Nonprofit · EIN 20-4828991
CHARLES AND JANE KLEIN FAMILY FUND
Tax-exempt · MOUNT KISCO, NY 10549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $205,986 | $209,774 | -$3,788 | $3,778,377 | $0 | $3,778,377 |
| December 31, 2024 | 990-PF | $377,863 | $41,871 | $335,992 | $3,774,923 | $0 | $3,774,923 |
| December 31, 2023 | 990-PF | $184,835 | $36,529 | $148,306 | $3,434,273 | $0 | $3,434,273 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $87,829
- Interest
- $32,239
- Net gain from sales of assets
- $85,907
- Other income
- $11
Expenses
- Grants and similar amounts paid
- $162,908
- Disbursements for charitable purposes
- $162,908
- Excise tax on investment income
- $766
Balance sheet and other
- Total assets, start of year
- $3,774,923
- Total assets, end of year
- $3,778,377
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,778,377
- Fair market value of assets
- $7,219,733
- Qualifying distributions
- $162,908
- Net investment income
- $102,009
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 |
|---|---|---|---|
| JANE PARSONS KLEIN 118 NORTH BEDFORD ROAD, MOUNT KISCO, NY 10549 | PRESIDENT | 0 | $0 |
| ANDREW KLEIN 2409 MUNGER STREET, NEW HAVEN, VT 05472 | DIRECTOR | 0 | $0 |
| ELIZABETH KLEIN 159 SHERMAN ROAD, WAITSFIELD, VT 05673 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE PARSONS KLEIN 118 NORTH BEDFORD ROAD, MOUNT KISCO, NY 10549 | PRESIDENT | 0 | $0 |
| ANDREW KLEIN 2409 MUNGER STREET, NEW HAVEN, VT 05472 | DIRECTOR | 0 | $0 |
| ELIZABETH KLEIN 159 SHERMAN ROAD, WAITSFIELD, VT 05673 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE PARSONS KLEIN 118 NORTH BEDFORD ROAD, MOUNT KISCO, NY 10549 | PRESIDENT | 0 | $0 |
| ANDREW KLEIN 2409 MUNGER STREET, NEW HAVEN, VT 05472 | DIRECTOR | 0 | $0 |
| ELIZABETH KLEIN 159 SHERMAN ROAD, WAITSFIELD, VT 05673 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 118 NORTH BEDFORD ROAD, MOUNT KISCO, NY 10549-2553
- In care of
- % JANE PARSONS KLEIN PRESIDENT
- Signed the 990-PF
- JANE PARSONS KLEIN, PRESIDENT
- Phone
- (914) 666-2757
- Return prepared by
- PROACTIVE TAX & ADVISORY LLC
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
- 20-4828991
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,778,377
- Income (IRS master file)
- $658,275
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $205,986 | $209,774 | $3,778,377 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $377,863 | $41,871 | $3,774,923 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $184,835 | $36,529 | $3,434,273 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-4828991).
Questions about CHARLES AND JANE KLEIN FAMILY FUND
- What is the EIN of CHARLES AND JANE KLEIN FAMILY FUND?
- The employer identification number (EIN) of CHARLES AND JANE KLEIN FAMILY FUND is 20-4828991.
- Is CHARLES AND JANE KLEIN FAMILY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to CHARLES AND JANE KLEIN FAMILY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES AND JANE KLEIN FAMILY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES AND JANE KLEIN FAMILY FUND 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 CHARLES AND JANE KLEIN FAMILY FUND 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 CHARLES AND JANE KLEIN FAMILY FUND?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CHARLES AND JANE KLEIN FAMILY FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $205,986, expenses of $209,774 and total assets of $3,778,377 at year end.
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All nonprofits in MOUNT KISCO · New York · Philanthropy, voluntarism and grantmaking foundations