Civic Intelligence

Kleist Family Foundation Formerly the Peter D Kleist Foundation

990PF • Fiscal year 2025 • EIN 34-1437974

Jan 01, 2025 to Dec 31, 2025 • Filed on Mar 06, 2026

Organization Profile
758 Cape View DriveFort Myers, FL 33919

(239) 634-0083

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$64,219

Down $9,040 (-12%) from 2024

Net Assets

Down

$64,159

Down $9,100 (-12%) from 2024

Liabilities

Up

$60

Up $60 from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$8,041

Down $10,325 (-56%) from 2024

Expenses

Down

$17,138

Down $3,644 (-18%) from 2024

Net Income

Down

-$9,097

Down $6,681 (-277%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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: $73,2592024Assets 2025: $64,219Liabilities 2025: $60Net Assets 2025: $64,1592025

Highlighted filing

2025

Assets$64,219
Liabilities$60
Net Assets$64,159
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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: -$2,4162024Revenue 2025: $8,041Expenses 2025: $17,138Net Income 2025: -$9,0972025

Highlighted filing

2025

Revenue$8,041
Expenses$17,138
Net Income-$9,097
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 6, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN KLEISTPresident/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCANTERBURY SCHOOLCONTRIBUTION TO THE GENERAL OPERATING FUND-FORT MYERS, FL, US$10,000
Paid GrantFORT MYERS COMMUNITY CONCERT ASSOCIATIONCONTRIBUTION TO THE GENERAL OPERATING FUND-FORT MYERS, FL, US$1,500
Paid GrantPILOT CLUB OF FORT MYERSCONTRIBUTION TO THE GENERAL OPERATING FUND-FORT MYERS, FL, US$200
Filing and Contact Details

Filer

Filer Name
Kleist Family Foundation
EIN
34-1437974
Phone
2396340083
Address
758 CAPE VIEW DRIVE, FORT MYERS, FL 33919

Signing Officer

Name
Kathryn Kleist
Title
President
Phone
2396340083
Signed
2026-03-06
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 Appendix315 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/Amt03329
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt049316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0117814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FINEMARK
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01423
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06552
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt066
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08041
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08041
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03329
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06552
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01423
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01423
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9097
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013172
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06552
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01011
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017138
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08041
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARES CORE S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06552
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9097
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt064162
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt073259
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt064159
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06317
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06317
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06317
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06415
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt098
IRS990PF/DistributableAmountGrp/TotalTaxAmt098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0240
IRS990PF/FMVAssetsEOYAmt0132717
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt060
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt055936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt049316
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0117814
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0103
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0142
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0142
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt073259
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt064159
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt017220
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014761
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014761
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt073259
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt064219
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0132717
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt060
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt073259
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt064219
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt073259
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt064159
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0130246
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017783
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0112463
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01954
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06415
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0128292
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0130246
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
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt011700
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt011700
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 ACCOUNTANTS ADVISO
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
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200
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/RecipientBusinessName/BusinessNameLine1Txt0CANTERBURY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FORT MYERS COMMUNITY CONCERT ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PILOT CLUB OF FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08141 COLLEGE PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21900 VIRGINIA AVE APT 1502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033919
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233901
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011700
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/AppliedToCurrentYearAmt06317
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt054865
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt054865
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt076785
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026428
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019447
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05383
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0131650
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0126267
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GAINS (LOSSES) - FINEMARK ACCOUNTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01011
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES/EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01011
TaxesSchedule/TaxesDetail/Amt098
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN KLEIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02396340083
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLEIST FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORMERLY THE PETER D KLEIST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KLEI
ReturnHeader/Filer/EIN0341437974
ReturnHeader/Filer/PhoneNum02396340083
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/PreparerPersonNm0ANGELA G COOLEY
ReturnHeader/ReturnTs02026-03-12T09:09:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,219
Liabilities
$60
Net assets
$64,159
Revenue
$8,041
Expenses
$17,138
Net income
-$9,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.08$0.17$0.09
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