Civic Intelligence

Kleist Family Foundation Formerly the Peter D Kleist Foundation

990PF • Fiscal year 2020 • EIN 34-1437974

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
758 Cape View DriveFort Myers, FL 33919

(239) 433-5554

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-2670%

Higher net margin than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-99%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$188,114

Down $66,880 (-26%) from 2019

Net Assets

Down

$188,114

Down $66,880 (-26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$2,512

Down $285,180 (-99%) from 2019

Expenses

Down

$69,575

Down $34,631 (-33%) from 2019

Net Income

Down

-$67,063

Down $250,549 (-137%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2010: $775,472Liabilities 2010: -$1,076Net Assets 2010: $776,5482010Assets 2011: $684,164Liabilities 2011: $94Net Assets 2011: $684,0702011Assets 2013: $335,441Liabilities 2013: $0Net Assets 2013: $335,4412013Assets 2014: $250,147Liabilities 2014: $0Net Assets 2014: $250,1472014Assets 2015: $151,936Liabilities 2015: $0Net Assets 2015: $151,9362015Assets 2016: $116,708Liabilities 2016: $0Net Assets 2016: $116,7082016Assets 2017: $77,365Liabilities 2017: $0Net Assets 2017: $77,3652017Assets 2018: $71,674Liabilities 2018: $0Net Assets 2018: $71,6742018Assets 2019: $254,994Liabilities 2019: $0Net Assets 2019: $254,9942019Assets 2020: $188,114Liabilities 2020: $0Net Assets 2020: $188,1142020Assets 2021: $146,165Liabilities 2021: $0Net Assets 2021: $146,1652021Assets 2022: $106,218Liabilities 2022: $0Net Assets 2022: $106,2182022Assets 2023: $75,676Liabilities 2023: $0Net Assets 2023: $75,6762023Assets 2024: $73,259Liabilities 2024: $0Net Assets 2024: $73,2592024

Highlighted filing

2020

Assets$188,114
Liabilities$0
Net Assets$188,114
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $16,6302010Expenses 2011: $113,5322011Revenue 2013: -$35,044Expenses 2013: $287,344Net Income 2013: -$322,3882013Revenue 2014: $21,117Expenses 2014: $102,451Net Income 2014: -$81,3342014Revenue 2015: -$2,785Expenses 2015: $95,869Net Income 2015: -$98,6542015Revenue 2016: $4,200Expenses 2016: $39,428Net Income 2016: -$35,2282016Revenue 2017: $4,719Expenses 2017: $44,051Net Income 2017: -$39,3322017Revenue 2018: $80,160Expenses 2018: $85,845Net Income 2018: -$5,6852018Revenue 2019: $287,692Expenses 2019: $104,206Net Income 2019: $183,4862019Revenue 2020: $2,512Expenses 2020: $69,575Net Income 2020: -$67,0632020Revenue 2021: $1,924Expenses 2021: $43,873Net Income 2021: -$41,9492021Revenue 2022: $6,341Expenses 2022: $46,288Net Income 2022: -$39,9472022Revenue 2023: $8,259Expenses 2023: $38,801Net Income 2023: -$30,5422023Revenue 2024: $18,366Expenses 2024: $20,782Net Income 2024: -$2,4162024

Highlighted filing

2020

Revenue$2,512
Expenses$69,575
Net Income-$67,063
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN KLEIST DERHEIMERPresident/Director-$0--
Filing and Contact Details

Filer

Filer Name
Kleist Family Foundation
EIN
34-1437974
Phone
2394335554
Address
758 CAPE VIEW DRIVE, FORT MYERS, FL 33919

Signing Officer

Name
Kathryn Kleist-derheimer
Title
President
Phone
2394335554
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Markham Norton Mosteller Wright & Co
Address
8961 CONFERENCE DRIVE SUITE 1, FORT MYERS, FL 33919
Preparer
Randall Wright
Phone
2394335554
Raw XML Appendix339 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt093066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0121626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FINEMARK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01914
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt069575
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02512
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03575
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-67063
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0183
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0188114
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0254994
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0188114
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011135
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011135
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011135
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011139
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04
IRS990PF/DistributableAmountGrp/TotalTaxAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0477
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0477
IRS990PF/FMVAssetsEOYAmt0216674
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt093066
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0121626
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0477
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0477
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0477
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0254994
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0188114
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0161451
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt094571
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0254994
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0254994
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0226166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0122527
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0103639
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03392
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011139
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0222774
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0226166
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHRYN KLEIST DERHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0758 CAPE VIEW DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033919
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt066000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt066000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt066000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARKHAM NORTON MOSTELLER WRIGHT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08961 CONFERENCE DRIVE SUITE 1
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT MYERS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033919
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02394335554
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE KLEIST FAMILY FOUNDATION ENGAGED IN NO DIRECT CHARITABLE ACTIVITIES DURING THE YEAR.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0COPY OF 501C(3) EXEMPTION FINANCIAL STATUS OF ORGANIZATION AND PURPOSES FOR GRANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KATHRYN KLEIST-DERHEIMER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02396340083
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0758 CAPE VIEW DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FORT MYERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033919
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KATHRYN KLEIST DERHEIMER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION TO THE GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION TO THE GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION TO THE GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION TO THE GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CONTRIBUTION TO THE GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CONTRIBUTION TO THE GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CANTERBURY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FORT MYERS COMMUNITY CONCERT ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HARRY CHAPIN FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SOUTHWEST FLORIDA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST COLUMBA SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6VED VIGNAN MAHAVIDYAPEETH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EDUCATIONAL INSTITUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08141 COLLEGE PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23760 FOWLER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38260 COLLEGE PARKWAY 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41801 EAST 3RD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57273 CONCOURSE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt612 MURPHY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DURANGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NASHUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033919
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333919
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd481301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd603062
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt066000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011135
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt081791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt078673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt080563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt080563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0264705
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt081791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt078673
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021373
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054865
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0345268
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0290403
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0183
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAINS (LOSSES) - FINEMARK ACCOUNTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0921
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES/EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0921
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN KLEIST-DERHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02394335554
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLEIST FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORMERLY THE PETER D KLEIST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KLEI
ReturnHeader/Filer/EIN0341437974
ReturnHeader/Filer/PhoneNum02394335554
ReturnHeader/Filer/USAddress/AddressLine1Txt0758 CAPE VIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033919
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331068007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKHAM NORTON MOSTELLER WRIGHT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08961 CONFERENCE DRIVE SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033919
ReturnHeader/PreparerPersonGrp/PhoneNum02394335554
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL WRIGHT
ReturnHeader/ReturnTs02021-11-15T14:39:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIST-DERHEIMER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,114
Liabilities
$0
Net assets
$188,114
Revenue
$2,512
Expenses
$69,575
Net income
-$67,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.18$0.21$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.08$0.39$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.46$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.02$0.44$0.42
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.03$0.70$0.67
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.88$1.04$1.83
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.80$0.86$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.05$0.44$0.39
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.04$0.39$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.03$0.96$0.99
2014Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.21$1.02$0.81
2013Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.35$2.87$3.22
2011Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$1.14
2010Detailed filing. Detailed filing data is available for this year.$7.75$0.01$7.77$0.17