Civic Intelligence

The Klesse Foundation

990PF • Fiscal year 2017 • EIN 20-2666212

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
109 Turnberry WaySan Antonio, TX 78230

(210) 492-3749

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

4402%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,800,247

Up $911,806 (+12%) from 2016

Net Assets

Up

$8,800,247

Up $911,806 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin71st percentile

Revenue

Up

$6,103,031

Up $5,967,461 (+4402%) from 2016

Expenses

Up

$5,191,225

Up $1,427,610 (+38%) from 2016

Net Income

Up

$911,806

Up $4,539,851 (+125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$8,800,247
Liabilities$0
Net Assets$8,800,247
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$6,103,031
Expenses$5,191,225
Net Income$911,806
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th 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
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
10001 REUNION PLACE SUITE 400, SAN ANTONIO, TX 78216-4137
Preparer
Patricia Quintana-Perron
Phone
2103419400
Raw XML Appendix353 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/Amt01817
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0909
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05666795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11287715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07937836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKETABLE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EQUITIES - FMV OF CONTRIBUTION
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0134134
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0982159
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01116293
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01116293
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0909
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0908
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01817
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03417642
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05186701
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05186701
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04986738
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0132891
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0132891
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0911806
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09059347
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01243
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01243
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0982159
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03550661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0141
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02641
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05187610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05191225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03551776
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06103031
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0909
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01115
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01155282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14486423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02836968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1580674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02836968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1580674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03992250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15067097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LT - CAPITAL GAIN - CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ST - CAPITAL GAIN - CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03417642
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0911806
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08800247
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07888441
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08800247
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0308484
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0308484
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0308484
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0379497
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt071013
IRS990PF/DistributableAmountGrp/TotalTaxAmt071013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0113165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0184178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt071013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0113165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt071013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt071013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0184178
IRS990PF/FMVAssetsEOYAmt09783573
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04760648
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06954510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07937836
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07888441
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08800247
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03127793
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01829737
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01829737
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07888441
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08800247
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09783573
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07888441
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08800247
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07888441
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08800247
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07705516
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01895576
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05809940
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0115583
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0379497
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07589933
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07705516
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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05198322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05233829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03517843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02238828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01688624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0430831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0405447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.684897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.363297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.213745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.707338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt01.45464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.685463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt035507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07589933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09683099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010474293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02387295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0296177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0591494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05187610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.424483
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05187610
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05187610
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05187610
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/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/Amt05186701
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/TotalGrantOrContriPdDurYrAmt05186701
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/AppliedToCurrentYearAmt0308484
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0308484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03036254
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01901856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01600311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0423016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0376038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0376038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011840563
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04879126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03036254
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01901856
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01600311
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0423016
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05187610
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04879126
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012216601
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07337475
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1WILLIAM R KLESSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1109 TURNBERRY WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd178230
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02505577
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12478865
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02505577
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt12478865
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc030,567 OF VALERO ENERGY CORP STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc138,435 OF VALERO ENERGY CORP STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-05-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt156
TaxesSchedule/TaxesDetail/Amt02500
TaxesSchedule/TaxesDetail/Amt1141
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX ON INVESTMENT INC.
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX ON INVESTMENT INC.
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0141
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET KLESSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02104923749
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07A6C93CF34E7DBB7E62309E11043C060008A5DA7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE3D64C121CB9EC2E3306A8F8C29A36E77D2D681
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId070238020183195000010
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010001 REUNION PLACE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782164137
ReturnHeader/PreparerPersonGrp/PhoneNum02103419400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Quintana-Perron
ReturnHeader/ReturnTs02018-11-15T15:32:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,800,247
Liabilities
$0
Net assets
$8,800,247
Revenue
$6,103,031
Expenses
$5,191,225
Net income
$911,806
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
2017Detailed filing. Detailed filing data is available for this year.$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