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KLIMKIEWICZ FAM FOUNDATION TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
KLIMKIEWICZ FAM FOUNDATION TR (EIN 54-6658079)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201713199349102451
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T12:43:03-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521711839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COUNCILOR BUCHANAN & MITCHELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVENUE SUITE 500AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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 TRUSTOR/TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKLIMBusinessNameControlTxt
Phone7579619926PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 DUKE OF WINDSOR ROADAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP234542503ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD F KLIMKIEWICZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7579619926PhoneNum
Signature2017-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN R COMUNALEPreparerPersonNm
PTINP00365040PTIN
Phone3019860600PhoneNum
Preparation2017-07-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.31.200.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-07-13IPDt
IP Tm14:37:12IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0BD482CC96086244E7BEC41DB87FA876D3C475CDAtSubmissionCreationDeviceId
At Submission Filing Device Id12DFD35D10057E80DC23C1EEDD20347D21E2ADF8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$195,525FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$50,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,700ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$218,225CashBOYAmt
Cash EOY$195,525CashEOYAmt
Cash EOYFMV$195,525CashEOYFMVAmt
Total Assets BOY$218,225TotalAssetsBOYAmt
Total Assets EOY$195,525TotalAssetsEOYAmt
Total Assets EOYFMV$195,525TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$218,225UnrestrictedBOYAmt
Unrestricted EOY$195,525UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$218,225TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$195,525TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$218,225TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$195,525TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$218,225TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,700ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$195,525SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$195,525TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$55,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$186,243NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.297998DistributionYr1Rt
Adjusted Qlfy Distri Yr2$53,100AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$163,411NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.324948DistributionYr2Rt
Adjusted Qlfy Distri Yr3$105,650AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$200,741NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.526300DistributionYr3Rt
Adjusted Qlfy Distri Yr4$18,910AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$73,808NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.256205DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$27,377NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.675750DistributionYr5Rt
Total Distribution2.081201TotalDistributionRt
Average Distribution0.416240AverageDistributionRt
Net Vl Noncharitable Assets$191,398NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$79,668AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$79,668AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$72,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

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
ZIP234542503ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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 BEACHVA234542503TRUSTOR/TRUSTEE0.00$0$0$0
D KEITH KLIMKIEWICZ
1501 DUKE OF WINDSOR ROADVIRGINIA BEACHVA234542503TRUSTEE0.00$0$0$0
ELIZABETH CIOLFI
1501 DUKE OF WINDSOR ROADVIRGINIA BEACHVA234542503TRUSTEE0.00$0$0$0
STEPHEN DEWITT KLIMKIEWICZ
1501 DUKE OF WINDSOR ROADVIRGINIA BEACHVA234542503TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE PURPOSE OF THE FOUNDATION IS TO PROMOTE EDUCATIONAL AND CHARITABLE ORGANIZATIONS WHOSE NEEDS CORRESPOND TO THE PHILANTHROPIC GOALS OF ITS TRUSTORS AND COME WITHIN THE CHARITABLE PURPOSES OUTLINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$194,313AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$194,313TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$194,313AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,915CashDeemedCharitableAmt
Net Vl Noncharitable Assets$191,398NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,570MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,570MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$9,570DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,570DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,570DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$72,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,570DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$17,131ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,220ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$95,613ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$44,929ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$46,188ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$219,081TotalExcessDistributionCyovAmt
Qualifying Distributions$72,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,570AppliedToCurrentYearAmt
Remaining Distri From Corpus$63,130RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$282,211TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$17,131ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$265,080ExcessDistriCyovToNextYrAmt
Excess From Year4$15,220ExcessFromYear4Amt
Excess From Year3$95,613ExcessFromYear3Amt
Excess From Year2$44,929ExcessFromYear2Amt
Excess From Year1$46,188ExcessFromYear1Amt
Excess From Current Year$63,130ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FANCONI ANEMIA RESEARCH FUND INC
1801 WILLAMETTE STREET SUITE 200EUGENEOR97401NONEPUBLIC CHARITYGENERAL SUPPORT$60,000
SMILE
101 WEST MAIN STREET SUITE 7000NORFOLKVA23510NONEPUBLIC CHARITYGENERAL SUPPORT$500
THE CAPE HENRY FUND
1320 MILL DAM ROADVIRGINIA BEACHVA234542306NONEPUBLIC CHARITYGENERAL SUPPORT AND SUPPORTING THE ARTS FAMILY OF FUNDS.$10,000
USO
PO BOX 96860WASHINGTONDC200777677NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
DOLPHIN SCHOLARSHIP FOUNDATION
4966 EUCLID ROAD SUITE 109VIRGINIA BEACHVA23462NONEPUBLIC CHARITYGENERAL SUPPORT$100
MAKE-A-WISH GREATER VIRGINIA
P O BOX 97104WASHINGTONDC200907104NONEPUBLIC CHARITYGENERAL SUPPORT$100
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 STJUDE PLACEMEMPHISTN38105PUBLIC CHARITYGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonB JUNE KLIMKIEWICZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 DUKE OF WINDSOR ROADAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP234542503ZIPCd

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