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Nonprofit · EIN 13-6085432

DAVID L KLEIN JR FOUNDATION

Tax-exempt · KNG OF PRUSSA, PA 19406

Financials

$214K$319K2023$337K$312K2024$388K$400K2025
Revenue Expenses · by fiscal year end
Financials of DAVID L KLEIN JR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$387,669$400,240-$12,571$4,419,094$0$4,419,094
December 31, 2024990-PF$337,276$312,338$24,938$4,431,665$0$4,431,665
December 31, 2023990-PF$214,366$319,056-$104,690$4,406,727$0$4,406,727
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$144,029
Interest
$5,509
Net gain from sales of assets
$238,131

Expenses

Grants and similar amounts paid
$367,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$369,206
Excise tax on investment income
$5,041

Balance sheet and other

Total assets, start of year
$4,431,665
Total assets, end of year
$4,419,094
Total liabilities, end of year
$0
Net assets, end of year
$4,419,094
Fair market value of assets
$7,435,351
Qualifying distributions
$369,206
Net investment income
$387,669

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
JANE BARNET
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
PRESIDENT1$0
HOWARD J BARNET JR
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
TREASURER1$0
PETER BARNET
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
SECRETARY1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JANE BARNET
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
PRESIDENT1$0
HOWARD J BARNET JR
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
TREASURER1$0
PETER BARNET
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JANE BARNET
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
PRESIDENT1$0
HOWARD J BARNET JR
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
TREASURER1$0
PETER BARNET
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
SECRETARY1$0

Address and contacts

Address (IRS master file)
150 S WARNER RD STE 310, KNG OF PRUSSA, PA 19406-2860
In care of
% JANE BARNET
Signed the 990-PF
HOWARD J BARNET JR, TREASURER
Phone
(800) 839-1754
Return prepared by
CLIFTONLARSONALLEN LLP

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, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6085432
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
1961
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,419,094
Income (IRS master file)
$917,659

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$387,669$400,240$4,419,094XML
990-PFDecember 2024$337,276$312,338$4,431,665XML
990-PFDecember 2023$214,366$319,056$4,406,727XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 13-6085432).

Questions about DAVID L KLEIN JR FOUNDATION

What is the EIN of DAVID L KLEIN JR FOUNDATION?
The employer identification number (EIN) of DAVID L KLEIN JR FOUNDATION is 13-6085432.
Is DAVID L KLEIN JR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Are donations to DAVID L KLEIN JR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID L KLEIN JR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID L KLEIN JR 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 DAVID L KLEIN JR 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 DAVID L KLEIN JR FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DAVID L KLEIN JR FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $387,669, expenses of $400,240 and total assets of $4,419,094 at year end.

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