEIN JEAN TTEE
Tax-exempt · NEW YORK, NY 10025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,006,686 | $37,250,958 | -$35,244,272 | $344,914 | $0 | $344,914 |
| December 31, 2024 | 990-PF | $2,472,146 | $4,023,609 | -$1,551,463 | $35,596,844 | $0 | $35,596,844 |
| December 31, 2023 | 990-PF | $2,365,275 | $3,507,717 | -$1,142,442 | $37,160,760 | $0 | $37,160,760 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $708,088
- Net gain from sales of assets
- $1,236,612
- Other income
- $61,986
Expenses
- Grants and similar amounts paid
- $36,901,272
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,007,431
- Excise tax on investment income
- $24,992
Balance sheet and other
- Total assets, start of year
- $35,596,844
- Total assets, end of year
- $344,914
- Total liabilities, end of year
- $0
- Net assets, end of year
- $344,914
- Fair market value of assets
- $352,040
- Qualifying distributions
- $2,007,431
- Net investment income
- $1,998,983
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 |
|---|---|---|---|
| KATRINA VANDEN HEUVEL 340 RIVERSIDE DRIVE 8B, NEW YORK, NY 10025 | TRUSTEE | 0 | $0 |
| WENDY VANDEN HEUVEL 380 CONNECTICUT STREET, SAN FRANCISCO, CA 94107 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATRINA VANDEN HEUVEL 340 RIVERSIDE DRIVE 8B, NEW YORK, NY 10025 | TRUSTEE | 0 | $0 |
| WENDY VANDEN HEUVEL 380 CONNECTICUT STREET, SAN FRANCISCO, CA 94107 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATRINA VANDEN HEUVEL 340 RIVERSIDE DRIVE 8B, NEW YORK, NY 10025 | TRUSTEE | 0 | $0 |
| WENDY VANDEN HEUVEL 380 CONNECTICUT STREET, SAN FRANCISCO, CA 94107 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- KVANDEN HEUVEL-340 RIVERSIDE DR 8, NEW YORK, NY 10025-0000
- Signed the 990-PF
- KATRINA VANDEN HEUVEL, TRUSTEE
- Phone
- (212) 209-5412
- Return prepared by
- ANCHIN BLOCK & ANCHIN 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
- 13-7127165
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T00Z)
- Assets (IRS master file)
- $344,914
- Income (IRS master file)
- $8,805,568
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,006,686 | $37,250,958 | $344,914 | IRS |
| 990-PF | December 2024 | $2,472,146 | $4,023,609 | $35,596,844 | XML |
| 990-PF | December 2023 | $2,365,275 | $3,507,717 | $37,160,760 | 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 13-7127165).
Questions about JKW FOUNDATION TR UA 092597
- What is the EIN of JKW FOUNDATION TR UA 092597?
- The employer identification number (EIN) of JKW FOUNDATION TR UA 092597 is 13-7127165.
- Is JKW FOUNDATION TR UA 092597 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to JKW FOUNDATION TR UA 092597 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JKW FOUNDATION TR UA 092597 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JKW FOUNDATION TR UA 092597 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 JKW FOUNDATION TR UA 092597 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 JKW FOUNDATION TR UA 092597?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JKW FOUNDATION TR UA 092597 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,006,686, expenses of $37,250,958 and total assets of $344,914 at year end.
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