The Raymond Klein Charitable Foundation
Organization summary
Type of Nonprofit
Designated as a 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.
Summary charts: organization finances over time
Revenue $913k (2024)
 Expenses $398k (2024)
 Total Assets $4.66M (2024)
 Total Liabilities $0 (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 Oct.
    2024
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $3,900 |  
    0.4%
 | 
| Dividends | $115,388 |  
    12.6%
 | 
| Sales of Assets | $793,536 |  
    86.9%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $384,026 |  
    96.4%
 | 
| 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 | $4,660,921 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on July 29, 2025Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2023
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $542 |  
    0.3%
 | 
| Dividends | $122,787 |  
    65.8%
 | 
| Sales of Assets | $63,395 |  
    34.0%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $366,202 |  
    91.7%
 | 
| 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 | $4,146,292 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on Sept. 16, 2024Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2022
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $908 |  
    0.1%
 | 
| Dividends | $130,867 |  
    16.4%
 | 
| Sales of Assets | $664,438 |  
    83.4%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $333,001 |  
    95.1%
 | 
| 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 | $4,358,781 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on Sept. 14, 2023Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2021
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $49 |  
    0.0%
 | 
| Dividends | $129,452 |  
    86.5%
 | 
| Sales of Assets | $20,086 |  
    13.4%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $437,785 |  
    96.1%
 | 
| 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 | $3,912,653 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on March 15, 2022Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2020
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $55,269 |  
    47.3%
 | 
| Dividends | $81,065 |  
    69.4%
 | 
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $341,348 |  
    94.5%
 | 
| 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 | $4,218,680 | |
| Total Liabilities | $1 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on March 3, 2021Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2019
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $71,693 |  
    47.8%
 | 
| Dividends | $85,416 |  
    56.9%
 | 
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $362,030 |  
    94.8%
 | 
| 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 | $4,454,062 | |
| Total Liabilities | $1 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on March 9, 2020Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2018
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $70,752 |  
    44.0%
 | 
| Dividends | $82,138 |  
    51.0%
 | 
| Sales of Assets | $8,055 |  
    5.0%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $361,600 |  
    93.5%
 | 
| 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 | $4,674,097 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on March 13, 2019Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2017
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $75,941 |  
    17.6%
 | 
| Dividends | $65,019 |  
    15.1%
 | 
| Sales of Assets | $290,879 |  
    67.4%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $445,000 |  
    97.3%
 | 
| 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 | $4,903,790 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on March 8, 2018Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2016
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $56,933 |  
    20.7%
 | 
| Dividends | $86,528 |  
    31.5%
 | 
| Sales of Assets | $131,449 |  
    47.8%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $354,000 |  
    94.7%
 | 
| 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 | $4,934,036 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on April 8, 2017Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2015
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $78,411 |  
    26.5%
 | 
| Dividends | $108,107 |  
    36.5%
 | 
| Sales of Assets | $109,880 |  
    37.1%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $375,000 |  
    93.1%
 | 
| 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 | $5,033,069 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on March 10, 2016Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2014
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $77,429 |  
    23.6%
 | 
| Dividends | $80,197 |  
    24.4%
 | 
| Sales of Assets | $169,248 |  
    51.5%
 | 
| Other Income | $1,800 |  
    0.5%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $392,750 |  
    94.0%
 | 
| 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 | $5,139,395 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| Stephen B Klein (Trustee) | $0 | $0 | 
Document Links
990-PF
Filed on March 9, 2015Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2013
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $63,466 |  
    15.4%
 | 
| Dividends | $81,040 |  
    19.7%
 | 
| Sales of Assets | $267,674 |  
    64.9%
 | 
| Other Income | $5 |  
    0.0%
 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $344,000 |  
    95.0%
 | 
| 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 | $5,228,326 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2012
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $11,634 |  
    7.5%
 | 
| Dividends | $142,749 |  
    92.1%
 | 
| Sales of Assets | $587 |  
    0.4%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $308,000 |  
    92.7%
 | 
| 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 | $4,928,418 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2011
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $87,774 |  
    37.0%
 | 
| Dividends | $80,432 |  
    33.9%
 | 
| Sales of Assets | $69,237 |  
    29.2%
 | 
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $294,735 |  
    96.1%
 | 
| 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 | $5,079,327 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2010
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2009
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2008
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2007
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2006
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2005
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2004
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2003
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2002
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending Oct.
    2001
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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