Nonprofit · EIN 27-6962114
JANET AND MONTE KLEIN FAMILY FOUNDATION
Also known as MONTE S KLEIN TTEE
Tax-exempt · RENO, NV 89511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $60,458 | $33,261 | $27,197 | $571,685 | $0 | $571,685 |
| June 30, 2024 | 990-PF | $16,384 | $23,500 | -$7,116 | $544,488 | $0 | $544,488 |
| June 30, 2023 | 990-PF | $62,535 | $43,237 | $19,298 | $551,604 | $0 | $551,604 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $40,000
- Dividends
- $20,539
- Net gain from sales of assets
- -$81
Expenses
- Grants and similar amounts paid
- $13,707
- Disbursements for charitable purposes
- $13,707
- Excise tax on investment income
- $249
Balance sheet and other
- Total assets, start of year
- $544,488
- Total assets, end of year
- $571,685
- Total liabilities, end of year
- $0
- Net assets, end of year
- $571,685
- Fair market value of assets
- $554,083
- Qualifying distributions
- $13,707
- Net investment income
- $20,539
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET J KLEIN 2871 SHALE CREEK DR, RENO, NV 895115371 | TRUSTEE | 0 | $0 |
| MONTE S KLEIN 2871 SHALE CREEK DR, RENO, NV 895115371 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET J KLEIN 882 LAKE COUNTRY DRIVE, INCLINE VILLAGE, NV 894519041 | TRUSTEE | 0 | $0 |
| MONTE S KLEIN 882 LAKE COUNTRY DRIVE, INCLINE VILLAGE, NV 894519041 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET J KLEIN 882 LAKE COUNTRY DRIVE, INCLINE VILLAGE, NV 894519041 | TRUSTEE | 0 | $0 |
| MONTE S KLEIN 882 LAKE COUNTRY DRIVE, INCLINE VILLAGE, NV 894519041 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2871 SHALE CREEK DR, RENO, NV 89511-5371
- In care of
- % MONTE S KLEIN
- Signed the 990-PF
- MONTE S KLEIN, TRUSTEE
- Phone
- (203) 913-5794
- Return prepared by
- PALSA PALSA 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 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 | Not due yet |
| 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
- 27-6962114
- 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 (T22)
- Assets (IRS master file)
- $571,685
- Income (IRS master file)
- $85,539
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $60,458 | $33,261 | $571,685 | XML |
| 990-PF | June 2024 | $16,384 | $23,500 | $544,488 | XML |
| 990-PF | June 2023 | $62,535 | $43,237 | $551,604 | XML |
| 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 27-6962114).
Questions about JANET AND MONTE KLEIN FAMILY FOUNDATION
- What is the EIN of JANET AND MONTE KLEIN FAMILY FOUNDATION?
- The employer identification number (EIN) of JANET AND MONTE KLEIN FAMILY FOUNDATION is 27-6962114.
- Is JANET AND MONTE KLEIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to JANET AND MONTE KLEIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JANET AND MONTE KLEIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JANET AND MONTE KLEIN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JANET AND MONTE KLEIN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JANET AND MONTE KLEIN FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JANET AND MONTE KLEIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $60,458, expenses of $33,261 and total assets of $571,685 at year end.
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