Civic Intelligence

The Klesse Foundation

EIN 20-2666212 • San Antonio, TX

109 Turnberry WaySan Antonio, TX 78230
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

6th percentile

-22%

Faster asset growth than 6% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,731,307

Down $1,586,471 (-22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,731,307

Down $1,586,471 (-22%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin13th percentile

Revenue

Down

$6,178,937

Down $6,344,066 (-51%) from 2023

Expenses

Down

$7,765,408

Down $1,906,133 (-20%) from 2023

Net Income

Down

-$1,586,471

Down $4,437,933 (-156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $798,052Liabilities 2010: $0Net Assets 2010: $798,0522010Assets 2011: $732,848Liabilities 2011: $0Net Assets 2011: $732,8482011Assets 2012: $319,345Liabilities 2012: $0Net Assets 2012: $319,3452012Assets 2013: $157,163Liabilities 2013: $0Net Assets 2013: $157,1632013Assets 2014: $2,791,358Liabilities 2014: $2,000Net Assets 2014: $2,789,3582014Assets 2015: $11,518,986Liabilities 2015: $2,500Net Assets 2015: $11,516,4862015Assets 2016: $7,888,441Liabilities 2016: $0Net Assets 2016: $7,888,4412016Assets 2017: $8,800,247Liabilities 2017: $0Net Assets 2017: $8,800,2472017Assets 2018: $13,102,689Liabilities 2018: $0Net Assets 2018: $13,102,6892018Assets 2019: $8,637,680Liabilities 2019: $0Net Assets 2019: $8,637,6802019Assets 2020: $7,090,555Liabilities 2020: $0Net Assets 2020: $7,090,5552020Assets 2021: $6,521,289Liabilities 2021: $0Net Assets 2021: $6,521,2892021Assets 2022: $7,649,141Liabilities 2022: $0Net Assets 2022: $7,649,1412022Assets 2023: $7,317,778Liabilities 2023: $0Net Assets 2023: $7,317,7782023Assets 2024: $5,731,307Liabilities 2024: $0Net Assets 2024: $5,731,3072024

Highlighted filing

2024

Assets$5,731,307
Liabilities$0
Net Assets$5,731,307
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $314,7062010Expenses 2011: $333,2162011Expenses 2012: $410,2542012Revenue 2013: $357,809Expenses 2013: $437,328Net Income 2013: -$79,5192013Revenue 2014: $10,071,227Expenses 2014: $1,714,459Net Income 2014: $8,356,7682014Revenue 2015: $11,100,610Expenses 2015: $2,373,482Net Income 2015: $8,727,1282015Revenue 2016: $135,570Expenses 2016: $3,763,615Net Income 2016: -$3,628,0452016Revenue 2017: $6,103,031Expenses 2017: $5,191,225Net Income 2017: $911,8062017Revenue 2018: $9,647,214Expenses 2018: $5,369,772Net Income 2018: $4,277,4422018Revenue 2019: $3,640,423Expenses 2019: $5,848,597Net Income 2019: -$2,208,1742019Revenue 2020: $5,611,356Expenses 2020: $7,158,481Net Income 2020: -$1,547,1252020Revenue 2021: $23,577Expenses 2021: $592,829Net Income 2021: -$569,2522021Revenue 2022: $9,559,210Expenses 2022: $8,431,358Net Income 2022: $1,127,8522022Revenue 2023: $12,523,003Expenses 2023: $9,671,541Net Income 2023: $2,851,4622023Revenue 2024: $6,178,937Expenses 2024: $7,765,408Net Income 2024: -$1,586,4712024

Highlighted filing

2024

Revenue$6,178,937
Expenses$7,765,408
Net Income-$1,586,471
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,731,307
Liabilities
$0
Net assets
$5,731,307
Revenue
$6,178,937
Expenses
$7,765,408
Net income
-$1,586,471
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$6.18$7.77$1.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.32$0.00$7.32$12.5$9.67$2.85
2022Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$9.56$8.43$1.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.52$0.00$6.52$0.02$0.59$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.00$7.09$5.61$7.16$1.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$0.00$8.64$3.64$5.85$2.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$9.65$5.37$4.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.80$0.00$8.80$6.10$5.19$0.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.89$0.00$7.89$0.14$3.76$3.63
2015Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$11.1$2.37$8.73
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$10.1$1.71$8.36
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.36$0.44$0.08
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.41
2011Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.33
2010Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.31
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R KLESSEPresident/Director-$0--
MARGARET A KLESSESecretary/Director-$0--
LAURA KLESSEVice President/Director-$0--
JULIE KLESSE LINDERMANVice President/Director-$0--
ALLISON KLESSE SMITHVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Klesse Foundation
EIN
20-2666212
In Care Of
% MARGARET KLESSE
Phone
2104923749
Address
109 Turnberry Way, San Antonio, TX 78230

Signing Officer

Name
Margaret Klesse
Title
Officer
Phone
2104923749
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
8200 W Interstate 10 Suite 900, San Antonio, TX 78230-3806
Preparer
Patricia Quintana-perron
Phone
2103419400
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt010565
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05282
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07011340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07027127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKETABLE SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt028800
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1242022
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02863
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RECOVERY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02500
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-1207859
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-1207859
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05282
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05283
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010565
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05207071
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08420793
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08420793
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010767069
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028800
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01127852
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06539920
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02863
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02863
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1242022
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05233451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08426075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08431358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05238734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09559210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05282
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05283
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01332849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05207071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05207071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06539920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05207071
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01127852
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07649141
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06521289
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07649141
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0358098
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0355598
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0358098
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0428343
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt02500
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt072745
IRS990PF/DistributableAmountGrp/TotalTaxAmt072745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01591
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt033469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt041000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt072745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01591
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt072745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt072745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt074469
IRS990PF/FMVAssetsEOYAmt07664928
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt029847
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01744
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt029847
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt029847
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04036778
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07011340
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07027127
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06521289
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07649141
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02482767
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0607954
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0607954
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06521289
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07649141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07664928
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06521289
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07649141
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06521289
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07649141
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08697314
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02002957
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06681702
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0130460
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt012655
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0428343
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08566854
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08697314
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM R KLESSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET A KLESSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAURA KLESSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIE KLESSE LINDERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ALLISON KLESSE SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0109 Turnberry Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1109 Turnberry Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24369 POTOMAC AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34253 POTOMAC AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42000 CHEROKEE BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4KNOXVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd437919
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt08426075
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt08426075
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0109 TURNBERRY WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078230
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARGARET KLESSE
IRS990PF/StatementsRegardingActyGrp/PhoneNum02104923749
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM R KLESSE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARGARET A KLESSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08420793
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08420793
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0358098
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0358098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0348761
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06895748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05306680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04826855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04879126
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04879126
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025446021
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08067977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0348761
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06895748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05306680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04826855
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08426075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08067977
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030325147
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022257170
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorNum67
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm6WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt5109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt6109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2San Antonio
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3San Antonio
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm6SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd6TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd178230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd278230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd378230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd478230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd578230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd678230
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0454
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1950
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt23352
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt32231
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt43578
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt57740600
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt63015904
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum06
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum17
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt07740600
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13015904
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0420000 shs MEG ENERGY CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1104901 shs MP MATERIALS CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-06-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12022-09-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Recovery
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02500
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret Klesse
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02104923749
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Klesse Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KLES
ReturnHeader/Filer/EIN0202666212
ReturnHeader/Filer/InCareOfNm0% MARGARET KLESSE
ReturnHeader/Filer/PhoneNum02104923749
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 Turnberry Way
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078230
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08200 W Interstate 10 Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782303806
ReturnHeader/PreparerPersonGrp/PhoneNum02103419400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA QUINTANA-PERRON
ReturnHeader/ReturnTs02023-11-10T10:47:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Margaret
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Klesse
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.