Nonprofit · EIN 74-6060543
NATHAN J KLEIN FUND
Tax-exempt · HOUSTON, TX 77046
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $232,422 | $477,818 | -$245,396 | $2,534,529 | $0 | $2,534,529 |
| December 31, 2024 | 990-PF | $581,600 | $327,515 | $254,085 | $2,779,925 | $0 | $2,779,925 |
| December 31, 2023 | 990-PF | $197,707 | $363,470 | -$165,763 | $2,525,841 | $0 | $2,525,840 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $50,343
- Net rental income
- -$75,084
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $200,000
Balance sheet and other
- Total assets, start of year
- $2,779,925
- Total assets, end of year
- $2,534,529
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,534,529
- Fair market value of assets
- $3,867,129
- Qualifying distributions
- $200,000
- Net investment income
- $232,422
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 |
|---|---|---|---|
| BENJAMIN N KLEIN 12431 MOSSEYCUP, HOUSTON, TX 77024 | TRUSTEE | 0 | $0 |
| GLEN ROSENBAUM 1001 FANNIN ST SUITE 2300, HOUSTON, TX 77002 | TRUSTEE | 0 | $0 |
| Randolph Markey 312 Pearl Parkway 4813, San Antonio, TX 78215 | Trustee | 0 | $0 |
| Nathan J Klein 5573 Woodway Dr 620, Houston, TX 77057 | Trustee | 0 | $0 |
| Elizabeth Cohen 135 Terhune Road, Princeton, NJ 08540 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN N KLEIN 12431 MOSSEYCUP, HOUSTON, TX 77024 | TRUSTEE | 0 | $0 |
| GLEN ROSENBAUM 1001 FANNIN ST SUITE 2300, HOUSTON, TX 77002 | TRUSTEE | 0 | $0 |
| Randolph Markey 312 Pearl Parkway 4813, San Antonio, TX 78215 | Trustee | 0 | $0 |
| Nathan J Klein 5573 Woodway Dr 620, Houston, TX 77057 | Trustee | 0 | $0 |
| Elizabeth Cohen 135 Terhune Road, Princeton, NJ 08540 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN N KLEIN 12431 MOSSEYCUP, HOUSTON, TX 77024 | TRUSTEE | 0 | $0 |
| GLEN ROSENBAUM 1001 FANNIN ST SUITE 2300, HOUSTON, TX 77002 | TRUSTEE | 0 | $0 |
| Randolph Markey 2121 Norfolk Ste 1050, Houston, TX 77098 | Trustee | 0 | $0 |
| Nathan J Klein 5573 Woodway Dr 620, Houston, TX 77057 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3773 RICHMOND AVE STE 200, HOUSTON, TX 77046-3724
- In care of
- % GREGORY G LEWIS
- Signed the 990-PF
- NATHAN J KLEIN, Trustee
- Phone
- (713) 533-4400
- Return prepared by
- BDO USA
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
- 74-6060543
- 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
- 1954
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,534,529
- Income (IRS master file)
- $232,422
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $232,422 | $477,818 | $2,534,529 | XML |
| 990-PF | December 2024 | $581,600 | $327,515 | $2,779,925 | IRS |
| 990-PF | December 2023 | $197,707 | $363,470 | $2,525,841 | 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 74-6060543).
Questions about NATHAN J KLEIN FUND
- What is the EIN of NATHAN J KLEIN FUND?
- The employer identification number (EIN) of NATHAN J KLEIN FUND is 74-6060543.
- Is NATHAN J KLEIN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to NATHAN J KLEIN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NATHAN J KLEIN FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NATHAN J KLEIN 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 NATHAN J KLEIN 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 NATHAN J KLEIN FUND?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does NATHAN J KLEIN FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $232,422, expenses of $477,818 and total assets of $2,534,529 at year end.
Other nonprofits in HOUSTON
- MEMORIAL HERMANN HEALTH SYSTEM EIN 74-1152597 · last filed 990 for 2025
- METHODIST HOSPITAL GROUP EIN 35-2410801 · last filed 990 for 2024
- THE METHODIST HOSPITAL EIN 74-1180155 · last filed 990 for 2024
- BAYLOR COLLEGE OF MEDICINE EIN 74-1613878 · last filed 990 for 2025
- COMMUNITY HEALTH CHOICE TEXAS INC EIN 81-4077507 · last filed 990 for 2022
- WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620 · last filed 990 for 2025
- COMMUNITY HEALTH CHOICE INC EIN 76-0495152 · last filed 990 for 2022
- BAKERRIPLEY EIN 23-7062976 · last filed 990 for 2024