Andrew And Julie Klingenstein Family Fund Inc

New York, NY
Tax-exempt since Aug. 1999
EIN: 52-2126870

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.9M (2023)

Expenses

$2.35M (2023)

Total Assets

$40.3M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$1,900,007

Expenses

$2,345,376

Net Income

-$445,369

Net Assets

$40,261,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,289,154	67.8%
Interest Revenue	$0
Dividends	$522,793	27.5%
Sales of Assets	$0
Other Income	$88,060	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,292,247	97.7%
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	$40,261,801
Total Liabilities	$0
Net Assets	$40,261,801

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on May 15, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,518,404

Expenses

$2,876,154

Net Income

-$1,357,750

Net Assets

$40,758,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,200,408	79.1%
Interest Revenue	$0
Dividends	$397,334	26.2%
Sales of Assets	-$80,832
Other Income	$1,494	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,313,454	80.4%
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	$40,758,552
Total Liabilities	$0
Net Assets	$40,758,552

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on May 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$30,924,837

Expenses

$2,796,752

Net Income

$28,128,085

Net Assets

$42,309,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,136,112	3.7%
Interest Revenue	$0
Dividends	$548,469	1.8%
Sales of Assets	$29,240,256	94.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,738,118	97.9%
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	$42,309,183
Total Liabilities	$0
Net Assets	$42,309,183

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on Nov. 15, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$1,544,954

Expenses

$2,698,037

Net Income

-$1,153,083

Net Assets

$13,413,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,172,969	75.9%
Interest Revenue	$0
Dividends	$443,730	28.7%
Sales of Assets	$0
Other Income	$9,275	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,622,945	97.2%
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	$13,413,952
Total Liabilities	$1
Net Assets	$13,413,951

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on Nov. 12, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$2,704,396

Expenses

$1,227,332

Net Income

$1,477,064

Net Assets

$13,155,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,107,581	41.0%
Interest Revenue	$0
Dividends	$485,457	18.0%
Sales of Assets	$1,110,548	41.1%
Other Income	$810	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,143,966	93.2%
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	$13,155,942
Total Liabilities	$1
Net Assets	$13,155,941

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on Nov. 16, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$1,963,255

Expenses

$1,604,472

Net Income

$358,783

Net Assets

$11,531,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,114,129	56.7%
Interest Revenue	$0
Dividends	$403,235	20.5%
Sales of Assets	$445,806	22.7%
Other Income	$85	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,464,264	91.3%
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	$11,531,260
Total Liabilities	$0
Net Assets	$11,531,260

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on Aug. 19, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$1,650,293

Expenses

$1,153,689

Net Income

$496,604

Net Assets

$10,712,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,123,952	68.1%
Interest Revenue	$0
Dividends	$356,204	21.6%
Sales of Assets	$168,834	10.2%
Other Income	$1,303	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,081,097	93.7%
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	$10,712,231
Total Liabilities	$0
Net Assets	$10,712,231

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on Oct. 15, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$1,216,470

Expenses

$1,043,066

Net Income

$173,404

Net Assets

$10,235,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,112,365	91.4%
Interest Revenue	$0
Dividends	$305,581	25.1%
Sales of Assets	-$205,357
Other Income	$3,881	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$981,602	94.1%
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	$10,235,479
Total Liabilities	$0
Net Assets	$10,235,479

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on Aug. 10, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$622,332

Expenses

$1,069,137

Net Income

-$446,805

Net Assets

$10,179,969

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,834	19.4%
Interest Revenue	$0
Dividends	$298,018	47.9%
Sales of Assets	$200,598	32.2%
Other Income	$2,882	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,004,075	93.9%
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	$10,179,969
Total Liabilities	$0
Net Assets	$10,179,969

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on June 17, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$1,447,480

Expenses

$920,672

Net Income

$526,808

Net Assets

$9,962,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,174,894	81.2%
Interest Revenue	$0
Dividends	$243,384	16.8%
Sales of Assets	$29,202	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$831,564	90.3%
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	$9,962,585
Total Liabilities	$0
Net Assets	$9,962,585

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on June 11, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$360,028

Expenses

$696,067

Net Income

-$336,039

Net Assets

$9,873,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$66,212	18.4%
Interest Revenue	$0
Dividends	$180,743	50.2%
Sales of Assets	$113,068	31.4%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$621,303	89.3%
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	$9,873,795
Total Liabilities	$0
Net Assets	$9,873,795

Compensation

Key Employees and Officers	Compensation	Other
Andrew Klingenstein (Treas/Sec)	$0	$0
Julie Klingenstein (President)	$0	$0
Thomas D Klingenstein (Vice Pres)	$0	$0

990-PF

Filed on May 15, 2014

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

View Filing

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$644,192

Expenses

$665,608

Net Income

-$21,416

Net Assets

$10,209,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$64,316	10.0%
Interest Revenue	$0
Dividends	$207,949	32.3%
Sales of Assets	$307,937	47.8%
Other Income	$63,990	9.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$604,300	90.8%
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	$10,209,834
Total Liabilities	$1
Net Assets	$10,209,833

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$995,942

Expenses

$627,577

Net Income

$368,365

Net Assets

$10,231,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$601,794	60.4%
Interest Revenue	$0
Dividends	$124,743	12.5%
Sales of Assets	$331,658	33.3%
Other Income	-$62,253

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$590,963	94.2%
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	$10,231,250
Total Liabilities	$1
Net Assets	$10,231,249

990-PF

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

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.

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Andrew And Julie Klingenstein Family Fund Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.9M (2023)

Expenses $2.35M (2023)

Total Assets $40.3M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.9M (2023)

Expenses

$2.35M (2023)

Total Assets

$40.3M (2023)

Total Liabilities

$0 (2023)

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2023

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