KLIMKIEWICZ FAM FOUNDATION TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KLIMKIEWICZ FAM FOUNDATION TR (EIN 54-6658079)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-11-15
IRS object ID
202313199349109096
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T19:03:29-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 E Main Street Suite 1300AddressLine1Txt
CityNorfolkCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23510ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN546658079EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Klimkiewicz Family FoundationBusinessNameLine1Txt
Business Name Line2c/o B June Klimkiewicz TrusteeBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% KLIMKIEWICZ FAMILY FOUNDATIOInCareOfNm
Business Name ControlKLIMBusinessNameControlTxt
Phone7579619926PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 Duke of Windsor RoadAddressLine1Txt
CityVirginia BeachCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23454ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJune KlimkiewiczPersonNm
Person TitleTrusteePersonTitleTxt
Phone7579619926PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJunePersonFirstNm
Person LastKlimkiewiczPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJason W McKenziePreparerPersonNm
PTINP01020849PTIN
Phone7576407190PhoneNum
Preparation2023-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$68,834FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$210,136ContriRcvdRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$210,136GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$210,136CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$210,136TotalRevAndExpnssAmt
Total Net Invst Incm$210,136TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$1,560OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,560TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$214,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$214,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$216,060TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$214,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,924ExcessRevenueOverExpensesAmt
Net Investment Income$210,136NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$74,758CashBOYAmt
Cash EOYFMV$68,834CashEOYFMVAmt
Total Assets BOY$74,758TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$68,834TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$74,758NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$68,834NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$74,758TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$68,834TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$74,758TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$68,834TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$74,758TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,924ExcessRevenueOverExpensesAmt
Subtotal$68,834SubtotalAmt
Tot Net Ast Or Fund Balances EOY$68,834TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySTOCKPropertyDesc
Acquired2020-01-01AcquiredDt
Sold2021-02-10SoldDt
Gross Sales Price$210,136GrossSalesPriceAmt
Gain Or Loss$210,136GainOrLossAmt
Gains Minus Excess Or Losses$210,136GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$210,136CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,921InvestmentIncomeExciseTaxAmt
Subtotal$2,921SubtotalAmt
Tax Based On Investment Income$2,921TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$70EsPenaltyAmt
Tax Due$2,991TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KLIMKIEWICZ FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7579619926PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11501 DUKE OF WINDSOR ROADAddressLine1Txt
Cityvirginia beachCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23454ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
B JUNE KLIMKIEWICZ
1501 Duke of Windsor RoadVirginia BeachVA23454TRUSTEE0$0$0$0
D KEITH KLIMKIEWICZ
1501 Duke of Windsor RoadVirginia BeachVA23454TRUSTEE0$0$0$0
ELIZABETH CIOLFI
1501 Duke of Windsor RoadVirginia BeachVA23454TRUSTEE0$0$0$0
STEPHEN DEWITT KLIMKIEWICZ
1501 Duke of Windsor RoadVirginia BeachVA23454TRUSTEE0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$235,332AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$235,332TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$235,332AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,530CashDeemedCharitableAmt
Net Vl Noncharitable Assets$231,802NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,590MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,590MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,921TaxBasedOnInvestmentIncomeAmt
Total Tax$2,921TotalTaxAmt
Distributable Before Adj$8,669DistributableBeforeAdjAmt
Distributable Before Ded$8,669DistributableBeforeDedAmt
Distributable As Adjusted$8,669DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$214,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$214,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,669DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$63,130ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$86,418ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$110,514ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$138,619ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$203,554ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$602,235TotalExcessDistributionCyovAmt
Qualifying Distributions$214,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$8,669AppliedToCurrentYearAmt
Remaining Distri From Corpus$205,831RemainingDistriFromCorpusAmt
Total Corpus$808,066TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$63,130ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$744,936ExcessDistriCyovToNextYrAmt
Excess From Year4$86,418ExcessFromYear4Amt
Excess From Year3$110,514ExcessFromYear3Amt
Excess From Year2$138,619ExcessFromYear2Amt
Excess From Year1$203,554ExcessFromYear1Amt
Excess From Current Year$205,831ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerB JUNE KLIMKIEWICZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Kidz 1st Fund
1511 TEXAS AVECOLLEGE STATIONTX77840NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$150,000
Cape Henry Collegiate School
1320 MILL DAM ROADVIRGINIA BEACHVA23454NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$40,000
Langley Residential Support Services
2070 Chain Bridge Road ste G55ViennaVA22182NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$10,000
Give Kids the World
210 S Bass RdKissimmeeFL34746NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$5,000
CHKD
601 childrens laneNorfolkVA23507NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$4,500
Tunnel to Towers Foundation
2361 Hylan BlvdStaten IslandNY10306NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$2,000
Make-A-Wish Greater Virginia
2810 N Parham Rd STE 302RichmondVA23294NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$1,000
Dolphin Scholarship Foundation
4966 EUCLID ROAD SUITE 109VIRGINIA BEACHVA23462NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$500
Chesapeake Regional Health Foundation
736 Battlefield Blvd NorthChesapeakeVA23320NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$500
Chesapeake Bay Foundation
1108 e main street suite 1600RichmondVA23219NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$500
Dogs on Deployment
970 W Valley PkwyEscondidoCA92025NONEPCFURTHER DONEE'S CHARITABLE PURPOSE.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$214,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISC REVENUEDesc
FieldValueIRS element (for citing)
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDONALD F KLIMKIEWICZContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11501 Duke of Windsor RdAddressLine1Txt
CityVirginia BeachCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23454ZIPCd
FieldValueIRS element (for citing)
Total Contributions$210,136TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property877 SHSNoncashPropertyDesc
Fair Market Value$210,136FairMarketValueAmt
Received2021-02-10ReceivedDt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISC FEESDesc
Revenue And Expenses Per Books$1,560RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISC INCOMEDesc

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDONALD F KLIMKIEWICZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 Duke of Windsor RdAddressLine1Txt
CityVirginia BeachCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23454ZIPCd

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