STRATEGY STUDIO / PUBLIC DATA EXPLORER

SAM W KLEIN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SAM W KLEIN CHARITABLE FOUNDATION INC (EIN 65-0508555)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-07
IRS object ID
201123119349100407
Schema version
2010v3.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-07T13:05:48-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCCURRY & COMPANY CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line121301 POWERLINE ROAD 204AddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code334332390ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN650508555EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SAM W KLEIN CHARITABLE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSAMWNameControl
Phone5613925109Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line121301 POWERLINE ROAD STE 204AddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33432ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL KLEINName
TitleDIRECTORTitle
Phone5613925109Phone
Date Signed2011-11-03DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBETTY GOLDBERGName
Phone5614828400Phone
Date Prepared2011-11-03DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY4645286FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss225348DividendsRevAndExpnss
Dividends Net Invst Incm225335DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-12605NetGainSaleAssetsRevAndExpnss
Gross Sales Price596214GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss24031OtherIncomeRevAndExpnss
Other Income Net Invst Incm16497OtherIncomeNetInvstIncm
Total Revenue And Expenses236774TotalRevenueAndExpenses
Total Net Investment Income241832TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2650AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1325AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss18225OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm18225OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss763TaxesRevAndExpnss
Taxes Net Invst Incm763TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss3348OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm3287OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss24986TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm23600TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss159900ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps159900ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss184886TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm23600TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps159900TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses51888ExcessOfRevenueOverExpenses
Net Investment Income218232NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY-2CashEOY
Cash EOYFMV-2CashEOYFMV
Savings And Temp Cash Invst BOY42853SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY164602SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV164602SavingsAndTempCashInvstEOYFMV
Investments Corp Bonds BOY4075659InvestmentsCorpBondsBOY
Investments Corp Bonds EOY3972313InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV4223675InvestmentsCorpBondsEOYFMV
Investments Other BOY223524InvestmentsOtherBOY
Investments Other EOY255011InvestmentsOtherEOY
Investments Other EOYFMV255011InvestmentsOtherEOYFMV
Other Assets BOY0OtherAssetsBOY
Other Assets EOY2000OtherAssetsEOY
Other Assets EOYFMV2000OtherAssetsEOYFMV
Total Assets BOY4342036TotalAssetsBOY
Total Assets EOY4393924TotalAssetsEOY
Total Assets EOYFMV4645286TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY4342036RetainedEarningsBOY
Retained Earnings EOY4393924RetainedEarningsEOY
Total Net Assets BOY4342036TotalNetAssetsBOY
Total Net Assets EOY4393924TotalNetAssetsEOY
Total Liabilities Net Assets BOY4342036TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY4393924TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4342036TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses51888ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal4393924Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY4393924TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
DEERE JOHN CAP CORPP2006-04-072010-04-0710000099571429429
BP CAPITAL MARKET PLCP2009-03-102010-06-1787102103092-15990-15990
CREDIT SUISSEP2005-08-172010-08-1515000015000000
MERRILL LYNCH & COP2003-11-042010-11-04100000100674-674-674
JP MORGAN CHASEP2003-11-072010-11-15150000155094-5094-5094
CREDIT SUISSE TAX COST ADJP215621562156
KTFLPP377237723772
KTFLPP318431843184
KTFLP SECT 1231P388-388-388
FieldValueIRS element (for citing)
Capital Gain Net Income-12605CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1226072QualifyingDistributionsYear1
Noncharitable Assets Year14351740NoncharitableAssetsYear1
Distribution Ratio Year10.051950DistributionRatioYear1
Qualifying Distributions Year2313040QualifyingDistributionsYear2
Noncharitable Assets Year24389886NoncharitableAssetsYear2
Distribution Ratio Year20.071309DistributionRatioYear2
Qualifying Distributions Year3152200QualifyingDistributionsYear3
Noncharitable Assets Year34869910NoncharitableAssetsYear3
Distribution Ratio Year30.031253DistributionRatioYear3
Qualifying Distributions Year4163500QualifyingDistributionsYear4
Noncharitable Assets Year44260595NoncharitableAssetsYear4
Distribution Ratio Year40.038375DistributionRatioYear4
Qualifying Distributions Year562000QualifyingDistributionsYear5
Noncharitable Assets Year54272446NoncharitableAssetsYear5
Distribution Ratio Year50.014512DistributionRatioYear5
Total Distribution Ratio0.207399TotalDistributionRatio
Average Distribution Ratio0.041480AverageDistributionRatio
Net Noncharitable Assets4593888NetNoncharitableAssets
Adjusted Noncharitable Assets190554AdjustedNoncharitableAssets
One Percent Net Investment Income2182OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One192736AdjNonchrtblAssetsAndOnePct
Qualifying Distributions159900QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax4365InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal4365Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income4365TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2440EstTaxPaymentsAndOverpayment
Tax Paid With Extension3650TaxPaidWithExtension
Total Credits And Payments6090TotalCreditsAndPayments
Overpayment1725Overpayment
Amount Credited To Next Year1725AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10001UnrelatedBusIncomeOver1000
Form990 T Filed1Form990TFiled
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCCURRY & COMPANYBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5614828400BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line121301 POWERLINE RD 204AddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33433ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MICHAEL KLEIN
7383 ORANGEWOOD LANEBOCA RATONFL33433DIRECTOR3.00000
WILLIAM P MCCURRY
21301 POWERLINE RD 204BOCA RATONFL33433DIRECTOR1.00000
RICHARD FINKELSTEIN
1000 CLINT MOORE RD 110BOCA RATONFL33487DIRECTOR3.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NONEDescription1
Amount10Amount1
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities4408835AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets255011FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4663846TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets4663846AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable69958CashDeemedCharitable
Net Noncharitable Assets4593888NetNoncharitableAssets
Minimum Investment Return229694MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return229694MinimumInvestmentReturn
Tax Based On Investment Income4365TaxBasedOnInvestmentIncome
Income Tax For This Year882IncomeTaxForThisYear
Total Tax5247TotalTax
Distributable Amount Before Adj224447DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded224447DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted224447DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions159900ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions159900QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions159900AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted224447DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year278007ExcessDistriCarryoverYear2
Excess Distri Carryover Year113926ExcessDistriCarryoverYear1
Total Excess Distri Carryover91933TotalExcessDistriCarryover
Qualifying Distributions159900QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year159900AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus64547ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY64547ExcessDistriCyovAppliedCY
Total Corpus27386TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year27386ExcessDistriCyovToNextYear
Excess From Year213460ExcessFromYear2
Excess From Year113926ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (48 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BENJAMIN CORDOZA SCHOOL LAW
55 FIFTH AVENEW YORKNY10003501(C)(3) PUBLIC CHAEDUCATIONAL$1,000
ACHIEVEMENT CENTERS CHILDREN
555 NW 4TH STDELRAY BEACHFL33444501(C)(3) PUBLIC CHACHILDRENS PROGRAMMING$2,500
BEST FOOT FORWARD FOUNDATION
21441 BOCA RIO ROADBOCA RATONFL33433501(C)(3) PUBLIC CHACOMMUNITY INTEREST$1,000
BARTON G KIDS HEAR NOW
5061 BISCAYNE BLVDMIAMIFL33137501(C)(3) PUBLIC CHACOMMUNITY INTEREST$1,000
AMERICAN FOREST ALLIANCE
191 HOWARD STBOONENC28607501(C)(3) PUBLIC CHACOMMUNITY INTEREST$10,000
ANTI DEFAMATION LEAGUE
605 THIRD AVE 9TH FLOORNEW YORKNY10158501(C)(3) PUBLIC CHACOMMUNITY INTEREST$6,000
BIG BROTHERSISTER GR MIAMI
21441 BOCA RIO ROADBOCA RATONFL33433501(C)(3) PUBLIC CHACOMMUNITY INTEREST$500
BOYS TOWN
PO BOX 6000BOYS TOWNNE68010501(C)(3) PUBLIC CHACOMMUNITY INTEREST$250
BOCA RATON FIRE RESCUE
6500 CONGRESS AVE 200BOCA RATONFL33487501(C)(3) PUBLIC CHACOMMUNITY INTEREST$1,000
CARIDAD CENTER
8645 WEST BOYNTON BEACH BLVDBOYNTON BEACHFL33472501(C)(3) PUBLIC CHACOMMUNITY INTEREST$250
CHILDRENS MEDICAL CENTER
111 MICHIGAN AVE NWWASHINGTONDC20010501(C)(3) PUBLIC CHAMEDICAL RESEARCH$500
CLEVELAND CLINIC
9500 EUCLID AVE Q-10-1CLEVELANDOH44195501(C)(3) PUBLIC CHAMEDICAL RESEARCH$2,000
COLGATE UNIVERSITY
13 OAK DRHAMILTONNY13346501(C)(3) PUBLIC CHAEDUCATIONAL$5,000
COUNCIL OF EDUCAT CHANGE
3265 MERIDIAN PKWY STE130WESTONFL33331501(C)(3) PUBLIC CHAEDUCATIONAL$11,000
GUIDING EYES FOR BLIND
611 GRANITE SPRINGS RDYORKTOWN HEIGHTSNY10598501(C)(3) PUBLIC CHAMEDICAL RESEARCH$700
FL ATLANTIC UNIV
777 GLADES RD ADM 295BOCA RATONFL33431501(C)(3) PUBLIC CHAEDUCATIONAL$2,000
FLORIDA FISHING ACADEMY
7067 PENINSULA CTLAKE WORTHFL33467501(C)(3) PUBLIC CHACOMMUNITY INTEREST$3,500
FOREST ETHICS
ONE HAIGHT STSAN FRANCISCOCA94102501(C)(3) PUBLIC CHACOMMUNITY INTEREST$10,000
UNIVERSITY CUMBERLANDS
6191 COLLEGE STATION DRWILLIAMSBURGKY40769501(C)(3) PUBLIC CHAEDUCATIONAL$500
COVENANT HOUSE
733 BREAKERS AVEFT LAUDERDALEFL33304501(C)(3) PUBLIC CHACOMMUNITY INTEREST$250
BOCA RATON MUSEUM OF ART
501 PLAZA REALBOCA RATONFL33432501(C)(3) PUBLIC CHAARTS$350
HABITAT FOR HUMANITY
121 HABITAT STAMERICUSGA31709501(C)(3) PUBLIC CHACOMMUNITY INTEREST$250
RILEY CHILDRENS FOUNDATION
30 S MERIDIAN ST STE 200INDIANAPOLISIN46204501(C)(3) PUBLIC CHAEDUCATIONAL$1,000
HOMESAFE FOUNDATION
2840 6 AVE SLAKE WORTHFL33461501(C)(3) PUBLIC CHACOMMUNITY INTEREST$500
PARTNERS COUNCIL FOR WOMEN
125 COMMUNITY DRGREAT NECKNY11021501(C)(3) PUBLIC CHACOMMUNITY INTEREST$500
D A GA
1802 NW 37 AVEMIAMIFL33125501(C)(3) PUBLIC CHACOMMUNITY INTEREST$500
IPTF
5505 CONNECTICUT AVE NW 341WASHINGTONDC20015501(C)(3) PUBLIC CHACOMMUNITY INTEREST$4,000
JAFCO
4200 N UNIVERSITY DRSSUNRISEFL33351501(C)(3) PUBLIC CHACHILDRENS PROGRAMMING$7,500
FRIENDS OF FIELDS
PO BOX 1251MILL VALLYCA94942501(C)(3) PUBLIC CHACOMMUNITY INTEREST$10,000
KRAVIS CENTER PERF ARTS
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401501(C)(3) PUBLIC CHAARTS$1,000
MAKE A WISH FOUNDATION
4491 SOUTH STATE RD 7 STE 201FT LAUDERDALEFL33314501(C)(3) PUBLIC CHACHILDRENS PROGRAMMING$5,000
SHAARE ZEDEK
3275 W HILLSBORO BLVD STE 200DEERFIELD BEACHFL33442501(C)(3) PUBLIC CHACOMMUNITY INTEREST$2,500
N R D C
40 WEST 20TH STNEW YORKNY10031501(C)(3) PUBLIC CHAEDUCATIONAL$12,500
LYNN UNIV HAITI CRISIS
3601 N MILITARY TRIALBOCA RATONFL33431501(C)(3) PUBLIC CHACOMMUNITY INTEREST$1,000
NATL MULTIPLE SCLEROSIS SOC
ONE REED ST 200PHILADELPHIAPA19147501(C)(3) PUBLIC CHAMEDICAL RESEARCH$250
PARKINSONS DISEASE FOUNDATION
1359 BROADWAY SUITE 1509NEW YORKNY10018501(C)(3) PUBLIC CHAMEDICAL RESEARCH$2,000
ROBOTS TO THE RESCUE
1675 31TH ST NWWASHINGTONDC20007501(C)(3) PUBLIC CHAMEDICAL RESEARCH$600
RAINFOREST ACTION NETWORK
221 PINE ST 5TH FLOORSAN FRANCISCOCA94104501(C)(3) PUBLIC CHACOMMUNITY INTEREST$30,000
JEWISH FED SPBC
4601 CIMMUNITY DRWEST PALM BEACHFL33417501(C)(3) PUBLIC CHACOMMUNITY INTEREST$250
RUTH RALES JEWISH FAMILY SVC
21300 RUTH BARON COLEMAN BLVDBOCA RATONFL33428501(C)(3) PUBLIC CHASENIOR PROGRAMS$2,000
SAFE
PO BOX 669WELCHWV24801501(C)(3) PUBLIC CHACOMMUNITY INTEREST$500
SPECIAL OLYMPICS
1105 CITRUS TOWER BLVDCLERMONTFL34711501(C)(3) PUBLIC CHACOMMUNITY INTEREST$250
SUE AND LEONARD MILLER CENTER
PO BOX 248161CORAL GABLESFL33124501(C)(3) PUBLIC CHACOMMUNITY INTEREST$1,000
TEL-AVIV UNIVERSITY
39 BROASWAY SUITE 1510NEW YORKNY10006501(C)(3) PUBLIC CHAEDUCATIONAL$10,500
THE HAVEN
21441 BOCA RIO ROADBOCA RATONFL33433501(C)(3) PUBLIC CHACHILDRENS PROGRAMMING$2,500
TORAS EMES ACADEMY
1025 NE MIAMI GARDENS DRMORTH MIAMI BEACHFL33179501(C)(3) PUBLIC CHAEDUCATIONAL$2,000
UNIVERSITY SCHOOL AT NOVA SOUTHEASTERN
3375 SW 75 AVEFT LAUDERDALEFL33314501(C)(3) PUBLIC CHAEDUCATIONAL$500
VIRGINIA TECH FOUNDATION
902 PRICES FORK RD 0336BLACKSBURGVA24061501(C)(3) PUBLIC CHAEDUCATIONAL$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year159900TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$225,348ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Business Code812930BusinessCode
Unrelated Business Income$7,534UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode
Exclusion$16,497ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$12,605ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$7,534UnrelatedBusinessIncomeAmount
Exclusion$229,240ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA236774TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTANT FEESCategory
Amount$2,650Amount
Net Investment Income1325NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondCORPORATE BONDSNameOfBond
EOY Book Value3972313EOYBookValue
EOYFMV4223675EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemKLEIN TEXAS FAMILY LPCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value255011BookValue
EOYFMV255011EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionJNF RECEIVABLEDescription
EOY Book Value2000EOYBookValue
EOYFMV2000EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
ANNUAL FILING FEE6100
KTFLP K-1328732870

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
BOOK TO TAX KTFLP155311553115531
KTFLP K-1 PASSTHROUGH UBTI753407534
KTFLP K-1 PASSTHROUGH RYLTY777
KTFLP K-1 OTHER INC850850850
SECURITIES LITIG109109109

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategory
Amount$18,225Amount
Net Investment Income18225NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
TAX 990T$5815810
FOREIGN TAX KTFLP$82820
KTFLP DEPLETION$1001000