Nonprofit · EIN 30-0455805
E ANN KLEIN CHARITABLE TR
Tax-exempt · LANCASTER, PA 17604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2023 | 990-PF | $106,036 | $53,928 | $52,108 | $2,841,942 | $0 | $2,841,942 |
Financial details: 990-PF for the year ended October 31, 2023
Revenue
- Dividends
- $82,464
- Net gain from sales of assets
- $23,422
- Other income
- $150
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $50,998
- Excise tax on investment income
- $724
Balance sheet and other
- Total assets, start of year
- $2,789,336
- Total assets, end of year
- $2,841,942
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,841,942
- Fair market value of assets
- $2,762,618
- Net investment income
- $106,036
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 October 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BLOOR REDDING 7530 WASHINGTON BLVD, INDIANAPOLIS, IN 46240 | CO-TRUSTEE | 0 | $26,019 |
| FULTON BANK N A ONE PENN SQUARE, LANCASTER, PA 17602 | CO-TRUSTEE | 0 | $24,979 |
Address and contacts
- Address (IRS master file)
- PO BOX 3215, LANCASTER, PA 17604-3215
- In care of
- % FULTON BANK NA
- Signed the 990-PF
- FULTON BANK NA, TAX MANAGER
- Phone
- (717) 255-7652
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | Not on file |
| 2023 | October 31, 2024 | March 17, 2025 | Not on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-0455805
- 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
- 2009
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,841,942
- Income (IRS master file)
- $1,704,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2023 | $106,036 | $53,928 | $2,841,942 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | 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 30-0455805).
Questions about E ANN KLEIN CHARITABLE TR
- What is the EIN of E ANN KLEIN CHARITABLE TR?
- The employer identification number (EIN) of E ANN KLEIN CHARITABLE TR is 30-0455805.
- Is E ANN KLEIN CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to E ANN KLEIN CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does E ANN KLEIN CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of E ANN KLEIN CHARITABLE TR due?
- The return for tax year 2024 (the year ending October 31, 2025) is due March 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did E ANN KLEIN CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2023.
- Who are the officers and directors of E ANN KLEIN CHARITABLE TR?
- The 990-PF for the year ended October 31, 2023 lists 2 people; 2 received compensation from the organization, the highest $26,019 (BLOOR REDDING, CO-TRUSTEE).
- How much revenue does E ANN KLEIN CHARITABLE TR have?
- On its 990-PF for the year ended October 31, 2023 it reported revenue of $106,036, expenses of $53,928 and total assets of $2,841,942 at year end.
Other nonprofits in LANCASTER
- LANCASTER COUNTY COMMUNITY FOUNDATION EIN 20-0874857 · last filed 990 for 2024
- HIGH FOUNDATION EIN 83-3271708 · last filed 990-PF for 2025
- RICHARD S & ANN B BARSHINGER FAMILY FOUNDATION EIN 45-3986043 · last filed 990-PF for 2024
- CLARK ASSOC CHARITABLE FDN EIN 25-6773373 · last filed 990-PF for 2024
- EDEN BRIDGE FOUNDATION EIN 02-0714460 · last filed 990 for 2025
- FULTON FORWARD FOUNDATION EIN 84-3024170 · last filed 990-PF for 2024
- HOMES FOR HOPE EIN 20-8825926 · last filed 990 for 2025
- LANCASTER GENERAL HEALTH FOUNDATION EIN 20-5767147 · last filed 990 for 2025
All nonprofits in LANCASTER · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations