Nonprofit · EIN 27-1541461
TOM KLEMENS FAMILY FOUNDATION
Tax-exempt · SAN CLEMENTE, CA 92673
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $132,766 | $133,853 | -$1,087 | $2,253,022 | $0 | $2,253,022 |
| December 31, 2024 | 990-PF | $181,145 | $144,807 | $36,338 | $2,254,109 | $0 | $2,254,109 |
| December 31, 2023 | 990-PF | $111,626 | $148,595 | -$36,969 | $2,217,771 | $0 | $2,217,771 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $73,477
- Interest
- $12,880
- Net gain from sales of assets
- $46,409
Expenses
- Grants and similar amounts paid
- $72,225
- Disbursements for charitable purposes
- $133,853
- Excise tax on investment income
- $1,845
Balance sheet and other
- Total assets, start of year
- $2,254,109
- Total assets, end of year
- $2,253,022
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,253,022
- Fair market value of assets
- $2,664,806
- Qualifying distributions
- $133,853
- Net investment income
- $132,766
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 |
|---|---|---|---|
| PATRICIA KLEMENS 718 AVENIDA AZOR, SAN CLEMENTE, CA 92673 | President | 0 | $0 |
| Kelly Klemens 62 Vasto St, Rancho Mission Viejo, CA 92694 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA KLEMENS 718 AVENIDA AZOR, SAN CLEMENTE, CA 92673 | President | 0 | $0 |
| Kelly Klemens 62 Vasto St, Rancho Mission Viejo, CA 92694 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA KLEMENS 718 AVENIDA AZOR, SAN CLEMENTE, CA 92673 | President | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 718 AVENIDA AZOR, SAN CLEMENTE, CA 92673-5623
- Signed the 990-PF
- PATRICIA KLEMENS, President
- Phone
- (949) 492-0555
- Return prepared by
- Wertz & Company LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-1541461 or by the name TOM KLEMENS FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 27-1541461
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,253,022
- Income (IRS master file)
- $902,877
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $132,766 | $133,853 | $2,253,022 | XML |
| 990-PF | December 2024 | $181,145 | $144,807 | $2,254,109 | IRS |
| 990-PF | December 2023 | $111,626 | $148,595 | $2,217,771 | 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 27-1541461).
Questions about TOM KLEMENS FAMILY FOUNDATION
- What is the EIN of TOM KLEMENS FAMILY FOUNDATION?
- The employer identification number (EIN) of TOM KLEMENS FAMILY FOUNDATION is 27-1541461.
- Is TOM KLEMENS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to TOM KLEMENS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TOM KLEMENS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TOM KLEMENS FAMILY FOUNDATION 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 TOM KLEMENS FAMILY FOUNDATION 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 TOM KLEMENS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does TOM KLEMENS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $132,766, expenses of $133,853 and total assets of $2,253,022 at year end.
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