Nonprofit · EIN 27-1404539
ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION
Tax-exempt · PORTAGE, MI 49024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $114,512 | $118,702 | -$4,190 | $1,460,228 | $0 | $1,460,228 |
| June 30, 2025 | 990-PF | $70,646 | $111,790 | -$41,144 | $1,464,418 | $0 | $1,464,418 |
| June 30, 2024 | 990-PF | $80,582 | $118,698 | -$38,116 | $1,525,712 | $30,000 | $1,495,712 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $41,831
- Interest
- $2,574
- Net gain from sales of assets
- $70,107
Expenses
- Grants and similar amounts paid
- $100,000
- Disbursements for charitable purposes
- $101,140
- Excise tax on investment income
- $1,345
Balance sheet and other
- Total assets, start of year
- $1,464,418
- Total assets, end of year
- $1,460,228
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,460,228
- Fair market value of assets
- $2,141,947
- Qualifying distributions
- $101,140
- Net investment income
- $114,512
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES H KONING 8080 MOORSBRIDGE RD SUITE 103, PORTAGE, MI 49024 | PRESIDENT/TR | 0 | $0 |
| DIANE L KONING 8080 MOORSBRIDGE RD SUITE 103, PORTAGE, MI 49024 | VP/SECRETARY | 0 | $0 |
| THOMAS A KLIMCZAK 10423 KINGS COURT, ROSCOE, IL 60173 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES H KONING 8080 MOORSBRIDGE RD SUITE 103, PORTAGE, MI 49024 | PRESIDENT/TR | 0 | $0 |
| DIANE L KONING 8080 MOORSBRIDGE RD SUITE 103, PORTAGE, MI 49024 | VP/SECRETARY | 0 | $0 |
| THOMAS A KLIMCZAK 10423 KINGS COURT, ROSCOE, IL 60173 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES H KONING 8080 MOORSBRIDGE RD SUITE 103, PORTAGE, MI 49024 | PRESIDENT/TR | 0 | $0 |
| DIANE L KONING 8080 MOORSBRIDGE RD SUITE 103, PORTAGE, MI 49024 | VP/SECRETARY | 0 | $0 |
| THOMAS A KLIMCZAK 10423 KINGS COURT, ROSCOE, IL 60173 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8080 MOORSBRIDGE RD, PORTAGE, MI 49024-4421
- In care of
- % MR JAMES H KONING
- Signed the 990-PF
- JAMES H KONING, PRESIDENT/TREASURER
- Phone
- (269) 343-1500
- Return prepared by
- BKC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-1404539
- 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
- 2011
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,460,228
- Income (IRS master file)
- $550,643
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $114,512 | $118,702 | $1,460,228 | XML |
| 990-PF | June 2025 | $70,646 | $111,790 | $1,464,418 | XML |
| 990-PF | June 2024 | $80,582 | $118,698 | $1,525,712 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 27-1404539).
Questions about ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION
- What is the EIN of ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION?
- The employer identification number (EIN) of ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION is 27-1404539.
- Is ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does ERNEST J AND DOROTHY L KLIMCZAK FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $114,512, expenses of $118,702 and total assets of $1,460,228 at year end.
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