Henry And Lillian Klein Perpetual Tr

Dariusz M Winnicki Ttee

Saint Louis, MO
Tax-exempt since March 2011
EIN: 27-6515960

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$37.6k (2024)

Expenses

$86.7k (2024)

Total Assets

$1.15M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 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 Dec.
2024

Revenue

$37,623

Expenses

$86,735

Net Income

-$49,112

Net Assets

$1,152,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,081	93.2%
Sales of Assets	$2,542	6.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,772	77.0%
Compensation of Officers*	$24,403	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,152,815
Total Liabilities	$0
Net Assets	$1,152,815

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$20,336	$0
Dariusz M Winnicki (Co Trustee)	$4,067	$0

990-PF

Filed on May 6, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$65,371

Expenses

$89,088

Net Income

-$23,717

Net Assets

$1,201,077

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,123	58.3%
Sales of Assets	$26,736	40.9%
Other Income	$512	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,433	76.8%
Compensation of Officers*	$22,435	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,201,077
Total Liabilities	$0
Net Assets	$1,201,077

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$18,696	$0
Dariusz M Winnicki (Co Trustee)	$3,739	$0

990-PF

Filed on May 7, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$58,791

Expenses

$97,899

Net Income

-$39,108

Net Assets

$1,225,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,268	68.5%
Sales of Assets	$18,523	31.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,527	75.1%
Compensation of Officers*	$24,126	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,225,582
Total Liabilities	$0
Net Assets	$1,225,582

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$20,105	$0
Dariusz M Winnicki (Co Trustee)	$4,021	$0

990-PF

Filed on May 9, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$131,159

Expenses

$86,340

Net Income

$44,819

Net Assets

$1,265,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,965	23.6%
Sales of Assets	$100,165	76.4%
Other Income	$29	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,993	75.3%
Compensation of Officers*	$27,368	31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,265,147
Total Liabilities	$0
Net Assets	$1,265,147

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$22,807	$0
Dariusz M Winnicki (Co Trustee)	$4,561	$0

990-PF

Filed on May 11, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$65,246

Expenses

$83,469

Net Income

-$18,223

Net Assets

$1,220,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,431	52.8%
Sales of Assets	$30,815	47.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,349	75.9%
Compensation of Officers*	$23,577	28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,220,277
Total Liabilities	$1
Net Assets	$1,220,276

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$19,648	$0
Dariusz M Winnicki (Co Trustee)	$3,929	$0

990-PF

Filed on May 5, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$80,476

Expenses

$82,023

Net Income

-$1,547

Net Assets

$1,238,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,552	36.7%
Sales of Assets	$50,924	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,661	76.4%
Compensation of Officers*	$23,270	28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,238,713
Total Liabilities	$1
Net Assets	$1,238,712

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$20,043	$0
Dariusz M Winnicki (Co Trustee)	$3,227	$0

990-PF

Filed on May 4, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$74,066

Expenses

$91,846

Net Income

-$17,780

Net Assets

$1,240,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,052	35.2%
Sales of Assets	$48,014	64.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,415	74.5%
Compensation of Officers*	$24,197	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,240,418
Total Liabilities	$0
Net Assets	$1,240,418

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$20,164	$0
Dariusz M Winnicki (Co Trustee)	$4,033	$0

990-PF

Filed on May 2, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$76,924

Expenses

$84,235

Net Income

-$7,311

Net Assets

$1,258,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,461	30.5%
Sales of Assets	$52,603	68.4%
Other Income	$860	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,217	73.9%
Compensation of Officers*	$24,029	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,258,644
Total Liabilities	$0
Net Assets	$1,258,644

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Co Trustee)	$20,024	$0
Dariusz M Winnicki (Co Trustee)	$4,005	$0

990-PF

Filed on May 4, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$23,895

Expenses

$84,845

Net Income

-$60,950

Net Assets

$1,265,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.1%
Dividends	$22,059	92.3%
Sales of Assets	$1,812	7.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,079	77.9%
Compensation of Officers*	$22,964	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,265,965
Total Liabilities	$0
Net Assets	$1,265,965

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Co Trustee)	$19,137	$0
Dariusz M Winnicki (Co Trustee)	$3,827	$0

990-PF

Filed on April 20, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$116,477

Expenses

$86,265

Net Income

$30,212

Net Assets

$1,328,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$22,709	19.5%
Sales of Assets	$93,761	80.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,608	76.1%
Compensation of Officers*	$24,836	28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,328,280
Total Liabilities	$0
Net Assets	$1,328,280

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Co Trustee)	$20,697	$0
Dariusz M Winnicki (Co Trustee)	$4,139	$0

990-PF

Filed on May 7, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$183,019

Expenses

$82,314

Net Income

$100,705

Net Assets

$1,291,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$67,313	36.8%
Interest Revenue	$5	0.0%
Dividends	$30,042	16.4%
Sales of Assets	$85,183	46.5%
Other Income	$476	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,063	79.0%
Compensation of Officers*	$25,690	31.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,291,485
Total Liabilities	$0
Net Assets	$1,291,485

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Co Trustee)	$21,408	$0
Dariusz M Winnicki (Co Trustee)	$4,282	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$93,688

Expenses

$74,959

Net Income

$18,729

Net Assets

$1,179,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$24,174	25.8%
Sales of Assets	$65,228	69.6%
Other Income	$4,282	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,798	79.8%
Compensation of Officers*	$23,979	32.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,179,581
Total Liabilities	$0
Net Assets	$1,179,581

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Co Trustee)	$19,763	$0
Dariusz M Winnicki (Co Trustee)	$4,216	$0

990-PF

Filed on May 9, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$84,962

Expenses

$58,857

Net Income

$26,105

Net Assets

$1,159,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$30,208	35.6%
Sales of Assets	$52,676	62.0%
Other Income	$2,073	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,294	66.8%
Compensation of Officers*	$26,158	44.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,159,493
Total Liabilities	$1
Net Assets	$1,159,492

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,190,426

Expenses

$8,532

Net Income

$1,181,894

Net Assets

$1,180,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,152,499	96.8%
Interest Revenue	$44	0.0%
Dividends	$24,258	2.0%
Sales of Assets	$7,928	0.7%
Other Income	$5,697	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,078	24.4%
Compensation of Officers*	$8,313	97.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,180,769
Total Liabilities	$0
Net Assets	$1,180,769

990-PF

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

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated March 23, 2026

Henry And Lillian Klein Perpetual Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $37.6k (2024)

Expenses $86.7k (2024)

Total Assets $1.15M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$37.6k (2024)

Expenses

$86.7k (2024)

Total Assets

$1.15M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011