The Kl Felicitas Foundation

Chemel Kornick And Co Llc

San Jose, CA
Tax-exempt since May 2001
EIN: 77-0539366

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$320k (2023)

Expenses

$718k (2023)

Total Assets

$5.54M (2023)

Total Liabilities

$120k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$320,184

Expenses

$717,785

Net Income

-$397,601

Net Assets

$5,416,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$144,876	45.2%
Sales of Assets	$141,285	44.1%
Other Income	$34,023	10.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$556,876	77.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,536,384
Total Liabilities	$120,000
Net Assets	$5,416,384

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice President)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$188,315

Expenses

$754,150

Net Income

-$565,835

Net Assets

$5,813,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,880	52.0%
Sales of Assets	$30,913	16.4%
Other Income	$59,522	31.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$539,843	71.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,813,859
Total Liabilities	$0
Net Assets	$5,813,859

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice President)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$638,920

Expenses

$562,882

Net Income

$76,038

Net Assets

$6,379,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,285	2.2%
Interest Revenue	$0
Dividends	$80,277	12.6%
Sales of Assets	$528,578	82.7%
Other Income	$15,780	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$366,378	65.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,640,923
Total Liabilities	$261,229
Net Assets	$6,379,694

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice President)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Aug. 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$132,337

Expenses

$835,251

Net Income

-$702,914

Net Assets

$6,303,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,419	69.8%
Sales of Assets	$19,249	14.5%
Other Income	$20,669	15.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$611,326	73.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,345,888
Total Liabilities	$42,232
Net Assets	$6,303,656

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice Preside)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$437,537

Expenses

$682,800

Net Income

-$245,263

Net Assets

$7,006,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,997	27.7%
Sales of Assets	$289,941	66.3%
Other Income	$26,599	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$468,347	68.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,027,825
Total Liabilities	$21,255
Net Assets	$7,006,570

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice Preside)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$616,434

Expenses

$729,424

Net Income

-$112,990

Net Assets

$7,251,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$153,403	24.9%
Sales of Assets	$410,391	66.6%
Other Income	$52,640	8.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$426,087	58.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,270,419
Total Liabilities	$18,586
Net Assets	$7,251,833

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice Preside)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$459,728

Expenses

$1,081,216

Net Income

-$621,488

Net Assets

$7,364,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$163,490	35.6%
Sales of Assets	$292,147	63.5%
Other Income	$4,091	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$780,353	72.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,385,861
Total Liabilities	$21,038
Net Assets	$7,364,823

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice Preside)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Nov. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$180,669

Expenses

$721,912

Net Income

-$541,243

Net Assets

$7,986,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$157,591	87.2%
Sales of Assets	$10,628	5.9%
Other Income	$12,435	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$442,783	61.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,004,897
Total Liabilities	$18,586
Net Assets	$7,986,311

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice Preside)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$974,059

Expenses

$873,252

Net Income

$100,807

Net Assets

$8,527,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,702	0.5%
Dividends	$212,489	21.8%
Sales of Assets	$740,867	76.1%
Other Income	$16,001	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$627,244	71.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,637,713
Total Liabilities	$110,159
Net Assets	$8,527,554

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice President)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,016,517

Expenses

$763,371

Net Income

$253,146

Net Assets

$9,477,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	0.5%
Interest Revenue	$3,721	0.4%
Dividends	$171,467	16.9%
Sales of Assets	$835,311	82.2%
Other Income	$1,018	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$438,298	57.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,500,320
Total Liabilities	$22,730
Net Assets	$9,477,590

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice President)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$461,717

Expenses

$618,557

Net Income

-$156,840

Net Assets

$9,478,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,173	2.6%
Interest Revenue	$16,407	3.6%
Dividends	$125,777	27.2%
Sales of Assets	$264,579	57.3%
Other Income	$42,781	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$380,659	61.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,500,704
Total Liabilities	$21,988
Net Assets	$9,478,716

Compensation

Key Employees and Officers	Compensation	Other
Lisa Kleissner (President)	$0	$0
Alex Kleissner (Vice President)	$0	$0
Andrea Kleissner (Treasurer)	$0	$0
Karl Kleissner (Secretary)	$0	$0

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990-PF

Filed on Nov. 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$644,135

Expenses

$525,227

Net Income

$118,908

Net Assets

$9,543,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67,589	10.5%
Dividends	$91,403	14.2%
Sales of Assets	$459,724	71.4%
Other Income	$25,419	3.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$315,758	60.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,543,810
Total Liabilities	$0
Net Assets	$9,543,810

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$16,429

Expenses

$537,659

Net Income

-$554,088

Net Assets

$9,517,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$80,000
Interest Revenue	$54,608
Dividends	$86,713
Sales of Assets	$0
Other Income	-$15,035

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,517,701
Total Liabilities	$0
Net Assets	$9,517,701

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated September 25, 2025

The Kl Felicitas Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $320k (2023)

Expenses $718k (2023)

Total Assets $5.54M (2023)

Total Liabilities $120k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Revenue

$320k (2023)

Expenses

$718k (2023)

Total Assets

$5.54M (2023)

Total Liabilities

$120k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending March
2007

Fiscal Year Ending March
2006

Fiscal Year Ending March
2005

Fiscal Year Ending March
2004

Fiscal Year Ending March
2003

Fiscal Year Ending March
2002