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Nonprofit · EIN 77-0539366

THE KL FELICITAS FOUNDATION

Also known as CHEMEL KORNICK AND CO LLC

Tax-exempt · SAN JOSE, CA 95126

Financials

$320K$718K2023$574K$725K2024
Revenue Expenses · by fiscal year end
Financials of THE KL FELICITAS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$573,657$724,768-$151,111$5,256,887$0$5,256,887
December 31, 2023990-PF$320,184$717,785-$397,601$5,536,384$120,000$5,416,384
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$114,681
Net gain from sales of assets
$426,827
Other income
$32,149

Expenses

Grants and similar amounts paid
$289,444
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$508,951
Excise tax on investment income
$5,437

Balance sheet and other

Total assets, start of year
$5,536,384
Total assets, end of year
$5,256,887
Total liabilities, end of year
$0
Net assets, end of year
$5,256,887
Fair market value of assets
$6,985,820
Qualifying distributions
$644,050
Net investment income
$586,900

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
LISA KLEISSNER
1960 THE ALAMEDA SUITE 150, SAN JOSE, CA 95126
PRESIDENT30$0
ALEX KLEISSNER
1960 THE ALAMEDA SUITE 150, SAN JOSE, CA 95126
VICE PRESIDENT5$0
ANDREA KLEISSNER
1960 THE ALAMEDA SUITE 150, SAN JOSE, CA 95126
TREASURER5$0
KARL KLEISSNER
1960 THE ALAMEDA SUITE 150, SAN JOSE, CA 95126
SECRETARY30$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LISA KLEISSNER
1960 THE ALAMEDA SUITE 150, SAN JOSE, CA 95126
PRESIDENT30$0
ALEX KLEISSNER
1960 THE ALAMEDA SUITE 150, SAN JOSE, CA 95126
VICE PRESIDENT5$0
ANDREA KLEISSNER
1960 THE ALAMEDA SUITE 150, SAN JOSE, CA 95126
TREASURER5$0
KARL KLEISSNER
1960 THE ALAMEDA SUITE 150, SAN JOSE, CA 95126
SECRETARY30$0

Address and contacts

Address (IRS master file)
1960 THE ALAMEDA STE 150, SAN JOSE, CA 95126-1451
In care of
% LSB
Signed the 990-PF
LISA KLEISSNER, PRESIDENT
Phone
(408) 316-1922
Return prepared by
LOUIS PLUNG & COMPANY LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0539366 or by the name THE KL FELICITAS FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
77-0539366
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,256,887
Income (IRS master file)
$668,153

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$573,657$724,768$5,256,887XML
990-PFDecember 2023$320,184$717,785$5,536,384XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 77-0539366).

Questions about THE KL FELICITAS FOUNDATION

What is the EIN of THE KL FELICITAS FOUNDATION?
The employer identification number (EIN) of THE KL FELICITAS FOUNDATION is 77-0539366.
Is THE KL FELICITAS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to THE KL FELICITAS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE KL FELICITAS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE KL FELICITAS FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE KL FELICITAS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE KL FELICITAS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does THE KL FELICITAS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $573,657, expenses of $724,768 and total assets of $5,256,887 at year end.

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