Nonprofit · EIN 94-3316362
GERALD M KLINE FAMILY FOUNDATION
Tax-exempt · SAN RAMON, CA 94583
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,356,377 | $1,662,508 | $693,869 | $32,672,547 | $0 | $32,672,547 |
| June 30, 2024 | 990-PF | $3,773,145 | $1,663,372 | $2,109,773 | $32,514,343 | $0 | $32,514,343 |
| June 30, 2023 | 990-PF | $3,920,763 | $1,042,769 | $2,877,994 | $30,404,570 | $0 | $30,404,570 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $250
- Dividends
- $2,348,585
- Interest
- $5,115
- Other income
- $2,427
Expenses
- Grants and similar amounts paid
- $1,515,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,623,571
- Excise tax on investment income
- $32,629
Balance sheet and other
- Total assets, start of year
- $32,514,343
- Total assets, end of year
- $32,672,547
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,672,547
- Fair market value of assets
- $32,672,547
- Qualifying distributions
- $1,623,571
- Net investment income
- $2,353,707
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD M KLINE 2700 CAMINO RAMON STE 350, SAN RAMON, CA 945835004 | CEO, SEC., CFO | 1 | $0 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD M KLINE 2700 CAMINO RAMON STE 350, SAN RAMON, CA 945835004 | CEO, SEC., CFO | 1 | $0 |
990-PF for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD M KLINE 2700 CAMINO RAMON STE 350, SAN RAMON, CA 945835004 | CEO, SEC., CFO | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2700 CAMINO RAMON 350, SAN RAMON, CA 94583-5004
- In care of
- % GERALD M KLINE
- Signed the 990-PF
- GERALD KLINE, PRESIDENT
- Phone
- (925) 790-2600
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3316362 or by the name GERALD M KLINE 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3316362
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $32,672,547
- Income (IRS master file)
- $2,356,377
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,356,377 | $1,662,508 | $32,672,547 | XML |
| 990-PF | June 2024 | $3,773,145 | $1,663,372 | $32,514,343 | XML |
| 990-PF | June 2023 | $3,920,763 | $1,042,769 | $30,404,570 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 94-3316362).
Questions about GERALD M KLINE FAMILY FOUNDATION
- What is the EIN of GERALD M KLINE FAMILY FOUNDATION?
- The employer identification number (EIN) of GERALD M KLINE FAMILY FOUNDATION is 94-3316362.
- Is GERALD M KLINE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to GERALD M KLINE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERALD M KLINE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERALD M KLINE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GERALD M KLINE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of GERALD M KLINE FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does GERALD M KLINE FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,356,377, expenses of $1,662,508 and total assets of $32,672,547 at year end.
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