2024-05-14T07:48:24-05:00 2023-12-31 133547940 KG TRAKAS & COMPANY 230 PARK AVENUE 3RD FLOOR WEST NEW YORK NY 10169 990PF 2023-01-01 841937657 KLEM FAMILY FOUNDATION INC KLEM 9142739512 43 NORTH LAKE ROAD ARMONK NY 10504 JOHN KLEM PRESIDENT 9142739512 2024-05-06 1 JOHN KLEM XXX-XX-XXXX 0 KATHERINE G TRAKAS P01244744 2128670012 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3380070 X X 970 970 49915 49915 67535 124000 67535 118420 118420 0 0 0 5239 0 0 2356 0 0 250 0 0 7845 0 0 166910 166910 174755 0 166910 -56335 118420 50922 1137 1137 1155326 1148776 3378933 1206248 1149913 3380070 0 0 X 0 0 0 0 1206248 1149913 1206248 1149913 1206248 1149913 1206248 -56335 0 1149913 0 1149913 657.419 SHARES FIDELITY 500 INDEX FUND D 2023-11-07 100000 45968 54032 54032 125.274 SHARES FIDELITY 500 INDEX FUND D 2023-12-07 20000 8759 11241 11241 24.856 SHARES FIDELITY 500 INDEX FUND D 2023-12-11 4000 1738 2262 2262 67535 1646 0 1646 0 1646 2160 0 0 0 2160 0 514 514 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 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 3080402 26030 0 3106432 0 0 3106432 46596 3059836 152992 152992 1646 1646 151346 0 151346 0 151346 166910 0 166910 151346 0 0 21776 15096 36703 73575 166910 0 0 0 151346 15564 0 0 89139 0 0 0 0 0 0 0 89139 21776 15096 36703 15564 JOHN J KLEM ELINOR KLEM JOHN J KLEM 43 NORTH LAKE ROAD ARMONK NY 10504 9142739512 NO SPECIFIC FORM NONE NONE ACADEMY OF THE HOLY CROSS 4920 STRATHMORE AVE KENSINGTON MD 20895 N/A PUBLIC GENERAL FUNDS 5000 ARMONK INDEPENDENT FIRE COMPANY PO BOX 116 ARMONK NY 10504 N/A PUBLIC GENERAL FUNDS 200 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 5000 BRIDGEPORT FALLEN FIREFIGHTERS FOUNDATION PO BOX 522 BRIDGEPORT CT 06601 N/A PUBLIC GENERAL FUNDS 3000 CELIAC DISEASE CENTER 180 FORT WASHINGTON AVENUE 936 NEW YORK NY 10032 N/A PUBLIC GENERAL FUNDS 8000 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 3000 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 5000 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 7000 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 2000 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 2000 LAFAYETTE COLLEGE 730 HIGH ST EASTON PA 18042 N/A PUBLIC GENERAL FUNDS 1000 MARYLAND ORNITHOLOGICAL SOCIETY 4915 GREENSPRING AVE BALTIMORE MD 21209 N/A PUBLIC GENERAL FUNDS 1000 MONTGOMERY COUNTY COALITION FOR THE HOMELESS 2301 RESEARCH BLVD ROCKVILLE MD 20850 N/A PUBLIC GENERAL FUNDS 1000 OPEN DOOR SPORTS 9519 W STANHOPE RD KENSINGTON MD 20895 N/A PUBLIC GENERAL FUNDS 5000 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 20090 N/A PUBLIC GENERAL FUNDS 5000 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 1000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST FAIRFIELD CT 06825 N/A PUBLIC GENERAL FUNDS 5000 SMITH FUND SMITH COLLEGE 10 ELM STREET NORTHAMPTON MA 01063 N/A PUBLIC GENERAL FUNDS 5000 THE CAMPAIGN AGAINST HUNGER 2010 FULTON STREET BROOKLYN NY 11233 N/A PUBLIC GENERAL FUNDS 7000 THE NATURE CONSERVANCY 322 8TH AVENUE 14TH FLOOR NEW YORK NY 10001 N/A PUBLIC GENERAL FUNDS 5000 THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION 228 EAST 45TH STREET SUITE 9E NEW YORK NY 10017 N/A PUBLIC GENERAL FUNDS 5000 THE PROSPECTOR THEATER 25 PROSPECT STREET RIDGEFIELD CT 06877 N/A PUBLIC GENERAL FUNDS 500 THE WINDWARD SCHOOL 13 WINDWARD AVENUE WHITE PLAINS NY 10604 N/A PUBLIC GENERAL FUNDS 2000 UNICEF USA 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 1000 WILLIAMS SCHOLARSHIP FUND DEVELOPMENT OFFICE WILLIAMS COLLEGE WILLIAMSTOWN MA 01267 N/A PUBLIC GENERAL FUNDS 35010 WORLD WILDLIFE FUND 1250 24TH ST NW WASHINGTON DC 20037 N/A PUBLIC GENERAL FUNDS 5000 BOWDOIN COLLEGE 5400 COLLEGE STATION BRUNSWICK ME 04011 N/A PUBLIC GENERAL FUNDS 1000 TCNJ FOUNDATION PO BOX 7718 EWING NJ 08628 N/A PUBLIC GENERAL FUNDS 1000 MARYLAND YOUTH BALLET 926 ELLSWORTH DRIVE SILVER SPRING MD 20910 N/A PUBLIC GENERAL FUNDS 5000 A WIDER CIRCLE 9159 BROOKVILLE ROAD SILVER SPRING MD 20910 N/A PUBLIC GENERAL FUNDS 1000 THE GATHERING PLACE 114 TRADER AVENUE HAVELOCK NC 28532 N/A PUBLIC GENERAL FUNDS 1000 SPECIAL OLYMPICS NEW JERSEY 1 EUNICE KENNEDY SHRIVER WAY LAWRENCEVILLE NJ 08648 N/A PUBLIC GENERAL FUNDS 1000 PROJECT OF EASTON 320 FERRY STREET EASTON PA 18042 N/A PUBLIC GENERAL FUNDS 1000 NATIONAL CHILD RESEARCH CENTER 3209 HIGHLAND PLACE NW WASHINGTON DC 20008 N/A PUBLIC GENERAL FUNDS 1000 166910 0 14 970 14 49915 18 67535 0 118420 0 118420 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5239 0 0 20,417.749 SHS FIDELITY 500 INDEX FUND 1148776 3378933 FILING FEES 250 0 0 TAXES ON INVESTMENT INCOME 2356 0 0