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Nonprofit · EIN 20-2666212

KLESSE FOUNDATION

Tax-exempt · SAN ANTONIO, TX 78230

Financials

$12.5M$9.7M2023$6.2M$7.8M2024$420K$1.8M2025
Revenue Expenses · by fiscal year end
Financials of KLESSE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$419,603$1,775,879-$1,356,276$4,375,031$0$4,375,031
December 31, 2024990-PF$6,178,937$7,765,408-$1,586,471$5,731,307$0$5,731,307
December 31, 2023990-PF$12,523,003$9,671,541$2,851,462$7,317,778$0$7,317,778
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$13,650
Dividends
$86,186
Interest
$78
Net gain from sales of assets
$319,689

Expenses

Grants and similar amounts paid
$1,720,226
Disbursements for charitable purposes
$1,727,051
Excise tax on investment income
$5,548

Balance sheet and other

Total assets, start of year
$5,731,307
Total assets, end of year
$4,375,031
Total liabilities, end of year
$0
Net assets, end of year
$4,375,031
Fair market value of assets
$3,477,276
Qualifying distributions
$1,727,051
Net investment income
$405,953

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
William R Klesse
109 TURNBERRY WAY, San Antonio, TX 78230
President/Director2$0
Margaret A Klesse
109 TURNBERRY WAY, San Antonio, TX 78230
Secretary/Director2$0
Laura Klesse
4369 Potomac Ave, Dallas, TX 75205
Vice President/Director0$0
Julie Klesse Linderman
4253 Potomac Ave, Dallas, TX 75205
Vice President/Director0$0
Allison Klesse Smith
2000 Cherokee Blvd, Knoxville, TN 37919
Vice President/Director0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
William R Klesse
109 TURNBERRY WAY, San Antonio, TX 78230
President/Director2$0
Margaret A Klesse
109 TURNBERRY WAY, San Antonio, TX 78230
Secretary/Director2$0
Laura Klesse
4369 Potomac Ave, Dallas, TX 75205
Vice President/Director0$0
Julie Klesse Linderman
4253 Potomac Ave, Dallas, TX 75205
Vice President/Director0$0
Allison Klesse Smith
2000 Cherokee Blvd, Knoxville, TN 37919
Vice President/Director0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
WILLIAM R KLESSE
109 Turnberry Way, San Antonio, TX 78230
PRESIDENT/DIRECTOR2$0
MARGARET A KLESSE
109 Turnberry Way, San Antonio, TX 78230
SECRETARY/DIRECTOR2$0
LAURA KLESSE
4369 POTOMAC AVE, DALLAS, TX 75205
VICE PRESIDENT/DIRECTOR0$0
JULIE KLESSE LINDERMAN
4253 POTOMAC AVE, DALLAS, TX 75205
VICE PRESIDENT/DIRECTOR0$0
ALLISON KLESSE SMITH
2000 CHEROKEE BLVD, KNOXVILLE, TN 37919
VICE PRESIDENT/DIRECTOR0$0

Address and contacts

Address (IRS master file)
109 TURNBERRY WAY, SAN ANTONIO, TX 78230-5651
In care of
% MARGARET KLESSE
Signed the 990-PF
Margaret Klesse, Officer
Phone
(210) 492-3749
Return prepared by
Forvis Mazars LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2666212
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,375,031
Income (IRS master file)
$422,003

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$419,603$1,775,879$4,375,031IRS
990-PFDecember 2024$6,178,937$7,765,408$5,731,307XML
990-PFDecember 2023$12,523,003$9,671,541$7,317,778XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2666212).

Questions about KLESSE FOUNDATION

What is the EIN of KLESSE FOUNDATION?
The employer identification number (EIN) of KLESSE FOUNDATION is 20-2666212.
Is KLESSE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to KLESSE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KLESSE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KLESSE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KLESSE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of KLESSE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does KLESSE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $419,603, expenses of $1,775,879 and total assets of $4,375,031 at year end.

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