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Nonprofit · EIN 61-0652845

SAMUEL H KLEIN FAMILY FOUNDATION INC

Tax-exempt · LOUISVILLE, KY 40207

Financials

$154K$113K2023$143K$117K2024$134K$121K2025
Revenue Expenses · by fiscal year end
Financials of SAMUEL H KLEIN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$134,249$121,268$12,981$1,242,914$0$1,242,914
December 31, 2024990-PF$143,411$116,882$26,529$1,229,163$0$1,229,163
December 31, 2023990-PF$154,067$112,695$41,372$1,203,608$0$1,203,608
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$50,685
Net gain from sales of assets
$83,564

Expenses

Grants and similar amounts paid
$93,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$99,406
Excise tax on investment income
$1,603

Balance sheet and other

Total assets, start of year
$1,229,163
Total assets, end of year
$1,242,914
Total liabilities, end of year
$0
Net assets, end of year
$1,242,914
Fair market value of assets
$2,361,067
Qualifying distributions
$99,406
Net investment income
$134,249

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.

NameTitleHours / weekCompensation
LEE K GARLOVE
2008 INDIAN CHUTE, LOUISVILLE, KY 40207
DIRECTOR1$0
WILLIAM YARMUTH
1700 TEMPLE DRIVE, WINTER PARK, FL 32789
DIRECTOR1$0
JUNE K ATLAS
3502 WATERLEAF COURT, LOUISVILLE, KY 40207
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LEE K GARLOVE
2008 INDIAN CHUTE, LOUISVILLE, KY 40207
DIRECTOR1$0
WILLIAM YARMUTH
1700 TEMPLE DRIVE, WINTER PARK, FL 32789
DIRECTOR1$0
JUNE K ATLAS
3502 WATERLEAF COURT, LOUISVILLE, KY 40207
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LEE K GARLOVE
2008 INDIAN CHUTE, LOUISVILLE, KY 40207
DIRECTOR1$0
WILLIAM YARMUTH
1700 TEMPLE DRIVE, WINTER PARK, FL 32789
DIRECTOR1$0
JUNE K ATLAS
3502 WATERLEAF COURT, LOUISVILLE, KY 40207
DIRECTOR1$0

Address and contacts

Address (IRS master file)
2202 BELL TAVERN CT, LOUISVILLE, KY 40207-1215
Signed the 990-PF
JUNE ATLAS, DIRECTOR
Phone
(502) 836-5254
Return prepared by
LBMC PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-0652845
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
1965
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,242,914
Income (IRS master file)
$148,709

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$134,249$121,268$1,242,914XML
990-PFDecember 2024$143,411$116,882$1,229,163XML
990-PFDecember 2023$154,067$112,695$1,203,608XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 61-0652845).

Questions about SAMUEL H KLEIN FAMILY FOUNDATION INC

What is the EIN of SAMUEL H KLEIN FAMILY FOUNDATION INC?
The employer identification number (EIN) of SAMUEL H KLEIN FAMILY FOUNDATION INC is 61-0652845.
Is SAMUEL H KLEIN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to SAMUEL H KLEIN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAMUEL H KLEIN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SAMUEL H KLEIN FAMILY FOUNDATION 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 SAMUEL H KLEIN FAMILY FOUNDATION 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 SAMUEL H KLEIN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SAMUEL H KLEIN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $134,249, expenses of $121,268 and total assets of $1,242,914 at year end.

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