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Nonprofit · EIN 74-6055506

ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND

Tax-exempt (reinstated) · SPRING, TX 77379

Financials

$234K$336K2025
Revenue Expenses · by fiscal year end
Financials of ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$234,487$335,729-$101,242$593,819$514,466$79,353
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$234,475
Interest
$42
Net gain from sales of assets
-$30

Expenses

Grants and similar amounts paid
$310,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$310,000
Excise tax on investment income
$2,914

Balance sheet and other

Total assets, start of year
$201,018
Total assets, end of year
$593,819
Total liabilities, end of year
$514,466
Net assets, end of year
$79,353
Fair market value of assets
$7,407,670
Qualifying distributions
$310,000
Net investment income
$234,517

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
DAVID KLEIN
6880 NORTHPOINTE, SPRING, TX 77379
PRESIDENT0$0

Address and contacts

Address (IRS master file)
6602 SPRING CYPRESS RD, SPRING, TX 77379-3227
In care of
% DAVID KLEIN TRUSTEE
Signed the 990-PF
DAVID KLEIN, PRESIDENT
Phone
(281) 374-9393
Return prepared by
FRIERSON SIMONTON & KUTAC PLLC

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, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
74-6055506
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$593,819
Income (IRS master file)
$234,517

Revocation and reinstatement

Exemption revoked
May 15, 2022
Posted by the IRS
August 8, 2022
Reinstated
Effective May 15, 2022

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$234,487$335,729$593,819IRS

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 74-6055506).

Questions about ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND

What is the EIN of ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND?
The employer identification number (EIN) of ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND is 74-6055506.
Is ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2022 and reinstated it effective May 15, 2022.
Are donations to ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND 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 ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND 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 ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does ALVIN A KLEIN AND ROBERTA T KLEIN CHARITABLE TRUST FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $234,487, expenses of $335,729 and total assets of $593,819 at year end.

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