KLEM FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KLEM FAMILY FOUNDATION INC (EIN 84-1937657)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-03
- IRS object ID
- 202511849349100811
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-03T15:01:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133547940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KG TRAKAS & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVENUE 3RD FLOOR WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841937657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLEM FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLEM | BusinessNameControlTxt |
| Phone | 9142739512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 NORTH LAKE ROAD | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KLEM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9142739512 | PhoneNum |
| Signature | 2025-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE G TRAKAS | PreparerPersonNm |
| PTIN | P01244744 | PTIN |
| Phone | 2128670012 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,046,301 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $486 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $486 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,981 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $433,348 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $617,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $433,348 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $524,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $484,815 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,166 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $309,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $484,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,137 | CashBOYAmt |
| Cash EOY | $404,318 | CashEOYAmt |
| Cash EOYFMV | $404,318 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,148,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,029,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,641,983 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,149,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,433,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,046,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,149,913 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,433,928 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,149,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,433,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,149,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,433,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,149,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $309,989 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,459,902 | SubtotalAmt |
| Other Decreases | $25,974 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,433,928 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 119.099 SHS FIDELITY 500 INDEX FUND | D | 2012-07-19 | 2024-11-29 | $25,000 | $6,563 | $18,437 | $18,437 |
| 23.646 SHS FIDELITY 500 INDEX FUND | D | 2012-07-19 | 2024-12-05 | $5,000 | $1,303 | $3,697 | $3,697 |
| 964.925 SHS FIDELITY 500 INDEX FUND | D | 2012-07-19 | 2024-12-27 | $200,000 | $53,176 | $146,824 | $146,824 |
| 975.372 SHS FIDELITY 500 INDEX FUND | D | 2012-07-19 | 2024-12-30 | $200,000 | $53,752 | $146,248 | $146,248 |
| 965.717 SHS FIDELITY STOCK SELECTOR SMALL CAP | D | 1995-10-16 | 2024-11-25 | $40,704 | $14,026 | $26,678 | $26,678 |
| 230.728 SHS FIDELITY 500 INDEX FUND | D | 2024-01-24 | $39,000 | $17,229 | $21,771 | $21,771 | |
| 6.536 SHS FIDELITY 500 INDEX FUND | D | 2011-08-08 | 2024-05-31 | $1,200 | $516 | $684 | $684 |
| 19.639 SHS FIDELITY 500 INDEX FUND | D | 2011-08-08 | 2024-06-04 | $3,616 | $1,549 | $2,067 | $2,067 |
| 2.644 SHS FIDELITY 500 INDEX FUND | D | 2011-08-08 | 2024-06-13 | $500 | $209 | $291 | $291 |
| 142.697 SHS FIDELITY 500 INDEX FUND | D | 2011-08-08 | 2024-09-17 | $28,000 | $11,930 | $16,070 | $16,070 |
| 126.224 SHS FIDELITY 500 INDEX FUND | D | 2011-08-08 | 2024-11-13 | $26,267 | $11,182 | $15,085 | $15,085 |
| 111.642 SHS FIDELITY 500 INDEX FUND | D | 2012-07-19 | 2024-11-13 | $23,233 | $6,153 | $17,080 | $17,080 |
| 24.004 SHS FIDELITY 500 INDEX FUND | D | 2012-07-19 | 2024-11-25 | $5,000 | $1,323 | $3,677 | $3,677 |
| 95.461 SHS FIDELITY 500 INDEX FUND | D | 2012-07-19 | 2024-11-26 | $20,000 | $5,261 | $14,739 | $14,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $433,348 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,739 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,739 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,739 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,059 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,739 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN J KLEM | IndividualWithBooksNm |
| Phone | 9142739512 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 NORTH LAKE ROAD | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J KLEM | ||||||||
| 43 NORTH LAKE ROAD | ARMONK | NY | 10504 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELINOR KLEM | ||||||||
| 43 NORTH LAKE ROAD | ARMONK | NY | 10504 | TREASURER & DIRECTOR | 0.00 | $0 | $0 | $0 |
| LISA KLEM | ||||||||
| 3208 ROLLING ROAD | CHEVY CHASE | MD | 20815 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT E KLEM | ||||||||
| 25 CARRIAGE DRIVE | EASTON | CT | 06612 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID J KLEM | ||||||||
| 160 COLUMBIA HEIGHTS APT 1E | BROOKLYN | NY | 11201 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KLEM FAMILY FOUNDATION INC PROVIDES CONTRIBUTIONS TO OTHER TAX EXEMPT ORGANIZATIONS FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, EDUCATIONAL OR CULTURAL PURPOSES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,510,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,713,186 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,713,186 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,657,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,739 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,739 | TotalTaxAmt |
| Distributable Before Adj | $176,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $176,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $176,135 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,510 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $209,510 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $21,776 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,096 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,703 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,564 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,139 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $176,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,375 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $122,514 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $122,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,776 | ExcessFromYear4Amt |
| Excess From Year3 | $15,096 | ExcessFromYear3Amt |
| Excess From Year2 | $36,703 | ExcessFromYear2Amt |
| Excess From Year1 | $15,564 | ExcessFromYear1Amt |
| Excess From Current Year | $33,375 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN J KLEM | ContributingManagerNm |
| Contributing Manager | ELINOR KLEM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN J KLEM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 NORTH LAKE ROAD | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9142739512 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE | ||||||||
| 9159 BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| ACADEMY OF THE HOLY CROSS | ||||||||
| 4920 STRATHMORE AVE | KENSINGTON | MD | 20895 | N/A | PUBLIC | GENERAL FUNDS | $3,000 | |
| ARMONK INDEPENDENT FIRE COMPANY | ||||||||
| PO BOX 116 | ARMONK | NY | 10504 | N/A | PUBLIC | GENERAL FUNDS | $100 | |
| ASPETUCK LAND TRUST | ||||||||
| 239 TOILSOME HILL ROAD | FAIRFIELD | CT | 06825 | N/A | PUBLIC | GENERAL FUNDS | $3,000 | |
| BILLION OYSTER PROJECT | ||||||||
| 10 SOUTH STREET | NEW YORK | NY | 10004 | N/A | PUBLIC | GENERAL FUNDS | $4,000 | |
| BOWDOIN COLLEGE | ||||||||
| 5400 COLLEGE STATION | BRUNSWICK | ME | 04011 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| BRIDGEPORT FALLEN FIREFIGHTERS FOUNDATION | ||||||||
| PO BOX 522 | BRIDGEPORT | CT | 06601 | N/A | PUBLIC | GENERAL FUNDS | $3,000 | |
| CARNEGIE HALL | ||||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PUBLIC | GENERAL FUNDS | $100 | |
| CELIAC DISEASE CENTER | ||||||||
| 180 FORT WASHINGTON AVENUE 936 | NEW YORK | NY | 10032 | N/A | PUBLIC | GENERAL FUNDS | $15,000 | |
| CENTER FOR FAMILY JUSTICE | ||||||||
| 753 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06604 | N/A | PUBLIC | GENERAL FUNDS | $3,000 | |
| CITY HARVEST | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PUBLIC | GENERAL FUNDS | $5,000 | |
| CONNECTICUT HUMANE SOCIETY | ||||||||
| 701 RUSSELL ROAD | NEWINGTON | CT | 06111 | N/A | PUBLIC | GENERAL FUNDS | $3,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC | GENERAL FUNDS | $4,000 | |
| FEEDING WESTCHESTER | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | N/A | PUBLIC | GENERAL FUNDS | $5,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC | GENERAL FUNDS | $10,000 | |
| FRIENDS OF FORSYTHE | ||||||||
| PO BOX 355 | OCEANVILLE | NJ | 08231 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| FRIENDS OF NORTH CASTLE LIBRARY | ||||||||
| 19 WHIPPOORWILL ROAD | ARMONK | NY | 10504 | N/A | PUBLIC | GENERAL FUNDS | $100 | |
| FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY | ||||||||
| 52 DRUID LANE | RIVERSIDE | CT | 06878 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| HAMILTON FUND | ||||||||
| HAMILTON COLLEGE 198 COLLEGE HILL | CLINTON | NY | 13323 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | ROAD |
| HARTWICK FUND | ||||||||
| PO BOX 4022 | ONEONTA | NY | 13820 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | PUBLIC | GENERAL FUNDS | $100 | |
| IMAGINATION STAGE | ||||||||
| 4908 AUBURN AVENUE | BETHESDA | MD | 20814 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| LAFAYETTE COLLEGE | ||||||||
| 730 HIGH ST | EASTON | PA | 18042 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| MARYLAND YOUTH BALLET | ||||||||
| 926 ELLSWORTH DRIVE | SILVER SPRING | MD | 20910 | N/A | PUBLIC | GENERAL FUNDS | $3,000 | |
| MONTGOMERY COUNTY COALITION FOR THE HOMELESS | ||||||||
| 2301 RESEARCH BLVD | ROCKVILLE | MD | 20850 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| NORTH CASTLE HISTORICAL SOCIETY | ||||||||
| 440 BEDFORD ROAD | ARMONK | NY | 10504 | N/A | PUBLIC | GENERAL FUNDS | $100 | |
| OPEN DOOR SPORTS | ||||||||
| 9519 W STANHOPE RD | KENSINGTON | MD | 20895 | N/A | PUBLIC | GENERAL FUNDS | $10,000 | |
| PLANNED PARENTHOOD | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PUBLIC | GENERAL FUNDS | $4,000 | |
| RECLAM THE BAY | ||||||||
| 1623 WHITESVILLE ROAD | TOMS RIVER | NJ | 08755 | N/A | PUBLIC | GENERAL FUNDS | $3,000 | |
| ROCK CREEK CONSERVANCY | ||||||||
| 7200 WISCONSIN AVE 500 | BETHESDA | MD | 20814 | N/A | PUBLIC | GENERAL FUNDS | $2,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HWY EAST | FAIRFIELD | CT | 06825 | N/A | PUBLIC | GENERAL FUNDS | $4,000 | |
| SMITH FUND | ||||||||
| SMITH COLLEGE 10 ELM STREET | NORTHAMPTON | MA | 01063 | N/A | PUBLIC | GENERAL FUNDS | $5,000 | |
| SPECIAL OLYMPICS - MD - MONTGOMERY COUNTY | ||||||||
| 10204 COLEBROOK AVENUE | ROCKVILLE | MD | 20854 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| TCNJ FOUNDATION | ||||||||
| PO BOX 7718 | EWING | NJ | 08628 | N/A | PUBLIC | GENERAL FUNDS | $6,000 | |
| THE CAMPAIGN AGAINST HUNGER | ||||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | N/A | PUBLIC | GENERAL FUNDS | $12,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 322 8TH AVENUE 14TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL FUNDS | $4,000 | |
| THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION | ||||||||
| 228 EAST 45TH STREET SUITE 9E | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL FUNDS | $4,000 | |
| THE WINDWARD SCHOOL | ||||||||
| 13 WINDWARD AVENUE | WHITE PLAINS | NY | 10604 | N/A | PUBLIC | GENERAL FUNDS | $2,500 | |
| UNICEF USA - UKRAINE | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL FUNDS | $10,000 | |
| WESTCHESTER LAND TRUST | ||||||||
| 403 HARRIS ROAD 2408 | BEDFORD HILLS | NY | 10507 | N/A | PUBLIC | GENERAL FUNDS | $500 | |
| WILLIAMS SCHOLARSHIP FUND | ||||||||
| DEVELOPMENT OFFICE WILLIAMS COLLEGE | WILLIAMSTOWN | MA | 01267 | N/A | PUBLIC | GENERAL FUNDS | $40,010 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PUBLIC | GENERAL FUNDS | $4,000 | |
| BROOKLYN INDEPENDENT MIDDLE SCHOOL | ||||||||
| 38 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | N/A | PUBLIC | GENERAL FUNDS | $3,000 | |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | ||||||||
| 525 W 120TH STREET | NEW YORK | NY | 10027 | N/A | PUBLIC | GENERAL FUNDS | $20,000 | |
| BEST BUDDIES | ||||||||
| 100 SE 2ND STREET | MIAMI | FL | 33131 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| NATURE FORWARD | ||||||||
| 8940 JONES MILL ROAD | CHEVY CHASE | MD | 20815 | N/A | PUBLIC | GENERAL FUNDS | $2,000 | |
| WESLEYAN UNIVERSITY | ||||||||
| 45 WYLLYS AVENUE | MIDDLETOWN | CT | 06459 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,510 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $486 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,981 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $433,348 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $484,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $484,815 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID KLEM | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 COLUMBIA HEIGHTS APT 1E | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 965.717 SHARES FIDELITY STOCK SELECTOR SMALL CAP FUND | NoncashPropertyDesc |
| Fair Market Value | $40,000 | FairMarketValueAmt |
| Received | 2024-11-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 17,836.244 SHS FIDELITY 500 INDEX FUND | StockNm |
| EOY Book Value | $1,029,610 | EOYBookValueAmt |
| EOYFMV | $3,641,983 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS CONTRIBUTED TO FOUNDATION | Desc |
| Amt | $25,974 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $0 |
| PENALTY | $25 | $0 | $0 |
| BANK FEES | $25 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JOHN J ELINOR KLEM | |||
| 43 NORTH LAKE ROAD | ARMONK | NY | 10504 |
| DAVID KLEM | |||
| 160 COLUMBIA HEIGHTS APT 1E | BROOKLYN | NY | 11201 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,166 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments