KLIMKIEWICZ FAM FOUNDATION TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: KLIMKIEWICZ FAM FOUNDATION TR (EIN 54-6658079)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202303199349109345
Schema version: 2022v5.0
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
Schedule B
Depreciation Schedule
Other Income Schedule2
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T19:03:58-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	300 E Main Street Suite 1300	AddressLine1Txt
City	Norfolk	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23510	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	546658079	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Klimkiewicz Family Foundation	BusinessNameLine1Txt
Business Name Line2	c/o B June Klimkiewicz Trustee	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% KLIMKIEWICZ FAMILY FOUNDATIO	InCareOfNm
Business Name Control	KLIM	BusinessNameControlTxt
Phone	7579619926	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1501 Duke of Windsor Road	AddressLine1Txt
City	Virginia Beach	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23454	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	June Klimkiewicz	PersonNm
Person Title	Trustee	PersonTitleTxt
Phone	7579619926	PhoneNum
Signature	2023-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	June	PersonFirstNm
Person Last	Klimkiewicz	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jason W McKenzie	PreparerPersonNm
PTIN	P01020849	PTIN
Phone	7576407190	PhoneNum
Preparation	2023-11-15	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$56,342	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	$219,008	ContriRcvdRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss	$0	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$204,008	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$161,413	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$219,008	TotalRevAndExpnssAmt
Total Net Invst Incm	$161,413	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$231,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$231,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$231,500	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$231,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$12,492	ExcessRevenueOverExpensesAmt
Net Investment Income	$161,413	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$68,834	CashBOYAmt
Cash EOY	$56,342	CashEOYAmt
Cash EOYFMV	$56,342	CashEOYFMVAmt
Total Assets BOY	$68,834	TotalAssetsBOYAmt
Total Assets EOY	$56,342	TotalAssetsEOYAmt
Total Assets EOYFMV	$56,342	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$68,834	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$56,342	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$68,834	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$56,342	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$68,834	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$56,342	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$68,834	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$12,492	ExcessRevenueOverExpensesAmt
Subtotal	$56,342	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$56,342	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	1337 SHS AAPL STOCK	PropertyDesc
Acquired	2021-01-01	AcquiredDt
Sold	2022-09-28	SoldDt
Gross Sales Price	$204,008	GrossSalesPriceAmt
Cost Or Other Basis	$42,595	CostOrOtherBasisAmt
Gain Or Loss	$161,413	GainOrLossAmt
Gains Minus Excess Or Losses	$161,413	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$161,413	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,244	InvestmentIncomeExciseTaxAmt
Subtotal	$2,244	SubtotalAmt
Tax Based On Investment Income	$2,244	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$104	EsPenaltyAmt
Tax Due	$2,348	TaxDueAmt

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	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	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	KLIMKIEWICZ FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7579619926	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1501 DUKE OF WINDSOR ROAD	AddressLine1Txt
City	virginia beach	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23454	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	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd
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
B JUNE KLIMKIEWICZ
1501 Duke of Windsor Road	Virginia Beach	VA	23454	TRUSTEE	0.5	$0	$0	$0
D KEITH KLIMKIEWICZ
1501 Duke of Windsor Road	Virginia Beach	VA	23454	TRUSTEE	0	$0	$0	$0
ELIZABETH CIOLFI
1501 Duke of Windsor Road	Virginia Beach	VA	23454	TRUSTEE	0	$0	$0	$0
STEPHEN DEWITT KLIMKIEWICZ
1501 Duke of Windsor Road	Virginia Beach	VA	23454	TRUSTEE	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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$97,317	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$97,317	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$97,317	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,460	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$95,857	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,793	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,793	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,244	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,244	TotalTaxAmt
Distributable Before Adj	$2,549	DistributableBeforeAdjAmt
Distributable Before Ded	$2,549	DistributableBeforeDedAmt
Distributable As Adjusted	$2,549	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$231,500	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	$231,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,549	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2020	PriorYear1Yr
Prior Year2	2019	PriorYear2Yr
Prior Year3	2018	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$86,418	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$110,514	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$138,619	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$203,554	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$205,831	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$744,936	TotalExcessDistributionCyovAmt
Qualifying Distributions	$231,500	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$2,549	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$228,951	RemainingDistriFromCorpusAmt
Total Corpus	$973,887	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$86,418	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$887,469	ExcessDistriCyovToNextYrAmt
Excess From Year4	$110,514	ExcessFromYear4Amt
Excess From Year3	$138,619	ExcessFromYear3Amt
Excess From Year2	$203,554	ExcessFromYear2Amt
Excess From Year1	$205,831	ExcessFromYear1Amt
Excess From Current Year	$228,951	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	B JUNE KLIMKIEWICZ	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Fanconi Anemia Research Fund
360 E 10th Ave Suite 201	Eugene	OR	97401	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$150,000
Cape Henry Collegiate School
1320 MILL DAM ROAD	VIRGINIA BEACH	VA	23454	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$40,000
CHKD
601 childrens lane	Norfolk	VA	23507	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$18,000
Langley Residential Support Services
2070 Chain Bridge Road ste G55	Vienna	VA	22182	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$10,000
Give Kids the World
210 S Bass Rd	Kissimmee	FL	34746	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$5,000
Equi-Kids Therapeutic Riding Program
2626 Heritage Park Drive	Virginia Beach	VA	23456	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$5,000
Make-A-Wish Greater Virginia
2810 N Parham Rd STE 302	Richmond	VA	23294	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$1,000
Foodbank of Southeastern VA & Easternshore
800 Tidewater Drive	Norfolk	VA	23504	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$500
Dolphin Scholarship Foundation
4966 EUCLID ROAD SUITE 109	VIRGINIA BEACH	VA	23462	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$500
Chesapeake Regional Health Foundation
113 Gainsborough Square 203	Chesapeake	VA	23320	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$500
Chesapeake Bay Foundation
1108 e main street suite 1600	Richmond	VA	23219	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$500
Dogs on Deployment
970 W Valley Pkwy	Escondido	CA	92025	NONE	PC	FURTHER DONEE'S CHARITABLE PURPOSE.	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$231,500	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
Dividends And Interest From Sec Dtl		DividendsAndInterestFromSecDtl
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
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	MISC REVENUE	Desc

Field	Value	IRS element (for citing)
Subtotals Incm Producing Acty		SubtotalsIncmProducingActyGrp

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd	Person ContributionPersonContributionInd
DONALD F KLIMKIEWICZ
1	1501 Duke of Windsor Rd	Virginia Beach	VA	23454	$204,008	Yes (X)
DONALD F KLIMKIEWICZ
2	1501 Duke of Windsor Rd	Virginia Beach	VA	23454	$15,000		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	1337 SHS AAPL STOCK	NoncashPropertyDesc
Fair Market Value	$204,008	FairMarketValueAmt
Received	2022-09-28	ReceivedDt

Depreciation Schedule DepreciationSchedule

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	MISC INCOME	Desc

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	DONALD F KLIMKIEWICZ	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1501 Duke of Windsor Rd	AddressLine1Txt
City	Virginia Beach	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23454	ZIPCd

KLIMKIEWICZ FAM FOUNDATION TR: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (2 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp

Depreciation Schedule DepreciationSchedule

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Comments