Nonprofit · EIN 65-6266949
KLINGENSTEIN CHAR FOUN TR DTD 052798
Also known as KLINGENSTEIN PAUL TTEE
Tax-exempt · NEWTON, MA 02465
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $49,543 | $91,644 | -$42,101 | $828,550 | $0 | $828,550 |
| December 31, 2024 | 990-PF | $276,684 | $91,649 | $185,035 | $873,419 | $0 | $873,419 |
| December 31, 2023 | 990-PF | $28,653 | $96,454 | -$67,801 | $689,438 | $0 | $689,438 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $40,795
- Interest
- $785
- Net gain from sales of assets
- $7,963
Expenses
- Grants and similar amounts paid
- $88,644
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $90,144
- Excise tax on investment income
- $668
Balance sheet and other
- Total assets, start of year
- $873,419
- Total assets, end of year
- $828,550
- Total liabilities, end of year
- $0
- Net assets, end of year
- $828,550
- Fair market value of assets
- $2,054,067
- Qualifying distributions
- $90,144
- Net investment income
- $49,543
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR R JAMES KLINGENSTEIN 32 WAUWINET RD, NEWTON, MA 02465 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR R JAMES KLINGENSTEIN 32 WAUWINET RD, NEWTON, MA 02465 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR R JAMES KLINGENSTEIN 32 WAUWINET RD, NEWTON, MA 02465 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 32 WAUWINET RD, NEWTON, MA 02465-2942
- In care of
- % I HESS
- Signed the 990-PF
- DR R JAMES KLINGENSTEIN, EXECUTIVE DIR
- Phone
- (585) 248-2768
- Return prepared by
- CBIZ ADVISORS 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6266949
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $828,550
- Income (IRS master file)
- $429,697
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $49,543 | $91,644 | $828,550 | IRS |
| 990-PF | December 2024 | $276,684 | $91,649 | $873,419 | IRS |
| 990-PF | December 2023 | $28,653 | $96,454 | $689,438 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 65-6266949).
Questions about KLINGENSTEIN CHAR FOUN TR DTD 052798
- What is the EIN of KLINGENSTEIN CHAR FOUN TR DTD 052798?
- The employer identification number (EIN) of KLINGENSTEIN CHAR FOUN TR DTD 052798 is 65-6266949.
- Is KLINGENSTEIN CHAR FOUN TR DTD 052798 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to KLINGENSTEIN CHAR FOUN TR DTD 052798 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KLINGENSTEIN CHAR FOUN TR DTD 052798 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KLINGENSTEIN CHAR FOUN TR DTD 052798 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 KLINGENSTEIN CHAR FOUN TR DTD 052798 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 KLINGENSTEIN CHAR FOUN TR DTD 052798?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does KLINGENSTEIN CHAR FOUN TR DTD 052798 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,543, expenses of $91,644 and total assets of $828,550 at year end.
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