Nonprofit · EIN 52-2046127
THE PHILIP E AND HARRIET J KLEIN
Tax-exempt · BALTIMORE, MD 21208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,023,251 | $1,186,872 | -$163,621 | $10,703,100 | $0 | $10,703,100 |
| December 31, 2023 | 990-PF | $1,805,480 | $1,657,704 | $147,776 | $10,867,825 | $0 | $10,867,825 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $110,545
- Dividends
- $75,566
- Interest
- $4,071
- Net gain from sales of assets
- $438,606
- Other income
- $394,463
Expenses
- Grants and similar amounts paid
- $1,130,772
- Disbursements for charitable purposes
- $1,186,872
- Excise tax on investment income
- $11,907
Balance sheet and other
- Total assets, start of year
- $10,867,825
- Total assets, end of year
- $10,703,100
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,703,100
- Fair market value of assets
- $26,974,807
- Qualifying distributions
- $1,186,872
- Net investment income
- $912,706
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| P JUSTIN PEARLSTONE 500 EAST PRATT STREET 11TH FL, BALTIMORE, MD 21202 | Trustee | 0.25 | $0 |
| JEFFREY ROSEN 405 YORK ROAD, TOWSON, MD 21204 | Trustee | 0.25 | $0 |
| DANIEL J KLEIN 1777 REISTERSTOWN ROAD STE 165, BALTIMORE, MD 21208 | Trustee/PRES | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| P JUSTIN PEARLSTONE 500 EAST PRATT STREET 11TH FL, BALTIMORE, MD 21202 | Trustee | 0.25 | $0 |
| JEFFREY ROSEN 405 YORK ROAD, TOWSON, MD 21204 | Trustee | 0.25 | $0 |
| DANIEL J KLEIN 1777 REISTERSTOWN ROAD STE 165, BALTIMORE, MD 21208 | Trustee/PRES | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1777 REISTERSTOWN RD STE 165, BALTIMORE, MD 21208-6419
- In care of
- % PHILIP E KLEIN TTEE
- Signed the 990-PF
- DANIEL J KLEIN, Trustee/PRES
- Phone
- (410) 902-5994
- Return prepared by
- FELDMAN BLUM & ASSOCIATES 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 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 | Not 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
- 52-2046127
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21Z)
- Assets (IRS master file)
- $10,703,100
- Income (IRS master file)
- $1,028,825
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,023,251 | $1,186,872 | $10,703,100 | XML |
| 990-PF | December 2023 | $1,805,480 | $1,657,704 | $10,867,825 | 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 52-2046127).
Questions about THE PHILIP E AND HARRIET J KLEIN
- What is the EIN of THE PHILIP E AND HARRIET J KLEIN?
- The employer identification number (EIN) of THE PHILIP E AND HARRIET J KLEIN is 52-2046127.
- Is THE PHILIP E AND HARRIET J KLEIN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to THE PHILIP E AND HARRIET J KLEIN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE PHILIP E AND HARRIET J KLEIN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE PHILIP E AND HARRIET J KLEIN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE PHILIP E AND HARRIET J KLEIN last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE PHILIP E AND HARRIET J KLEIN?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE PHILIP E AND HARRIET J KLEIN have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,023,251, expenses of $1,186,872 and total assets of $10,703,100 at year end.
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