Nonprofit · EIN 20-5747828
MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION
Tax-exempt · BOCA RATON, FL 33496
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $247,538 | $211,573 | $35,965 | $2,986,290 | $0 | $2,986,290 |
| November 30, 2024 | 990-PF | $202,868 | $218,541 | -$15,673 | $2,950,325 | $0 | $2,950,325 |
| November 30, 2023 | 990-PF | $166,617 | $208,428 | -$41,811 | $2,965,998 | $0 | $2,965,998 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $87,390
- Interest
- $1,265
- Net gain from sales of assets
- $158,883
Expenses
- Grants and similar amounts paid
- $183,009
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $188,601
- Excise tax on investment income
- $3,163
Balance sheet and other
- Total assets, start of year
- $2,950,325
- Total assets, end of year
- $2,986,290
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,986,290
- Fair market value of assets
- $4,612,979
- Qualifying distributions
- $188,601
- Net investment income
- $247,538
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MORTIMER KLAUS 6192 NW 24TH TERRACE, BOCA RATON, FL 33496 | PRESIDENT | 1 | $0 |
| BARRY KLAUS 595 WEST END AVENUE APT 12-A, NEW YORK, NY 10024 | V.P. | 1 | $0 |
| ANNE KLAUS 10 PARK AVE, NEW YORK, NY 10016 | V.P. | 1 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MORTIMER KLAUS 6192 NW 24TH TERRACE, BOCA RATON, FL 33496 | PRESIDENT | 1 | $0 |
| BARRY KLAUS 595 WEST END AVENUE APT 12-A, NEW YORK, NY 10024 | V.P. | 1 | $0 |
| ANNE KLAUS 10 PARK AVE, NEW YORK, NY 10016 | V.P. | 1 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MORTIMER KLAUS 13 SURDAN MOUNTAIN ROAD, SHARON, NY 06069 | PRESIDENT | 1 | $0 |
| BARRY KLAUS 13 SURDAN MOUNTAIN ROAD, SHARON, NY 06069 | V.P. | 1 | $0 |
| ANNE KLAUS 10 PARK AVE, NEW YORK, NY 10016 | V.P. | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6192 NW 24TH TER, BOCA RATON, FL 33496-3631
- In care of
- % MORTIMER KLAUS
- Signed the 990-PF
- MORTIMER KLAUS, PRESIDENT
- Phone
- (860) 365-5234
- Return prepared by
- EISNER ADVISORY GROUP LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5747828
- 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
- 2007
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,986,290
- Income (IRS master file)
- $616,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $247,538 | $211,573 | $2,986,290 | XML |
| 990-PF | November 2024 | $202,868 | $218,541 | $2,950,325 | XML |
| 990-PF | November 2023 | $166,617 | $208,428 | $2,965,998 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 20-5747828).
Questions about MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION
- What is the EIN of MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION?
- The employer identification number (EIN) of MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION is 20-5747828.
- Is MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MORTIMER AND BARBARA KLAUS FAMILYFOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $247,538, expenses of $211,573 and total assets of $2,986,290 at year end.
Other nonprofits in BOCA RATON
- JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC EIN 59-1945109 · last filed 990 for 2025
- THOMAS W SMITH FOUNDATION EIN 47-3862135 · last filed 990-PF for 2025
- JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INC EIN 65-0894674 · last filed 990-PF for 2024
- WARTEN FOUNDATION INC EIN 20-1897544 · last filed 990-PF for 2025
- ORMJMP FOUNDATION EIN 84-3889532 · last filed 990-PF for 2024
- STOCKER FAMILY CHARITABLE FOUNDATION INC EIN 99-4824974 · last filed 990-PF for 2025
- CEDAR BRANCH FOUNDATION EIN 26-3601096 · last filed 990-PF for 2025
- DEL MAR GLOBAL TR EIN 26-6138696 · last filed 990-PF for 2025
All nonprofits in BOCA RATON · Florida · Philanthropy, voluntarism and grantmaking foundations