Klingenstein Foundation

990PF • Fiscal year 2012 • EIN 13-6077894

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 23, 2013

Organization Profile

31 Oxford RoadSuite10583

Siviq Scores

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

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

No value available

This filing does not contain officer compensation rows.

Source year 2012

-8.4%

Faster asset growth than 13% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets27th percentile

Assets

Down

$3,220,871

Down $294,088 (-8.4%) from 2011

Net Assets

Down

$3,220,871

Down $294,088 (-8.4%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$269,061

Up $16,652 (+6.6%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

Highlighted filing

2012

Assets$3,220,871

Liabilities$0

Net Assets$3,220,871

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$269,061

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Oct 23, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
LEE P KLINGENSTEIN	President	-	$0	-	-
PAUL H KLINGENSTEIN	Vice President	-	$0	-	-
ALAN L KLINGENSTEIN	Treasurer	-	$0	-	-
JOANNE K ZIESING	Secretary	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SEE ATTACHMENT 14	UNRESTRICTED CHARITABLE PURPOSES	PUBLIC CHARITIES	SCARSDALE, NY, US	$241,857

Filing and Contact Details

Filer

EIN: 13-6077894

Raw XML Appendix379 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/Category	0	PREPARATION OF BOOKS AND
AccountingFeesSchedule/AccountingFees/Category	1	RECORDS
AccountingFeesSchedule/AccountingFees/Category	2	PREPARATION OF TAX FORMS AND
AccountingFeesSchedule/AccountingFees/Category	3	ANNUAL REPORT FOR ATTORNEY
AccountingFeesSchedule/AccountingFees/Category	4	GENERAL
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	4383
DistributionFromCorpusElection/Election	0	THE KLINGENSTEIN FUND HEREBY ELECTS TO TREAT $252,861 OF THE QUALIFYING DISTRIBUTIONS OF THE FOUNDATION FOR THE YEAR ENDED DECEMBER 31, 2012 AS HAVING BEEN MADE OUT OF CORPUS IN ACCORDANCE WITH REGULATION 53.4942(A)-3(D)(2).
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	COLUMBINE FAMILY LLC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	THRU COLUMBINE FAMILY LLC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	LEE P KLINGENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	PAUL H KLINGENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	ALAN L KLINGENSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	JOANNE K ZIESING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	PRESIDENT
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
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IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
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IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	NY
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IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	true
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	true
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IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	NONE
IRS990PF/SupplementaryInformation/ContributingManager	0	LEE KLINGENSTEIN
IRS990PF/SupplementaryInformation/ContributingManager	1	PAUL KLINGENSTEIN
IRS990PF/SupplementaryInformation/ContributingManager	2	ALAN KLINGENSTEIN
IRS990PF/SupplementaryInformation/ContributingManager	3	JOANNE ZIESING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	241857
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	UNRESTRICTED CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	SEE ATTACHMENT 14
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	SCARSDALE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	10583
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/ShareholderManager	0	NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	241857
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	161786
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	235775
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	511344
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	528722
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	622067
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	257854
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	161786
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	161786
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	96068
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	2150769
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	252861
IRS990PF/UndistributedIncome/ExcessFromYear1	0	235775
IRS990PF/UndistributedIncome/ExcessFromYear2	0	511344
IRS990PF/UndistributedIncome/ExcessFromYear3	0	528722
IRS990PF/UndistributedIncome/ExcessFromYear4	0	622067
IRS990PF/UndistributedIncome/PriorYear1	0	2010
IRS990PF/UndistributedIncome/PriorYear2	0	2009
IRS990PF/UndistributedIncome/PriorYear3	0	2008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	252861
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	2246837
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	2155762
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	252861
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
LegalFeesSchedule/LegalFees/Amount	0	5162
LegalFeesSchedule/LegalFees/Category	0	LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps	0	5162
OtherExpensesSchedule/OtherExpenses/Description	0	NY STATE FILING FEE
OtherExpensesSchedule/OtherExpenses/Description	1	PUBLIC INSPECTION AD
OtherExpensesSchedule/OtherExpenses/Description	2	INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpenses/Description	3	SUNDRY EXPENSES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	250
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	130
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	2	1080
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	237
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	130
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	237
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	3	1080
OtherIncomeSchedule2/OtherIncome/Description	0	ROYALTY INCOME
OtherIncomeSchedule2/OtherIncome/Description	1	PORTFOLIO LOSS THRU COLUMBINE FAMILY LLC
OtherIncomeSchedule2/OtherIncome/Description	2	UBT INCOME FROM COLUMBINE FAMILY LLC
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	162
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	1	-59017
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	162
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	-59017
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	2	11741
TaxesSchedule/Taxes/Amount	0	2208
TaxesSchedule/Taxes/Amount	1	6824
TaxesSchedule/Taxes/Amount	2	1303
TaxesSchedule/Taxes/Amount	3	1245
TaxesSchedule/Taxes/Category	0	FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category	1	FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category	2	FEDERAL UBTI TAX
TaxesSchedule/Taxes/Category	3	NYS CORPORATE TAX
TaxesSchedule/Taxes/NetInvestmentIncome	0	2208
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	136077894
ReturnHeader/Filer/InCareOfName	0	% LEE P KLINGENSTEIN
ReturnHeader/Filer/Name/BusinessNameLine1	0	KLINGENSTEIN FUND
ReturnHeader/Filer/NameControl	0	KLIN
ReturnHeader/Filer/Phone	0	2124769000
ReturnHeader/Filer/USAddress/AddressLine1	0	31 OXFORD ROAD
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite
ReturnHeader/Filer/USAddress/City	0	SCARSDALE
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	10583
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-10-23
ReturnHeader/Officer/Name	0	LEE KLINGENSTEIN
ReturnHeader/Officer/Phone	0	2128198000
ReturnHeader/Officer/Title	0	PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	HECHT AND COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	350 5TH AVENUE - 68TH FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	101180110
ReturnHeader/Preparer/Name	0	STEVEN STERN
ReturnHeader/Preparer/Phone	0	2128198000
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-06T16:55:17-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,220,871
Liabilities: $0
Net assets: $3,220,871
Revenue: -
Expenses: $269,061
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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