Ralph And Shirley Klein Foundation Inc

Forest Hill, MD
Tax-exempt since Feb. 1992
EIN: 52-1763518

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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

$799k (2024)

Expenses

$433k (2024)

Total Assets

$4.46M (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

$798,727

Expenses

$432,734

Net Income

$365,993

Net Assets

$4,461,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$392,401	49.1%
Interest Revenue	$0
Dividends	$159,889	20.0%
Sales of Assets	$246,437	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$376,115	86.9%
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	$4,461,093
Total Liabilities	$0
Net Assets	$4,461,093

Compensation

Key Employees and Officers	Compensation	Other
Michael J Klein (President)	$0	$0
Marshall J Klein (Vice President)	$0	$0
Jacob I Klein (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$787,202

Expenses

$390,886

Net Income

$396,316

Net Assets

$4,095,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$392,401	49.8%
Interest Revenue	$0
Dividends	$137,744	17.5%
Sales of Assets	$257,057	32.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$353,915	90.5%
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	$4,095,100
Total Liabilities	$0
Net Assets	$4,095,100

Compensation

Key Employees and Officers	Compensation	Other
Michael J Klein (President)	$0	$0
Marshall J Klein (Vice President)	$0	$0
Jacob I Klein (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$516,290

Expenses

$342,557

Net Income

$173,733

Net Assets

$3,698,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$392,401	76.0%
Interest Revenue	$0
Dividends	$114,582	22.2%
Sales of Assets	$9,307	1.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$306,250	89.4%
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	$3,698,784
Total Liabilities	$0
Net Assets	$3,698,784

Compensation

Key Employees and Officers	Compensation	Other
Michael J Klein (President)	$0	$0
Marshall J Klein (Vice President)	$0	$0
Jacob I Klein (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$510,939

Expenses

$659,219

Net Income

-$148,280

Net Assets

$3,525,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$392,401	76.8%
Interest Revenue	$0
Dividends	$107,919	21.1%
Sales of Assets	$10,619	2.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$625,750	94.9%
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	$3,525,051
Total Liabilities	$0
Net Assets	$3,525,051

Compensation

Key Employees and Officers	Compensation	Other
Michael J Klein (President)	$0	$0
Marshall J Klein (Vice President)	$0	$0

990-PF

Filed on Nov. 11, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$583,900

Expenses

$569,715

Net Income

$14,185

Net Assets

$3,673,330

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$392,401	67.2%
Interest Revenue	$0
Dividends	$108,946	18.7%
Sales of Assets	$82,553	14.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$539,110	94.6%
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	$3,673,331
Total Liabilities	$1
Net Assets	$3,673,330

Compensation

Key Employees and Officers	Compensation	Other
Michael J Klein (President)	$0	$0
Howard S Klein (Secretary And Treasurer)	$0	$0
Marshall J Klein (Vice President)	$0	$0

990-PF

Filed on Nov. 2, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$612,564

Expenses

$548,894

Net Income

$63,670

Net Assets

$3,659,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$392,401	64.1%
Interest Revenue	$0
Dividends	$132,724	21.7%
Sales of Assets	$87,439	14.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$517,500	94.3%
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	$3,659,146
Total Liabilities	$1
Net Assets	$3,659,145

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Klein Thru 31119 (President)	$0	$0
Michael J Klein (President)	$0	$0
Howard S Klein (Secretary And Treasurer)	$0	$0
Marshall J Klein (Vice President)	$0	$0

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990-PF

Filed on Nov. 10, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$624,528

Expenses

$756,326

Net Income

-$131,798

Net Assets

$3,595,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$392,401	62.8%
Interest Revenue	$0
Dividends	$118,040	18.9%
Sales of Assets	$113,991	18.3%
Other Income	$96	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$726,300	96.0%
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	$3,595,476
Total Liabilities	$0
Net Assets	$3,595,476

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Klein (President)	$0	$0
Michael J Klein (Treasurer)	$0	$0
Howard S Klein (Secretary)	$0	$0

990-PF

Filed on Nov. 6, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$551,108

Expenses

$620,279

Net Income

-$69,171

Net Assets

$3,727,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$392,401	71.2%
Interest Revenue	$0
Dividends	$118,109	21.4%
Sales of Assets	$40,510	7.4%
Other Income	$88	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$591,600	95.4%
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	$3,727,274
Total Liabilities	$0
Net Assets	$3,727,274

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Klein (President)	$0	$0
Michael J Klein (Treasurer)	$0	$0
Howard S Klein (Secretary)	$0	$0

990-PF

Filed on Nov. 12, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$554,259

Expenses

$238,445

Net Income

$315,814

Net Assets

$3,796,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$424,819	76.6%
Interest Revenue	$0
Dividends	$108,200	19.5%
Sales of Assets	$21,240	3.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,675	82.5%
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	$3,796,445
Total Liabilities	$0
Net Assets	$3,796,445

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Klein (President)	$0	$0
Michael J Klein (Treasurer)	$0	$0
Howard S Klein (Secretary)	$0	$0
Shirley Klein Deceased 91216 (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$1,331,789

Expenses

$209,841

Net Income

$1,121,948

Net Assets

$3,480,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$452,819	34.0%
Interest Revenue	$0
Dividends	$153,935	11.6%
Sales of Assets	$725,035	54.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,250	87.8%
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	$3,480,631
Total Liabilities	$0
Net Assets	$3,480,631

Compensation

Key Employees and Officers	Compensation	Other
Andrew P Klein (President)	$0	$0
Michael J Klein (Treasurer)	$0	$0
Howard S Klein (Secretary)	$0	$0
Shirley Klein (Director)	$0	$0

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990-PF

Filed on Oct. 28, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$99,322

Expenses

$204,641

Net Income

-$105,319

Net Assets

$2,358,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	0.5%
Interest Revenue	$0
Dividends	$96,802	97.5%
Sales of Assets	$2,020	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,750	85.9%
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	$2,358,683
Total Liabilities	$0
Net Assets	$2,358,683

Compensation

Key Employees and Officers	Compensation	Other
Shirley Klein (President)	$0	$0
Andrew P Klein (Vice President)	$0	$0
Michael J Klein (Treasurer)	$0	$0
Howard S Klein (Secretary)	$0	$0

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990-PF

Filed on Nov. 16, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$89,858

Expenses

$34,648

Net Income

$55,210

Net Assets

$2,464,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,001	83.5%
Sales of Assets	$14,857	16.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,100	6.1%
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	$2,464,002
Total Liabilities	$0
Net Assets	$2,464,002

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klein (President/Treasurer)	$0	$0
Michael Klein (Vice President)	$0	$0
Howard Klein (Vice President/Secretary)	$0	$0

990-PF

Filed on May 13, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$87,655

Expenses

$57,097

Net Income

$30,558

Net Assets

$2,408,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,138	88.0%
Sales of Assets	$10,517	12.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,975	52.5%
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	$2,408,792
Total Liabilities	$1
Net Assets	$2,408,791

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$273,406

Expenses

$120,162

Net Income

$153,244

Net Assets

$2,378,233

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$184,930	67.6%
Interest Revenue	$0
Dividends	$61,651	22.5%
Sales of Assets	$26,825	9.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,837	80.6%
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	$2,378,234
Total Liabilities	$1
Net Assets	$2,378,233

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

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Ralph And Shirley Klein Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $799k (2024)

Expenses $433k (2024)

Total Assets $4.46M (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

$799k (2024)

Expenses

$433k (2024)

Total Assets

$4.46M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2013

Fiscal Year Ending Dec.
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