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KLIMKIEWICZ FAM FOUNDATION TR: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
KLIMKIEWICZ FAM FOUNDATION TR (EIN 54-6658079)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-14
IRS object ID
201212279349100301
Schema version
2011v1.2
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)
Timestamp2012-08-14T06:33:59-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521711839EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1COUNCILOR BUCHANAN & MITCHELL PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVENUE SUITE 500AddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN546658079EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1KLIMKIEWICZ FAMILY FOUNDATIONBusinessNameLine1
Business Name Line2C/O B JUNE KLIMKIEWICZ TRUSTOR/TRUSTEEBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlKLIMNameControl
Phone7579619926Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13012 LYNNDALE ROADAddressLine1
CityVIRGINIA BEACHCity
StateVAState
ZIP Code234526218ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDONALD F KLIMKIEWICZName
TitleTRUSTEETitle
Phone7579619926Phone
Date Signed2012-08-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN R COMUNALEName
PTINP00365040PTIN
Phone3019860600Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY73398FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss70000ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses70000TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss18500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps18500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss18500TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps18500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses51500ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY21898CashBOY
Cash EOY73398CashEOY
Cash EOYFMV73398CashEOYFMV
Total Assets BOY21898TotalAssetsBOY
Total Assets EOY73398TotalAssetsEOY
Total Assets EOYFMV73398TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY21898UnrestrictedBOY
Unrestricted EOY73398UnrestrictedEOY
Total Net Assets BOY21898TotalNetAssetsBOY
Total Net Assets EOY73398TotalNetAssetsEOY
Total Liabilities Net Assets BOY21898TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY73398TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY21898TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses51500ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal73398Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY73398TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year112000QualifyingDistributionsYear1
Noncharitable Assets Year129450NoncharitableAssetsYear1
Distribution Ratio Year10.407470DistributionRatioYear1
Qualifying Distributions Year25000QualifyingDistributionsYear2
Noncharitable Assets Year235674NoncharitableAssetsYear2
Distribution Ratio Year20.140158DistributionRatioYear2
Qualifying Distributions Year38000QualifyingDistributionsYear3
Noncharitable Assets Year345540NoncharitableAssetsYear3
Distribution Ratio Year30.175670DistributionRatioYear3
Qualifying Distributions Year449960QualifyingDistributionsYear4
Noncharitable Assets Year486544NoncharitableAssetsYear4
Distribution Ratio Year40.577279DistributionRatioYear4
Qualifying Distributions Year57478QualifyingDistributionsYear5
Noncharitable Assets Year553029NoncharitableAssetsYear5
Distribution Ratio Year50.141017DistributionRatioYear5
Total Distribution Ratio1.441594TotalDistributionRatio
Average Distribution Ratio0.288319AverageDistributionRatio
Net Noncharitable Assets27377NetNoncharitableAssets
Adjusted Noncharitable Assets7893AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One7893AdjNonchrtblAssetsAndOnePct
Qualifying Distributions18500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1KLIMKIEWICZ FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number7579619926BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13012 LYNNDALE ROADAddressLine1
CityVIRGINIA BEACHCity
StateVAState
ZIP Code23452ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
B JUNE KLIMKIEWICZ
3012 LYNNDALE ROADVIRGINIA BEACHVA234526218TRUSTOR/TRUSTEE0.00000
D KEITH KLIMKIEWICZ
3012 LYNNDALE ROADVIRGINIA BEACHVA234526218TRUSTEE0.00000
ELIZABETH CIOLFI
3012 LYNNDALE ROADVIRGINIA BEACHVA234526218TRUSTEE0.00000
STEPHEN DEWITT KLIMKIEWICZ
3012 LYNNDALE ROADVIRGINIA BEACHVA234526218TRUSTEE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

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.Description1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances27794AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets27794TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets27794AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable417CashDeemedCharitable
Net Noncharitable Assets27377NetNoncharitableAssets
Minimum Investment Return1369MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1369MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj1369DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1369DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1369DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions18500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions18500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions18500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1369DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year54871ExcessDistriCarryoverYear5
Excess Distri Carryover Year445713ExcessDistriCarryoverYear4
Excess Distri Carryover Year35743ExcessDistriCarryoverYear3
Excess Distri Carryover Year23217ExcessDistriCarryoverYear2
Excess Distri Carryover Year110527ExcessDistriCarryoverYear1
Total Excess Distri Carryover70071TotalExcessDistriCarryover
Qualifying Distributions18500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1369AppliedToCurrentYear
Remaining Distri From Corpus17131RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus87202TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year54871ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year82331ExcessDistriCyovToNextYear
Excess From Year445713ExcessFromYear4
Excess From Year35743ExcessFromYear3
Excess From Year23217ExcessFromYear2
Excess From Year110527ExcessFromYear1
Excess From Current Year17131ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerB JUNE KLIMKIEWICZContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FANCONI ANEMIA RESEARCH FUND
1801 WILLAMETTE STREET SUITE 200EUGENEOR97401NONEPUBLIC CHARITYGENEAL SUPPORT$14,000
MASON FAMILY MEMORIAL FUND
P O BOX 3100MARYFIELDVA22119FAMILY FRIENDN/AFAMILY ASSISTANCE$1,000
SMILE
101 WEST MAIN STREET SUITE 7000NORFOLKVA23510NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
THE CHIARI INSTITUTE
865 NORTHERN BOUVELARDGREAT NECKNY11021NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year18500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

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