Civic Intelligence

The Miriam Klein Charitable Foundation

EIN 38-6926657 • Philadelphia, PA

1600 Market Street 3150Philadelphia, PA 19103
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

84th percentile

41%

Higher net margin than 84% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

4.9%

Faster asset growth than 57% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

322%

Faster revenue growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,661,345

Up $77,810 (+4.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$1,661,345

Up $77,810 (+4.9%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin84th percentile

Revenue

Up

$188,306

Up $143,694 (+322%) from 2023

Expenses

Up

$110,319

Up $976 (+0.9%) from 2023

Net Income

Up

$77,987

Up $142,718 (+220%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,933,479Liabilities 2011: $02011Assets 2012: $1,876,431Liabilities 2012: $02012Assets 2013: $1,852,738Liabilities 2013: $1Net Assets 2013: $1,852,7382013Assets 2014: $1,900,530Liabilities 2014: $1Net Assets 2014: $1,900,5302014Assets 2015: $1,851,043Liabilities 2015: $1Net Assets 2015: $1,851,0432015Assets 2016: $1,813,198Liabilities 2016: $0Net Assets 2016: $1,813,1982016Assets 2017: $1,835,857Liabilities 2017: $0Net Assets 2017: $1,835,8572017Assets 2018: $1,796,763Liabilities 2018: $0Net Assets 2018: $1,796,7632018Assets 2019: $1,706,164Liabilities 2019: $1Net Assets 2019: $1,706,1642019Assets 2020: $1,641,939Liabilities 2020: $1Net Assets 2020: $1,641,9392020Assets 2021: $1,659,348Liabilities 2021: $1Net Assets 2021: $1,659,3482021Assets 2022: $1,647,544Liabilities 2022: $1Net Assets 2022: $1,647,5442022Assets 2023: $1,583,535Liabilities 2023: $1Net Assets 2023: $1,583,5352023Assets 2024: $1,661,345Liabilities 2024: $0Net Assets 2024: $1,661,3452024

Highlighted filing

2024

Assets$1,661,345
Liabilities$0
Net Assets$1,661,345
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $36,187Expenses 2011: $109,497Net Income 2011: -$73,3102011Revenue 2012: $52,063Expenses 2012: $109,111Net Income 2012: -$57,0482012Revenue 2013: $109,834Expenses 2013: $133,527Net Income 2013: -$23,6932013Revenue 2014: $78,709Expenses 2014: $30,351Net Income 2014: $48,3582014Revenue 2015: $76,711Expenses 2015: $126,198Net Income 2015: -$49,4872015Revenue 2016: $81,530Expenses 2016: $119,375Net Income 2016: -$37,8452016Revenue 2017: $134,935Expenses 2017: $112,276Net Income 2017: $22,6592017Revenue 2018: $82,488Expenses 2018: $117,244Net Income 2018: -$34,7562018Revenue 2019: $52,836Expenses 2019: $140,068Net Income 2019: -$87,2322019Revenue 2020: $40,902Expenses 2020: $110,161Net Income 2020: -$69,2592020Revenue 2021: $136,624Expenses 2021: $114,641Net Income 2021: $21,9832021Revenue 2022: $112,094Expenses 2022: $121,823Net Income 2022: -$9,7292022Revenue 2023: $44,612Expenses 2023: $109,343Net Income 2023: -$64,7312023Revenue 2024: $188,306Expenses 2024: $110,319Net Income 2024: $77,9872024

Highlighted filing

2024

Revenue$188,306
Expenses$110,319
Net Income$77,987
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,661,345
Liabilities
$0
Net assets
$1,661,345
Revenue
$188,306
Expenses
$110,319
Net income
$77,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.19$0.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.04$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.11$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.14$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.04$0.11$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.05$0.14$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.08$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.13$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.08$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.08$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.08$0.03$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.11$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$0.05$0.11$0.06
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$0.04$0.11$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN B KLEINManaging Trustee-$0--
DEBORAH KLEINTrustee-$0--
JULIA KLEIN-AMESTrustee-$0--
JENNIFER KLEIN-BAGNATOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Miriam Klein Charitable Foundation
EIN
38-6926657
Phone
2157519600
Address
1600 MARKET STREET 3150, PHILADELPHIA, PA 19103

Signing Officer

Name
Stephen B Klein
Title
Managing Trustee
Phone
2157519600
Signed
2025-05-30
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
Preparer
Heath Wawrzynek
Phone
2156433900
Raw XML Appendix357 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/Amt04883
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CLIFTONLARSONALLEN LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02441
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02442
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BERKSHIRE HATHAWAY FIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1JOHNSON & JOHNSON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2PROCTOR & GAMBLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3WALMART INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4SALLIE MAE BANK/SALT LKE INSTL CTF OF DEPOSIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt024576
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125197
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225131
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325692
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt424946
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt023947
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt124250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt224188
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt324899
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt424070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt040334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1143151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt277480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt474041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt617743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7193115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt825454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt999703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10103144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt084496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1209131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2123109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt388854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4349304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt556142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt653460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7252790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt822139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9116208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1089184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BARON DISCOVERY FUND-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BNY MELLON INTERNATIONAL STOCK FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GATEWAY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SPDR MIDCAP TRUST SERIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SPDR S&P DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD HIGH DIVIDEND YIELD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7WCM FOCUSED INTL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GRANDEUR PEAK US STALWARTS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ISHARES CORE S&P MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10WASATCH SMALL CAP VALUE
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0296966
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0299472
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0304042
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0301083
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt041479
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0146827
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0188306
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0188306
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02441
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02442
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04883
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0146827
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt041479
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt041479
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt077987
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0443244
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0146827
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0180428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04825
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0611
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0102441
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0110319
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0188306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0188306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02441
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07878
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1295994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1102972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt243765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1102972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt243765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1398966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt243765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0146827
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt077987
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0177
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01661522
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01583535
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01661345
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0110882
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0110882
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0110882
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0113390
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02508
IRS990PF/DistributableAmountGrp/TotalTaxAmt02508
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06811
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02508
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06811
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02508
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02508
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09319
IRS990PF/FMVAssetsEOYAmt02280251
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010988
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt031107
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt031107
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0125544
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0125542
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0121354
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0849506
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0821270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01444817
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01583535
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01661345
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0127411
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt082418
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt082418
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01583535
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01661345
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02280251
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01583535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01661345
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01583535
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01661345
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0470086
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0601008
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0600555
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02302336
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0171058
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02131278
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034535
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0113390
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02267801
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02302336
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN B KLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBORAH KLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JULIA KLEIN-AMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JENNIFER KLEIN-BAGNATO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGING TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01600 MARKET STREET SUITE 3150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11600 MARKET STREET SUITE 3150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21600 MARKET STREET SUITE 3150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31600 MARKET STREET SUITE 3150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd319103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0102441
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0102441
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN B KLEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01600 MARKET STREET SUITE 3150
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02157519600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KLEINLIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010100 JAMISON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019116
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt075666
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt026775
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0110882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102441
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035216
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026775
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0177
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN VALUE OF INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04825
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0HAWTHORN INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04825
TaxesSchedule/TaxesDetail/Amt0611
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0611
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN B KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157519600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MIRIAM KLEIN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MIRI
ReturnHeader/Filer/EIN0386926657
ReturnHeader/Filer/PhoneNum02157519600
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 MARKET STREET 3150
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 S WARNER ROAD SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KING OF PRUSSIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019406
ReturnHeader/PreparerPersonGrp/PhoneNum02156433900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATH WAWRZYNEK
ReturnHeader/ReturnTs02025-06-05T10:54:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.