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Nonprofit · EIN 20-6766727

AMBOS MUNDOS TR

Also known as DONALD KLINGBEIL TTEE

Tax-exempt · SAN FRANCISCO, CA 94133

Financials

$76K$73K2023$87K$126K2024$39K$131K2025
Revenue Expenses · by fiscal year end
Financials of AMBOS MUNDOS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$38,577$130,671-$92,094$419,166$0$419,166
December 31, 2024990-PF$87,132$126,194-$39,062$511,260$0$511,260
December 31, 2023990-PF$75,863$72,603$3,260$550,322$0$550,322
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$24,642
Interest
$12
Net gain from sales of assets
$13,923

Expenses

Grants and similar amounts paid
$52,000
Disbursements for charitable purposes
$126,502
Excise tax on investment income
$494

Balance sheet and other

Total assets, start of year
$511,260
Total assets, end of year
$419,166
Total liabilities, end of year
$0
Net assets, end of year
$419,166
Fair market value of assets
$1,549,462
Qualifying distributions
$126,502
Net investment income
$38,577

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.

NameTitleHours / weekCompensation
DONALD E KLINGBEIL
201 FILBERT ST STE 200, SAN FRANCISCO, CA 94133
TRUSTEE0$0
WENDY A FOUNTAIN
201 FILBERT ST STE 200, SAN FRANCISCO, CA 94133
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
DONALD E KLINGBEIL
201 FILBERT ST STE 200, SAN FRANCISCO, CA 94133
TRUSTEE0$0
WENDY A FOUNTAIN
201 FILBERT ST STE 200, SAN FRANCISCO, CA 94133
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
DONALD E KLINGBEIL
200 CALIFORNIA ST STE 300, SAN FRANCISCO, CA 94111
TRUSTEE0$0
WENDY A FOUNTAIN
200 CALIFORNIA ST STE 300, SAN FRANCISCO, CA 94111
TRUSTEE0$0

Address and contacts

Address (IRS master file)
201 FILBERT ST STE 200, SAN FRANCISCO, CA 94133-3238
Signed the 990-PF
DONALD E KLINGBEIL, TRUSTEE
Phone
(415) 398-0106
Return prepared by
KLINGBEIL CAPITAL MANAGEMENT

California records

California keeps its own records of charities and corporations. Search them by EIN 20-6766727 or by the name AMBOS MUNDOS TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-6766727
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$419,166
Income (IRS master file)
$126,445

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$38,577$130,671$419,166IRS
990-PFDecember 2024$87,132$126,194$511,260IRS
990-PFDecember 2023$75,863$72,603$550,322XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 20-6766727).

Questions about AMBOS MUNDOS TR

What is the EIN of AMBOS MUNDOS TR?
The employer identification number (EIN) of AMBOS MUNDOS TR is 20-6766727.
Is AMBOS MUNDOS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to AMBOS MUNDOS TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AMBOS MUNDOS TR file?
Form 990-PF. Private foundations file every year.
When is the next return of AMBOS MUNDOS TR 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 AMBOS MUNDOS TR 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 AMBOS MUNDOS TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does AMBOS MUNDOS TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,577, expenses of $130,671 and total assets of $419,166 at year end.

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