2024-04-29T17:29:28-04:00 2023-12-31 943397989 KLINGBEIL CAPITAL MANAGEMENT 205 COUNTY ROAD H ELKHORN WI 531212308 990PF 2023-01-01 010612073 THE KLINGBEIL FAMILY FOUNDATION KLIN 4153980106 200 CALIFORNIA ST STE 300 SAN FRANCISCO CA 94111 JAMES D KLINGBEIL PRESIDENT 2024-04-22 true JAMES D KLINGBEIL XXX-XX-XXXX true CATHERINE L LEWIS P00179393 2627238331 2024-04-29 2023 2023-04-26 12:10:37Z X 6047614 X 238716 238 238 54895 54895 -2690 236026 291159 55133 75 38 37 814 60 60 949 98 37 197500 197500 198449 98 197537 92710 55035 9335 85627 85627 6899 22998 22998 1181 1500 1500 475303 475303 5937489 492718 585428 6047614 0 X 228483 228483 264235 356945 492718 585428 492718 585428 492718 92710 585428 585428 PUBLICLY TRADED SECURITIES D 236026 238043 -2017 -2017 -2017 765 765 765 1500 1500 X 1 734 734 false false false false false false false true true CA true false false false false true N/A DANA HINSKE 2623081433 205 COUNTY RD H ELKHORN WI 53121 false false false false false false false false false false false false false false false false false false false false JAMES D KLINGBEIL 200 CALIFORNIA ST STE 300 SAN FRANCISCO CA 94111 PRESIDENT 000.00 0 0 0 SALLY A MAVKO KLINGBEIL 200 CALIFORNIA ST STE 300 SAN FRANCISCO CA 94111 SECRETARY/CF 000.00 0 0 0 NONE NONE N/A 5268799 64443 1500 5334742 5334742 80021 5254721 262736 262736 765 765 261971 261971 261971 197537 197537 261971 44206 18118 11515 883025 956864 197537 197537 64434 64434 892430 0 892430 9405 883025 JAMES D KLINGBEIL SALLY A MAVKO KLINGBEIL X AMERICAN RED CROSS 430 17TH STREET NW WASHINGTON DC 20006 N/A PUBLIC TO PREVENT AND ALLEVIATE SUFFERING 5000 AT THE CROSSROADS 167 JESSIE STREET SAN FRANCISCO CA 94105 N/A PUBLIC REACH OUT TO HOMELESS YOUTH 5000 BALLETMET 322 MOUNT VERNON AVE COLUMBUS OH 43215 N/A PUBLIC SUPPORT EXCEPTIONAL DANCE EXPERIENCE 5000 BATES COLLEGE 2 ANDREWS RD LEWISTON ME 04240 N/A PUBLIC SUPPORT MENS' LACROSSE PROGRAM 10000 BECKET LAW 1919 PENNSYLVANIA AVE NW SUITE 400 WASHINGTON DC 20006 N/A PUBLIC DEFEND AMERICANS' RELIGIOUS LIBERTIE 1500 CARE 151 ELLIS STREET NE ATLANTA GA 30303 N/A PUBLIC DELIVER LASTING SOLUTIONS TO POVERTY 2500 COMMUNITY SHELTER BOARD 355 E CAMPUS VIEW BLVD SUITE 250 COLUMBUS OH 43235 N/A PUBLIC GIVE FAMILIES A SECOND CHANCE AT SAF 2500 DIRECT RELIEF FOUNDATION 6100 WALLACE BECKNELL RD SANTA BARBARA CA 93117 N/A PUBLIC IMPROVE THE HEALTH AND LIVES OF PEOP 20000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PUBLIC PROVIDE MEDICAL ASSISTANCE TO POPULA 10000 FOOD RUNNERS 2579 WASHINGTON ST SAN FRANCISCO CA 94115 N/A PUBLIC TO ALLEVIATE HUNGER IN SAN FRANCISCO 1500 FOODBANK OF SANTA BARBARA COUNTY 82 COROMAR DR GOLETA CA 93117 N/A PUBLIC PROVIDE FOOD TO RESIDENTS IN NEED 15000 HOMELESS PRENATAL PROGRAM 2500 18TH ST SAN FRANCISCO CA 94110 N/A PUBLIC PROVIDE ASSISTANCE TO MOTHERS IN NEE 2000 LEWISTON-AUBURN AREA RELIEF FUND 245 MAIN STREET ELLSWORTH ME 04605 N/A PUBLI TO SUPPORT RECOVERY EFFORTS 5000 LUTHERAN SOCIAL SERVICES FAITH MISS 1105 SCHROCK RD SUITE 100 COLUMBUS OH 43229 N/A PUBLIC PROVIDE MEALS AND TEMPORARY HOUSING 2500 MID-OHIO FOODBANK 3960 BROOKHAM DR GROVE CITY OH 43213 N/A PUBLIC PROVIDE FOOD TO LOCAL FAMILIES IN NE 2500 MISSION GRADUATES 3040 16TH ST SAN FRANCISCO CA 94103 N/A PUBLIC CREATE A COLLEGE-GOING CULTURE 3000 NATIONWIDE CHILDRENS HOSPITAL TWIG3 PO BOX 16810 COLUMBUS OH 43216 N/A PUBLIC SUPPORT ACADEMIC PEDIATRIC MEDICAL 2500 OBRIA 2001 E 1ST ST SUITE 209 SANTA ANA CA 92705 N/A PUBLIC TO CREATE A UNIFIED NATIONAL BRAND 1500 PLANNED PARENTHOOD FEDERATION OF AM PO BOX 97166 WASHINGTON DC 20090 N/A PUBLIC ADVANCE REPRODUCTIVE HEALTH CARE, AD 10000 PLANNED PARENTHOOD OF GREATER OHIO 206 EAST STATE ST COLUMBUS OH 43215 N/A PUBLIC ADVANCE REPRODUCTIVE HEALTH CARE, AD 2500 REFUGEE AND IMMIGRANT TRANSITIONS 870 MARKET ST SUITE 558 SAN FRANCISCO CA 94102 N/A PUBILC CREATE EDUCATION, FAMILY ENGAGEMENT, 5000 SAN FRANCISCO-MARIN FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 N/A PUBLIC PROVIDE FOOD ASSISTANCE TO THE NEEDY 10000 SANTA BARBARA BUCKET BRIGADE PO BOX 50640 SANTA BARBARA CA 93150 N/A PUBLIC TO PREPARE AND RESPOND TO NATURAL DI 10000 SCHOOLS OF THE SACRED HEART 2222 BROADWAY SAN FRANCISCO CA 94115 N/A PUBLIC PROVIDE AN EXCEPTIONAL ACADEMIC EDUC 5000 SEMPER FI FUND 825 COLLEGE BLVD SUITE 102 OCEANSIDE CA 92057 N/A PUBLIC PROVIDE FINANCIAL ASSISTANCE AND LIF 2500 ST DOMINICS CATHOLIC CHURCH 2390 BUSH ST SAN FRANCISCO CA 94115 N/A PUBLIC SUPPORT MINISTRIES & PROGRAMS OF THE 13000 ST IGNATIUS COLLEGE PREPARATORY 2001 37TH AVENUE SAN FRANCISCO CA 94116 N/A PUBLIC FUND WILLIAM J. RYAN MEMORIAL SCHOLA 5000 THE NATURE CONSERVANCY 4245 N FAIRFAX DR SUITE 100 ARLINGTON VA 22203 N/A PUBLIC PROTECTING NATURE FOR PEOPLE TODAY A 2500 THE SALVATION ARMY PO BOX 193465 SAN FRANCISCO CA 94119 N/A PUBLIC PROVIDE SERVICES IN LOCAL COMMUNITIE 2500 TREE STREET YOUTH 144 HOWE ST LEWISTON ME 04240 N/A PUBLIC CREATE YOUTH-CENTERED PROGRAMS 5000 TUNNELS TO TOWERS FOUNDATION 2631 HYLAN BLVD STATEN ISLAND NY 10306 N/A PUBLIC TO HONOR MILITARY AND FIRST RESPONDE 2500 WESTERN DOMINICAN PROVINCE 5877 BIRCH CT OAKLAND CA 94618 N/A PUBILC TO TEACH AND DEFEND THE FAITH 20000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 N/A PUBLIC PROVIDE MEALS IN CRISES 2500 WORTHINGTON RESOURCE PANTRY PO BOX 27 WORTHINGTON OH 43085 N/A PUBLIC PROVIDE FOOD ASSISTANCE TO THE NEEDY 2500 197500 14 238 14 54895 18 -2690 52443 52443 false false false false false false false false false false X X 1 FOX POINT LTD 200 CALIFORNIA STREET SUITE 300 SAN FRANCISCO CA 94111 238716 X 1 1586 SHARES MERCK & CO INC 159678 2023-11-28 1 544 SHARES CHEVRON 79038 2023-11-28 24,299 SH APPLIED MATERIAL INC. 72738 3938139 5000 SH DEERE CO. 402565 1999350 CA REGISTRATION RENEWAL 75 38 37 EXPENSES BROKERAGE CHARGES 60 60 FEDERAL EXCISE TAX 814