The Klungness Family Foundation Inc: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- The Klungness Family Foundation Inc (EIN 01-0791882)
- Tax period
- 2023-01-01 to 2023-11-06
- Filed
- 2024-05-14
- IRS object ID
- 202421359349101892
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:03:51-05:00 | ReturnTs |
| Tax Period End | 2023-11-06 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010791882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Klungness Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KLUN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRAIG KLUNGNESS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRAIG | PersonFirstNm |
| Person Last | KLUNGNESS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $73,802 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73,802 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,388 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,388 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,637,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,095 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,095 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $103,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,596 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,367 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,229 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,041 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,524,076 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,524,076 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,537,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,535,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,433,964 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,682,595 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $3,416,948 | USGovernmentObligationsBOYAmt |
| Corporate Bonds BOY | $234,421 | CorporateBondsBOYAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $5,433,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,433,964 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,433,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,433,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,433,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,433,964 | ExcessRevenueOverExpensesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $3,637,808 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,648,659 | CostOrOtherBasisAmt |
| Gain Or Loss | -$10,851 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$10,851 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,851 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,582 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,582 | SubtotalAmt |
| Tax Based On Investment Income | $1,582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $913 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,613 | TotalPaymentsAndCreditsAmt |
| Overpayment | $31 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $31 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Katharine T Alvord | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 2.0 | $0 | $0 | $0 |
| Kraig Klungness | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Barbara Klungness Anderson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Nelson Sommerfeldt | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $418,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,328,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,151 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,780,820 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,780,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,739,108 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,582 | TotalTaxAmt |
| Distributable Before Adj | $114,736 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,736 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,736 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,535,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,535,346 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,736 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $1,696,153 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,696,153 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,535,346 | QualifyingDistributionsAmt |
| Applied To Current Year | $114,736 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,420,610 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,116,763 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,116,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,696,153 | ExcessFromYear1Amt |
| Excess From Current Year | $5,420,610 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 31 BACKPACKS INC | |||||||
| 1100 CENTURY WAY STE C | HOUGHTON | MI | 49931 | N/A | PC | General & Unrestricted | $20,000 |
| ALL SEATED IN A BARN | |||||||
| 1925 NUTE ST | BAKERSFIELD | CA | 93312 | N/A | PC | General & Unrestricted | $15,000 |
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH ST NW STE 360 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $10,000 |
| ASSOCIATION FOR ENVIRONMENTAL HEALTH & SCIENCES FO | |||||||
| 150 FEARING ST | AMHERST | MA | 01002 | N/A | PC | General & Unrestricted | $521,000 |
| BAT CONSERVATION INTERNATIONAL INC | |||||||
| PO BOX 140434 | AUSTIN | TX | 78714 | N/A | PC | General & Unrestricted | $10,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE STE 400 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $80,000 |
| BUILDING BIOLOGY INSTITUTE CORP | |||||||
| PO BOX 8520 | SANTA FE | NM | 87504 | N/A | PC | General & Unrestricted | $25,000 |
| BUILDING BIOLOGY INSTITUTE CORP | |||||||
| PO BOX 8520 | SANTA FE | NM | 87504 | N/A | PC | EMR Training Program for Physicians | $6,000 |
| CALIFORNIA BRAIN TUMOR ASSOCIATION | |||||||
| 77207 TRIBECCA ST | INDIAN WELLS | CA | 92210 | N/A | PC | General & Unrestricted | $5,000 |
| CELLULAR PHONE TASK FORCE INC | |||||||
| PO BOX 6216 | SANTA FE | NM | 87502 | N/A | PC | General & Unrestricted | $24,000 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | General Support of Swedish Charity, Hand till Hand | $115,000 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $10,000 |
| COLORADO HORSE RESCUE | |||||||
| 10386 N 65TH ST | LONGMONT | CO | 80503 | N/A | PC | General & Unrestricted | $20,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $30,000 |
| COPPER COUNTRY HUMANE SOCIETY | |||||||
| PO BOX 453 | HOUGHTON | MI | 49931 | N/A | PC | General & Unrestricted | $30,000 |
| COPPER HARBOR TRAILS SOCIETY INC | |||||||
| PO BOX 37 | COPPER HARBOR | MI | 49918 | N/A | PC | For the development of the Keweenaw Point Trail | $40,000 |
| DAMS INC | |||||||
| 1041 GRAND AVE 317 | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $1,500 |
| DEEP SPRINGS CORPORATION | |||||||
| HC 72 BOX 45001 | DYER | NV | 89010 | N/A | PC | Operating Support for the Deep Springs College | $30,000 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $40,000 |
| DICKINSON COUNTY HUMANE SOCIETY | |||||||
| 5060 LINCOLN AVE | QUINNESEC | MI | 49876 | N/A | PC | Almost Home Animal Shelter in Quinnesec, MI | $30,000 |
| ECOLOGICAL OPTIONS NETWORK | |||||||
| PO BOX 1047 | BOLINAS | CA | 94924 | N/A | PC | General & Unrestricted | $5,000 |
| ELECTROMAGNETIC SAFETY ALLIANCE INCORPORATED | |||||||
| 3248 N HILL FARM DR | TUCSON | AZ | 85712 | N/A | PC | General & Unrestricted | $33,000 |
| ENVIRONMENTAL HEALTH SCIENCES | |||||||
| 614 W LAMME ST | BOZEMAN | MT | 59715 | N/A | PC | Health and biological impacts of electromagnetic radiation program | $5,000 |
| ENVIRONMENTAL HEALTH TRUST | |||||||
| PO BOX 58 | TETON VILLAGE | WY | 83025 | N/A | PC | Environmental Health Trust Endowment Fund | $6,000 |
| ENVIRONMENTAL HEALTH TRUST | |||||||
| PO BOX 58 | TETON VILLAGE | WY | 83025 | N/A | PC | To support Federal, State, and Local outreach program regarding wireless tech/radiofrequency radiation | $103,050 |
| ENVIRONMENTAL HEALTH TRUST | |||||||
| PO BOX 58 | TETON VILLAGE | WY | 83025 | N/A | PC | General & Unrestricted | $350,450 |
| EO WILSON BIODIVERSITY FOUNDATION | |||||||
| 300 BLACKWELL ST STE 102 | DURHAM | NC | 27701 | N/A | PC | General & Unrestricted | $6,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $30,000 |
| FINLANDIA UNIVERSITY | |||||||
| 2 LONE PINE RD | BLOOMFLD HLS | MI | 48304 | N/A | PC | General & Unrestricted | $6,000 |
| FRIENDS OF PIMA ANIMAL CARE CENTER | |||||||
| PO BOX 85370 | TUCSON | AZ | 85754 | N/A | PC | General & Unrestricted | $30,000 |
| FRIENDS OF THE CLEARWATER INC | |||||||
| PO BOX 9241 | MOSCOW | ID | 83843 | N/A | PC | General & Unrestricted | $40,000 |
| FRIENDS OF THE PALM SPRINGS ANIMAL SHELTER | |||||||
| 4575 E MESQUITE AVE | PALM SPRINGS | CA | 92264 | N/A | PC | General & Unrestricted | $30,000 |
| FRIENDS OF THE WORLD FOOD PROGRAM INC | |||||||
| PO BOX 96316 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $30,000 |
| GRASSROOTS ENVIRONMENTAL EDUCATION INC | |||||||
| 52 MAIN ST | PORT WASHINGTON | NY | 11050 | N/A | PC | General & Unrestricted | $30,000 |
| GREEN VESSELS INC | |||||||
| 12405 MELLING LN | BOWIE | MD | 20715 | N/A | PC | General & Unrestricted | $6,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 231 | HOUGHTON | MI | 49931 | N/A | PC | General & Unrestricted | $20,000 |
| HOPE FOR UKRAINE INC | |||||||
| 101 EISENHOWER PKWY STE 300 | ROSELAND | NJ | 07068 | N/A | PC | General & Unrestricted | $30,000 |
| HOSPITALITY HOUSE OF THE UPPER PENINSULA | |||||||
| 200 S 7TH ST | MARQUETTE | MI | 49855 | N/A | PC | General & Unrestricted | $15,000 |
| INTERNATIONAL FUND FOR ANIMAL WELFARE INC | |||||||
| 290 SUMMER ST | YARMOUTH PORT | MA | 02675 | N/A | PC | funds for Elephants | $50,000 |
| INTERNATIONAL WOLF CENTER | |||||||
| 7100 NORTHLAND CIR N STE 205 | BROOKLYN PARK | MN | 55428 | N/A | PC | General & Unrestricted | $30,000 |
| KESTREL LAND TRUST | |||||||
| PO BOX 1016 | AMHERST | MA | 01004 | N/A | PC | General & Unrestricted | $10,000 |
| KEWEENAW COMMUNITY FOUNDATION | |||||||
| PO BOX 265 | HANCOCK | MI | 49930 | N/A | PC | KCF and specified endowments funds | $100,000 |
| KEWEENAW LAND TRUST INC | |||||||
| 49902 LIMERICK ST | HANCOCK | MI | 49930 | N/A | PC | General & Unrestricted | $50,000 |
| KEWEENAW NORDIC SKI CLUB INC | |||||||
| PO BOX 564 | HANCOCK | MI | 49930 | N/A | PC | General & Unrestricted | $40,000 |
| LOMAKATSI RESTORATION PROJECT | |||||||
| 645 WASHINGTON ST | ASHLAND | OR | 97520 | N/A | PC | General & Unrestricted | $16,000 |
| MARTHAS VILLAGE AND KITCHEN INC | |||||||
| 83-791 DATE AVE | INDIO | CA | 92201 | N/A | PC | funds for Martha's Village and Kitchen in Palm Springs | $30,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW TAX | ROCHESTER | MN | 55905 | N/A | PC | Mayo Foundation for Medical Education and Research | $75,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $20,000 |
| MERCY EMS INC | |||||||
| 23298 AIRPARK BLVD | CALUMET | MI | 49913 | N/A | PC | General & Unrestricted | $20,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $100,000 |
| MICHIGAN TECH FUND | |||||||
| 1400 TOWNSEND DR | HOUGHTON | MI | 49931 | N/A | PC | Sustainability Strategic Fund #3536 | $5,000 |
| MICHIGAN TECHNOLOGICAL UNIVERSITY | |||||||
| 1400 TOWNSEND DR | HOUGHTON | MI | 49931 | N/A | GOV | the Klungness Sustainable Energy Innovation and Demonstration Fund at Michigan Tech | $300,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $30,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Keweenaw Heartlands Project, Michigan | $150,000 |
| NEW POWER TOUR INC | |||||||
| 422 QUINCY ST | HANCOCK | MI | 49930 | N/A | PC | MI HOPE energy efficiency program | $150,000 |
| NORTH AMERICAN WILDERNESS RECOVERY | |||||||
| PO BOX 13768 | ALBUQUERQUE | NM | 87192 | N/A | PC | General & Unrestricted | $40,000 |
| NORTHEAST WILDERNESS TRUST | |||||||
| 17 STATE ST | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $72,500 |
| NORTHERN LIGHTS YMCA INC | |||||||
| PO BOX 602 | ESCANABA | MI | 49829 | N/A | PC | General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) | $100,000 |
| OCCIDENTAL ARTS AND ECOLOGY CENTER | |||||||
| 15290 COLEMAN VALLEY RD | OCCIDENTAL | CA | 95465 | N/A | PC | General & Unrestricted | $16,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $50,000 |
| OMEGA HOUSE INC | |||||||
| 2211 MAUREEN LN | HOUGHTON | MI | 49931 | N/A | PC | General & Unrestricted | $30,000 |
| PLANNED PARENTHOOD OF MICHIGAN | |||||||
| 950 VICTORS WAY STE 100 | ANN ARBOR | MI | 48108 | N/A | PC | General & Unrestricted | $40,000 |
| PORTAGE HEALTH FOUNDATION | |||||||
| 400 QUINCY ST STE 5 | HANCOCK | MI | 49930 | N/A | PC | Giving Tuesday and Local Education Fund | $100,000 |
| PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY | |||||||
| 962 WAYNE AVE STE 610 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $172,500 |
| REID PARK ZOOLOGICAL SOCIETY | |||||||
| 1030 S RANDOLPH WAY | TUCSON | AZ | 85716 | N/A | PC | Pathway to Asia Program | $100,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2490 JCT PLACE STE 200 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $50,000 |
| SALE RANCH SANCTUARY | |||||||
| 39850 VOYAGER RD | TEMECULA | CA | 92592 | N/A | PC | General & Unrestricted | $10,000 |
| SCIENTIFIC ALLIANCE FOR EDUCATION | |||||||
| 561 SHUNPIKE RD | SHEFFIELD | MA | 01257 | N/A | PC | Wireless Safety Education Projects | $18,000 |
| SCIENTIFIC ALLIANCE FOR EDUCATION | |||||||
| 561 SHUNPIKE RD | SHEFFIELD | MA | 01257 | N/A | PC | General & Unrestricted | $81,050 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $15,000 |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | |||||||
| 23564 CALABASAS RD | CALABASAS | CA | 91302 | N/A | PC | The Bee Conservancy Program | $50,000 |
| SOCIETY OF ENVIRONMENTAL JOURNALISTS | |||||||
| 1629 K ST NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | The Elizabeth Grossman Fund | $15,000 |
| SR JOSE WOMENS SHELTER | |||||||
| 1050 S PARK AVE | TUCSON | AZ | 85719 | N/A | PC | General & Unrestricted | $30,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $100,000 |
| SUPERIOR BIO-CONSERVANCY INC | |||||||
| 9070 N RANGE LINE RD | RIVER HILLS | WI | 53217 | N/A | PC | General & Unrestricted | $60,000 |
| SWAN VIEW COALITION INC | |||||||
| 3165 FOOTHILL RD | KALISPELL | MT | 59901 | N/A | PC | General & Unrestricted | $50,000 |
| SWEDETOWN TRAILS CLUB | |||||||
| PO BOX 214 | CALUMET | MI | 49913 | N/A | PC | General & Unrestricted | $40,000 |
| THE COUSTEAU SOCIETY INC | |||||||
| 732 EDEN WAY NORTH STE E 707 | CHESAPEAKE | VA | 23320 | N/A | PC | General & Unrestricted | $20,000 |
| THE INTERNATIONAL DARK-SKY ASSOCIATION INC | |||||||
| 5049 E BROADWAY BLVD STE 105 | TUCSON | AZ | 85711 | N/A | PC | General & Unrestricted | $180,000 |
| THE NATURE CONSERVANCY | |||||||
| 250 LAWRENCE HILL RD | COLD SPRING HARBOR | NY | 11724 | N/A | PC | The Nature Conservancy of Michigan - For Slate River Reserve | $150,000 |
| THE NATURE CONSERVANCY | |||||||
| 250 LAWRENCE HILL RD | COLD SPRING HARBOR | NY | 11724 | N/A | PC | The Nature Conservancy in Michigan - For Keweenaw Heartlands Project | $34,076 |
| THE SALVATION ARMY | |||||||
| 408 RAVINE ST | HANCOCK | MI | 49930 | N/A | PC | General & Unrestricted | $20,000 |
| U C SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | N/A | PC | UCSD Golomb Research Group Fund | $150,000 |
| U P WILDLIFE REHABILITATION | |||||||
| 45057 ARCHAMBEAU RD | CHASSELL | MI | 49916 | N/A | PC | General & Unrestricted | $20,000 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN 10TH FLR | NEW YORK | NY | 10038 | N/A | PC | Ukraine Fund | $40,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | For the benefit of AZPM | $30,000 |
| VIRGINIA ORGANIZING INC | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | General & Unrestricted | $250,000 |
| VITAL GROUND FOUNDATION INC | |||||||
| 30 FORT MISSOULA RD | MISSOULA | MT | 59804 | N/A | PC | General & Unrestricted | $30,000 |
| WILDERNESS WATCH INC | |||||||
| PO BOX 9175 | MISSOULA | MT | 59807 | N/A | PC | Endowment Fund | $15,000 |
| WILDERNESS WATCH INC | |||||||
| PO BOX 9175 | MISSOULA | MT | 59807 | N/A | PC | General & Unrestricted | $220,950 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 212 S WALLACE AVE STE 101 | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $30,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $30,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,524,076 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,802 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,388 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,754 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCEEDS FROM SALE OF AIRPLANE PARTS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,095 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $103,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,531 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XIV (FORM 990-PF): | IdentifierTxt |
| Form And Line Reference | PART XIV (FORM 990-PF): | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF GRANT: VALUATION ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF GRANT: VALUATION ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $100,000 TOTAL BOOK VALUE OF PROPERTY: $100,000 TOTAL CASH PORTION OF GRANTS: - TOTAL AMOUNT OF GRANTS: $100,000 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES: $0 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: FSP MONUMENT CIRCLE CORP DATE OF DISTRIBUTION: 5/1/2023 GRANT RECIPIENT: NORTHERN LIGHTS YMCA INC FMV OF PROPERTY: $100,000 BOOK VALUE OF PROPERTY: $100,000 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $100,000 | MediumExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending November 6, 2023, The Klungness Family Foundation, Inc. (the "Foundation") made distributions from assets from sources other than current income in complete liquidation. The Foundation filed the attached Certificate of Dissolution with the Secretary of State of Delaware on November 6, 2023. The Foundation made distributions of cash to the grantees listed in the attachment to Part XiV, Line 3a; each such grant was made solely for the charitable purpose specified therein. A final distribution of the Foundation's expected tax refund of $31 will be made as a grant to a 501(c)(3) public charity per IRS regulations. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $9,025 | $9,025 | |
| Bank Charges | $82 | $82 | |
| Office Supplies | $116 | $116 | |
| Postage/Delivery Service | $875 | $875 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCEEDS FROM SALE OF AIRPLANE PARTS | Desc |
| Revenue And Expenses Per Books | $7,095 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,095 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $329 | $329 | |
| Investment Management Services | $1,367 | $1,367 | |
| Philanthropic Consulting Srvcs | $900 | $900 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2023 | CategoryTxt |
| Amt | $700 | Amt |