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EIN 42-0859994

F Albert Klein Trust Under Will

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Milwaukee
State
Wisconsin
Year formed
1959
Most recent tax filings
2024-06-01
NTEE code, primary
T20: Private Foundations
Description
F Albert Klein Trust Under Will is a private foundation that primarily funds general operating. It made one grant last year. Its grantees include Great River Medical Center. It is located in Milwaukee, WI.
Also known as...
F Albert Klein Trust 1st National BK Ttee
Total revenues
$1,047,801
2024
Total expenses
$765,169
2024
Total assets
$12,730,898
2024
Num. employees
1
2024

Who funds F Albert Klein Trust Under Will

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Charles and Florence Phelps TrustGeneral Operating$88,722

Personnel at F Albert Klein Trust Under Will

NameTitle
U S Bank N A ByTrustee

Financials for F Albert Klein Trust Under Will

RevenuesFYE 06/2024
Total grants, contributions, etc.$88,722
Investment income and dividends$502,089
Net rental income$0
Net gain from sale of non-inventory assets$456,123
Gross sales of inventory$0
Miscellaneous revenues$867
Total revenues$1,047,801

Form 990s for F Albert Klein Trust Under Will

Fiscal year endingDate received by IRSFormPDF link
2024-062024-10-29990PFView PDF
2023-062023-11-07990PFView PDF
2022-062022-11-10990PFView PDF
2021-062021-11-08990PFView PDF
2020-062021-06-11990PFView PDF
...and 10 more Form 990s
Data update history
July 11, 2024
Received grants
Identified 1 new grant, including a grant for $88,722 from Charles and Florence Phelps Trust
January 20, 2024
Posted financials
Added Form 990PF for fiscal year 2023
January 20, 2024
Updated personnel
Identified 1 new personnel
December 26, 2023
Received grants
Identified 2 new grant, including a grant for $72,682 from Charles and Florence Phelps Trust
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
Health
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(319) 753-8764
IRS details
EIN
42-0859994
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1959
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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