2024-11-11T09:00:07-08:00 2023-12-31 060642300 Ivey Barnum & OMara LLC 170 Mason Street Greenwich CT 06830 990PF 2023-01-01 133673818 The Lenore & Howard Klein Foundation Inc LENO 2036616000 c/o Ivey Barnum etc 170 Mason St Greenwich CT 06830 Jennifer D Port Vice President 2024-11-11 true true Jennifer D Port P00098503 2036616000 2023 2024-10-15 13:58:12Z X 3774241 X X 6844 6844 6844 89788 89788 89788 105919 1029007 105919 202551 202551 96632 18000 9000 9000 9000 16996 4000 4000 12996 20623 20623 20623 20623 250 250 55869 33623 33623 42869 164000 164000 219869 33623 33623 206869 -17318 168928 63009 285081 150217 150217 2473564 2591109 3624024 1 2758645 2741327 3774241 0 X 2758645 2741327 2758645 2741327 2758645 2741327 2758645 -17318 2741327 2741327 Assets Sold at a Gain - See Exhibit P 2020-01-01 2023-01-01 323049 198037 125012 125012 Assets Sold at a Loss - See Exhibit P 2020-01-01 2023-01-01 689190 725051 -35861 -35861 Capital Gain Dividends 16768 105919 2348 2348 2348 2901 2901 553 553 false false false false false false false true true NY true false false false false true N/A Jennifer D Port Esq 2036616000 170 Mason St Greenwich CT 06830 false false false false false false false false false false false false false false false false false false false false false false Janice Levinson Gillman 2405 Rancho Cabeba Santa Rosa CA 95404 VP, Dir & Off 10.00 4000 Jane Laffend 10 Lantern Lane Media PA 19063 Pres, Dir & Off 10.00 0 Jennifer D Port One Dewart Road Greenwich CT 06830 VP, Sec & Trea 15.00 14000 NONE NONE None 0 3050098 122196 0 3172294 0 3172294 47584 3124710 156236 156236 2348 2348 153888 153888 153888 206869 206869 153888 158743 46846 205589 206869 0 153888 52981 258570 0 158743 99827 46846 52981 X See Exhibit Attached See Attached See Attached NY 10012 None Various 164000 164000 6844 89788 105919 Class Action Settlements IRS - Interest on Refund 202551 202551 3 The assets owned by the Foundation which produced the interest and dividend income are essential to the Foundation or there would be no ability to generate income and make charitable contributions 4 See explanation for line 3 false false false false false false false false false false Ivey Barnum & O'Mara 16996 4000 4000 12996 Rounding 1 NYS Filing Fee 250 250 Northern Trust - Invest Advisory Fee 20623 20623 20623 20623