The Philip E And Harriet J Klein

Baltimore, MD
Tax-exempt since March 1998
EIN: 52-2046127

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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 / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.02M (2024)

Expenses

$1.19M (2024)

Total Assets

$10.7M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2010 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

$1,023,251

Expenses

$1,186,872

Net Income

-$163,621

Net Assets

$10,703,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$110,545	10.8%
Interest Revenue	$4,071	0.4%
Dividends	$75,566	7.4%
Sales of Assets	$438,606	42.9%
Other Income	$394,463	38.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,186,872	100%
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	$10,703,100
Total Liabilities	$0
Net Assets	$10,703,100

Compensation

Key Employees and Officers	Compensation	Other
P Justin Pearlstone (Trustee)	$0	$0
Jeffrey Rosen (Trustee)	$0	$0
Daniel J Klein (Trustee/Pres)	$0	$0

990-PF

Filed on Oct. 17, 2025

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

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$1,805,480

Expenses

$1,657,704

Net Income

$147,776

Net Assets

$10,867,825

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$131,169	7.3%
Interest Revenue	$41,243	2.3%
Dividends	$37,577	2.1%
Sales of Assets	$92,755	5.1%
Other Income	$1,502,736	83.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,657,704	100%
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	$10,867,825
Total Liabilities	$0
Net Assets	$10,867,825

Compensation

Key Employees and Officers	Compensation	Other
P Justin Pearlstone (Trustee)	$0	$0
Jeffrey Rosen (Trustee)	$0	$0
Daniel J Klein (Trustee/Pres)	$0	$0

990-PF

Filed on Nov. 2, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$994,870

Expenses

$1,081,758

Net Income

-$86,888

Net Assets

$10,720,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	7.5%
Interest Revenue	$1,377	0.1%
Dividends	$3,648	0.4%
Sales of Assets	$248,776	25.0%
Other Income	$666,069	67.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,081,758	100%
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	$10,720,049
Total Liabilities	$0
Net Assets	$10,720,049

Compensation

Key Employees and Officers	Compensation	Other
Daniel J Klein (Trustee/Pres)	$0	$0

990-PF

Filed on Nov. 4, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$1,902,245

Expenses

$914,494

Net Income

$987,751

Net Assets

$10,843,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,391	0.5%
Dividends	$49,256	2.6%
Sales of Assets	$1,367,869	71.9%
Other Income	$475,729	25.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$914,494	100%
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	$10,843,076
Total Liabilities	$0
Net Assets	$10,843,076

Compensation

Key Employees and Officers	Compensation	Other
Daniel J Klein (Trustee/Pres)	$0	$0

990-PF

Filed on Nov. 4, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$3,296,995

Expenses

$887,395

Net Income

$2,409,600

Net Assets

$9,856,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,652	0.5%
Dividends	$111,353	3.4%
Sales of Assets	$2,778,528	84.3%
Other Income	$389,462	11.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$887,395	100%
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	$9,856,987
Total Liabilities	$1
Net Assets	$9,856,986

Compensation

Key Employees and Officers	Compensation	Other
Daniel J Klein (Trustee/Pres)	$0	$0

990-PF

Filed on Oct. 14, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$337,591

Expenses

$893,103

Net Income

-$555,512

Net Assets

$7,457,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,913	8.3%
Dividends	$106,337	31.5%
Sales of Assets	$243,429	72.1%
Other Income	-$40,088

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$893,103	100%
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	$8,274,345
Total Liabilities	$817,046
Net Assets	$7,457,299

Compensation

Key Employees and Officers	Compensation	Other
Michael F Klein (Trustee/Pres)	$0	$0
Daniel J Klein (Trtee/Tr,Sy)	$0	$0

990-PF

Filed on Oct. 16, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$311,301

Expenses

$871,993

Net Income

-$560,692

Net Assets

$8,014,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,205	12.3%
Dividends	$102,295	32.9%
Sales of Assets	$730,082	> 100%
Other Income	-$559,281

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$871,993	100%
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	$8,621,743
Total Liabilities	$607,132
Net Assets	$8,014,611

Compensation

Key Employees and Officers	Compensation	Other
Michael F Klein (Trustee/Pres)	$0	$0
Daniel J Klein (Trtee/Tr,Sy)	$0	$0

990-PF

Filed on Nov. 8, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$387,581

Expenses

$874,333

Net Income

-$486,752

Net Assets

$8,594,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,707	8.7%
Dividends	$103,667	26.7%
Sales of Assets	$372,448	96.1%
Other Income	-$122,241

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$874,333	100%
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	$8,984,658
Total Liabilities	$390,183
Net Assets	$8,594,475

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey F Klein (Trustee/Vp)	$0	$0
Michael F Klein (Trustee/Pres)	$0	$0
Daniel J Klein (Trtee/Tr,Sy)	$0	$0

990-PF

Filed on Oct. 19, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

-$213,641

Expenses

$747,992

Net Income

-$961,633

Net Assets

$9,082,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,836
Dividends	$93,581
Sales of Assets	$135,647
Other Income	-$464,705

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$747,992	100%
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	$9,082,552
Total Liabilities	$0
Net Assets	$9,082,552

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey F Klein (Trustee/Vp)	$0	$0
Michael F Klein (Trustee/Pres)	$0	$0
Daniel J Klein (Trtee/Tr,Sy)	$0	$0

990-PF

Filed on Nov. 4, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$435,511

Expenses

$1,195,828

Net Income

-$760,317

Net Assets

$10,031,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,103	4.8%
Dividends	$99,904	22.9%
Sales of Assets	$225,449	51.8%
Other Income	$89,055	20.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,195,828	100%
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	$11,477,680
Total Liabilities	$1,445,928
Net Assets	$10,031,752

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey F Klein (Trustee/Vp)	$0	$0
Michael F Klein (Trustee/Pres)	$0	$0
Daniel J Klein (Trtee/Tr,Sy)	$0	$0

990-PF

Filed on Nov. 7, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$435,147

Expenses

$473,732

Net Income

-$38,585

Net Assets

$11,288,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,150	5.8%
Dividends	$100,815	23.2%
Sales of Assets	$479,954	> 100%
Other Income	-$170,772

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$473,732	100%
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	$11,814,634
Total Liabilities	$525,969
Net Assets	$11,288,665

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey F Klein (Trustee/Vp)	$0	$0
Michael F Klein (Trustee/Pres)	$0	$0
Daniel J Klein (Trtee/Tr,Sy)	$0	$0

990-PF

Filed on Oct. 28, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$604,720

Expenses

$699,393

Net Income

-$94,673

Net Assets

$11,327,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31,616	5.2%
Dividends	$82,691	13.7%
Sales of Assets	$406,339	67.2%
Other Income	$84,074	13.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$699,393	100%
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	$12,187,917
Total Liabilities	$860,651
Net Assets	$11,327,266

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey F Klein (Trustee/Vp)	$0	$0
Michael F Klein (Trustee/Pres)	$0	$0
Daniel J Klein (Trtee/Tr,Sy)	$0	$0

990-PF

Filed on Nov. 7, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$745,520

Expenses

$629,970

Net Income

$115,550

Net Assets

$11,392,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,502	5.2%
Dividends	$99,991	13.4%
Sales of Assets	$391,165	52.5%
Other Income	$215,862	29.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$629,970	100%
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	$13,113,810
Total Liabilities	$1,720,942
Net Assets	$11,392,868

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$772,645

Expenses

$505,978

Net Income

$266,667

Net Assets

$13,714,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,586	3.6%
Dividends	$93,445	12.1%
Sales of Assets	$220,477	28.5%
Other Income	$431,137	55.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$505,978	100%
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	$13,714,895
Total Liabilities	$1
Net Assets	$13,714,894

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$192,194

Expenses

$156,497

Net Income

$35,697

Net Assets

$6,732,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44,413	23.1%
Dividends	$63,136	32.9%
Sales of Assets	$235,130	> 100%
Other Income	-$150,485

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,497	100%
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	$6,885,076
Total Liabilities	$152,500
Net Assets	$6,732,576

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

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Types of Nonprofits

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Updated January 26, 2026

The Philip E And Harriet J Klein

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.02M (2024)

Expenses $1.19M (2024)

Total Assets $10.7M (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

$1.02M (2024)

Expenses

$1.19M (2024)

Total Assets

$10.7M (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

Fiscal Year Ending Dec.
2010

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002