Nonprofit · EIN 36-4152463
THE SUSAN L KLIMAITIS FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $159,874 | $255,223 | -$95,349 | $2,157,359 | $0 | $2,157,359 |
| December 31, 2024 | 990-PF | $146,065 | $204,976 | -$58,911 | $2,251,247 | $0 | $2,251,247 |
| December 31, 2023 | 990-PF | $78,881 | $249,161 | -$170,280 | $2,309,611 | $0 | $2,309,611 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $47,711
- Net gain from sales of assets
- $112,163
Expenses
- Grants and similar amounts paid
- $225,000
- Compensation of officers, directors and key employees
- $23,267
- Disbursements for charitable purposes
- $234,862
- Excise tax on investment income
- $2,000
Balance sheet and other
- Total assets, start of year
- $2,251,247
- Total assets, end of year
- $2,157,359
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,157,359
- Fair market value of assets
- $2,716,013
- Qualifying distributions
- $234,862
- Net investment income
- $159,874
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 |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR TRUSTEE | 1 | $23,267 |
| SUSAN KLIMAITIS CO BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | PRESIDENT | 1 | $0 |
| LEO KLIMAITIS CO BANK OF AMERI PO BOX 653067, DALLAS, TX 752653067 | SEC/TREAS | 1 | $0 |
| KRISTY KLIMAITIS CO BANK OF AMERIC PO BOX 653067, DALLAS, TX 752653067 | DIRECTOR | 1 | $0 |
| KARLA GREEN CO BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 555 CALIFORNIA STREET, SAN FRANCISCO, CA 94104 | AGENT FOR TRUSTEE | 1 | $22,843 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A 555 CALIFORNIA STREET, SAN FRANCISCO, CA 94104 | AGENT FOR TRUSTEE | 1 | $21,454 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % LYMAN WELCH
- Signed the 990-PF
- SUSAN KLIMAITIS, TRUSTEE
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
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
- 36-4152463
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,157,359
- Income (IRS master file)
- $683,471
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $159,874 | $255,223 | $2,157,359 | XML |
| 990-PF | December 2024 | $146,065 | $204,976 | $2,251,247 | IRS |
| 990-PF | December 2023 | $78,881 | $249,161 | $2,309,611 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 36-4152463).
Questions about THE SUSAN L KLIMAITIS FOUNDATION
- What is the EIN of THE SUSAN L KLIMAITIS FOUNDATION?
- The employer identification number (EIN) of THE SUSAN L KLIMAITIS FOUNDATION is 36-4152463.
- Is THE SUSAN L KLIMAITIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE SUSAN L KLIMAITIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SUSAN L KLIMAITIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SUSAN L KLIMAITIS 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 THE SUSAN L KLIMAITIS 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 THE SUSAN L KLIMAITIS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $23,267 (BANK OF AMERICA N A, AGENT FOR TRUSTEE).
- How much revenue does THE SUSAN L KLIMAITIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $159,874, expenses of $255,223 and total assets of $2,157,359 at year end.
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