SAM W KLEIN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAM W KLEIN CHARITABLE FOUNDATION INC (EIN 65-0508555)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202023079349100407
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T08:15:41-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591949045 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCURRY & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21301 POWERLINE RD 204 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650508555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM W KLEIN CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMW | BusinessNameControlTxt |
| Phone | 0561392510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21301 POWERLINE ROAD STE 204 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM P MCCURRY | PersonNm |
| Person Title | SECRETARY, TREASURER | PersonTitleTxt |
| Signature | 2020-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETTY GOLDBERG | PreparerPersonNm |
| PTIN | P00174446 | PTIN |
| Phone | 5614828400 | PhoneNum |
| Preparation | 2020-10-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 08:15:41 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 665A6263D2E3F43726B198DC6BDA415B5441743E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6E3E10C372D840E14E055C0A0B47E25BBC83396D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,470,209 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $115,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,157 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$55,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,291,421 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $595 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $60,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,157 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,085 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,542 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,542 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,148 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,148 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,285 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $103 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,017 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,603 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $224,367 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,017 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$184,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,140 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,392 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $54,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,597 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $3,359,335 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,227,129 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,247,417 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $209,627 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $212,195 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $212,195 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,634,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,449,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,470,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,634,658 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,449,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,634,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,449,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,634,658 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,449,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,634,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$184,737 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,449,921 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,449,921 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,610 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,384,795 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074926 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $187,868 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,581,103 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052461 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $209,875 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,744,750 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056045 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $204,865 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,896,094 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052582 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $206,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,016,884 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051308 | DistributionYr5Rt |
| Total Distribution | 0.287322 | TotalDistributionRt |
| Average Distribution | 0.057464 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,278,726 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $188,409 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $971 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $189,380 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $226,970 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $971 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $971 | SubtotalAmt |
| Tax Based On Investment Income | $971 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,097 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,897 | TotalPaymentsAndCreditsAmt |
| Overpayment | $926 | OverpaymentAmt |
| Applied To ES Tax | $926 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM P MCCURRY | IndividualWithBooksNm |
| Phone | 0561392510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21301 POWERLINE RD 204 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL KLEIN | ||||||||
| 7491 N FEDERAL HIGHWAY | BOCA RATON | FL | 33487 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| WILLIAM P MCCURRY | ||||||||
| 21301 POWERLINE RD 204 | BOCA RATON | FL | 33433 | SECRETARY, T | 000.00 | $0 | $0 | $0 |
| RICHARD FINKELSTEIN | ||||||||
| 500 NE SPANISH RIVER BLVD 108 | BOCA RATON | FL | 33431 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,299,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,328,656 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,328,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,278,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $971 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $971 | TotalTaxAmt |
| Distributable Before Adj | $162,965 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $162,965 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $162,965 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,970 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $226,970 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $971 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $225,999 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,965 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,486 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,909 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,557 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,548 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $149,142 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,970 | QualifyingDistributionsAmt |
| Applied To Current Year | $162,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,005 | RemainingDistriFromCorpusAmt |
| Total Corpus | $213,147 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,486 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $203,661 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,909 | ExcessFromYear4Amt |
| Excess From Year3 | $26,557 | ExcessFromYear3Amt |
| Excess From Year2 | $11,642 | ExcessFromYear2Amt |
| Excess From Year1 | $87,548 | ExcessFromYear1Amt |
| Excess From Current Year | $64,005 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDS OF IDF | ||||||
| 2040 NE 163RD ST | MIAMI BEACH | FL | 33162 | 501(C)(3) PU | COMMUNITY INTEREST | $6,000 |
| ASPEN INST MIDD EAST LEAD | ||||||
| 1000 N 3RD ST | ASPEN | CO | 81611 | 501(C)(3) PU | COMMUNITY INTEREST | $13,500 |
| YOUNG ISRAEL BOCA RATON | ||||||
| 7200 PALMETTO CIRCLE | BOCA RATON | FL | 33433 | 501(C)(3) PU | COMMUNITY INTEREST | $1,000 |
| BEST FOOT FORWARD FOUNDAT | ||||||
| 21441 BOCA RIO ROAD | BOCA RATON | FL | 33433 | 501(C)(3) PU | COMMUNITY INTEREST | $1,000 |
| COUNCIL FOR EDUC CHANGE | ||||||
| 4205 BONAVENTURE BLVD | WESTON | FL | 33332 | 501(C)(3) | COMMUNITY INTEREST | $7,375 |
| BROWARD PERFORM ARTS FOUND | ||||||
| 201 SW 5TH AVE | FT LAUDERDALE | FL | 33312 | 501(C)(3) | ARTS | $4,335 |
| UNIVERSITY OF MD HILLEL | ||||||
| 4191 SAMUEL RIGGS | COLLEGE PARK | MD | 20742 | 501(C)(3) | COMMUNITY INTEREST | $10,000 |
| BALTIMORE LEADERSHP SCHOOL | ||||||
| 128 WEST FRANKLIN ST | BALTIMORE | MD | 21201 | 501(C)(3) | COMMUNITY INTEREST | $5,000 |
| DOLPHINS CANCER CHALLENGE | ||||||
| 347 DON SHULA DRIVE | MIAMI GARDENS | FL | 33056 | 501(C)(3) | COMMUNITY INTEREST | $2,000 |
| PARKINSONS FOUND SPBC | ||||||
| PO BOX 800145 | BOCA RATON | FL | 33488 | 501(C)(3) | COMMUNITY INTEREST | $1,000 |
| CROHNS AND COLITIS FOUND | ||||||
| 23101 POWERLINE RD | BOCA RATON | FL | 33433 | 501(C)(3) | COMMUNITY INTEREST | $2,000 |
| PINE JOG ENVIRONMENT EDUC | ||||||
| 6301 SUMMIT BLVD | WPB | FL | 33415 | 501(C)(3) | ENVIRONMENTAL RESEARCH | $2,500 |
| CLEVELAND CLINIC FLORIDA | ||||||
| 250 CLEVELAND CLINIC BLVD | WESTON | FL | 33331 | 501(C)(3) | MEDICAL RESEARCH | $1,000 |
| KRAVIS CENTER PERF ARTS | ||||||
| 701 OKEECHOBEE BLVD | WPB | FL | 33401 | 501(C)(3) | ARTS | $1,000 |
| HOPE FOR CHILDREN | ||||||
| 11017 SUNSET RIDGE CIRCL | BOYNTON BCH | FL | 33473 | 501(C)(3) | COMMUNITY INTEREST | $1,500 |
| TIFERES TORAH BOCA RATON | ||||||
| 7200 PALMETTO CIRCL | BOCA RATON | FL | 33433 | 501(C)(3) | EDUCATION | $2,000 |
| HOMELESS COALITION PBC | ||||||
| 810 DATURA ST | WPB | FL | 33401 | 501(C)(3) | COMMUNITY INTEREST | $10,000 |
| ANT DEFAMATION LEAGUE | ||||||
| 5295 TOWN CENTER RD | BOCA RATON | FL | 33486 | 501(C)(3) | COMMUNITY INTEREST | $5,000 |
| TRASHMASTER'S SCHOLARSHIP | ||||||
| PO BOX 5668 | SNOWMASS VILLAGE | CO | 81615 | 501(C)(3) | COMMUNITY INTEREST | $2,500 |
| COLGATE UNIVERSITY | ||||||
| PO BOX 313 | CANAJOHARIE | NY | 13317 | 501(C)(3) | EDUCATION | $10,000 |
| LYNN UNIVERSITY HILLEL | ||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | 501(C)(3) | COMMUNITY INTEREST | $2,500 |
| LOGGERHEAD MARINE LIFE | ||||||
| 14200 US HIGHWAY 1 | JUNO BEACH | FL | 33408 | 501(C)(3) | ENVIRONMENTAL RESEARCH | $25,000 |
| MAKE A WISH FOUNDATION | ||||||
| 4491 S STATE RD 7 | FT LAUDERDALE | FL | 33314 | 501(C)(3) | COMMUNITY INTEREST | $17,857 |
| NOVA SOUTHEAST UNIVERSITY | ||||||
| 3301 COLLEGE AVE | FORT LAUDERDALE | FL | 33314 | 501(C)(3) | EDUCATION | $2,000 |
| WATTS COLLEGE OF NURSING | ||||||
| 2828 CROASDAILE DR | DURHAM | NC | 27705 | 501(C)(3) | EDUCATION | $500 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 025338 | MIAMI | FL | 33102 | 501(C)(3) | MEDICAL RESEARCH | $5,000 |
| FIGHT FOR CHILDREN | ||||||
| 1029 VERMONT AVE | WASHINGTON DC | DC | 20005 | 501(C)(3) | COMMUNITY INTEREST | $7,500 |
| MARIN HISTORY MUSEUM | ||||||
| 1600 MISSION AVE | SAN RAFAEL | CA | 94915 | 501(C)(3) | ENVIRONMENTAL EDUCATION | $5,000 |
| CHABAD OF BAHAMAS | ||||||
| 1483 CARROLL ST | BROOKLYN | NY | 11213 | 501(C)(3) | HURRICANE RELIEF | $500 |
| BOCA RIO FOUNDATION | ||||||
| 22041 BOCA RIO RD | BOCA RATON | FL | 33433 | 501(C)(3) | COMMUNITY INTEREST | $1,000 |
| MARIN ACADEMY | ||||||
| 1600 MISSION AVE | SAN RAFAEL | CA | 94901 | 501(C)(3) | ENVIRONMENTAL EDUCATION | $50,000 |
| COUNCIL FOR EDUCATIONAL CHANGE | ||||||
| 4205 BONAVENTURE BLVD | WESTON | FL | 33332 | 501(C)(3) | COMMUNITY INTEREST | $5,000 |
| JEWISH FAMILY SERVICES | ||||||
| 21300 COLEMAN BLVD | BOCA RATON | FL | 33428 | 501(C)(3) | COMMUNITY INTEREST | $500 |
| VIRGINIA TECH | ||||||
| 902 PRICES FORK RD | BLACKSBURG | VA | 24061 | 501(C)(3) | EDUCATION | $3,000 |
| FAU FOUNDATION | ||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | 501(C)(3) | EDUCATION | $3,000 |
| PLACE OF HOPE | ||||||
| 21441 BOCA RIO RD | BOCA RATON | FL | 33433 | 501(C)(3) | COMMUNITY INTEREST | $1,000 |
| BOCA RATON REGIONAL HOSPITAL | ||||||
| 745 MEADOWS RD | BOCA RATON | FL | 33431 | 501(C)(3) | MEDICAL RESEARCH | $1,000 |
| HOME SAFE FOUNDATION | ||||||
| 1840 6TH AVE | LAKE WORTH | FL | 33461 | 501(C)(3) | COMMUNITY INTEREST | $500 |
| SAFE | ||||||
| PO BOX 669 | WELCH | WV | 24801 | 501(C)(3) | COMMUNITY INTEREST | $500 |
| UNIVERSITY OF CUMBERLANDS | ||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | 501(C)(3) | EDUCATION | $500 |
| SALVATION ARMY PBC | ||||||
| PO BOX18459 | WPB | FL | 33416 | 501(C)(3) | COMMUNITY INTEREST | $500 |
| COVENANT HOUSE FL | ||||||
| 733 BREAKERS AVE | FT LAUDERDALE | FL | 33304 | 501(C)(3) | COMMUNITY INTEREST | $500 |
| BR FIREFIGHTER BENEVOLENT FD | ||||||
| PO BOX 565 | BOCA RATON | FL | 33429 | 501(C)(3) | COMMUNITY INTEREST | $500 |
| BOYS TOWN | ||||||
| 200 FLANAGAN BLVD | BOYS TOWN | NE | 68010 | 501(C)(3) | COMMUNITY INTEREST | $500 |
| SPECIAL OLYMPICS | ||||||
| 1915 DON WICKHAM DR | CLERMONT | FL | 34711 | 501(C)(3) | COMMUNITY INTEREST | $500 |
| HABITAT FOR HUMANITY | ||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | 501(C)(3) | COMMUNITY INTEREST | $500 |
| TRI COUNTY ANIMAL RESCUE | ||||||
| 21287 BOCA RIO RD | BOCA RATON | FL | 33433 | 501(C)(3) | COMMUNITY INTEREST | $500 |
| NATIONAL MULTIPLE SCLEROSIS | ||||||
| 30 SOUTH 17TH ST | PHILADELPHIA | PA | 19103 | 501(C)(3) | MEDICAL RESEARCH | $200 |
| ROTARY CLUB BOCA RATON | ||||||
| PO BOX 88087 | BOCA RATON | FL | 33488 | 501(C)(3) | COMMUNITY INTEREST | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,367 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,157 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$55,501 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| BOOK TO TAX KTFLP | 14 | $1,366 | ||
| OTHER INC KTFLP | 14 | |||
| CITY NATIONAL NONTAXABLE | 14 | $959 | ||
| KTFLP | 523920 | $11,052 | ||
| KTFLP | 14 | -$1,730 | ||
| KTFLP UBTI | 14 | -$11,052 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,052 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,251 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $5,085 | Amt |
| Net Investment Income | $2,542 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,542 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (15 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AMERICA HONDA FINANCE | 2017-02 | PURCHASE | 2019-08 | $100,000 | $101,229 | -$1,229 |
| INTL BUSINESS MACHINE | 2014-02 | PURCHASE | 2019-02 | $100,000 | $100,435 | -$435 |
| MICROSOFT CORP | 2013-04 | PURCHASE | 2019-06 | $100,000 | $115,364 | -$15,364 |
| PEPSICO | 2014-09 | PURCHASE | 2019-01 | $200,000 | $202,338 | -$2,338 |
| US BANCORP | 2015-03 | PURCHASE | 2019-03 | $75,000 | $75,915 | -$915 |
| WALMART | 2013-04 | PURCHASE | 2019-02 | $50,000 | $57,113 | -$7,113 |
| GENERAL ELECTRIC | PURCHASE | 2019-12 | $100,000 | $101,917 | -$1,917 | |
| CISCO SYST | PURCHASE | 2019-12 | $1,583 | $1,632 | -$49 | |
| PHILLIP MORRIS INTL | PURCHASE | 2019-12 | $150,867 | $172,229 | -$21,362 | |
| COMCAST CORP | PURCHASE | 2019-10 | $51,782 | $52,123 | -$341 | |
| PNC FUNDING | PURCHASE | 2019-10 | $257,285 | $259,140 | -$1,855 | |
| ANHEUSER BUSCH | PURCHASE | 2019-10 | $100,984 | $101,626 | -$642 | |
| SIX FLAGS | PURCHASE | 2019-10 | $3,902 | $4,851 | -$949 | |
| CITY NATIONAL CGD | PURCHASE | 2019-12 | $18 | $18 | ||
| KLEIN TEXAS FAMILY | PURCHASE | 2019-12 | $1,010 | -$1,010 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,227,129 | EOYBookValueAmt |
| EOYFMV | $3,247,417 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KLEIN TEXAS FAMILY LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $212,195 | BookValueAmt |
| EOYFMV | $212,195 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ANNUAL FILING FEE | $61 | $61 | |
| KTFLP K-1 | $42 | $42 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BOOK TO TAX KTFLP | $1,366 |
| CITY NATIONAL NONTAXABLE | $959 |
| KTFLP | $11,052 |
| KTFLP | -$1,730 |
| KTFLP UBTI | -$11,052 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $9,677 | $9,677 |
| INVESTMENT MANAGEMENT FEES | $3,471 | $3,471 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX 990PF | ||
| FOREIGN TAX KTFLP | ||
| ES TAX | $500 | $500 |
| TAX 990T | $1,785 | $1,785 |