Civic Intelligence

Kleist Family Foundation Formerly the Peter D Kleist Foundation

990PF • Fiscal year 2023 • EIN 34-1437974

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 20, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-370%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$10,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 121.1% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

17th percentile

-29%

Faster asset growth than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

30%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$75,676

Down $30,542 (-29%) from 2022

Net Assets

Down

$75,676

Down $30,542 (-29%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Up

$8,259

Up $1,918 (+30%) from 2022

Expenses

Down

$38,801

Down $7,487 (-16%) from 2022

Net Income

Up

-$30,542

Up $9,405 (+24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2023

Assets$75,676
Liabilities$0
Net Assets$75,676
Open 2023 Filing

Operations Trend

Revenue Growth73rd 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

2023

Revenue$8,259
Expenses$38,801
Net Income-$30,542
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 20, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN KLEISTPresident/Director-$10,000-$10,000
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
2024-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Markham Norton Mosteller Wright & Co
Address
8961 CONFERENCE DRIVE SUITE 1, FORT MYERS, FL 33919
Preparer
Angela G Cooley
Phone
2394335554
Raw XML Appendix320 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/NetInvestmentIncomeAmt02825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt072918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0121318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FINEMARK
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FINEMARK ACCOUNT 3016 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06088
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30542
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt075676
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0106218
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt075676
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06292
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06292
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06292
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06352
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt060
IRS990PF/DistributableAmountGrp/TotalTaxAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0402
IRS990PF/FMVAssetsEOYAmt0124076
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0128981
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06835
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0122146
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01935
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06352
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0127046
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0128981
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHRYN KLEIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0758 CAPE VIEW DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt021500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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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
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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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
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KATHRYN KLEIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION TO THE GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION TO THE GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BLUE RIDGE PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FORT MYERS COMMUNITY CONCERT ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST COLUMBA SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EDUCATIONAL INSTITUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012 MURPHY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21801 EAST 3RD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DURANGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd003062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd281301
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021500
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/AppliedToCurrentYearAmt06292
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt054865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt081791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt078673
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt078673
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0197739
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026428
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019447
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt081791
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015208
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0276412
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0261204
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FEE, ETC.
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01091
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES/EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01091
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN KLEIST-DERHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02394335554
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-20
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparerPersonNm0ANGELA G COOLEY
ReturnHeader/ReturnTs02024-07-02T06:13:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIST-DERHEIMER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,676
Liabilities
$0
Net assets
$75,676
Revenue
$8,259
Expenses
$38,801
Net income
-$30,542
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