Nonprofit · EIN 52-2126870
ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC
Tax-exempt · NEW YORK, NY 10006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,527,083 | $6,808,260 | -$5,281,177 | $105,903,231 | $0 | $105,903,231 |
| December 31, 2024 | 990-PF | $95,119,489 | $4,815,532 | $90,303,957 | $109,072,009 | $0 | $109,072,009 |
| December 31, 2023 | 990-PF | $1,900,007 | $2,345,376 | -$445,369 | $40,261,801 | $0 | $40,261,801 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $252,492
- Dividends
- $1,271,851
- Net gain from sales of assets
- $2,740
Expenses
- Grants and similar amounts paid
- $6,303,677
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,337,715
- Excise tax on investment income
- $15,485
Balance sheet and other
- Total assets, start of year
- $109,072,009
- Total assets, end of year
- $105,903,231
- Total liabilities, end of year
- $0
- Net assets, end of year
- $105,903,231
- Fair market value of assets
- $132,362,859
- Qualifying distributions
- $6,337,715
- Net investment income
- $1,274,591
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 |
|---|---|---|---|
| ANDREW KLINGENSTEIN 61 BROADWAY 1601, NEW YORK, NY 10006 | TREAS/SEC | 0 | $0 |
| JULIE KLINGENSTEIN 61 BROADWAY 1601, NEW YORK, NY 10006 | PRESIDENT | 0 | $0 |
| THOMAS D KLINGENSTEIN 61 BROADWAY 1601, NEW YORK, NY 10006 | VICE PRES | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW KLINGENSTEIN 61 BROADWAY 1601, NEW YORK, NY 10006 | TREAS/SEC | 0 | $0 |
| JULIE KLINGENSTEIN 61 BROADWAY 1601, NEW YORK, NY 10006 | PRESIDENT | 0 | $0 |
| THOMAS D KLINGENSTEIN 61 BROADWAY 1601, NEW YORK, NY 10006 | VICE PRES | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW KLINGENSTEIN 61 BROADWAY 1601, NEW YORK, NY 10006 | TREAS/SEC | 0 | $0 |
| JULIE KLINGENSTEIN 61 BROADWAY 1601, NEW YORK, NY 10006 | PRESIDENT | 0 | $0 |
| THOMAS D KLINGENSTEIN 61 BROADWAY 1601, NEW YORK, NY 10006 | VICE PRES | 0 | $0 |
Address and contacts
- Address (IRS master file)
- HOFFMAN MULLIGAN61 BROADWAY 1601, NEW YORK, NY 10006-0000
- In care of
- % JANET L MULLIGAN
- Signed the 990-PF
- ANDREW KLINGENSTEIN, TREASURER
- Return prepared by
- HOFFMAN MULLIGAN CPAS LLP
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
- 52-2126870
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $105,903,231
- Income (IRS master file)
- $1,527,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,527,083 | $6,808,260 | $105,903,231 | IRS |
| 990-PF | December 2024 | $95,119,489 | $4,815,532 | $109,072,009 | IRS |
| 990-PF | December 2023 | $1,900,007 | $2,345,376 | $40,261,801 | 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 52-2126870).
Questions about ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC
- What is the EIN of ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC?
- The employer identification number (EIN) of ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC is 52-2126870.
- Is ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC 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 ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC 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 ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ANDREW AND JULIE KLINGENSTEIN FAMILY FUND INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,527,083, expenses of $6,808,260 and total assets of $105,903,231 at year end.
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