Nonprofit · EIN 82-2984375
JAMES AND DEBORAH KLEIN FAMILY FOUNDATION
Tax-exempt · ANAHEIM, CA 92807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $516,329 | $337,697 | $178,632 | $4,007,996 | $0 | $4,007,996 |
| December 31, 2024 | 990-PF | $1,059,733 | $270,902 | $788,831 | $3,906,307 | $0 | $3,906,307 |
| December 31, 2023 | 990-PF | $77,528 | $194,324 | -$116,796 | $3,076,168 | $0 | $3,076,168 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $49,569
- Interest
- $36,387
- Net gain from sales of assets
- $429,532
- Other income
- $841
Expenses
- Grants and similar amounts paid
- $225,000
- Compensation of officers, directors and key employees
- $23,826
- Disbursements for charitable purposes
- $228,970
- Excise tax on investment income
- $5,905
Balance sheet and other
- Total assets, start of year
- $3,906,307
- Total assets, end of year
- $4,007,996
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,007,996
- Fair market value of assets
- $5,309,835
- Qualifying distributions
- $228,970
- Net investment income
- $509,308
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 |
|---|---|---|---|
| SCOT KLEIN 1210 N JEFFERSON ST STE L, ANAHEIM, CA 92807 | DIRECTOR | 10 | $23,826 |
| NICOLE FRASZ 1210 N JEFFERSON ST STE L, ANAHEIM, CA 92807 | DIRECTOR | 0 | $0 |
| DEBORAH E KLEIN 1210 N JEFFERSON ST STE L, ANAHEIM, CA 92807 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOT KLEIN 1210 N JEFFERSON ST STE L, ANAHEIM, CA 92807 | DIRECTOR | 10 | $21,412 |
| NICOLE FRASZ 1210 N JEFFERSON ST STE L, ANAHEIM, CA 92807 | DIRECTOR | 0 | $0 |
| DEBORAH E KLEIN 1210 N JEFFERSON ST STE L, ANAHEIM, CA 92807 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOT KLEIN 1210 N JEFFERSON ST STE L, ANAHEIM, CA 92807 | DIRECTOR | 10 | $20,760 |
| NICOLE FRASZ 1210 N JEFFERSON ST STE L, ANAHEIM, CA 92807 | DIRECTOR | 0 | $0 |
| DEBORAH E KLEIN 1210 N JEFFERSON ST STE L, ANAHEIM, CA 92807 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1210 N JEFFERSON ST STE L, ANAHEIM, CA 92807-1630
- In care of
- % NICOLE FRASZ
- Signed the 990-PF
- SCOT KLEIN, DIRECTOR
- Phone
- (714) 243-5411
- Return prepared by
- WRIGHT FORD YOUNG & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 82-2984375 or by the name JAMES AND DEBORAH KLEIN FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 82-2984375
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,007,996
- Income (IRS master file)
- $3,404,037
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $516,329 | $337,697 | $4,007,996 | IRS |
| 990-PF | December 2024 | $1,059,733 | $270,902 | $3,906,307 | IRS |
| 990-PF | December 2023 | $77,528 | $194,324 | $3,076,168 | XML |
| 990-PF | 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 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 82-2984375).
Questions about JAMES AND DEBORAH KLEIN FAMILY FOUNDATION
- What is the EIN of JAMES AND DEBORAH KLEIN FAMILY FOUNDATION?
- The employer identification number (EIN) of JAMES AND DEBORAH KLEIN FAMILY FOUNDATION is 82-2984375.
- Is JAMES AND DEBORAH KLEIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to JAMES AND DEBORAH KLEIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES AND DEBORAH KLEIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES AND DEBORAH KLEIN FAMILY FOUNDATION 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 JAMES AND DEBORAH KLEIN FAMILY FOUNDATION 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 JAMES AND DEBORAH KLEIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $23,826 (SCOT KLEIN, DIRECTOR).
- How much revenue does JAMES AND DEBORAH KLEIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $516,329, expenses of $337,697 and total assets of $4,007,996 at year end.
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