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Nonprofit · EIN 13-3527410

DAVID A KLEIN FOUNDATION

Tax-exempt · PALM BEACH, FL 33480

Financials

$149K$165K2023$81K$168K2024$449K$167K2025
Revenue Expenses · by fiscal year end
Financials of DAVID A KLEIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$448,544$167,496$281,048$2,496,940$0$2,496,940
February 28, 2025990-PF$80,874$167,892-$87,018$2,215,892$0$2,215,892
February 29, 2024990-PF$149,409$165,130-$15,721$2,302,910$0$2,302,910
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$66,676
Interest
$1
Net gain from sales of assets
$381,867

Expenses

Grants and similar amounts paid
$100,000
Compensation of officers, directors and key employees
$35,000
Disbursements for charitable purposes
$137,420
Excise tax on investment income
$5,817

Balance sheet and other

Total assets, start of year
$2,215,892
Total assets, end of year
$2,496,940
Total liabilities, end of year
$0
Net assets, end of year
$2,496,940
Fair market value of assets
$3,714,406
Qualifying distributions
$137,420
Net investment income
$448,544

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM D ROBBINS
44 COCOANUT ROW A303, PALM BEACH, FL 334804069
TRUSTEE10$35,000
990-PF for the year ended February 28, 2025: 1 people
NameTitleHours / weekCompensation
WILLIAM D ROBBINS
44 COCOANUT ROW A303, PALM BEACH, FL 334804069
TRUSTEE10$35,000
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
WILLIAM D ROBBINS
44 COCOANUT ROW A303, PALM BEACH, FL 334804069
TRUSTEE10$35,000

Address and contacts

Address (IRS master file)
44 COCOANUT ROW A303, PALM BEACH, FL 33480-4080
In care of
% ROBBINS
Signed the 990-PF
WILLIAM D ROBBINS, TRUSTEE
Phone
(561) 832-8176
Return prepared by
GARY A JAKALOW EA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
13-3527410
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
1989
Accounting year ends
February
Files
Form 990-PF
Category (NTEE)
Environment (C410)
Assets (IRS master file)
$2,496,940
Income (IRS master file)
$1,176,792

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$448,544$167,496$2,496,940XML
990-PFFebruary 2025$80,874$167,892$2,215,892XML
990-PFFebruary 2024$149,409$165,130$2,302,910XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 2019–––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 13-3527410).

Questions about DAVID A KLEIN FOUNDATION

What is the EIN of DAVID A KLEIN FOUNDATION?
The employer identification number (EIN) of DAVID A KLEIN FOUNDATION is 13-3527410.
Is DAVID A KLEIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to DAVID A KLEIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID A KLEIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID A KLEIN FOUNDATION due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVID A KLEIN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of DAVID A KLEIN FOUNDATION?
The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $35,000 (WILLIAM D ROBBINS, TRUSTEE).
How much revenue does DAVID A KLEIN FOUNDATION have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $448,544, expenses of $167,496 and total assets of $2,496,940 at year end.

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