Nathan J Klein Fund

Houston, TX
Tax-exempt since Nov. 1954
EIN: 74-6060543

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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

$582k (2024)

Expenses

$328k (2024)

Total Assets

$2.78M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$581,600

Expenses

$327,515

Net Income

$254,085

Net Assets

$2,779,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,059	5.9%
Sales of Assets	$384,515	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,064	53.1%
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	$2,779,925
Total Liabilities	$0
Net Assets	$2,779,925

Compensation

Key Employees and Officers	Compensation	Other
Benjamin N Klein (Trustee)	$0	$0
Glen Rosenbaum (Trustee)	$0	$0
Randolph Markey (Trustee)	$0	$0
Nathan J Klein (Trustee)	$0	$0
Elizabeth Cohen (Trustee)	$0	$0

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990-PF

Filed on May 13, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$197,707

Expenses

$363,470

Net Income

-$165,763

Net Assets

$2,525,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,599	22.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,000	48.1%
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	$2,525,841
Total Liabilities	$0
Net Assets	$2,525,841

Compensation

Key Employees and Officers	Compensation	Other
Benjamin N Klein (Trustee)	$0	$0
Glen Rosenbaum (Trustee)	$0	$0
Randolph Markey (Trustee)	$0	$0
Nathan J Klein (Trustee)	$0	$0

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990-PF

Filed on Dec. 10, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$267,882

Expenses

$329,128

Net Income

-$61,246

Net Assets

$2,691,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,630	9.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,000	57.7%
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	$2,714,816
Total Liabilities	$23,213
Net Assets	$2,691,603

Compensation

Key Employees and Officers	Compensation	Other
Benjamin N Klein (Trustee)	$0	$0
Glen Rosenbaum (Trustee)	$0	$0
Randolph Markey (Trustee)	$0	$0
Nathan J Klein (Trustee)	$0	$0

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990-PF

Filed on May 12, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$285,595

Expenses

$313,216

Net Income

-$27,621

Net Assets

$2,752,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,624	6.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,333	58.5%
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	$2,776,061
Total Liabilities	$23,213
Net Assets	$2,752,848

Compensation

Key Employees and Officers	Compensation	Other
Benjamin N Klein (Trustee)	$0	$0
Glen Rosenbaum (Trustee)	$0	$0
Randolph Markey (Trustee)	$0	$0
Nathan J Klein (Trustee)	$0	$0

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990-PF

Filed on May 6, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$288,944

Expenses

$326,760

Net Income

-$37,816

Net Assets

$2,780,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,152	6.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,333	60.7%
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	$2,803,682
Total Liabilities	$23,213
Net Assets	$2,780,469

Compensation

Key Employees and Officers	Compensation	Other
Benjamin N Klein (Trustee)	$0	$0
Glen Rosenbaum (Trustee)	$0	$0
Randolph Markey (Trustee)	$0	$0
Nathan J Klein (Trustee)	$0	$0

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990-PF

Filed on April 30, 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

$319,820

Expenses

$431,716

Net Income

-$111,896

Net Assets

$2,818,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,996	12.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$298,333	69.1%
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	$2,841,754
Total Liabilities	$23,463
Net Assets	$2,818,291

Compensation

Key Employees and Officers	Compensation	Other
Benjamin N Klein (Trustee)	$0	$0
Glen Rosenbaum (Trustee)	$0	$0
Randolph Markey (Trustee)	$0	$0
Nathan J Klein (Trustee)	$0	$0

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990-PF

Filed on June 16, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$311,657

Expenses

$199,230

Net Income

$112,427

Net Assets

$2,930,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,100	10.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	25.1%
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	$2,953,404
Total Liabilities	$22,979
Net Assets	$2,930,425

Compensation

Key Employees and Officers	Compensation	Other
Benjamin N Klein (Trustee)	$0	$0
Glen Rosenbaum (Trustee)	$0	$0
Randolph Markey (Trustee)	$0	$0
Nathan J Klein (Trustee)	$0	$0

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990-PF

Filed on June 13, 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

$292,552

Expenses

$227,373

Net Income

$65,179

Net Assets

$2,818,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,341	14.1%
Sales of Assets	$0
Other Income	$1,338	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,000	46.2%
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	$2,841,023
Total Liabilities	$22,467
Net Assets	$2,818,556

Compensation

Key Employees and Officers	Compensation	Other
Benjamin N Klein (Trustee)	$0	$0
Glen Rosenbaum (Trustee)	$0	$0
Randolph Markey (Trustee)	$0	$0
Nathan J Klein (Trustee)	$0	$0

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990-PF

Filed on Sept. 17, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$283,900

Expenses

$656,586

Net Income

-$372,686

Net Assets

$3,167,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,772	22.8%
Sales of Assets	$1,396	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$540,000	82.2%
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	$3,185,835
Total Liabilities	$18,404
Net Assets	$3,167,431

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$319,814

Expenses

$660,409

Net Income

-$340,595

Net Assets

$3,543,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,368	32.9%
Sales of Assets	$325	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$552,500	83.7%
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	$3,560,403
Total Liabilities	$17,366
Net Assets	$3,543,037

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$295,617

Expenses

$1,109,247

Net Income

-$813,630

Net Assets

$3,884,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,949	31.4%
Sales of Assets	$232	0.1%
Other Income	$621	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$989,500	89.2%
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	$3,900,999
Total Liabilities	$16,733
Net Assets	$3,884,266

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$550,544

Expenses

$382,044

Net Income

$168,500

Net Assets

$4,698,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,200	11.5%
Sales of Assets	$273,473	49.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,500	66.1%
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	$4,715,524
Total Liabilities	$17,198
Net Assets	$4,698,326

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$349,937

Expenses

$463,317

Net Income

-$113,380

Net Assets

$4,656,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,365	17.0%
Sales of Assets	$37,511	10.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$330,850	71.4%
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	$4,678,502
Total Liabilities	$21,567
Net Assets	$4,656,935

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

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Nathan J Klein Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $582k (2024)

Expenses $328k (2024)

Total Assets $2.78M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$582k (2024)

Expenses

$328k (2024)

Total Assets

$2.78M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2019

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2018

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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 Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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