Civic Intelligence

Klingenstein Foundation

990PF • Fiscal year 2011 • EIN 13-6077894

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 17, 2012

Organization Profile
C/O Lee P Klingenstein31 Oxford Road10583
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$3,514,959

No earlier filing loaded for comparison.

Net Assets

$3,514,959

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$252,409

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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 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

2011

Assets$3,514,959
Liabilities$0
Net Assets$3,514,959
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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 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

2011

Revenue-
Expenses$252,409
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 17, 2012
Return Version
2011v1.3
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE P KLINGENSTEINPresident-$0--
PAUL H KLINGENSTEINVice President-$0--
ALAN L KLINGENSTEINTreasurer-$0--
JOANNE K ZIESINGSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT 12UNRESTRICTED CHARITABLE PURPOSESPUBLIC CHARITIESSCARSDALE, NY, US$234,400
Filing and Contact Details

Filer

EIN
13-6077894
Raw XML Appendix364 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
DistributionFromCorpusElection/Election0THE KLINGENSTEIN FUND HEREBY ELECTS TO TREAT $235,775 OF THE QUALIFYING DIDSTRIBUTIONS OF THE FOUNDATION FOR THE YEAR ENDED DECEMBER 31, 2011 AS HAVING BEEN MADE OUT OF CORPUS IN ACCORDANCE WITH REGULATION 53.4942(A)-3(D)(2).
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0599974
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0599946
InvestmentsOtherSchedule2/InvestmentsOther/BookValue02802507
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0COLUMBINE FAMILY LLC
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV02565502
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount064510
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0277606
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0ROYALTY INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1PORTFOLIO LOSS THRU COLUMBINE LLC
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description2UBI INCOME FROM COLUMBINE LLC
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount074
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount1-49034
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount28347
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode015
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode141
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode241
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0301503
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss064510
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0285594
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0354006
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0277606
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0289522
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01675
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0-48960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0-40613
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm03334
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss016334
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03634
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0252409
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0293156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0538003
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03634
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss018009
IRS990PF/BalanceSheets/CashBOY059303
IRS990PF/BalanceSheets/CashEOY051740
IRS990PF/BalanceSheets/CashEOYFMV051740
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0599911
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0599974
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0599946
IRS990PF/BalanceSheets/InvestmentsOtherBOY02662622
IRS990PF/BalanceSheets/InvestmentsOtherEOY02802507
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV02565502
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/RetainedEarningsEOY03514959
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY067626
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY060738
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV060738
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03389462
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IRS990PF/BalanceSheets/TotalNetAssetsBOY03389462
IRS990PF/BalanceSheets/TotalNetAssetsEOY03514959
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0277606
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis076400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset022,000 SH IRONWOOD PHARMACEUTICALS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1THRU COLUMBINE FAMILY LLC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2THRU COLUMBINE FAMILY LLC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3BNY MELLON-CLASS ACTION SETTLEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0156632
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss122013
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss297751
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31210
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0285594
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0160097
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03675056
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0167571
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0167571
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0167571
IRS990PF/DistributableAmount/MinimumInvestmentReturn0173361
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome05790
IRS990PF/DistributableAmount/TotalTax05790
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment04987
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax05790
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment021
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0824
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03277926
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03520014
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0146751
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03373263
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable052800
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0173361
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03467214
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LEE P KLINGENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PAUL H KLINGENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ALAN L KLINGENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JOANNE K ZIESING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O LEE P KLINGENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O LEE P KLINGENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12C/O LEE P KLINGENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13C/O LEE P KLINGENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SCARSDALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SCARSDALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SCARSDALE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode010583
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode210583
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode310583
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.13487
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear404101909
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503871657
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20528722
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50557806
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.674349
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0235775
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
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IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0235775
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0235775
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10LEE P KLINGENSTEIN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02124769000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1031 OXFORD ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SCARSDALE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode010583
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
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IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0true
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
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/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SupplementaryInformation/ContributingManager0LEE KLINGENSTEIN
IRS990PF/SupplementaryInformation/ContributingManager1PAUL KLINGENSTEIN
IRS990PF/SupplementaryInformation/ContributingManager2ALAN KLINGENSTEIN
IRS990PF/SupplementaryInformation/ContributingManager3JOANNE ZIESING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0234400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHMENT 12
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SCARSDALE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010583
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0234400
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/DistributableAmountAsAdjusted0167571
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10511344
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20528722
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30622067
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40257854
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50560483
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0167571
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0167571
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50392912
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02155762
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0235775
IRS990PF/UndistributedIncome/ExcessFromYear10511344
IRS990PF/UndistributedIncome/ExcessFromYear20528722
IRS990PF/UndistributedIncome/ExcessFromYear30622067
IRS990PF/UndistributedIncome/ExcessFromYear40257854
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0235775
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TotalCorpus02548674
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02480470
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus0235775
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0236500
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1031 OXFORD RD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0SCARSDALE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode010583
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0LEE P FRANCES S KLINGENSTEIN
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02011-01-06
IRS990ScheduleB/NoncashProperty/FairMarketValue0236500
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription022,000 SHARES OF IRONWOOD PHARMACEUTICALS INC.
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount0160097
OtherDecreasesSchedule/OtherDecreases/Description0ADJUSTMENT OF DONATED STOCK TO TAX BASIS
OtherExpensesSchedule/OtherExpenses/Description0NY STATE FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1PUBLIC INSPECTION AD
OtherExpensesSchedule/OtherExpenses/Description2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpenses/Description3IRS LETTER FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0250
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1125
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps21000
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0300
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2300
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks31000
OtherIncomeSchedule2/OtherIncome/Description0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncome/Description1PORTFOLIO LOSS THRU COLUMBINE FAMILY LLC
OtherIncomeSchedule2/OtherIncome/Description2UBT INCOME FROM COLUMBINE FAMILY LLC
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome074
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1-49034
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks074
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1-49034
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks28347
TaxesSchedule/Taxes/Amount03334
TaxesSchedule/Taxes/Amount113000
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1FEDERAL EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome03334
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0136077894
ReturnHeader/Filer/InCareOfName0% LEE P KLINGENSTEIN
ReturnHeader/Filer/Name/BusinessNameLine10KLINGENSTEIN FUND
ReturnHeader/Filer/NameControl0KLIN
ReturnHeader/Filer/Phone02124769000
ReturnHeader/Filer/USAddress/AddressLine10C/O LEE P KLINGENSTEIN
ReturnHeader/Filer/USAddress/AddressLine2031 OXFORD ROAD
ReturnHeader/Filer/USAddress/City0SCARSDALE
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010583
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-10-17
ReturnHeader/Officer/Name0LEE KLINGENSTEIN
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HECHT AND COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10622 THIRD AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010017
ReturnHeader/Preparer/Name0STEVEN STERN
ReturnHeader/Preparer/Phone02128198000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-12T10:56:38-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,514,959
Liabilities
$0
Net assets
$3,514,959
Revenue
-
Expenses
$252,409
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.17$0.05$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.06$0.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.09$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.09$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.12$0.21$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.02$1.25$1.23
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.03$0.27$0.24
2014Summary only. Only limited summary data is available for this year.$3.76$0.00$1.50$0.37$1.12
2013Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.48$0.38$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.25