The Kl Felicitas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 7 grants totaling $289K. Net investment income was $391K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.3M
-5.0% YoY
Annual Giving
$289K
-2.5% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$41K
+11.4% YoY
Under IRS private-foundation payout rules, The Kl Felicitas Foundation reported a distributable amount of $346K for 2024 — the minimum it must pay out in qualifying distributions.
About The Kl Felicitas Foundation
Based on IRS filings
The Kl Felicitas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 7 grants totaling $289K. Net investment income was $391K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,256,887 | $5,536,384 | $5,813,859 |
| Revenue | $573,657 | $320,184 | $188,315 |
| Expenses | $724,768 | $717,785 | $754,150 |
| Qualifying Distributions | $644,050 | $694,626 | $553,023 |
| Net Investment Income | $391,175 | $159,878 | — |
| Distributable Amount | $346,343 | $388,607 | $507,572 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Gemeinnutziger Verein ($172,000), Hawaii Investment Ready ($50,000), Toniic Institute ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DR SINBAD | GENERAL SUPPORT | $3,000 |
| MCE SOCIAL CAPITAL SAN FRANCISCO, CA | GENERAL SUPPORT | $8,450 |
| DR SCHWARZ FOUNDATION | GENERAL SUPPORT | $10,994 |
| ROCKEFELLER PHILANTHROPY NEW YORK, NY | GENERAL SUPPORT | $20,000 |
| TONIIC INSTITUTE SAN FRANCISCO, CA | GENERAL SUPPORT | $25,000 |
| HAWAII INVESTMENT READY KANEOHE, HI | GENERAL SUPPORT | $50,000 |
| GEMEINNUTZIGER VEREIN | GENERAL SUPPORT | $172,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LISA KLEISSNER | PRESIDENT | 30 | — |
| ALEX KLEISSNER | VICE PRESIDENT | 5 | — |
| ANDREA KLEISSNER | TREASURER | 5 | — |
| KARL KLEISSNER | SECRETARY | 30 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Kl Felicitas Foundation?
The Kl Felicitas Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. It holds $5.3M in total assets as of 2024.
How large is The Kl Felicitas Foundation?
As of 2024, The Kl Felicitas Foundation holds $5.3M in total assets with $574K in annual revenue. It awarded 7 grants totaling $289K in 2024.
Where does The Kl Felicitas Foundation operate?
The Kl Felicitas Foundation has awarded grants in Arizona, California, Colorado, District of Columbia, Hawaii, Maryland, New York.
What size grants does The Kl Felicitas Foundation award?
In 2024, The Kl Felicitas Foundation awarded 7 grants totaling $289K — an average of about $41K per grant, based on its IRS Form 990 filings.
How much is The Kl Felicitas Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Kl Felicitas Foundation reported a distributable amount of $346K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Kl Felicitas Foundation's EIN?
The Kl Felicitas Foundation's EIN (Employer Identification Number) is 77-0539366. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Kl Felicitas Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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