Nonprofit · EIN 65-0508555
SAM W KLEIN CHARITABLE FOUNDATION INC
Tax-exempt · BOCA RATON, FL 33433
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $154,959 | $206,853 | -$51,894 | $2,803,162 | $0 | $2,803,162 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $72,795
- Net gain from sales of assets
- $62,457
- Other income
- $19,707
Expenses
- Grants and similar amounts paid
- $187,700
- Disbursements for charitable purposes
- $189,293
- Excise tax on investment income
- $1,658
Balance sheet and other
- Total assets, start of year
- $2,844,178
- Total assets, end of year
- $2,803,162
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,803,162
- Fair market value of assets
- $3,046,457
- Qualifying distributions
- $189,293
- Net investment income
- $134,796
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 |
|---|---|---|---|
| MICHAEL KLEIN 1700 7TH AVENUE, SEATTLE, WA 98101 | PRESIDENT | 1 | $0 |
| WILLIAM P MCCURRY 21301 POWERLINE RD 204, BOCA RATON, FL 33433 | SECRETARY, T | 1 | $0 |
| JAYNE KLEIN 7383 ORANGEWOOD LANE, BOCA RATON, FL 33433 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 21301 POWERLINE RD STE 204, BOCA RATON, FL 33433-2390
- Signed the 990-PF
- WILLIAM P MCCURRY, SECRETARY, TREASURER
- Phone
- (561) 482-8400
- Return prepared by
- MCCURRY COMPANY 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 | 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
- 65-0508555
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,803,162
- Income (IRS master file)
- $869,754
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $85,930 | $180,744 | $2,881,921 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 SAM W KLEIN CHARITABLE FOUNDATION INC
- What is the EIN of SAM W KLEIN CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of SAM W KLEIN CHARITABLE FOUNDATION INC is 65-0508555.
- Is SAM W KLEIN CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SAM W KLEIN CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM W KLEIN CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM W KLEIN CHARITABLE 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 SAM W KLEIN CHARITABLE 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 SAM W KLEIN CHARITABLE 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 SAM W KLEIN CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $154,959, expenses of $206,853 and total assets of $2,803,162 at year end.
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