Civic Intelligence

Stanley M Klein Foundation Inc.

990PF • Fiscal year 2012 • EIN 13-4036431

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 17, 2013

C/O Encore 4501 Forbes Blvd20706-4236
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

24th percentile

-4.8%

Faster asset growth than 24% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$935,984

Down $46,978 (-4.8%) from 2011

Net Assets

$935,984

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$70,535

Down $14,188 (-17%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $1,038,123Liabilities 2010: $02010Assets 2011: $982,962Liabilities 2011: $02011Assets 2012: $935,984Liabilities 2012: $0Net Assets 2012: $935,9842012Assets 2013: $895,292Liabilities 2013: $02013Assets 2014: $869,192Liabilities 2014: $02014Assets 2015: $830,803Liabilities 2015: $02015Assets 2017: $766,986Liabilities 2017: $0Net Assets 2017: $766,9862017Assets 2018: $751,119Liabilities 2018: $0Net Assets 2018: $751,1192018Assets 2019: $735,550Liabilities 2019: $0Net Assets 2019: $735,5502019Assets 2020: $739,086Liabilities 2020: $0Net Assets 2020: $739,0862020Assets 2021: $752,976Liabilities 2021: $0Net Assets 2021: $752,9762021Assets 2022: $731,845Liabilities 2022: $0Net Assets 2022: $731,8452022Assets 2023: $677,806Liabilities 2023: $0Net Assets 2023: $677,8062023Assets 2024: $685,390Liabilities 2024: $0Net Assets 2024: $685,3902024

Highlighted filing

2012

Assets$935,984
Liabilities$0
Net Assets$935,984

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2010: $688,525Expenses 2010: $48,301Net Income 2010: $640,2242010Revenue 2011: $29,562Expenses 2011: $84,723Net Income 2011: -$55,1612011Expenses 2012: $70,5352012Revenue 2013: $35,037Expenses 2013: $80,393Net Income 2013: -$45,3562013Revenue 2014: $35,169Expenses 2014: $61,269Net Income 2014: -$26,1002014Revenue 2015: $18,235Expenses 2015: $56,624Net Income 2015: -$38,3892015Revenue 2017: $12,535Expenses 2017: $52,418Net Income 2017: -$39,8832017Revenue 2018: $38,003Expenses 2018: $53,726Net Income 2018: -$15,7232018Revenue 2019: $30,710Expenses 2019: $46,279Net Income 2019: -$15,5692019Revenue 2020: $49,642Expenses 2020: $46,339Net Income 2020: $3,3032020Revenue 2021: $58,973Expenses 2021: $45,280Net Income 2021: $13,6932021Revenue 2022: $23,415Expenses 2022: $46,680Net Income 2022: -$23,2652022Revenue 2023: $33,217Expenses 2023: $75,301Net Income 2023: -$42,0842023Revenue 2024: $52,005Expenses 2024: $48,968Net Income 2024: $3,0372024

Highlighted filing

2012

Revenue-
Expenses$70,535
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 17, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN KLEINPresident-$0--
CAROL KLEINVice Pres-$0--
ABRAHAM KLEINVice Pres-$0--
ALAN KLEINSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-RELIGIOUS EDUCATION & SOCIAL WELFARENONELANHAM, MD, US$61,700
Filing and Contact Details

Filer

EIN
13-4036431
Raw XML AppendixShowing 400 of 403 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01438
CompensationExplanation/Compensation/PersonName0STEPHEN KLEIN
CompensationExplanation/Compensation/PersonName1CAROL KLEIN
CompensationExplanation/Compensation/PersonName2ABRAHAM KLEIN
CompensationExplanation/Compensation/PersonName3ALAN KLEIN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue029910
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-03-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-04-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-04-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-09-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112009-09-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-07-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CAPITAL GAIN DISTRIB (BESSEMER)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1264.901 OW LARGE CAP STRATEGIES FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2849.237 OW LARGE CAP CORE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3337.662 OW FIXED INHCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4225.479 OW REAL RETURN FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51022.364 OW REAL RETURN FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6400 OW GLOBAL OPPORTUNITES FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7FOREIGN CURRENCY (BESSEMER)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset830000 DISCOVER BANK 4.60%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset910000 PUERTO RICO BOND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1030000 US TREASURY NOTE 3.625%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11A,ORTIZATION ON MUNICIPAL BOND
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj045293
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/City0BET SHEMESH,
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/Country0IS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEPHEN KLEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CAROL KLEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ABRAHAM KLEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ALAN KLEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104501 FORBES BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11211-10 18TH AVE APT 2E
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122794 LINCOLN BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LANHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BAYSIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MERRICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode020706
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode111360
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode211566
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct067095
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets067006
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.073680
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.083145
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.064848
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.077010
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.079965
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.063433
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0909413
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10969865
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20707580
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30344239
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40387793
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50473488
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome089
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions063522
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1080639
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2045885
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3026510
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4031010
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5030035
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.368401
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions063522
IRS990PF/QualifyingDistributions/ExpensesAndContributions063522
IRS990PF/QualifyingDistributions/QualifyingDistributions063522
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0STEPHEN KLEIN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08008469398
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10C/O ENCORE 4501 FORBES BLVD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LANHAM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0207064236
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount061700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RELIGIOUS EDUCATION & SOCIAL WELFARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10C/O STEPHEN KLEIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine204501 FORBES BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LANHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0207064236
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear061700
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear045293
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted045293
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1032392
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2010627
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear309413
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4011774
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear506695
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear506695
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear082435
IRS990PF/UndistributedIncome/ExcessFromCurrentYear018229
IRS990PF/UndistributedIncome/ExcessFromYear1032392
IRS990PF/UndistributedIncome/ExcessFromYear2010627
IRS990PF/UndistributedIncome/ExcessFromYear309413
IRS990PF/UndistributedIncome/ExcessFromYear4011774
IRS990PF/UndistributedIncome/QualifyingDistributions063522
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus018229
IRS990PF/UndistributedIncome/TotalCorpus089130
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover070901
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions05000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1062 DUTCHESS LAKE COURT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0HOLMES
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode012531
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0STANLEY PLOTNICK
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherAssetsSchedule/OtherAssets/BOYBookValue03489
OtherAssetsSchedule/OtherAssets/Description0ACCRUED INTEREST--PURCHASE OF BONDS
OtherAssetsSchedule/OtherAssets/EOYBookValue0568
OtherAssetsSchedule/OtherAssets/EOYFMV0568
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1NYS FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0385
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0385
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01091
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount11668
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MGMT FEES (BESSEMER)
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1INVESTMENT MGMT FEES (FIDELITY)
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01091
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome11668
TaxesSchedule/Taxes/Amount02664
TaxesSchedule/Taxes/Amount1152
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category1FOREIGN TAX ON DIVIDENDS
TaxesSchedule/Taxes/NetInvestmentIncome0152
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0134036431
ReturnHeader/Filer/Name/BusinessNameLine10STANLEY M KLEIN FOUNDATION INC
ReturnHeader/Filer/NameControl0STAN
ReturnHeader/Filer/Phone08008469398
ReturnHeader/Filer/USAddress/AddressLine10C/O ENCORE 4501 FORBES BLVD
ReturnHeader/Filer/USAddress/City0LANHAM
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode0207064236
ReturnHeader/Officer/DateSigned02013-04-17
ReturnHeader/Officer/Name0STEPHEN KLEIN
ReturnHeader/Officer/Phone08008469398
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MORGENSTERN & BAER CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1040 EXCHANGE PL STE 1820
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0100052732
ReturnHeader/Preparer/Name0ELIHU D BAER
ReturnHeader/Preparer/Phone02129259490
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.02$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.06$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.03$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.05$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.01$0.05$0.04
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.02$0.06$0.04
2014Summary only. Only limited summary data is available for this year.$0.87$0.00$0.04$0.06$0.03
2013Summary only. Only limited summary data is available for this year.$0.90$0.00$0.04$0.08$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.07
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.03$0.08$0.06
2010Summary only. Only limited summary data is available for this year.$1.04$0.00$0.69$0.05$0.64