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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
KOENIG PRIVATE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 99   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DOWELL, MD20629
A Employer identification number

54-2010650
B Telephone number (see instructions)

(410) 326-4640
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,875,871J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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).............. 674,841
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 478 478  
4 Dividends and interest from securities...... 15,673 15,673  
5a Gross rents.............. 41,110 41,110  
b Net rental income or (loss) 41,110
6a Net gain or (loss) from sale of assets not on line 10 31,689
b Gross sales price for all assets on line 6a 62,706
7 Capital gain net income (from Part IV, line 2)... 31,689
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)....... Click to see attachment 309,086 0 309,086
12 Total. Add lines 1 through 11........ 1,072,877 88,950 309,086
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 92,153 0 0 0
14 Other employee salaries and wages...... 466,980 0 0 466,980
15 Pension plans, employee benefits....... 74,791 0 0 74,791
16a Legal fees (attach schedule)......... Click to see attachment 3,663 0 0 3,663
b Accounting fees (attach schedule)....... Click to see attachment 35,475 0 0 25,125
c Other professional fees (attach schedule).... Click to see attachment 41,827 300 0 41,527
17 Interest............... 66 0 0 66
18 Taxes (attach schedule) (see instructions)... Click to see attachment 59,093 0 0 59,093
19 Depreciation (attach schedule) and depletion... Click to see attachment 50,594 0 50,594
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 298,883 0 0 246,949
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,123,525 300 50,594 918,194
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,123,525 300 50,594 918,194
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -50,648
b Net investment income (if negative, enter -0-) 88,650
c Adjusted net income (if negative, enter -0-)... 258,492
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 167,945 81,686 81,686
2 Savings and temporary cash investments.......... 147,853 312,721 312,721
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)........ 1,174,332 Click to see attachment1,188,223 1,188,223
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 bullet1,826,554
Less: accumulated depreciation (attach schedule) bullet574,436 1,280,655 Click to see attachment1,252,118 1,252,118
15 Other assets (describe bullet) Click to see attachment29,607 Click to see attachment41,123 Click to see attachment41,123
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,800,392 2,875,871 2,875,871
Liabilities 17 Accounts payable and accrued expenses.......... 7,116 22,055
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).......... 7,116 22,055
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,793,276 2,853,816
30 Total net assets or fund balances (see instructions)...... 2,793,276 2,853,816
31 Total liabilities and net assets/fund balances (see instructions).. 2,800,392 2,875,871
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,793,276
2 Enter amount from Part I, line 27a..................... 2 -50,648
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 111,188
4 Add lines 1, 2, and 3.......................... 4 2,853,816
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,853,816
Form 990-PF (2014)
Form 990-PF (2014)
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 BESSEMER FUNDS - YTD ACTIVITY P    
b
c
d
e
(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 62,706   31,017 31,689
b
c
d
e
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       31,689
b
c
d
e
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 31,689
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
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 1,002,951 1,440,768 0.696122
2012 887,604 1,372,776 0.646576
2011 848,270 1,270,496 0.667668
2010 797,935 1,281,651 0.622584
2009 373,306 1,040,400 0.358810
2 Total of line 1, column (d) ...................... 2 2.991760
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.598352
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,515,058
5 Multiply line 4 by line 3....................... 5 906,538
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 887
7 Add lines 5 and 6......................... 7 907,425
8 Enter qualifying distributions from Part XII, line 4.............. 8 928,636
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 887
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% 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........................... 3 887
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- ..... 5 887
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 866
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 866
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 21
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 2015 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 Instructions
for 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)
    bulletMD, VA
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    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 ofbulletTHE FOUNDATION Telephone no.bullet (410) 326-4640
    Located atbulletFOUNDATION OFFICE 14380 DOWELL ROADSOLOMONSMD ZIP+4bullet20629
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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
     
    No
    .........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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (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
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    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
    LAURIE UHEREK PRESIDENT/TREASURER
    15.00     		0 0 0
    PO BOX 99
    DOWELL,MD20629
    PATRICK BUEHLER VICE PRESIDENT/SECRETARY
    3.00     		0 0 0
    PO BOX 99
    DOWELL,MD20629
    A EVERITT HOEG III VICE PRESIDENT
    1.00     		0 0 0
    PO BOX 99
    DOWELL,MD20629
    STACEY HANN-RUFF ASST SECRETARY
    40.00     		92,153 9,066 0
    PO BOX 99
    DOWELL,MD20629
    DUANE BECKHORN PRESIDENT, RETIRED
    3.00     		0 0 0
    PO BOX 99
    DOWELL,MD20629
    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
    JAIMIE L JEFFREY CURATOR
    40.00     		54,579 5,358 0
    PO BOX 99
    DOWELL,MD20629
    VICTOR S MELLON GROUNDS MANAGER
    40.00     		52,021 4,564 0
    PO BOX 99
    DOWELL,MD20629
    WILLIAM D STEVENSON MARKETING
    40.00     		46,420 4,546 0
    PO BOX 99
    DOWELL,MD20629
    MARY M WINSLOW EXHIBITS CURATOR
    40.00     		42,701 5,439 0
    PO BOX 99
    DOWELL,MD20629
    CRYSTAL SEAY GUEST SERVICES
    40.00     		40,360 3,919 0
    PO BOX 99
    DOWELL,MD20629
    Total number of other employees paid over $50,000...................bullet 0
    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 THE FOUNDATION OPERATES ANNMARIE GARDENS, A BOTANICAL SCULPTURE GARDEN OPEN TO THE PUBLIC, LOCATED IN CALVERT COUNTY MARYLAND. EXPENDITURES INCLUDED OPERATING EXPENSES TOTALLING $1,123,523 PLUS NET CAPITAL EXPENDITURES FOR USE OF ASSETS TOTALLING $10,442. 1,133,965
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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
    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
    1,181,278
    b
    Average of monthly cash balances.......................
    1b
    356,852
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,538,130
    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
    1,538,130
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    23,072
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,515,058
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    75,753
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    75,753
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    887
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    887
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    74,866
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    74,866
    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
    74,866
    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
    918,194
    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
    10,442
    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
    928,636
    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
    887
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    927,749
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 74,866
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 2011, 2010 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 373,306
    b From 2010....... 797,935
    c From 2011....... 848,270
    d From 2012....... 887,604
    e From 2013....... 1,003,281
    fTotal of lines 3a through e......... 3,910,396
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 928,636
    a Applied to 2013, 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 2014 distributable amount..... 74,866
    e Remaining amount distributed out of corpus 853,770
    5 Excess distributions carryover applied to 2014. 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 4,764,166
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		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
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		373,306
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		4,390,860
    10 Analysis of line 9:
    a Excess from 2010.... 797,935
    b Excess from 2011.... 848,270
    c Excess from 2012.... 887,604
    d Excess from 2013.... 1,003,281
    e Excess from 2014.... 853,770
    Form 990-PF (2014)
    Form 990-PF (2014)
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 organization 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).)
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    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
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    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
    aADMISSIONS         39,677
    bHOSPITALITY         570
    cARTSFEST         104,211
    dFAIRY HOUSE FESTIVAL         6,197
    eGARDEN IN THE LIGHTS         53,593
    fMAKERS MARKET         12,490
    STUDIO SCHOOL         85,460
    GREEN EXPO & OTHER MISC.         6,888
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 478  
    4 Dividends and interest from securities....     14 15,673  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 41,110  
    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 31,689  
    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 88,950 309,086
    13Total. Add line 12, columns (b), (d), and (e)..................
    13398,036
    (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.)
    9 PROGRAMS SUPPORTING ANNMARIE GARDENS
    Form 990-PF (2014)
    Form 990-PF (2014)
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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)
    Yes
     
    (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
    1b(3) 0 CALVERT COUNTY MD LONG TERM LEASE OF PROPERTY - AMOUNT UNDETERMINED - IN SUPPORT OF OPERATIONS OF BOTANICAL SCULPTURE GARDEN, CALVERT COUNTY MD, PROVIDES USE OF BUILDING AND LAND FOR NOMINAL ANNUAL RENTAL. NO ESTIMATE IS AVAILABLE FOR FMV OF USE OF PROPERTY, SHARING OF FACILITIES OR OTHER SUPPORTING SERVICES PROVIDED.
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (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
    CALVERT COUNTY MD BOARD OF COUNTY COMMISSIONERS GOVERNMENT UNIT IN AFFILIATION WITH FOUNDATION RE: OPERATION OF BOTANICAL SCULPTURE GARDEN LOCATED IN CALVERT COUNTY MD
    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 instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    KOENIG PRIVATE FOUNDATION
     
    Employer identification number

    54-2010650
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    KOENIG PRIVATE FOUNDATION
          		Employer identification number

    54-2010650
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    BOARD OF COMMISSIONERS CALVERT CO M  
    175 MAIN STREET
     
    PRINCE FREDERICK, MD20678

    		$320,167


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    ANN M KOENIG CHARITABLE TRUST  
    28134 BRICK ROW DRIVE
     
    OXFORD, MD21654

    		$61,371


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    FRANCIS L KOENIG CHARITABLE TRUST  
    28134 BRICK ROW DRIVE
     
    OXFORD, MD21654

    		$85,711


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    ANN'S CIRCLE  
    PO BOX 99
     
    DOWELL, MD20629

    		$98,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    VAN METRE FOUNDATION  
    9900 MAINE STREET STE 500
     
    FAIRFAX, VA22031

    		$30,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    ANN'S CIRCLE  
    PO BOX 99
     
    DOWELL, MD20629

    		$50,769


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    KOENIG PRIVATE FOUNDATION
          		Employer identification number

    54-2010650
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    KOENIG PRIVATE FOUNDATION
          		Employer identification number

    54-2010650
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 11,500 0 0 1,150
    BOOKKEEPING 23,975 0 0 23,975

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND 2000-11-09 974,582   L 0 % 0 0 0  
    BRICK HOUSE 2001-07-31 75,000 25,313 SL 40.000000000000 1,875 0 1,875  
    ARTIST HOUSE/DOUBLE WIDE 2001-07-31 75,000 25,313 SL 40.000000000000 1,875 0 1,875  
    VORTEX PUMP 2003-08-31 5,110 3,694 SL 15.000000000000 341 0 341  
    UTILITY VEHICLE 2003-06-30 7,245 7,245 SL 5.000000000000 0 0 0  
    SECURITY FENCE 2003-06-30 71,780 52,636 SL 15.000000000000 4,785 0 4,785  
    SURVEILLANCE EQUIPMENT 2003-06-30 30,000 30,000 SL 5.000000000000 0 0 0  
    OFFICE FURNISHINGS 2003-05-31 1,713 1,713 SL 7.000000000000 0 0 0  
    COMPUTER EQUIPMENT 2003-06-30 1,170 1,170 SL 5.000000000000 0 0 0  
    PRINTER 2003-06-30 1,819 1,819 SL 5.000000000000 0 0 0  
    RENOVATIONS, SM BLD 2004-11-30 4,757 1,140 SL 40.000000000000 119 0 119  
    BASEMENT DOOR 2004-09-01 800 197 SL 40.000000000000 20 0 20  
    WALL OVEN 2004-12-31 595 595 SL 7.000000000000 0 0 0  
    BLOWER 2004-07-22 738 738 SL 7.000000000000 0 0 0  
    REFRIGERATOR 2004-09-01 533 533 SL 7.000000000000 0 0 0  
    JOHN DEERE MOWER 2004-09-01 7,904 7,904 SL 7.000000000000 0 0 0  
    WASHER/DRYER 2004-12-29 620 620 SL 7.000000000000 0 0 0  
    SURVEILLANCE EQUIPMENT 2003-08-13 59,586 59,586 SL 5.000000000000 0 0 0  
    SURVEILLANCE EQUIPMENT 2004-01-15 12,670 12,670 SL 5.000000000000 0 0 0  
    SURVEILLANCE EQUIPMENT 2004-09-01 9,555 9,555 SL 5.000000000000 0 0 0  
    SHELVING 2004-03-03 360 360 SL 7.000000000000 0 0 0  
    SHELVING 2004-03-01 611 611 SL 7.000000000000 0 0 0  
    PRINTER 2004-12-28 180 180 SL 5.000000000000 0 0 0  
    ARTIST HOUSE - RENOVATIONS 2005-06-30 39,549 8,900 SL 40.000000000000 989 0 989  
    BRICK HOUSE, ROOF 2005-01-31 6,859 1,611 SL 40.000000000000 171 0 171  
    TRASH/PICNIC (3) 2005-03-29 5,443 5,443 SL 7.000000000000 0 0 0  
    SMOKER'S POST 2005-04-05 416 416 SL 7.000000000000 0 0 0  
    EQUIPMENT 2005-04-05 366 366 SL 7.000000000000 0 0 0  
    SHELVING 2005-06-26 903 903 SL 7.000000000000 0 0 0  
    WATER HEATER 2005-09-08 485 485 SL 7.000000000000 0 0 0  
    STANCHIONS 2005-09-08 575 575 SL 7.000000000000 0 0 0  
    FOUNTAIN 2005-10-28 5,850 3,380 SL 15.000000000000 390 0 390  
    OFFICE TABLE 2005-04-05 477 477 SL 7.000000000000 0 0 0  
    OFFICE SHELVING 2005-04-05 291 291 SL 7.000000000000 0 0 0  
    TENTS 2005-06-03 761 761 SL 7.000000000000 0 0 0  
    PRINTER - COLOR 2005-08-08 556 556 SL 7.000000000000 0 0 0  
    OFFICE FURNISHINGS 2005-08-08 716 716 SL 7.000000000000 0 0 0  
    OFFICE FURNISHINGS 2005-08-08 358 358 SL 7.000000000000 0 0 0  
    SURVEILLANCE EQUIPMENT 2005-04-14 3,317 3,317 SL 7.000000000000 0 0 0  
    COMPUTER EQUIPMENT 2005-12-14 2,188 2,188 SL 5.000000000000 0 0 0  
    ARTIST HOUSE - RENOVATIONS 2006-08-28 2,625 517 SL 40.000000000000 66 0 66  
    SURVEILLANCE EQUIPMENT 2006-04-04 24,775 24,775 SL 7.000000000000 0 0 0  
    SURVEILLANCE EQUIPMENT 2006-09-29 6,824 6,824 SL 7.000000000000 0 0 0  
    COMPUTER 2006-09-05 1,632 1,632 SL 7.000000000000 0 0 0  
    STANTIONS 2006-04-04 1,163 1,163 SL 7.000000000000 0 0 0  
    OUTDOOR DISPLAY 2006-04-04 1,752 1,752 SL 7.000000000000 0 0 0  
    COMPRESSOR 2006-04-27 413 413 SL 7.000000000000 0 0 0  
    FLOWER POTS 2006-06-05 2,840 2,840 SL 7.000000000000 0 0 0  
    TRASH CANS (2) 2006-06-22 1,776 1,776 SL 7.000000000000 0 0 0  
    EQUIPMENT 2006-08-22 887 887 SL 7.000000000000 0 0 0  
    BACKPACK BLOWER 2006-11-06 500 500 SL 7.000000000000 0 0 0  
    ART SCHOOL FLOOR 2008-09-02 4,700 3,915 SL 7.000000000000 671 0 671  
    PHONES 2008-06-01 11,260 11,260 SL 5.000000000000 0 0 0  
    DISPLAY CABINETS 2008-06-01 11,912 10,354 SL 7.000000000000 1,558 0 1,558  
    TRASH CANS 2008-06-01 1,890 1,643 SL 7.000000000000 247 0 247  
    STANCHIONS 2008-06-01 2,218 1,928 SL 7.000000000000 290 0 290  
    KILN 2008-06-01 2,353 2,044 SL 7.000000000000 309 0 309  
    UTILITY CARTS (3) 2008-06-01 462 402 SL 7.000000000000 60 0 60  
    PATIO FURNITURE 2008-06-01 5,472 4,757 SL 7.000000000000 715 0 715  
    PLAZA FURNITURE 2008-06-01 780 676 SL 7.000000000000 104 0 104  
    ART TABLE/RACK 2008-06-01 7,856 6,826 SL 7.000000000000 1,030 0 1,030  
    CASH REGISTER 2008-06-01 307 268 SL 7.000000000000 39 0 39  
    SECURITY EQUIPMENT 2008-06-01 19,303 16,778 SL 7.000000000000 2,525 0 2,525  
    IKEA FURNITURE 2008-06-01 6,319 5,493 SL 7.000000000000 826 0 826  
    OFFICE COMPUTERS 2008-06-01 15,114 15,114 SL 5.000000000000 0 0 0  
    POS EQUIPMENT 2008-06-01 8,585 8,585 SL 5.000000000000 0 0 0  
    RUGS 2008-06-01 3,331 2,896 SL 7.000000000000 435 0 435  
    ARTWORK 2008-06-01 750 652 SL 7.000000000000 98 0 98  
    BLINDS 2008-06-01 5,558 4,830 SL 7.000000000000 728 0 728  
    ART HANGING SYSTEM 2008-06-01 10,486 9,113 SL 7.000000000000 1,373 0 1,373  
    SOFTWARE 2008-06-01 1,435 1,435 SL 3.000000000000 0 0 0  
    SEAT BOXES 2008-06-01 3,980 3,461 SL 7.000000000000 519 0 519  
    LADDER 2008-06-01 2,479 2,154 SL 7.000000000000 325 0 325  
    FURNISHINGS 2008-06-01 1,660 1,442 SL 7.000000000000 218 0 218  
    BIKE RACK 2008-09-19 960 788 SL 7.000000000000 137 0 137  
    TIME CARD MACHINE 2008-09-19 347 287 SL 7.000000000000 50 0 50  
    KITCHEN FURNISHINGS 2008-10-21 755 612 SL 7.000000000000 108 0 108  
    MAIL BOX 2008-10-21 468 379 SL 7.000000000000 67 0 67  
    TIME CLOCK 2008-10-21 149 120 SL 7.000000000000 21 0 21  
    SOFA 2008-11-20 844 675 SL 7.000000000000 121 0 121  
    FURNITURE 2008-06-01 5,382 4,678 SL 7.000000000000 704 0 704  
    FURNITURE 2008-06-01 1,139 991 SL 7.000000000000 148 0 148  
    MILA WALLS 2008-06-01 4,202 3,650 SL 7.000000000000 552 0 552  
    ART DISPLAY WALLS 2008-06-01 15,985 13,894 SL 7.000000000000 2,091 0 2,091  
    MOVABLE WALLS 2008-06-01 4,639 4,033 SL 7.000000000000 606 0 606  
    COMPUTERS 2009-03-23 21,152 15,865 SL 7.000000000000 3,022 0 3,022  
    ART HANGING SYSTEM 2009-06-01 3,509 2,547 SL 7.000000000000 501 0 501  
    RAIL, HALF WALL 2009-06-01 2,214 1,607 SL 7.000000000000 316 0 316  
    POTTER'S WHEELS 2009-03-19 3,048 2,285 SL 7.000000000000 435 0 435  
    KITCHEN SHELVES 2009-04-20 694 512 SL 7.000000000000 99 0 99  
    WORK TABLES 2009-09-17 2,680 1,819 SL 7.000000000000 383 0 383  
    UMBRELLA STANDS 2010-05-23 1,062 621 SL 7.000000000000 152 0 152  
    FOLDING TABLES (5) 2010-05-25 700 408 SL 7.000000000000 100 0 100  
    UMBRELLAS (6) 2010-06-16 2,070 1,184 SL 7.000000000000 296 0 296  
    SECURITY SYSTEM 2010-06-21 760 436 SL 7.000000000000 109 0 109  
    SECURITY SYSTEM 2010-07-23 544 305 SL 7.000000000000 78 0 78  
    CONVECTION OVEN 2011-04-21 1,107 500 SL 7.000000000000 158 0 158  
    KILN FOR STUDIO 2011-06-02 3,438 1,514 SL 7.000000000000 491 0 491  
    FENCE AROUND SHOP 2010-10-07 1,409 754 SL 7.000000000000 201 0 201  
    DISPLAYS 2011-04-21 1,274 576 SL 7.000000000000 182 0 182  
    STORAGE STUDIO SCH 2011-01-04 1,284 641 SL 7.000000000000 183 0 183  
    DUCT COUNTER GLASS 2011-01-04 775 388 SL 7.000000000000 111 0 111  
    GOLFCART (1) 2007-11-29 2,375 2,233 SL 7.000000000000 142 0 142  
    MINI BARN 2011-07-22 6,127 446 SL 40.000000000000 153 0 153  
    BRICKHOUSE RANGE 2011-07-22 269 111 SL 7.000000000000 38 0 38  
    3720 TRACTOR 2011-07-28 31,754 13,230 SL 7.000000000000 4,536 0 4,536  
    XEROX COPIER 2011-02-22 11,823 5,067 SL 7.000000000000 1,689 0 1,689  
    BLACKTOP WALKWAY 2011-11-11 8,100 541 SL 40.000000000000 203 0 203  
    COMPUTER 2011-07-01 2,158 1,296 SL 5.000000000000 432 0 432  
    POLE BARN 2013-04-08 33,265 1,033 SL 40.000000000000 832 0 832  
    RENTAL BARN 2013-06-14 4,667 127 SL 40.000000000000 117 0 117  
    STUDIO WIRELESS 2012-09-01 2,467 904 SL 5.000000000000 493 0 493  
    LOVESEAT & CHAIRS 2013-02-19 924 176 SL 7.000000000000 132 0 132  
    RUGS 2013-03-22 2,309 412 SL 7.000000000000 330 0 330  
    COMPUTER 2013-05-24 1,879 407 SL 5.000000000000 376 0 376  
    DVR & MONITORS 2013-10-29 6,670 889 SL 5.000000000000 1,334 0 1,334  
    POTTER'S WHEELS 2014-01-15 5,100 364 SL 7.000000000000 729 0 729  
    COMPUTER EQUIPMENT 2014-02-24 14,279 952 SL 5.000000000000 2,856 0 2,856  
    COMPUTER EQUIPMENT 2014-03-20 1,763 88 SL 5.000000000000 353 0 353  
    COMPUTER EQUIPMENT 2014-04-02 1,143 57 SL 5.000000000000 229 0 229  
    WOOD CHIPPER 2014-08-01 2,954   SL 5.000000000000 542 0 542  
    SIGNS 2014-08-26 4,646   SL 5.000000000000 774 0 774  
    ELECTRICAL PROJECT 2015-01-30 11,615   SL 40.000000000000 121 0 121  
    COMPUTER 2015-05-27 892   SL 5.000000000000 15 0 15  
    PAVING 2014-07-16 1,950   SL 40.000000000000 45 0 45  

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Name of Stock End of Year Book Value End of Year Fair Market Value
    OW FIXED INCOME FD 211,018 211,018
    OW LARGE CAP CORE FD 212,845 212,845
    OW LARGE CAP STATEGIC 414,015 414,015
    OW SMALL & MID CAP 147,390 147,390
    OW STATEGIC OPP FUND 202,955 202,955

    TY 2014 LandEtcSchedule2
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 974,582 0 974,582  
    BRICK HOUSE 75,000 27,188 47,812  
    ARTIST HOUSE/DOUBLE WIDE 75,000 27,188 47,812  
    VORTEX PUMP 5,110 4,035 1,075  
    UTILITY VEHICLE 7,245 7,245 0  
    SECURITY FENCE 71,780 57,421 14,359  
    SURVEILLANCE EQUIPMENT 30,000 30,000 0  
    OFFICE FURNISHINGS 1,713 1,713 0  
    COMPUTER EQUIPMENT 1,170 1,170 0  
    PRINTER 1,819 1,819 0  
    RENOVATIONS, SM BLD 4,757 1,259 3,498  
    BASEMENT DOOR 800 217 583  
    WALL OVEN 595 595 0  
    BLOWER 738 738 0  
    REFRIGERATOR 533 533 0  
    JOHN DEERE MOWER 7,904 7,904 0  
    WASHER/DRYER 620 620 0  
    SURVEILLANCE EQUIPMENT 59,586 59,586 0  
    SURVEILLANCE EQUIPMENT 12,670 12,670 0  
    SURVEILLANCE EQUIPMENT 9,555 9,555 0  
    SHELVING 360 360 0  
    SHELVING 611 611 0  
    PRINTER 180 180 0  
    ARTIST HOUSE - RENOVATIONS 39,549 9,889 29,660  
    BRICK HOUSE, ROOF 6,859 1,782 5,077  
    TRASH/PICNIC (3) 5,443 5,443 0  
    SMOKER'S POST 416 416 0  
    EQUIPMENT 366 366 0  
    SHELVING 903 903 0  
    WATER HEATER 485 485 0  
    STANCHIONS 575 575 0  
    FOUNTAIN 5,850 3,770 2,080  
    OFFICE TABLE 477 477 0  
    OFFICE SHELVING 291 291 0  
    TENTS 761 761 0  
    PRINTER - COLOR 556 556 0  
    OFFICE FURNISHINGS 716 716 0  
    OFFICE FURNISHINGS 358 358 0  
    SURVEILLANCE EQUIPMENT 3,317 3,317 0  
    COMPUTER EQUIPMENT 2,188 2,188 0  
    ARTIST HOUSE - RENOVATIONS 2,625 583 2,042  
    SURVEILLANCE EQUIPMENT 24,775 24,775 0  
    SURVEILLANCE EQUIPMENT 6,824 6,824 0  
    COMPUTER 1,632 1,632 0  
    STANTIONS 1,163 1,163 0  
    OUTDOOR DISPLAY 1,752 1,752 0  
    COMPRESSOR 413 413 0  
    FLOWER POTS 2,840 2,840 0  
    TRASH CANS (2) 1,776 1,776 0  
    EQUIPMENT 887 887 0  
    BACKPACK BLOWER 500 500 0  
    ART SCHOOL FLOOR 4,700 4,586 114  
    PHONES 11,260 11,260 0  
    DISPLAY CABINETS 11,912 11,912 0  
    TRASH CANS 1,890 1,890 0  
    STANCHIONS 2,218 2,218 0  
    KILN 2,353 2,353 0  
    UTILITY CARTS (3) 462 462 0  
    PATIO FURNITURE 5,472 5,472 0  
    PLAZA FURNITURE 780 780 0  
    ART TABLE/RACK 7,856 7,856 0  
    CASH REGISTER 307 307 0  
    SECURITY EQUIPMENT 19,303 19,303 0  
    IKEA FURNITURE 6,319 6,319 0  
    OFFICE COMPUTERS 15,114 15,114 0  
    POS EQUIPMENT 8,585 8,585 0  
    RUGS 3,331 3,331 0  
    ARTWORK 750 750 0  
    BLINDS 5,558 5,558 0  
    ART HANGING SYSTEM 10,486 10,486 0  
    SOFTWARE 1,435 1,435 0  
    SEAT BOXES 3,980 3,980 0  
    LADDER 2,479 2,479 0  
    FURNISHINGS 1,660 1,660 0  
    BIKE RACK 960 925 35  
    TIME CARD MACHINE 347 337 10  
    KITCHEN FURNISHINGS 755 720 35  
    MAIL BOX 468 446 22  
    TIME CLOCK 149 141 8  
    SOFA 844 796 48  
    FURNITURE 5,382 5,382 0  
    FURNITURE 1,139 1,139 0  
    MILA WALLS 4,202 4,202 0  
    ART DISPLAY WALLS 15,985 15,985 0  
    MOVABLE WALLS 4,639 4,639 0  
    COMPUTERS 21,152 18,887 2,265  
    ART HANGING SYSTEM 3,509 3,048 461  
    RAIL, HALF WALL 2,214 1,923 291  
    POTTER'S WHEELS 3,048 2,720 328  
    KITCHEN SHELVES 694 611 83  
    WORK TABLES 2,680 2,202 478  
    UMBRELLA STANDS 1,062 773 289  
    FOLDING TABLES (5) 700 508 192  
    UMBRELLAS (6) 2,070 1,480 590  
    SECURITY SYSTEM 760 545 215  
    SECURITY SYSTEM 544 383 161  
    CONVECTION OVEN 1,107 658 449  
    KILN FOR STUDIO 3,438 2,005 1,433  
    FENCE AROUND SHOP 1,409 955 454  
    DISPLAYS 1,274 758 516  
    STORAGE STUDIO SCH 1,284 824 460  
    DUCT COUNTER GLASS 775 499 276  
    GOLFCART (1) 2,375 2,375 0  
    MINI BARN 6,127 599 5,528  
    BRICKHOUSE RANGE 269 149 120  
    3720 TRACTOR 31,754 17,766 13,988  
    XEROX COPIER 11,823 6,756 5,067  
    BLACKTOP WALKWAY 8,100 744 7,356  
    COMPUTER 2,158 1,728 430  
    POLE BARN 33,265 1,865 31,400  
    RENTAL BARN 4,667 244 4,423  
    STUDIO WIRELESS 2,467 1,397 1,070  
    LOVESEAT & CHAIRS 924 308 616  
    RUGS 2,309 742 1,567  
    COMPUTER 1,879 783 1,096  
    DVR & MONITORS 6,670 2,223 4,447  
    POTTER'S WHEELS 5,100 1,093 4,007  
    COMPUTER EQUIPMENT 14,279 3,808 10,471  
    COMPUTER EQUIPMENT 1,763 441 1,322  
    COMPUTER EQUIPMENT 1,143 286 857  
    WOOD CHIPPER 2,954 542 2,412  
    SIGNS 4,646 774 3,872  
    ELECTRICAL PROJECT 11,615 121 11,494  
    COMPUTER 892 15 877  
    PAVING 1,950 45 1,905  


    TY 2014 LegalFeesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 3,663 0 0 3,663


    TY 2014 OtherAssetsSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CONSTRUCTION IN PROGRESS 29,607 41,123 41,123


    TY 2014 OtherExpensesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UTILITIES 63,794 0 0 63,794
    SCULPTURE SERVICES 7,270 0 0 7,270
    BUILDING MAINTENANCE & REPAIR 59,341 0 0 59,341
    SUPPLIES 10,141 0 0 10,141
    INSURANCE 7,149 0 0 7,149
    EQUIPMENT 3,395 0 0 3,395
    FEES 6,628 0 0 6,628
    UNIFORM EXPENSE 120 0 0 120
    POSTAGE & DELIVERY 6,301 0 0 6,301
    PUBLIC ADVERTISING 58,862 0 0 58,862
    DUES & SUBSCRIPTIONS 7,518 0 0 7,518
    HOSPITALITY 847 0 0 847
    VARIOUS PROGRAMS 125 0 0 125
    EXHIBITS 13,263 0 0 13,263
    CHESPAX 372 0 0 372
    ARTIST IN RESIDENCE 1,823 0 0 1,823
    STUDIO SCHOOL 30,269 0 0 0
    GARDEN IN LIGHTS & HOLIDAY PROGRAMS 8,041 0 0 0
    ARTFEST 11,044 0 0 0
    FAIRY HOUSE FESTIVAL 2,580 0 0 0


    TY 2014 OtherIncomeSchedule2
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ADMISSIONS 39,677   39,677
    HOSPITALITY 570   570
    ARTSFEST 104,211   104,211
    FAIRY HOUSE FESTIVAL 6,197   6,197
    GARDEN IN THE LIGHTS 53,593   53,593
    MAKERS MARKET 12,490   12,490
    STUDIO SCHOOL 85,460   85,460
    GREEN EXPO & OTHER MISC. 6,888   6,888


    TY 2014 OtherIncreasesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER & WEBSITE SERVICES 7,879 0 0 7,879
    INVESTMENT MANAGEMENT 33,948 300 0 33,648


    TY 2014 TaxesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN: 54-2010650
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 14,820 0 0 14,820
    PAYROLL 44,273 0 0 44,273