KLEM FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KLEM FAMILY FOUNDATION INC (EIN 84-1937657)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-10
- IRS object ID
- 202101919349100400
- Schema version
- 2020v4.1
- 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
- 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 | 2021-07-10T11:15:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | KLEM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE G TRAKAS | PreparerPersonNm |
| PTIN | P01244744 | PTIN |
| Phone | 2128670012 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,604,645 | 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 | $903,209 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,670 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,211 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,009,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,881 | 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 |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $934,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79 | CashBOYAmt |
| Cash EOY | $46,651 | CashEOYAmt |
| Cash EOYFMV | $46,651 | CashEOYFMVAmt |
| Corporate Stock BOY | $180,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $590,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,557,994 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $180,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $637,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,604,645 | 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 | $180,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $637,210 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $180,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $637,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $180,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $637,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $180,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $934,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,114,931 | SubtotalAmt |
| Other Decreases | $477,721 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $637,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 265.534 SHS FIDELITY 500 INDEX FUND | D | 2009-08-05 | 2020-01-02 | $30,000 | $10,092 | $19,908 | $19,908 |
| 8.915 SHS FIDELITY 500 INDEX FUND | D | 2009-08-05 | 2020-02-24 | $1,000 | $339 | $661 | $661 |
| 18.046 SHS FIDELITY 500 INDEX FUND | D | 2009-08-05 | 2020-03-16 | $1,500 | $686 | $814 | $814 |
| 11.533 SHS FIDELITY 500 INDEX FUND | D | 2009-08-05 | 2020-03-20 | $926 | $438 | $488 | $488 |
| 106.175 SHS FIDELITY 500 INDEX FUND | D | 2009-08-05 | 2020-09-14 | $12,500 | $4,225 | $8,275 | $8,275 |
| 42.893 SHS FIDELITY 500 INDEX FUND | D | 2009-08-05 | 2020-10-06 | $5,000 | $1,742 | $3,258 | $3,258 |
| 165.440 SHS FIDELITY 500 INDEX FUND | D | 2009-08-05 | 2020-10-16 | $20,000 | $6,720 | $13,280 | $13,280 |
| 405.515 SHS FIDELITY 500 INDEX FUND | D | 2009-08-05 | 2020-11-09 | $50,000 | $16,473 | $33,527 | $33,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,211 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,260 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $2,761 | OverpaymentAmt |
| Applied To ES Tax | $2,761 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $1,044,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,365 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,067,824 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,067,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,051,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,590 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,472 | TotalTaxAmt |
| Distributable Before Adj | $51,118 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,118 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,066 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,066 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,118 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,776 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,776 | 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 | $21,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $21,776 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CELIAC DISEASE CENTER | ||||||||
| 180 FORT WASHINGTON AVENUE 936 | NEW YORK | NY | 10032 | N/A | PUBLIC | GENERAL FUNDS | $2,000 | |
| CENTER FOR FAMILY JUSTICE | ||||||||
| 753 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06604 | N/A | PUBLIC | GENERAL FUNDS | $2,500 | |
| CITY HARVEST | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PUBLIC | GENERAL FUNDS | $3,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| WILLIAMS SCHOLARSHIP FUND | ||||||||
| DEVELOPMENT OFFICE WILLIAMS COLLEGE | WILLIAMSTOWN | MA | 01267 | N/A | PUBLIC | GENERAL FUNDS | $30,010 | |
| THE NATURE CONSERVANCY | ||||||||
| 322 8TH AVENUE 14TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL FUNDS | $1,500 | |
| CONNECTICUT HUMANE SOCIETY | ||||||||
| 701 RUSSELL ROAD | NEWINGTON | CT | 06111 | N/A | PUBLIC | GENERAL FUNDS | $2,500 | |
| FALLEN FIREFIGHTERS FUND | ||||||||
| PO BOX 8124 | CANTON | OH | 44711 | N/A | PUBLIC | GENERAL FUNDS | $2,500 | |
| ASPETUCK LAND TRUST | ||||||||
| 239 TOILSOME HILL ROAD | FAIRFIELD | CT | 06825 | N/A | PUBLIC | GENERAL FUNDS | $2,500 | |
| SMITH FUND | ||||||||
| SMITH COLLEGE10 ELM STREET | NORTHAMPTON | MA | 01063 | N/A | PUBLIC | GENERAL FUNDS | $2,500 | |
| HAMILTON FUND | ||||||||
| HAMILTON COLLEGE 198 COLLEGE HILL | CLINTON | NY | 13323 | N/A | PUBLIC | GENERAL FUNDS | $500 | ROAD |
| WESTMORELAND SANCTUARY | ||||||||
| 260 CHESTNUT RIDGE ROAD | MT KISCO | NY | 10549 | N/A | PUBLIC | GENERAL FUNDS | $300 | |
| HARTWICK FUND | ||||||||
| PO BOX 4022 | ONEONTA | NY | 13820 | N/A | PUBLIC | GENERAL FUNDS | $500 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | PUBLIC | GENERAL FUNDS | $100 | |
| ARMONK INDEPENDENT FIRE COMPANY | ||||||||
| PO BOX 116 | ARMONK | NY | 10504 | N/A | PUBLIC | GENERAL FUNDS | $100 | |
| CARNEGIE HALL | ||||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PUBLIC | GENERAL FUNDS | $100 | |
| GEORGETOWN DAY SCHOOL | ||||||||
| 4200 DAVENPORT STREET NW | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUNDS | $100 | |
| PLANNED PARENTHOOD | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| WESTCHESTER LAND TRUST | ||||||||
| 403 HARRIS ROAD 2408 | BEDFORD HILLS | NY | 10507 | N/A | PUBLIC | GENERAL FUNDS | $500 | |
| THE PROSPECTOR THEATER | ||||||||
| 25 PROSPECT STREET | RIDGEFIELD | CT | 06877 | N/A | PUBLIC | GENERAL FUNDS | $250 | |
| THE CAMPAIGN AGAINST HUNGER | ||||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | N/A | PUBLIC | GENERAL FUNDS | $4,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC | GENERAL FUNDS | $2,000 | |
| THE WINDWARD SCHOOL | ||||||||
| 13 WINDWARD AVENUE | WHITE PLAINS | NY | 10604 | N/A | PUBLIC | GENERAL FUNDS | $2,000 | |
| NORTH CASTLE HISTORICAL SOCIETY | ||||||||
| 440 BEDFORD ROAD | ARMONK | NY | 10504 | N/A | PUBLIC | GENERAL FUNDS | $50 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PUBLIC | GENERAL FUNDS | $100 | |
| EMPOWERED GIRLS | ||||||||
| PO BOX 681102 | ORLANDO | FL | 32818 | N/A | PUBLIC | GENERAL FUNDS | $10,000 | |
| FEEDING WESTCHESTER | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | N/A | PUBLIC | GENERAL FUNDS | $250 | |
| RECLAM THE BAY | ||||||||
| 1623 WHITESVILLE ROAD | TOMS RIVER | NJ | 08755 | N/A | PUBLIC | GENERAL FUNDS | $1,000 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,960 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,670 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,211 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,881 | 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 Person | JOHN J AND ELINOR KLEM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $903,209 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 8,022.106 SHARES FIDELITY 500 INDEX FUND | NoncashPropertyDesc |
| Fair Market Value | $903,209 | FairMarketValueAmt |
| Received | 2020-01-06 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 11,968.921 SHS FIDELITY 500 INDEX FUND | StockNm |
| EOY Book Value | $590,559 | EOYBookValueAmt |
| EOYFMV | $1,557,994 | 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 | $477,721 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J ELINOR KLEM | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES ON INVESTMENT INCOME | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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