Civic Intelligence

The Klesse Foundation

990PF • Fiscal year 2018 • EIN 20-2666212

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

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

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

94th percentile

49%

Faster asset growth than 94% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

58%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$13,102,689

Up $4,302,442 (+49%) from 2017

Net Assets

Up

$13,102,689

Up $4,302,442 (+49%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin87th percentile

Revenue

Up

$9,647,214

Up $3,544,183 (+58%) from 2017

Expenses

Up

$5,369,772

Up $178,547 (+3.4%) from 2017

Net Income

Up

$4,277,442

Up $3,365,636 (+369%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2018

Assets$13,102,689
Liabilities$0
Net Assets$13,102,689
Open 2018 Filing

Operations Trend

Revenue Growth89th 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

2018

Revenue$9,647,214
Expenses$5,369,772
Net Income$4,277,442
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay20th 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
2019-05-15
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 Appendix356 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/Amt012937
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06469
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010687581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12199912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012791452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKETABLE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EQUITIES - FMV OF CONTRIBUTION
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0201584
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0953013
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02500
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01157097
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01157097
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06469
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06468
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012937
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05331324
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05356605
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05356605
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt08490117
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0192897
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0192897
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04277442
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013687445
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08687
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08687
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0953013
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05526234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0206
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0206
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05363074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05369772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05532908
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09647214
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06469
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06674
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02566671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15789451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05019879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1311445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05019879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1311445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07586550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16100896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LT - CAPITAL GAIN - CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ST - CAPITAL GAIN - CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05331324
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04277442
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt025000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013102689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08800247
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013102689
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0536219
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0511219
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0536219
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0621744
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt025000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0110525
IRS990PF/DistributableAmountGrp/TotalTaxAmt0110525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0113165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0110525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0110525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0110525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0113165
IRS990PF/FMVAssetsEOYAmt013006648
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt030804
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt030804
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt030804
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06954510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012887493
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012791452
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08800247
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013102689
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01829737
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0184392
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0184392
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08800247
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013102689
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013006648
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08800247
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013102689
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08800247
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013102689
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012624240
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02002125
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010591311
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0189364
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt030804
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0621744
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012434876
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012624240
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/AdjNetVlNoncharitableAssetsAmt08511685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt08566947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05187610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03517843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02238828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01688624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0430831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.684501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.683486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.363297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.213745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.707338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt01.45464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt055262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012434876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07589933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09683099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt010474293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02387295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0296177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05363074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.422506
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05363074
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05363074
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05363074
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/Amt05356605
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/TotalGrantOrContriPdDurYrAmt05356605
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/AppliedToCurrentYearAmt0536219
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0536219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04879126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03036254
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01901856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01600311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0423016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0423016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016244402
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04826855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04879126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03036254
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01901856
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01600311
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05363074
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04826855
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016667418
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011840563
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/TotalContributionsAmt04144087
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt14345550
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04144087
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt14345550
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc038,564 SHARES OF VALERO CORP STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1110,000 UNITS OF VALERO ENERGY PARTNERS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-04-19
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12018-06-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECOVERY OF QUALIFYING DISTRIBUTION
TaxesSchedule/TaxesDetail/Amt0206
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON INVESTMENT INC.
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0206
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET KLESSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02104923749
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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/AtSubmissionCreationDeviceId0F1146097256FCDD98379B98FEE44D8264E90FAE5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041F0A6921E22AD71C84736529404E4A6A74430C9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId070238020191355000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-15
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/ReturnTs02019-05-15T08:51:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,102,689
Liabilities
$0
Net assets
$13,102,689
Revenue
$9,647,214
Expenses
$5,369,772
Net income
$4,277,442
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
2018Detailed filing. Detailed filing data is available for this year.$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