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Nonprofit · EIN 65-0470276

DEAN-KLUGER CHARITABLE TRUST INC

Tax-exempt · MIAMI, FL 33131

Financials

$21K$14K2024
Revenue Expenses · by fiscal year end
Financials of DEAN-KLUGER CHARITABLE TRUST INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$21,362$13,669$7,693$369,150$0$369,150
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,642
Dividends
$12,871
Net gain from sales of assets
$6,849

Expenses

Grants and similar amounts paid
$10,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$10,000
Excise tax on investment income
$179

Balance sheet and other

Total assets, start of year
$361,457
Total assets, end of year
$369,150
Total liabilities, end of year
$0
Net assets, end of year
$369,150
Fair market value of assets
$388,002
Qualifying distributions
$10,000
Net investment income
$15,722

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.

NameTitleHours / weekCompensation
ALAN J KLUGER
201 S BISCAYNE BLVD 27TH FLOOR, MIAMI, FL 33131
DIRECTOR5$0
AMY DEAN
201 S BISCAYNE BLVD 27TH FLOOR, MIAMI, FL 33131
DIRECTOR5$0
RONALD KOHN
3645 NW 50TH STREET, MIAMI, FL 33131
DIRECTOR1$0

Address and contacts

Address (IRS master file)
201 S BISCAYNE BLVD 27TH FLOOR, MIAMI, FL 33131-4332
In care of
% ALAN J KLUGER
Signed the 990-PF
ALAN KLUGER, PRESIDENT
Phone
(305) 379-9000
Return prepared by
BERKOWITZ POLLACK BRANT ADVISORS CPAS

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
65-0470276
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$369,150
Income (IRS master file)
$55,157

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about DEAN-KLUGER CHARITABLE TRUST INC

What is the EIN of DEAN-KLUGER CHARITABLE TRUST INC?
The employer identification number (EIN) of DEAN-KLUGER CHARITABLE TRUST INC is 65-0470276.
Is DEAN-KLUGER CHARITABLE TRUST INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to DEAN-KLUGER CHARITABLE TRUST INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does DEAN-KLUGER CHARITABLE TRUST INC file?
Form 990-PF. Private foundations file every year.
When is the next return of DEAN-KLUGER CHARITABLE TRUST INC 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 DEAN-KLUGER CHARITABLE TRUST INC 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 DEAN-KLUGER CHARITABLE TRUST INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does DEAN-KLUGER CHARITABLE TRUST INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,362, expenses of $13,669 and total assets of $369,150 at year end.

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