Civic Intelligence

Klingenstein Foundation

990PF • Fiscal year 2017 • EIN 13-6077894

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

31 Oxford RoadScarsdale, NY 10583

(212) 476-9000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$2,112,935

Down $167,102 (-7.3%) from 2016

Net Assets

Down

$2,112,935

Down $167,102 (-7.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Up

$80,361

Up $64,058 (+393%) from 2016

Expenses

Down

$247,463

Down $1,000,116 (-80%) from 2016

Net Income

Up

-$167,102

Up $1,064,174 (+86%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,514,959Liabilities 2011: $0Net Assets 2011: $3,514,9592011Assets 2012: $3,220,871Liabilities 2012: $0Net Assets 2012: $3,220,8712012Assets 2013: $3,196,799Liabilities 2013: $0Net Assets 2013: $3,196,7992013Assets 2014: $3,755,584Liabilities 2014: $02014Assets 2015: $3,511,313Liabilities 2015: $0Net Assets 2015: $3,511,3132015Assets 2016: $2,280,037Liabilities 2016: $0Net Assets 2016: $2,280,0372016Assets 2017: $2,112,935Liabilities 2017: $0Net Assets 2017: $2,112,9352017Assets 2018: $2,030,053Liabilities 2018: $0Net Assets 2018: $2,030,0532018Assets 2019: $1,965,428Liabilities 2019: $0Net Assets 2019: $1,965,4282019Assets 2020: $1,902,037Liabilities 2020: $0Net Assets 2020: $1,902,0372020Assets 2021: $1,705,143Liabilities 2021: $0Net Assets 2021: $1,705,1432021Assets 2022: $1,219,558Liabilities 2022: $0Net Assets 2022: $1,219,5582022Assets 2024: $877,087Liabilities 2024: $0Net Assets 2024: $877,0872024

Highlighted filing

2017

Assets$2,112,935
Liabilities$0
Net Assets$2,112,935

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $252,4092011Expenses 2012: $269,0612012Revenue 2013: $484,942Expenses 2013: $384,649Net Income 2013: $100,2932013Revenue 2014: $1,496,022Expenses 2014: $371,741Net Income 2014: $1,124,2812014Revenue 2015: $29,202Expenses 2015: $273,473Net Income 2015: -$244,2712015Revenue 2016: $16,303Expenses 2016: $1,247,579Net Income 2016: -$1,231,2762016Revenue 2017: $80,361Expenses 2017: $247,463Net Income 2017: -$167,1022017Revenue 2018: $123,918Expenses 2018: $206,800Net Income 2018: -$82,8822018Revenue 2019: $89,794Expenses 2019: $154,419Net Income 2019: -$64,6252019Revenue 2020: $92,855Expenses 2020: $156,246Net Income 2020: -$63,3912020Revenue 2021: $62,347Expenses 2021: $27,125Net Income 2021: $35,2222021Revenue 2022: -$174,991Expenses 2022: $51,587Net Income 2022: -$226,5782022Revenue 2024: $73,362Expenses 2024: $79,597Net Income 2024: -$6,2352024

Highlighted filing

2017

Revenue$80,361
Expenses$247,463
Net Income-$167,102
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE P KLINGENSTEINPresident/Treasurer/Director-$0--
FRANCES S KLINGENSTEINVice President/Director-$0--
JOANNE K ZIESINGSecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Klingenstein Foundation
EIN
13-6077894
In Care Of
% LEE P KLINGENSTEIN
Phone
2124769000
Address
31 OXFORD ROAD, SCARSDALE, NY 10583

Signing Officer

Name
Lee P Klingenstein
Title
President
Phone
2128198000
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Hecht and Company Pc
Address
350 5TH AVENUE - 68TH FL, NEW YORK, NY 10118-0110
Preparer
Steven Stern
Phone
2128198000
Raw XML Appendix387 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt014793
AccountingFeesSchedule/AccountingFeesDetail/Amt114792
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PREPARATION OF BOOKS AND
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1RECORDS
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2PREPARATION OF TAX FORMS AND
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt3ANNUAL REPORT FOR ATTORNEY
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt4GENERAL
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt014792
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt014793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01965975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0COLUMBINE FAMILY LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02356642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt045661
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt085
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt069353
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt05999
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0480
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PORTFOLIO LOSS THRU COLUMBINE LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1UBI INCOME FROM COLUMBINE LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-44291
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd041
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt03074
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt071203
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt09158
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt080361
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014792
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt014793
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt029585
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt069353
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0215569
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0215569
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt045661
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt045746
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-167102
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0433766
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt075352
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt054863
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0512
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0188
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-44291
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-41217
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01359
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0230873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0247463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt071203
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt080361
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015304
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016340
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt044946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt199894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt299863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt599734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt069007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt48
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt069007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt48
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt069007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt299997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt699817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NET CAPITAL GAINS THRU COLUMBINE FAMILY LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US TREAS BILL DUE 4/20/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FHLB DUE 3/3/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FHLB DUE 4/21/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4US TREAS BILL DUE 6/15/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5US TREAS BILL DUE 6/15/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FHLB 10/4/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt069353
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-167102
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02112935
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02280037
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02112935
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0127208
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0127208
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0127208
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0128305
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01097
IRS990PF/DistributableAmountGrp/TotalTaxAmt01097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06383
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06383
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07480
IRS990PF/FMVAssetsEOYAmt02503602
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0117935
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0119519
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0119519
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01912799
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01965975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02356642
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02280037
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02112935
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049458
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt027441
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt027441
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02280037
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02112935
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02503602
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02280037
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02112935
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02280037
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02112935
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0199845
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02605182
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0152370
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt096170
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039078
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02356642
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0128305
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02566104
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02605182
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LEE P KLINGENSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FRANCES S KLINGENSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOANNE K ZIESING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt031 OXFORD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt131 OXFORD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt231 OXFORD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SCARSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SCARSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SCARSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210583
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0427331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0427880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01246037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0236727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0353675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0370638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0252861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.166529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.482547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.072154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.091032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.108763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.078147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02566104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02582209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03280867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03885169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03407758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03235713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0230873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.832643
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0230873
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0230873
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0230873
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt031 OXFORD ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SCARSDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010583
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LEE P KLINGENSTEIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124769000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LEE KLINGENSTEIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ALAN KLINGENSTEIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2JOANNE ZIESING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0215569
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SCARSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010583
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0215569
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0127208
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01246037
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0236727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0353675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0370638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0252861
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0252861
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02310742
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0103665
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01246037
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0236727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0353675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0370638
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0230873
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0103665
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02563603
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02459938
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PUBLIC INSPECTION AD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUNDRY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1155
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2107
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3107
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PORTFOLIO LOSS THRU COLUMBINE FAMILY LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UBT INCOME FROM COLUMBINE FAMILY LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-44291
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-44291
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13074
TaxesSchedule/TaxesDetail/Amt01359
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID (COLUMBINE)
TaxesSchedule/TaxesDetail/CategoryTxt1NYS UBI TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01359
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE P KLINGENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02128198000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLINGENSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KLIN
ReturnHeader/Filer/EIN0136077894
ReturnHeader/Filer/InCareOfNm0% LEE P KLINGENSTEIN
ReturnHeader/Filer/PhoneNum02124769000
ReturnHeader/Filer/USAddress/AddressLine1Txt031 OXFORD ROAD
ReturnHeader/Filer/USAddress/CityNm0SCARSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010583
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03ED3C80CADFF9ABCC87986BABC322107915CD6DF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF9240FCC753D3D125566F216ED6F3224C316F0E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013030020183035000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.103.224.122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HECHT AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 5TH AVENUE - 68TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101180110
ReturnHeader/PreparerPersonGrp/PhoneNum02128198000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN STERN
ReturnHeader/ReturnTs02018-10-30T11:35:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings