Kleinbaum Fund Inc

Lipsky Goodkin & Co

New York, NY
Tax-exempt since Sept. 1960
EIN: 13-6028781

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$5.34k (2024)

Expenses

$1.92k (2024)

Total Assets

$105k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Revenue

$5,342

Expenses

$1,920

Net Income

$3,422

Net Assets

$105,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,342	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,070	55.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$105,344
Total Liabilities	$0
Net Assets	$105,344

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$0	$0
Anne Kleinbaum (Vice President/Secretary/D)	$0	$0
Ben Kleinbaum (Director)	$0	$0
Jeff Pennington (Director)	$0	$0

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990-PF

Filed on Oct. 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2023

Revenue

-$26,092

Expenses

$4,785

Net Income

-$30,877

Net Assets

$101,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,342
Sales of Assets	-$29,434
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,520	52.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$101,922
Total Liabilities	$0
Net Assets	$101,922

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$0	$0
Anne Kleinbaum (Vice President/Secretary/D)	$0	$0
Ben Kleinbaum (Director)	$0	$0
Jeff Pennington (Director)	$0	$0

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990-PF

Filed on Aug. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2022

Revenue

$46,713

Expenses

$19,180

Net Income

$27,533

Net Assets

$132,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$424	0.9%
Sales of Assets	$46,289	99.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,279	11.9%
Compensation of Officers*	$16,000	83.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$132,799
Total Liabilities	$0
Net Assets	$132,799

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$4,000	$0
Anne Kleinbaum (Vice President/Secretary/D)	$4,000	$0
Ben Kleinbaum (Director)	$4,000	$0
Jeff Pennington (Director)	$4,000	$0

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990-PF

Filed on Aug. 23, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending May
2021

Revenue

$32,186

Expenses

$18,310

Net Income

$13,876

Net Assets

$105,265

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$915	2.8%
Sales of Assets	$31,271	97.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,560	8.5%
Compensation of Officers*	$16,000	87.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$105,266
Total Liabilities	$1
Net Assets	$105,265

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$4,000	$0
Anne Kleinbaum (Vice President/Secretary/D)	$4,000	$0
Ben Kleinbaum (Director)	$4,000	$0
Jeff Pennington (Director)	$4,000	$0

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990-PF

Filed on Sept. 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending May
2020

Revenue

$19,061

Expenses

$19,961

Net Income

-$900

Net Assets

$91,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,145	6.0%
Sales of Assets	$17,916	94.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,211	16.1%
Compensation of Officers*	$16,000	80.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$91,390
Total Liabilities	$1
Net Assets	$91,389

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$4,000	$0
Alfred Kleinbaum (Vice President/Secretary/D)	$4,000	$0
Ben Kleinbaum (Director)	$4,000	$0
Jeff Pennington (Director)	$4,000	$0

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990-PF

Filed on July 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2019

Revenue

$1,909

Expenses

$21,660

Net Income

-$19,751

Net Assets

$92,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,359	71.2%
Sales of Assets	$550	28.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,160	19.2%
Compensation of Officers*	$16,000	73.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$92,290
Total Liabilities	$0
Net Assets	$92,290

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$4,000	$0
Alfred Kleinbaum (Vice President/Secretary/D)	$4,000	$0
Ben Kleinbaum (Director)	$4,000	$0
Jeff Pennington (Director)	$4,000	$0

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990-PF

Filed on Oct. 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2018

Revenue

$981

Expenses

$20,005

Net Income

-$19,024

Net Assets

$112,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$981	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,005	20.0%
Compensation of Officers*	$16,000	80.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,041
Total Liabilities	$0
Net Assets	$112,041

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$4,000	$0
Alfred Kleinbaum (Vice President/Secretary/D)	$4,000	$0
Ben Kleinbaum (Director)	$4,000	$0
Jeff Pennington (Director)	$4,000	$0

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990-PF

Filed on Oct. 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending May
2017

Revenue

-$15,876

Expenses

$34,108

Net Income

-$49,984

Net Assets

$131,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1
Dividends	$201
Sales of Assets	-$16,078
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,220	47.6%
Compensation of Officers*	$16,000	46.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$131,065
Total Liabilities	$0
Net Assets	$131,065

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$4,000	$0
Alfred Kleinbaum (Vice President/Secretary/D)	$4,000	$0
Ben Kleinbaum (Director)	$4,000	$0
Jeff Pennington (Director)	$4,000	$0

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990-PF

Filed on Oct. 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2016

Revenue

$34,382

Expenses

$18,570

Net Income

$15,812

Net Assets

$181,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$3,147	9.2%
Sales of Assets	$31,231	90.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,820	9.8%
Compensation of Officers*	$16,000	86.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$181,049
Total Liabilities	$0
Net Assets	$181,049

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$4,000	$0
Alfred Kleinbaum (Vice President/Secretary/D)	$4,000	$0
Ben Kleinbaum (Director)	$4,000	$0
Jeff Pennington (Director)	$4,000	$0

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990-PF

Filed on Nov. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2015

Revenue

$2,132

Expenses

$23,358

Net Income

-$21,226

Net Assets

$165,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.2%
Dividends	$2,128	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,608	28.3%
Compensation of Officers*	$16,000	68.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$165,237
Total Liabilities	$0
Net Assets	$165,237

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$4,000	$0
Alfred Kleinbaum (Vice President/Secretary/D)	$4,000	$0
Ben Kleinbaum (Director)	$4,000	$0
Jeff Pennington (Director)	$4,000	$0

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990-PF

Filed on Aug. 24, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2014

Revenue

$12,033

Expenses

$31,185

Net Income

-$19,152

Net Assets

$186,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.1%
Dividends	$2,066	17.2%
Sales of Assets	$9,960	82.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,435	46.3%
Compensation of Officers*	$16,000	51.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$186,463
Total Liabilities	$0
Net Assets	$186,463

Compensation

Key Employees and Officers	Compensation	Other
James Kleinbaum (President/Treasurer/Direct)	$4,000	$0
Alfred Kleinbaum (Vice President/Secretary/D)	$4,000	$0
Ben Kleinbaum (Director)	$4,000	$0
Jeff Pennington (Director)	$4,000	$0

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990-PF

Filed on Sept. 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2013

Revenue

$210

Expenses

$26,605

Net Income

-$26,395

Net Assets

$205,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$210	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,855	37.0%
Compensation of Officers*	$16,000	60.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$205,615
Total Liabilities	$1
Net Assets	$205,614

990-PF

Filed on Jan. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2012

Revenue

-$10,745

Expenses

$44,256

Net Income

-$55,001

Net Assets

$232,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,828
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,226	68.3%
Compensation of Officers*	$13,000	29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$232,010
Total Liabilities	$1
Net Assets	$232,009

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Kleinbaum Fund Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.34k (2024)

Expenses $1.92k (2024)

Total Assets $105k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$5.34k (2024)

Expenses

$1.92k (2024)

Total Assets

$105k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

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2021

Fiscal Year Ending May
2020

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2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002