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Nonprofit · EIN 45-6456325

YOSEF AND CARMELA KLEIN FAMILY FOUNDATION

Also known as YOSEF KLEIN TTEE

Tax-exempt · NORTHRIDGE, CA 91324

Financials

$18.1M$129K2023$981K$211K2024
Revenue Expenses · by fiscal year end
Financials of YOSEF AND CARMELA KLEIN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$981,168$211,020$770,148$19,962,811$0$19,962,811
December 31, 2023990-PF$18,062,415$129,210$17,933,205$19,205,491$0$19,205,491
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$990,090
Net gain from sales of assets
-$8,922

Expenses

Grants and similar amounts paid
$171,020
Disbursements for charitable purposes
$207,020
Excise tax on investment income
$13,707

Balance sheet and other

Total assets, start of year
$19,205,491
Total assets, end of year
$19,962,811
Total liabilities, end of year
$0
Net assets, end of year
$19,962,811
Fair market value of assets
$20,172,373
Qualifying distributions
$207,020
Net investment income
$990,090

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
YOSEF KLEIN
19621 CITRONIA STREET, NORTHRIDGE, CA 91324
President0.5$0
CARMELA KLEIN
19621 CITRONIA STREET, NORTHRIDGE, CA 91324
Secretary0.5$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
YOSEF KLEIN
19621 CITRONIA STREET, NORTHRIDGE, CA 91324
President0.5$0
CARMELA KLEIN
19621 CITRONIA STREET, NORTHRIDGE, CA 91324
Secretary0.5$0

Address and contacts

Address (IRS master file)
19621 CITRONIA ST, NORTHRIDGE, CA 91324-2119
In care of
% YOSEF KLEIN
Signed the 990-PF
YOSEF KLEIN, President
Phone
(818) 993-3842
Return prepared by
Gerber & Co LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 45-6456325 or by the name YOSEF AND CARMELA KLEIN FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-6456325
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$19,962,811
Income (IRS master file)
$1,080,090

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$981,168$211,020$19,962,811IRS
990-PFDecember 2023$18,062,415$129,210$19,205,491XML
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 45-6456325).

Questions about YOSEF AND CARMELA KLEIN FAMILY FOUNDATION

What is the EIN of YOSEF AND CARMELA KLEIN FAMILY FOUNDATION?
The employer identification number (EIN) of YOSEF AND CARMELA KLEIN FAMILY FOUNDATION is 45-6456325.
Is YOSEF AND CARMELA KLEIN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to YOSEF AND CARMELA KLEIN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does YOSEF AND CARMELA KLEIN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of YOSEF AND CARMELA KLEIN FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did YOSEF AND CARMELA 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 2024.
Who are the officers and directors of YOSEF AND CARMELA KLEIN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does YOSEF AND CARMELA KLEIN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $981,168, expenses of $211,020 and total assets of $19,962,811 at year end.

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