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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
2023-06-01
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
$949,780
2023
Total expenses
$828,770
2023
Total assets
$12,448,295
2023
Num. employees
1
2023

Grants made by F Albert Klein Trust Under Will

GranteeGrant descriptionAmount
Southeast Iowa Regional Medical CenterGeneral Operating$706,951

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 06/2023
Total grants, contributions, etc.$72,682
Investment income and dividends$437,094
Net rental income$0
Net gain from sale of non-inventory assets$439,895
Gross sales of inventory$0
Miscellaneous revenues$109
Total revenues$949,780

Form 990s for F Albert Klein Trust Under Will

Fiscal year endingDate received by IRSFormPDF link
2023-062023-11-07990PFView PDF
2022-062022-11-10990PFView PDF
2021-062021-11-08990PFView PDF
2020-062021-06-11990PFView PDF
2019-062019-11-29990PFView PDF
...and 9 more Form 990s
Data update history
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
August 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
Nonprofit Types
Grantmaking organizationsPrivate 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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