Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
KLIMLEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)292 STURGES RIDGE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILTON, CT06897
A Employer identification number

13-3993555
B Telephone number (see instructions)

(914) 793-3804
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$31,593J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,042 1,042  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,327
b Gross sales price for all assets on line 6a 69,229
7 Capital gain net income (from Part IV, line 2)... 19,327
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 20,369 20,369  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 650 650   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 50 0   50
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 700 650   50
25 Contributions, gifts, grants paid....... 62,523 62,523
26 Total expenses and disbursements. Add lines 24 and 25 63,223 650   62,573
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,854
b Net investment income (if negative, enter -0-) 19,719
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,039 648 648
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 55,570 Click to see attachment15,074 30,945
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,609 15,722 31,593
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 58,609 15,722
29 Total net assets or fund balances (see instructions)..... 58,609 15,722
30 Total liabilities and net assets/fund balances (see instructions). 58,609 15,722
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
58,609
2
Enter amount from Part I, line 27a .....................
2
-42,854
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,755
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
33
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,722
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 5.660 SHS ABBVIE INC   2020-05-11 2020-12-31
b 1 SHS ANHEUSER BUSCH INBEV SA SPON   2019-06-18 2020-03-13
c 2 SHS APPLE INC     2020-06-30
d 20 SHS BANK OF AMERICA CORP     2020-06-03
e 1 SHS BERKSHIRE HATHAWAY CL-B NEW   2019-06-06 2020-06-03
3 SHS BROADCOM INC     2020-12-31
1 SHS CARRIER GLOBAL CORPORATION   2019-07-25 2020-04-16
2 SHS CITRIX SYSTEMS INC   2020-03-11 2020-03-16
2 SHS COMCAST CORP (NEW) CLASS A   2020-06-18 2020-11-17
5 SHS CONOCOPHILLIPS   2020-05-13 2020-06-03
7 SHS CREE RESEARCH INC     2020-06-03
1 SHS DEERE & CO   2019-12-12 2020-06-03
13 SHS DISH NETWORK CORP CLASS A     2020-12-31
6 SHS EDISON INTERNATIONAL   2019-07-31 2020-06-03
23 SHS FIREEYE INC     2020-06-03
15 SHS FOX CORP CL B   2019-03-19 2020-12-31
8 SHS GUARDANT HEALTH INC     2020-12-31
14 SHS KEURIG DR PREPPER INC   2019-10-04 2020-06-03
10 SHS OCCIDENTAL PETROLIUM CORP DE   2019-08-09 2020-04-29
.5 SHS OTIS WORLDWIDE CORP   2019-07-25 2020-06-03
1 SHS PEPSICO INC NC   2020-03-27 2020-06-03
3 SHS RAYTHEON TECHNOLOGIES CORP     2020-06-03
14 SHS REYNOLDS CONSUMER PRODS INC     2020-06-03
4 SHS T-MOBILE US INC COM     2020-12-31
3 SHS T-MOBILE US INC RTS   2020-06-24 2020-07-16
8 SHS TC ENERGY CORP     2020-06-03
2 SHS TE CONNECTIVITY LTD NEW     2020-11-17
25 SHS TWITTER INC     2020-12-31
2 SHS UNITED PARCEL SER INC CL-B   2019-07-25 2020-12-31
1 SHS UNITED TECHNOLOGIES CORP   2019-07-25 2020-03-16
1 SHS UNITEDHEALTH GP INC   2020-06-18 2020-11-17
1 SHS VERTEX PHARMACEUTICALS   2020-05-27 2020-06-03
10 SHS WESTERN DIGITAL CORPORATION   2019-11-20 2020-06-03
16 SHS ALLERGAN PLC SHS     2020-12-31
1 SHS ALTRIA GROUP INC   2018-08-01 2020-03-16
2 SHS AMC NETWORKS INC CL A   2016-05-18 2020-06-03
7 SHS AMERICAN EXPRESS CO     2020-12-31
6 SHS AMERICAN TOWER REIT COM     2020-12-31
5 SHS AMERISOURCEBERGEN CORP     2020-12-31
2 SHS AMGEN INC     2020-06-03
4 SHS ANHEUSER BUSCH INBEV SA SPON     2020-12-31
3 SHS ANTHEM INC COM   2012-08-07 2020-12-31
2 SHS APPLE INC   2019-07-11 2020-09-03
24.235 SHS AT&T INC   2014-08-14 2020-01-29
8 SHS AUTODESK INC DELAWARE   2016-05-18 2020-12-31
27 SHS BANK OF AMERICA CORP     2020-12-31
1 SHS BERKSHIRE HATHAWAY CL-B NEW   2019-03-27 2020-11-17
6 SHS BIOGEN INC COM     2020-12-31
2 SHS BROADCOM INC   2016-05-18 2020-06-03
8 SHS CARRIER GLOBAL CORPORATION   2013-01-28 2020-04-16
2 SHS CERENCE INC   2016-05-18 2020-06-03
8 SHS CHARLES SCHWAB NEW   2018-12-26 2020-06-03
2 SHS CHEVRON CORP   2012-07-20 2020-03-16
4 SHS CITRIX INC     2020-06-03
65 COMCAST CORP (NEW) CLASS A     2020-12-31
9 SHS CREE RESEARCH INC     2020-06-03
12 SHS CVS HEALTH CORP COM   2012-08-07 2020-12-31
2 SHS DEERE & CO   2018-08-20 2020-06-03
23 SHS DISCOVERY INC SER A     2020-06-03
5 SHS DOLBY CLA A COM STK   2016-05-18 2020-06-03
11 SHS FIREEYE INC     2020-06-03
16 SHS FLOUR CORP NEW   2016-05-18 2020-02-28
99 SHS FREEPORT-MCMORAN CL-B     2020-12-31
1 SHS GCI LIBERTY INC CL A   2016-05-18 2020-06-03
7 SHS IMMUNOGEN INC   2016-05-18 2020-12-31
14 SHS IONIS PHARMACEUTICALS INC     2020-06-03
22 SHS JOHNSON CTLS INTL PLC   2016-05-18 2020-12-31
6 SHS JPMORGAN CHASE & CO   2012-09-11 2020-12-31
1 SHS LIBERTY BROADBAND CORP S-C   2016-05-18 2020-03-16
4 SHS LIBERTY MEDIA C SER A SIRIUSXM   2016-05-18 2020-06-03
9 SHS LIBERTY MEDIA C SER C SIRIUSXM   2016-05-18 2020-12-31
1.480 SHS LIBERTY MEDIA CORP DEL   2016-05-18 2020-05-26
1 SHS LIBERTY CORP SER A   2016-04-21 2020-06-03
3 SHS LIBERTY MEDIA CORP SER C   2016-05-18 2020-06-03
1 SHS LOGMEIN INC COM   2013-12-04 2020-02-26
7.4 SHS L3HARRIS TECHNOLOGIES INC   2016-05-18 2020-12-31
3 SHS MARTIN MARIETTA MATERIALS   2014-02-07 2020-12-31
5 SHS MEDTRONIC PLC SHS     2020-12-31
3 SHS MOTOROLA SOLUTIONS INC   2014-09-25 2020-12-31
14 SHS NATIONAL OILWELL VARCO INC     2020-06-03
1 SHS NOVARTIS AG ADR   2018-08-09 2020-03-16
7 SHS NOW INC     2020-06-03
30 SHS NUANCE COMMUNICATIONS INC     2020-12-31
13 SHS NUCOR CORPORATION   2016-05-18 2020-06-03
19 SHS ORACLE CORP     2020-12-31
4 SHS OTIS WORLDWIDE CORP   2013-01-28 2020-12-31
7 SHS PENTAIR PLC   2016-05-18 2020-06-03
13 SHS PFIZER INC     2020-12-31
4 SHS PPG INDUSTRIES INC   2018-08-09 2020-12-31
3 SHS PROGRESSIVE CORP OHIO     2020-03-16
21 SHS QURATE RETAIL INC SER A   2016-11-04 2020-06-03
4 SHS RAYTHEON TECHNOLOGIES   2016-05-18 2020-06-03
6 SHS ROYAL DUTCH SHELL PLC   2013-01-28 2020-05-13
32 SHS SEAGATE TECHNOLOGY PLC     2020-12-31
12 SHS SUNCOR ENERGY INC     2020-06-03
20 SHS TE CONNECTIVITY LTD NEW     2020-12-31
37 SHS TWITTER INC     2020-06-03
3 SHS UNITED PARCEL SER INC CL-B     2020-06-03
9 SHS UNITEDHEALTH GP INC     2020-12-31
5 SHS VERTEX PHARMACEUTICALS     2020-12-31
11 SHS WESTERN DIGITAL CORPORATION     2020-12-31
3 SHS AIR PROD & CHEM INC   2007-10-24 2020-12-31
12 SHS ALTRIA GROUP INC     2020-12-31
4 SHS ANHEUSER BUSCH INBEV SA SPON   2011-07-15 2020-03-16
19.765 SHS AT&T INC   2010-08-05 2020-01-29
7 SHS BANK OF NEW YORK MELLON CORP     2020-06-03
2 SHS CHARTER COMMUNICATIONS INC   2010-08-05 2020-06-03
3 SHS CHEVRON CORP   2012-04-26 2020-06-03
19 SHS COMCAST CORP (NEW) CLASS A   2011-07-14 2020-06-03
10 SHS DISH NETWORK CORP CLASS A     2020-06-03
2 SHS DOLBY CLA A COM STK   2008-10-29 2020-11-17
10 SHS EXXON MOBIL CORP   2010-02-26 2020-12-31
11 SHS FLUOR CORP NEW     2020-12-31
4 SHS HOME DEPOT INC   2008-01-14 2020-12-31
6 SHS HONEYWELL INTERNATIONAL INC     2020-12-31
4 SHS ILL TOOL WORKS INC     2020-12-31
4 SHS JOHNSON & JOHNSON   2010-01-28 2020-06-03
4 SHS HOHNSON CTLS INTL PLC   2007-10-24 2020-12-31
8 SHS JPMORGAN CHASE & CO   2012-01-13 2020-06-03
.58 SHS LIBERTY BROADBANK CORP S-C   2007-10-24 2020-12-21
1 SHS LIBERTY MEDIA C SER A SIRIUSXM   2009-01-28 2020-06-03
2 SHS LIBERTY MEDIA C SER C SIRIUSXM   2009-01-28 2020-06-03
1.52 SHS LIBERTY MEDIA CORP DEL   2009-01-28 2020-05-26
.6 SHS L3HARRIS TECHNOLOGIES INC   2007-10-24 2020-06-03
6 SHS MARSH & MCLENNAN COS INC     2020-12-31
10 SHS MERCK & CO INC NEW COM     2020-12-31
10 SHS MICROSOFT CORP   2007-10-24 2020-12-31
4 SHS MOTOROLA SOLUTIONS INC   2012-01-27 2020-12-31
4 SHS NOVARTIS AG ADR   2007-10-24 2020-06-03
2 SHS NOW INC   2014-05-16 2020-06-03
2 SHS NUCOR CORPORATION   2009-09-10 2020-06-03
1 SHS PENTAIR PLC   2007-11-07 2020-06-03
9 SHS PHILIP MORRIS INTL INC   2008-06-09 2020-12-31
5 SHS PROGRESSIVE CORP OHIO   2010-03-22 2020-12-31
5 SHS QURATE RETAIL INC SER A   2007-10-24 2020-11-17
.450 SHS QURATE RETAIL INC 8.0 CUM PFD   2007-10-24 2020-09-15
4 SHS ROYAL DUTCH SHELL PLC     2020-05-13
3 SHS SEMPRA ENERGY   2007-10-24 2020-12-31
5 SHS SUNCOR ENERGY   2009-09-10 2020-06-03
5 SHS TE CONNECTIVITY LTD NEW   2011-07-01 2020-06-03
3 SHS TRAVELERS COMPANIES INC COM   2007-10-24 2020-06-03
19 SHS US BANCORP COM NEW     2020-12-31
3 SHS UNITEDHEALTH GP INC   2008-10-28 2020-06-03
13 SHS WELLS FARGO & CO NEW   2009-12-15 2020-03-11
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 510   477 33
b 44   87 -43
c 645   471 174
d 520   503 17
e 191   205 -14
851   798 53
13   26 -13
226   230 -4
99   79 20
221   200 21
395   327 68
158   173 -15
368   458 -90
364   445 -81
298   332 -34
379   572 -193
633   654 -21
404   386 18
164   463 -299
27   36 -9
133   122 11
199   209 -10
466   401 65
383   364 19
    1 -1
368   411 -43
223   170 53
685   785 -100
199   235 -36
91   138 -47
351   290 61
274   271 3
450   483 -33
2,928   3,015 -87
38   58 -20
63   127 -64
695   532 163
1,554   442 1,112
462   458 4
438   228 210
168   358 -190
794   167 627
245   102 143
158   140 18
1,569   459 1,110
664   654 10
234   200 34
1,787   1,603 184
920   430 490
102   134 -32
74   34 40
315   317 -2
140   218 -78
560   191 369
2,563   2,060 503
508   252 256
718   528 190
315   282 33
519   573 -54
316   223 93
142   165 -23
151   801 -650
1,100   1,072 28
71   27 44
35   39 -4
796   556 240
727   873 -146
561   237 324
96   57 39
155   125 30
311   279 32
12     12
36   19 17
111   54 57
85   26 59
1,391   776 615
564   337 227
448   397 51
435   185 250
185   707 -522
74   73 1
53   185 -132
633   408 225
575   602 -27
1,019   946 73
214   188 26
283   273 10
472   533 -61
418   434 -16
219   94 125
187   531 -344
265   198 67
187   349 -162
1,583   881 702
225   356 -131
1,681   1,172 509
1,227   762 465
311   353 -42
2,514   696 1,818
1,300   399 901
454   623 -169
763   261 502
445   258 187
149   224 -75
736   431 305
277   252 25
1,091   119 972
291   318 -27
783   228 555
341   162 179
179   59 120
440   651 -211
107   395 -288
940   101 839
899   242 657
682   197 485
592   254 338
157   95 62
831   285 546
92   20 72
39   1 38
77   2 75
12     12
121   47 74
617   153 464
795   356 439
1,737   312 1,425
574   183 391
343   182 161
15   90 -75
88   94 -6
40   22 18
650   448 202
389   91 298
46   50 -4
43   75 -32
125   302 -177
354   175 179
94   167 -73
448   189 259
344   153 191
660   483 177
914   61 853
424   339 85
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       33
b       -43
c       174
d       17
e       -14
      53
      -13
      -4
      20
      21
      68
      -15
      -90
      -81
      -34
      -193
      -21
      18
      -299
      -9
      11
      -10
      65
      19
      -1
      -43
      53
      -100
      -36
      -47
      61
      3
      -33
      -87
      -20
      -64
      163
      1,112
      4
      210
      -190
      627
      143
      18
      1,110
      10
      34
      184
      490
      -32
      40
      -2
      -78
      369
      503
      256
      190
      33
      -54
      93
      -23
      -650
      28
      44
      -4
      240
      -146
      324
      39
      30
      32
      12
      17
      57
      59
      615
      227
      51
      250
      -522
      1
      -132
      225
      -27
      73
      26
      10
      -61
      -16
      125
      -344
      67
      -162
      702
      -131
      509
      465
      -42
      1,818
      901
      -169
      502
      187
      -75
      305
      25
      972
      -27
      555
      179
      120
      -211
      -288
      839
      657
      485
      338
      62
      546
      72
      38
      75
      12
      74
      464
      439
      1,425
      391
      161
      -75
      -6
      18
      202
      298
      -4
      -32
      -177
      179
      -73
      259
      191
      177
      853
      85
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 19,327
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 274
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 274
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 274
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 274
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBROOKS KLIMLEY Telephone no.bullet (914) 793-3804

    Located atbullet292 STURGES RIDGE ROADWILTONCT ZIP+4bullet06897
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BROOKS J KLIMLEY PRESIDENT
    0.25     		0 0 0
    292 STURGES RIDGE ROAD
    WILTON,CT06897
    LAURA E KLIMLEY SECRETARY
    0.25     		0 0 0
    292 STURGES RIDGE ROAD
    WILTON,CT06897
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    50,896
    b
    Average of monthly cash balances.......................
    1b
    1,901
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    52,797
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    52,797
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    792
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    52,005
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,600
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,600
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    274
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    274
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,326
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,326
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,326
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    62,573
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    62,573
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    62,573
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,326
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 30,587
    b From 2016...... 7,854
    c From 2017...... 4,796
    d From 2018...... 19,443
    e From 2019......  
    fTotal of lines 3a through e........ 62,680
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 62,573
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 2,326
    e Remaining amount distributed out of corpus 60,247
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 122,927
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		30,587
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		92,340
    10 Analysis of line 9:
    a Excess from 2016.... 7,854
    b Excess from 2017.... 4,796
    c Excess from 2018.... 19,443
    d Excess from 2019....  
    e Excess from 2020.... 60,247
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    BROOKS J KLIMLEY
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BROOKS J KLIMLEY
    292 STURGES RIDGE ROAD
    WILTON,CT06897
    (646) 875-7743
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIAL FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    COLUMBIA UNIVERSITY
    622 WEST 113TH STREET
    NEW YORK,NY10025     		NONE PUBLIC GENERAL 62,523
    Total .................................bullet 3a 62,523
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,042  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 19,327  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 20,369 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    20,369
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    N/A N/A
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KLIMLEY FOUNDATION
    EIN:
    13-3993555
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3 SHS ABBVIE INC 253 321
    1 SHS AIR PRODUCTS & CHEMICALS INC 87 273
    5 SHS AMC NETWORKS INC-A 199 179
    3 SHS AMERICAN EXPRESS 170 363
    1 SHS AMERICAN TOWER REIT COM 72 224
    2 SHS AMERISOURCEBERGEN 158 196
    1 SHS AMGEN INC 114 230
    1 SHS ANTHEM INC COM 56 321
    2 SHS APPLE INC 102 265
    2 SHS AUTODESK INC. 115 611
    20 SHS BANK OF AMERICA CORP 451 606
    5 SHS BANK NEW YORK MELLON CORP 169 212
    1 SHS BERKSHIRE HATHAWAY CL-B 200 232
    3 SHS BIOGEN IDEC INC 367 735
    2 SHS BROADCOM CORP CL A 135 876
    1 SHS CAPITAL ONE FINANCIAL CORP 95 99
    2 SHS CERENCE INC 32 201
    4 SHS CHARLES SCHWAB NEW 158 212
    1 SHS CHARTER COMMUNICATINS ONC 36 662
    3 SHS CHEVRON CORP 316 253
    4 SHS CITRIX SYSTEMS INC 191 520
    32 SHS COMCAST CORP CLA SPL 455 1,677
    3 SHS CONOCOPHILLIPS 120 120
    4 SHS CREE RESEARCH INC. 91 424
    2 SHS DEERE & CO 282 538
    12 SHS DISCOVERY INC SER A 337 361
    13 SHS DISH NETWORK CORP CL A 180 420
    3 SHS DOLBY CLASS A 89 291
    7 SHS EDISON INTERNATIONAL 433 440
    16 SHS FIREEYE INC 215 369
    10 SHS FREEPORT-MCMORMAN CL-B 105 260
    4 SHS GUARANT HEALTH INC 262 516
    1 SHS HOME DEPOT INC 25 266
    2 SHS HONEYWELL INTERNATIONAL INC 80 425
    2 SHS ILL TOOL WORKS INC 92 408
    8 SHS IMMUNOGEN INC 44 52
    6 SHS IONIS PHARMACEUTICALS INC 162 339
    2 SHS JOHNSON & JOHNSON 121 315
    12 SHS JOHNSON CTLS INTL PLC 279 559
    5 SHS JPMORGAN CHASE & CO 178 635
    7 SHS KEURIG DR PEPPER INC 190 224
    2 SHS L 3 TECHNOLOGIES INC 156 378
    1 SHS LAM RESEARCH CORPORATION 258 472
    1 SHS LIBERTY BROADBAND CORP S-A 2 158
    1 SHS LIBERTY BROADBAND CORP S-C 2 158
    2 SHS LIBERTY MEDIA C SER A SIRIUSXM 2 86
    4 SHS LIBERTY MEDIA C SER C SIRIUSXM 4 174
    1 SHS LIBERTY MEDIA CORP SER A 18 38
    1 SHS LIBERTY MEDIA CORP SER C 1 43
    9 SHS LIONS GATE ENTMNT CORP CL B 158 93
    3 SHS MARSH & MCLENNAN COS INC. 70 351
    1 SHS MARTIN MARIETTA MATERIALS 112 284
    3 SHS MEDTRONIC PLC SHS 227 351
    3 SHS MERCK & CO INC NEW 105 245
    1 SHS MICROSOFT CORP 31 222
    2 SHS MOTOROLA SOLUTIONS INC 77 340
    10 SHS NATIONAL OILWELL VARCO INC 319 137
    1 NORTHROP GRUNMAN CP 353 305
    2 SHS NOVARTIS AG ADR 91 189
    18 SHS NOW INC 284 129
    6 SHS NUANCE COMMUNICATIONS INC 78 265
    5 SHS NUCOR CORPORATION 231 266
    3 SHS ORACLE CORP 138 194
    3 OTIS WORLDWIDE CORP 138 203
    4 SHS PENTAIR LTD 86 212
    2 SHS PEPSICO INC 243 297
    2 SHS PPG INDUSTRIES INC 216 288
    3 SHS PROGRESSIVE CORP OHIO 55 297
    1 SHS QUALCOMM INC 121 152
    10 SHS QURATE RETAIL INC SER A 101 110
    6 SHS RAYTHEON TECHNOLOGIES CORP 334 429
    8 SHS REYNOLDS CONSUMER PRODS INC 227 240
    12 SHS SEAGATE TECHNOLOGY PLC 302 746
    3 SHS SEMPRA ENERGY 175 382
    8 SHS SUNCOR ENERGY INC 203 134
    3 SHS T-MOBILE US INC COM 271 405
    5 SHS TC ENERGY CORP 256 204
    9 SHS TE CONNECTIVITY LTD NEW 355 1,090
    2 SHS TRAVELERS COMPANIES INC 102 281
    18 SHS TWITTER INC 275 975
    4 SHS US BANCORP COM NEW 100 186
    3 SHS UNITED PARCEL SER INC CL-B 349 505
    3 SHS UNITEDHEALTH GP INC 61 1,052
    4 SHS VERTEX PHARMACEUTICALS 643 945
    11 SHS VERTIV HOLDINGS LLC CL A 182 205
    9 SHS WESTERN DIGITAL CORPORATION 346 499

    TY 2020 OtherDecreasesSchedule
    Name:
    KLIMLEY FOUNDATION
    EIN:
    13-3993555
    Description Amount
    FEDERAL EXCISE TAX 2019 33


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KLIMLEY FOUNDATION
    EIN:
    13-3993555
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 650 650   0


    TY 2020 TaxesSchedule
    Name:
    KLIMLEY FOUNDATION
    EIN:
    13-3993555
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS DEPT OF LAW 50 0   50