2025-07-03T15:01:12-05:00 2024-12-31 133547940 KG TRAKAS & COMPANY 230 PARK AVENUE 3RD FLOOR WEST NEW YORK NY 10169 990PF 2024-01-01 841937657 KLEM FAMILY FOUNDATION INC KLEM 9142739512 43 NORTH LAKE ROAD ARMONK NY 10504 JOHN KLEM PRESIDENT 9142739512 2025-07-03 1 1 KATHERINE G TRAKAS P01244744 2128670012 2024 2025-03-06 01:10:19Z X 4046301 X 40000 486 486 50981 50981 433348 617520 433348 524815 484815 0 0 0 3850 0 0 1166 0 0 300 0 0 5316 0 0 209510 209510 214826 0 209510 309989 484815 1137 404318 404318 1148776 1029610 3641983 1149913 1433928 4046301 0 0 X 0 0 0 0 1149913 1433928 1149913 1433928 1149913 1433928 1149913 309989 0 1459902 25974 1433928 119.099 SHS FIDELITY 500 INDEX FUND D 2012-07-19 2024-11-29 25000 6563 18437 18437 23.646 SHS FIDELITY 500 INDEX FUND D 2012-07-19 2024-12-05 5000 1303 3697 3697 964.925 SHS FIDELITY 500 INDEX FUND D 2012-07-19 2024-12-27 200000 53176 146824 146824 975.372 SHS FIDELITY 500 INDEX FUND D 2012-07-19 2024-12-30 200000 53752 146248 146248 965.717 SHS FIDELITY STOCK SELECTOR SMALL CAP D 1995-10-16 2024-11-25 40704 14026 26678 26678 230.728 SHS FIDELITY 500 INDEX FUND D 2024-01-24 39000 17229 21771 21771 6.536 SHS FIDELITY 500 INDEX FUND D 2011-08-08 2024-05-31 1200 516 684 684 19.639 SHS FIDELITY 500 INDEX FUND D 2011-08-08 2024-06-04 3616 1549 2067 2067 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 28000 11930 16070 16070 126.224 SHS FIDELITY 500 INDEX FUND D 2011-08-08 2024-11-13 26267 11182 15085 15085 111.642 SHS FIDELITY 500 INDEX FUND D 2012-07-19 2024-11-13 23233 6153 17080 17080 24.004 SHS FIDELITY 500 INDEX FUND D 2012-07-19 2024-11-25 5000 1323 3677 3677 95.461 SHS FIDELITY 500 INDEX FUND D 2012-07-19 2024-11-26 20000 5261 14739 14739 433348 6739 0 6739 0 6739 1680 0 5059 0 6739 0 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 0 1 N/A JOHN J KLEM 9142739512 43 NORTH LAKE ROAD ARMONK NY 10504 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 KLEM FAMILY FOUNDATION INC PROVIDES CONTRIBUTIONS TO OTHER TAX EXEMPT ORGANIZATIONS FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, EDUCATIONAL OR CULTURAL PURPOSES. 0 0 3510458 202728 0 3713186 0 0 3713186 55698 3657488 182874 182874 6739 6739 176135 0 176135 0 176135 209510 0 209510 176135 0 0 21776 15096 36703 15564 89139 209510 0 0 0 176135 33375 0 0 122514 0 0 0 0 0 0 0 122514 21776 15096 36703 15564 33375 JOHN J KLEM ELINOR KLEM JOHN J KLEM 43 NORTH LAKE ROAD ARMONK NY 10504 9142739512 NO SPECIFIC FORM NONE NONE A WIDER CIRCLE 9159 BROOKVILLE ROAD SILVER SPRING MD 20910 N/A PUBLIC GENERAL FUNDS 1000 ACADEMY OF THE HOLY CROSS 4920 STRATHMORE AVE KENSINGTON MD 20895 N/A PUBLIC GENERAL FUNDS 3000 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 3000 BILLION OYSTER PROJECT 10 SOUTH STREET NEW YORK NY 10004 N/A PUBLIC GENERAL FUNDS 4000 BOWDOIN COLLEGE 5400 COLLEGE STATION BRUNSWICK ME 04011 N/A PUBLIC GENERAL FUNDS 1000 BRIDGEPORT FALLEN FIREFIGHTERS FOUNDATION PO BOX 522 BRIDGEPORT CT 06601 N/A PUBLIC GENERAL FUNDS 3000 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 15000 CENTER FOR FAMILY JUSTICE 753 FAIRFIELD AVENUE BRIDGEPORT CT 06604 N/A PUBLIC GENERAL FUNDS 3000 CITY HARVEST 6 EAST 32ND STREET 5TH FLOOR NEW YORK NY 10016 N/A PUBLIC GENERAL FUNDS 5000 CONNECTICUT HUMANE SOCIETY 701 RUSSELL ROAD NEWINGTON CT 06111 N/A PUBLIC GENERAL FUNDS 3000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PUBLIC GENERAL FUNDS 4000 FEEDING WESTCHESTER 200 CLEARBROOK ROAD ELMSFORD NY 10523 N/A PUBLIC GENERAL FUNDS 5000 FOOD BANK FOR NEW YORK CITY 39 BROADWAY 10TH FLOOR NEW YORK NY 10006 N/A PUBLIC GENERAL FUNDS 10000 FRIENDS OF FORSYTHE PO BOX 355 OCEANVILLE NJ 08231 N/A PUBLIC GENERAL FUNDS 1000 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 1000 HAMILTON FUND HAMILTON COLLEGE 198 COLLEGE HILL ROAD CLINTON NY 13323 N/A PUBLIC GENERAL FUNDS 1000 HARTWICK FUND PO BOX 4022 ONEONTA NY 13820 N/A PUBLIC GENERAL FUNDS 1000 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 1000 LAFAYETTE COLLEGE 730 HIGH ST EASTON PA 18042 N/A PUBLIC GENERAL FUNDS 1000 MARYLAND YOUTH BALLET 926 ELLSWORTH DRIVE SILVER SPRING MD 20910 N/A PUBLIC GENERAL FUNDS 3000 MONTGOMERY COUNTY COALITION FOR THE HOMELESS 2301 RESEARCH BLVD ROCKVILLE MD 20850 N/A PUBLIC GENERAL FUNDS 1000 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 10000 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 20090 N/A PUBLIC GENERAL FUNDS 4000 RECLAM THE BAY 1623 WHITESVILLE ROAD TOMS RIVER NJ 08755 N/A PUBLIC GENERAL FUNDS 3000 ROCK CREEK CONSERVANCY 7200 WISCONSIN AVE 500 BETHESDA MD 20814 N/A PUBLIC GENERAL FUNDS 2000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST FAIRFIELD CT 06825 N/A PUBLIC GENERAL FUNDS 4000 SMITH FUND SMITH COLLEGE 10 ELM STREET NORTHAMPTON MA 01063 N/A PUBLIC GENERAL FUNDS 5000 SPECIAL OLYMPICS - MD - MONTGOMERY COUNTY 10204 COLEBROOK AVENUE ROCKVILLE MD 20854 N/A PUBLIC GENERAL FUNDS 1000 TCNJ FOUNDATION PO BOX 7718 EWING NJ 08628 N/A PUBLIC GENERAL FUNDS 6000 THE CAMPAIGN AGAINST HUNGER 2010 FULTON STREET BROOKLYN NY 11233 N/A PUBLIC GENERAL FUNDS 12000 THE NATURE CONSERVANCY 322 8TH AVENUE 14TH FLOOR NEW YORK NY 10001 N/A PUBLIC GENERAL FUNDS 4000 THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION 228 EAST 45TH STREET SUITE 9E NEW YORK NY 10017 N/A PUBLIC GENERAL FUNDS 4000 THE WINDWARD SCHOOL 13 WINDWARD AVENUE WHITE PLAINS NY 10604 N/A PUBLIC GENERAL FUNDS 2500 UNICEF USA - UKRAINE 125 MAIDEN LANE NEW YORK NY 10038 N/A PUBLIC GENERAL FUNDS 10000 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 40010 WORLD WILDLIFE FUND 1250 24TH ST NW WASHINGTON DC 20037 N/A PUBLIC GENERAL FUNDS 4000 BROOKLYN INDEPENDENT MIDDLE SCHOOL 38 LAFAYETTE AVENUE BROOKLYN NY 11217 N/A PUBLIC GENERAL FUNDS 3000 TEACHERS COLLEGE COLUMBIA UNIVERSITY 525 W 120TH STREET NEW YORK NY 10027 N/A PUBLIC GENERAL FUNDS 20000 BEST BUDDIES 100 SE 2ND STREET MIAMI FL 33131 N/A PUBLIC GENERAL FUNDS 1000 NATURE FORWARD 8940 JONES MILL ROAD CHEVY CHASE MD 20815 N/A PUBLIC GENERAL FUNDS 2000 WESLEYAN UNIVERSITY 45 WYLLYS AVENUE MIDDLETOWN CT 06459 N/A PUBLIC GENERAL FUNDS 1000 209510 0 14 486 14 50981 18 433348 0 484815 0 484815 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID KLEM 160 COLUMBIA HEIGHTS APT 1E BROOKLYN NY 11201 40000 X 1 965.717 SHARES FIDELITY STOCK SELECTOR SMALL CAP FUND 40000 2024-11-12 ACCOUNTING FEES 3850 0 0 17,836.244 SHS FIDELITY 500 INDEX FUND 1029610 3641983 UNREALIZED GAIN ON ASSETS CONTRIBUTED TO FOUNDATION 25974 FILING FEES 250 0 0 PENALTY 25 0 0 BANK FEES 25 0 0 JOHN J ELINOR KLEM 43 NORTH LAKE ROAD ARMONK NY 10504 DAVID KLEM 160 COLUMBIA HEIGHTS APT 1E BROOKLYN NY 11201 TAXES ON INVESTMENT INCOME 1166 0 0