Civic Intelligence

Kleiner Foundation

990PF • Fiscal year 2023 • EIN 81-4559974

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile
1061 Greystone Ln WWatkinsville, GA 30677

(706) 769-0525

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

3rd percentile

-853%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

87th percentile

80%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$78,122

Up $10,128 (+15%) from 2022

Net Assets

Up

$78,122

Up $10,128 (+15%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Up

$4,674

Up $2,073 (+80%) from 2022

Expenses

Up

$44,552

Up $4,229 (+10%) from 2022

Net Income

Down

-$39,878

Down $2,156 (-5.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$300K$200K$100K$0Assets 2016: $49,823Liabilities 2016: $0Net Assets 2016: $49,8232016Assets 2017: $97,375Liabilities 2017: $0Net Assets 2017: $97,3752017Assets 2018: $99,110Liabilities 2018: $0Net Assets 2018: $99,1102018Assets 2019: $96,432Liabilities 2019: $1Net Assets 2019: $96,4322019Assets 2020: $82,868Liabilities 2020: $1Net Assets 2020: $82,8682020Assets 2021: $67,003Liabilities 2021: $1Net Assets 2021: $67,0032021Assets 2022: $67,994Liabilities 2022: $1Net Assets 2022: $67,9942022Assets 2023: $78,122Liabilities 2023: $1Net Assets 2023: $78,1222023Assets 2024: $280,074Liabilities 2024: $0Net Assets 2024: $280,0742024

Highlighted filing

2023

Assets$78,122
Liabilities$1
Net Assets$78,122
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $49,823Expenses 2016: $0Net Income 2016: $49,8232016Revenue 2017: $80,592Expenses 2017: $36,238Net Income 2017: $44,3542017Revenue 2018: $9,859Expenses 2018: $7,766Net Income 2018: $2,0932018Revenue 2019: $52,483Expenses 2019: $12,658Net Income 2019: $39,8252019Revenue 2020: $50,454Expenses 2020: $18,495Net Income 2020: $31,9592020Revenue 2021: $105,568Expenses 2021: $26,823Net Income 2021: $78,7452021Revenue 2022: $2,601Expenses 2022: $40,323Net Income 2022: -$37,7222022Revenue 2023: $4,674Expenses 2023: $44,552Net Income 2023: -$39,8782023Revenue 2024: $297,968Expenses 2024: $53,251Net Income 2024: $244,7172024

Highlighted filing

2023

Revenue$4,674
Expenses$44,552
Net Income-$39,878
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott KleinerTrustee-$0--
Heather KleinerTrustee-$0--
Stephen LaneTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Kleiner Foundation
EIN
81-4559974
Phone
7067690525
Address
1061 Greystone Ln W, Watkinsville, GA 30677

Signing Officer

Name
Heather Kleiner
Title
Director
Phone
7067690525
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Seymour and Perry LLC
Address
1551 Jennings Mill Road 400 A, Watkinsville, GA 30677
Preparer
M Alan Perry CPA
Phone
7065498197
Raw XML Appendix298 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt021969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt016780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt144748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2547244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3102578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt489550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01000 Shares AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1300 Shares Chevron Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21031 Shares Thermo Fisher
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3700 Shares Procter Gamble
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4500 Shares Waste Mgmt Inc.
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt04674
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04674
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04674
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04674
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-39878
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08202
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04674
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09552
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-39878
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0-50006
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028116
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt067994
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt078122
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt035833
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt035833
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt035833
IRS990PF/DistributableAmountGrp/IncomeTaxAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035833
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0806258
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt059109
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt072764
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0800900
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt067994
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt078122
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08885
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05358
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05358
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt067994
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt078122
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0806258
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt067994
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt078122
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt067994
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt078122
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0727581
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0727581
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010914
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035833
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0716667
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0727581
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Scott Kleiner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Heather Kleiner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Stephen Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01061 Greystone LN W
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11061 Greystone LN W
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21662 Delia Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Watkinsville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Watkinsville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Decatur
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd130677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd230033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt035000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt035000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Increased funds to accomplish exempt purpose
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Increased funds to accomplish exempt purpose
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/IndividualWithBooksNm0Stephen Lane
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01662 Delia Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Decataur
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030033
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07709346788
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Capital Campaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The University of Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05235 S Harper-4th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060615
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
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/DistributableAsAdjustedAmt035833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt057000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt057000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0833
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Scott Kleiner
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Scott Kleiner - Investment Transfer
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Heather Kleiner - Investment Transf
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01061 Greystone Lane West
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11061 Greystone Lane West
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21061 Greystone Lane West
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WATKINSVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WATKINSVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Watkinsville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030677
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd130677
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd230677
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt035000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1147283
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt243851
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0147283
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt143851
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Scott Kleiner - Investment Transfer Various Stocks Transferred
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1Heather Kleiner - Investment Transfer Various Stocks Transferred
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-19
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-12-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0-50006
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Mark to Market Stock Value Adjustment
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Kleiner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07067690525
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Kleiner Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KLEI
ReturnHeader/Filer/EIN0814559974
ReturnHeader/Filer/PhoneNum07067690525
ReturnHeader/Filer/USAddress/AddressLine1Txt01061 Greystone Ln W
ReturnHeader/Filer/USAddress/CityNm0Watkinsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030677
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832037002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Seymour and Perry LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01551 Jennings Mill Road 400 A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watkinsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030677
ReturnHeader/PreparerPersonGrp/PhoneNum07065498197
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Alan Perry CPA
ReturnHeader/ReturnTs02024-05-30T06:50:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Heather
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kleiner
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$78,122
Liabilities
$1
Net assets
$78,122
Revenue
$4,674
Expenses
$44,552
Net income
-$39,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$2.98$0.53$2.45
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.05$0.45$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.40$0.38
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.06$0.27$0.79
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.50$0.18$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.52$0.13$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.81$0.36$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.50$0.00$0.50