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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2017 , and ending 06-30-2018
Name of foundation
KOENIG PRIVATE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)13470 DOWELL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOLOMONS, MD20688
A Employer identification number

54-2010650
B Telephone number (see instructions)

(410) 326-4640
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$3,327,757J 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) 887,001
2 Check bullet.............
3 Interest on savings and temporary cash investments 493 493  
4 Dividends and interest from securities... 25,819 25,819  
5a Gross rents............ 66,445    
b Net rental income or (loss) 66,445
6a Net gain or (loss) from sale of assets not on line 10 49,661
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 49,661
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 255 0 255
12 Total. Add lines 1 through 11........ 1,029,674 75,973 255
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 101,900 0 0 0
14 Other employee salaries and wages...... 514,430 0 0 0
15 Pension plans, employee benefits....... 78,212 0 0 0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,653 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 36,656 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 50,247 0 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 33,901 0 33,901
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,418 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 826,417 0 33,901 0
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 826,417 0 33,901 0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 203,257
b Net investment income (if negative, enter -0-) 75,973
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. -2,456 19,533 19,533
2 Savings and temporary cash investments......... 167,530 332,778 332,778
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)....... 1,486,639 Click to see attachment1,639,655 1,639,655
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 bullet1,897,006
Less: accumulated depreciation (attach schedule) bullet665,217 1,265,690 Click to see attachment1,231,789 1,231,789
15 Other assets (describe bullet) Click to see attachment78,592 Click to see attachment104,002 Click to see attachment104,002
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,995,995 3,327,757 3,327,757
Liabilities 17 Accounts payable and accrued expenses.......... 16,621 4,511
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) Click to see attachment3,585 Click to see attachment33,960
23 Total liabilities (add lines 17 through 22)......... 20,206 38,471
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 2,975,789 3,289,286
29 Total net assets or fund balances (see instructions)..... 2,975,789 3,289,286
30 Total liabilities and net assets/fund balances (see instructions). 2,995,995 3,327,757
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
2,975,789
2
Enter amount from Part I, line 27a .....................
2
203,257
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
110,240
4
Add lines 1, 2, and 3 ..........................
4
3,289,286
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 29 .
6
3,289,286
Form 990-PF (2019)
Form 990-PF (2019)
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 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       49,661
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       49,661
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 49,661
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))
2018 16,635 1,352,307 0.012301
2017 947,648 1,305,229 0.726040
2016 927,749 1,515,058 0.612352
2015 1,002,951 1,440,768 0.696122
2014 887,604 1,372,776 0.646576
2
Total of line 1, column (d) .....................
2
2.693391
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.538678
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
1,502,491
5
Multiply line 4 by line 3......................
5
809,359
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
760
7
Add lines 5 and 6........................
7
810,119
8
Enter qualifying distributions from Part XII, line 4,.............
8
0
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 (2019)
Form 990-PF (2019)
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 includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,519
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 1,519
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 1,519
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
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 34
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,553
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 2020 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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 ofbulletTHE FOUNDATION Telephone no.bullet (410) 326-4640

    Located atbulletFOUNDATION OFFICE 13470 DOWELL ROADSOLOMONSMD ZIP+4bullet20688
    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 2019, 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
     
    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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    LAURIE UHEREK PRESIDENT
    15.00     		0 0 0
    13470 DOWELL ROAD
    SOLOMONS,MD20688
    PATRICK BUEHLER VICE PRESIDENT/SECRETARY
    3.00     		0 0 0
    13470 DOWELL ROAD
    SOLOMONS,MD20688
    STACEY HANN-RUFF ASSISTANT SECRETARY
    40.00     		101,900 6,301 0
    13470 DOWELL ROAD
    SOLOMONS,MD20688
    A EVERITT HOEG III VICE PRESIDENT
    1.00     		0 0 0
    13470 DOWELL ROAD
    SOLOMONS,MD20688
    DUANE BECKHORN PRESIDENT, RETIRED
    3.00     		0 0 0
    13470 DOWELL ROAD
    SOLOMONS,MD20688
    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/DEPUTY DIREC
    40.00     		61,800 0 0
    13470 DOWELL ROAD
    SOLOMONS,MD20688
    VICTOR S MELLON GROUNDS MANAGER
    40.00     		59,633 0 0
    13470 DOWELL ROAD
    SOLOMONS,MD20688
    CRYSTAL SEAY GUEST SERVICES
    40.00     		47,976 0 0
    13470 DOWELL ROAD
    SOLOMONS,MD20688
    JOANN FOLTZ EMPLOYEE
    40.00     		47,976 0 0
    13470 DOWELL ROAD
    SOLOMONS,MD20688
    ROBYN L STRAYER CHESPAX LEADER
    40.00     		37,302 0 0
    13470 DOWELL ROAD
    SOLOMONS,MD20688
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 THE FOUNDATION OPERATES ANNMARIE GARDENS, A BOTANICAL SCULPTURE GARDEN OPEN TO THE PUBLIC, LOCATED IN CALVERT COUNTY MARYLAND. EXPENDITURES INCLUDED OPERATING EXPENSES TOTALING $734,096 PLUS NET CAPITAL EXPENDITURES FOR USE OF ASSETS. 0
    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 (2019)
    Form 990-PF (2019)
    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
    1,266,681
    b
    Average of monthly cash balances.......................
    1b
    258,691
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,525,372
    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
    1,525,372
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,881
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,502,491
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    75,125
    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
    75,125
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    1,519
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,519
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    73,606
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    73,606
    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
    73,606
    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
    0
    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
    0
    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
    0
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 73,606
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 887,604
    b From 2015...... 1,003,281
    c From 2016...... 853,770
    d From 2017...... 884,083
    e From 2018......  
    fTotal of lines 3a through e........ 3,628,738
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 0
    a Applied to 2018, 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 2019 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 73,606 73,606
    (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 3,555,132
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		813,998
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		2,741,134
    10 Analysis of line 9:
    a Excess from 2015.... 1,003,281
    b Excess from 2016.... 853,770
    c Excess from 2017.... 884,083
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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).)
    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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Form 990-PF (2019)
    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
    aMISC REVENUE         255
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 493  
    4 Dividends and interest from securities....     14 25,819  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 66,445  
    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 49,661  
    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).. 0 142,418 255
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    142,673
    (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 (2019)
    Form 990-PF (2019)
    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)
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    KOENIG PRIVATE FOUNDATION
          		Employer identification number
    54-2010650
    Part I
    Contributors
    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 MD
     
    175 MAIN STREET
     
    PRINCE FREDERICK, MD20678

    		$ 289,750


    (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

    		$ 99,310


    (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

    		$ 143,057


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    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
    5
    ANN'S CIRCLE
     
    13470 DOWELL ROAD
     
    SOLOMONS, MD20688

    		$ 308,368


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    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) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN:
    54-2010650
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,180 0 0 0
    BOOKKEEPING 473 0 0 0

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

    TY 2017 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  
    BRICK HOUSE 2001-07-31 75,000 30,938 SL 40.000000000000 1,875 0 1,875  
    ARTIST HOUSE/DOUBLE WIDE 2001-07-31 75,000 30,938 SL 40.000000000000 1,875 0 1,875  
    VORTEX PUMP 2003-08-31 5,110 4,717 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 66,991 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 1,497 SL 40.000000000000 119 0 119  
    BASEMENT DOOR 2004-09-01 800 257 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 11,867 SL 40.000000000000 989 0 989  
    BRICK HOUSE, ROOF 2005-01-31 6,859 2,124 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 4,550 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 2,625 715 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 4,700 SL 7.000000000000 0 0 0  
    DISPLAY CABINETS 2008-06-01 11,912 11,912 SL 7.000000000000 0 0 0  
    TRASH CANS 2008-06-01 1,890 1,890 SL 7.000000000000 0 0 0  
    STANCHIONS 2008-06-01 2,218 2,218 SL 7.000000000000 0 0 0  
    KILN 2008-06-01 2,353 2,353 SL 7.000000000000 0 0 0  
    UTILITY CARTS (3) 2008-06-01 462 462 SL 7.000000000000 0 0 0  
    PATIO FURNITURE 2008-06-01 5,472 5,472 SL 7.000000000000 0 0 0  
    PLAZA FURNITURE 2008-06-01 780 780 SL 7.000000000000 0 0 0  
    ART TABLE/RACK 2008-06-01 7,856 7,856 SL 7.000000000000 0 0 0  
    CASH REGISTER 2008-06-01 307 307 SL 7.000000000000 0 0 0  
    SECURITY EQUIPMENT 2008-06-01 19,303 19,303 SL 7.000000000000 0 0 0  
    IKEA FURNITURE 2008-06-01 6,319 6,319 SL 7.000000000000 0 0 0  
    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 3,331 SL 7.000000000000 0 0 0  
    ARTWORK 2008-06-01 750 750 SL 7.000000000000 0 0 0  
    BLINDS 2008-06-01 5,558 5,558 SL 7.000000000000 0 0 0  
    ART HANGING SYSTEM 2008-06-01 10,486 10,486 SL 7.000000000000 0 0 0  
    SOFTWARE 2008-06-01 1,435 1,435 SL 3.000000000000 0 0 0  
    SEAT BOXES 2008-06-01 3,980 3,980 SL 7.000000000000 0 0 0  
    LADDER 2008-06-01 2,479 2,479 SL 7.000000000000 0 0 0  
    FURNISHINGS 2008-06-01 1,660 1,660 SL 7.000000000000 0 0 0  
    BIKE RACK 2008-09-19 960 960 SL 7.000000000000 0 0 0  
    TIME CARD MACHINE 2008-09-19 347 347 SL 7.000000000000 0 0 0  
    KITCHEN FURNISHINGS 2008-10-21 755 755 SL 7.000000000000 0 0 0  
    MAIL BOX 2008-10-21 468 468 SL 7.000000000000 0 0 0  
    TIME CLOCK 2008-10-21 149 149 SL 7.000000000000 0 0 0  
    SOFA 2008-11-20 844 844 SL 7.000000000000 0 0 0  
    FURNITURE 2008-06-01 5,382 5,382 SL 7.000000000000 0 0 0  
    FURNITURE 2008-06-01 1,139 1,139 SL 7.000000000000 0 0 0  
    MILA WALLS 2008-06-01 4,202 4,202 SL 7.000000000000 0 0 0  
    ART DISPLAY WALLS 2008-06-01 15,985 15,985 SL 7.000000000000 0 0 0  
    MOVABLE WALLS 2008-06-01 4,639 4,639 SL 7.000000000000 0 0 0  
    COMPUTERS 2009-03-23 21,152 21,152 SL 7.000000000000 0 0 0  
    ART HANGING SYSTEM 2009-06-01 3,509 3,509 SL 7.000000000000 0 0 0  
    RAIL, HALF WALL 2009-06-01 2,214 2,214 SL 7.000000000000 0 0 0  
    KITCHEN SHELVES 2009-04-20 694 694 SL 7.000000000000 0 0 0  
    WORK TABLES 2009-09-17 2,680 2,680 SL 7.000000000000 0 0 0  
    UMBRELLA STANDS 2010-05-23 1,062 1,062 SL 7.000000000000 0 0 0  
    FOLDING TABLES (5) 2010-05-25 700 700 SL 7.000000000000 0 0 0  
    UMBRELLAS (6) 2010-06-16 2,070 2,070 SL 7.000000000000 0 0 0  
    SECURITY SYSTEM 2010-06-21 760 760 SL 7.000000000000 0 0 0  
    SECURITY SYSTEM 2010-07-23 544 539 SL 7.000000000000 5 0 5  
    CONVECTION OVEN 2011-04-21 1,107 974 SL 7.000000000000 133 0 133  
    KILN FOR STUDIO 2011-06-02 3,438 2,987 SL 7.000000000000 451 0 451  
    FENCE AROUND SHOP 2010-10-07 1,409 1,357 SL 7.000000000000 52 0 52  
    DISPLAYS 2011-04-21 1,274 1,122 SL 7.000000000000 152 0 152  
    STORAGE STUDIO SCH 2011-01-04 1,284 1,190 SL 7.000000000000 94 0 94  
    DUCT COUNTER GLASS 2011-01-04 775 721 SL 7.000000000000 54 0 54  
    GOLFCART (1) 2007-11-29 2,375 2,375 SL 7.000000000000 0 0 0  
    MINI BARN 2011-07-22 6,127 905 SL 40.000000000000 153 0 153  
    BRICKHOUSE RANGE 2011-07-22 269 225 SL 7.000000000000 38 0 38  
    3720 TRACTOR 2011-07-28 31,754 26,838 SL 7.000000000000 4,536 0 4,536  
    XEROX COPIER 2011-02-22 11,823 10,134 SL 7.000000000000 1,126 0 1,126  
    BLACKTOP WALKWAY 2011-11-11 8,100 1,150 SL 40.000000000000 203 0 203  
    COMPUTER 2011-07-01 2,158 2,158 SL 5.000000000000 0 0 0  
    POLE BARN 2013-04-08 33,265 3,529 SL 40.000000000000 832 0 832  
    RENTAL BARN 2013-06-14 4,667 478 SL 40.000000000000 117 0 117  
    STUDIO WIRELESS 2012-09-01 2,467 2,383 SL 5.000000000000 84 0 84  
    LOVESEAT & CHAIRS 2013-02-19 924 572 SL 7.000000000000 132 0 132  
    RUGS 2013-03-22 2,309 1,402 SL 7.000000000000 330 0 330  
    COMPUTER 2013-05-24 1,879 1,535 SL 5.000000000000 344 0 344  
    DVR & MONITORS 2013-10-29 6,670 4,891 SL 5.000000000000 1,334 0 1,334  
    POTTER'S WHEELS 2014-01-15 5,100 2,551 SL 7.000000000000 729 0 729  
    COMPUTER EQUIPMENT 2014-02-24 14,279 9,520 SL 5.000000000000 2,856 0 2,856  
    COMPUTER EQUIPMENT 2014-03-20 1,763 1,147 SL 5.000000000000 353 0 353  
    COMPUTER EQUIPMENT 2014-04-02 1,143 744 SL 5.000000000000 229 0 229  
    WOOD CHIPPER 2014-08-01 2,954 1,724 SL 5.000000000000 591 0 591  
    SIGNS 2014-08-26 4,646 2,632 SL 5.000000000000 929 0 929  
    ELECTRICAL PROJECT 2015-01-30 11,615 701 SL 40.000000000000 290 0 290  
    COMPUTER 2015-05-27 892 371 SL 5.000000000000 178 0 178  
    PAVING 2014-07-16 1,950 143 SL 40.000000000000 49 0 49  
    APPLIANCES 2016-06-02 402 62 SL 7.000000000000 57 0 57  
    CABINETS 2016-06-02 2,689 416 SL 7.000000000000 384 0 384  
    WASHER/DRYER 2016-06-07 1,451 224 SL 7.000000000000 207 0 207  
    KILN SHED 2016-06-30 9,199 230 SL 40.000000000000 230 0 230  
    EARTHA HANDMADE TILE SIGN 2015-12-20 900 193 SL 7.000000000000 129 0 129  
    40' STORAGE CONTAINER 2016-01-20 2,600 92 SL 40.000000000000 65 0 65  
    KILN 2015-07-14 450 128 SL 7.000000000000 64 0 64  
    POS SOFTWARE 2015-08-23 3,698 968 SL 7.000000000000 528 0 528  
    TORO MOWER 2015-09-02 6,056 1,586 SL 7.000000000000 865 0 865  
    SERVER 2015-09-18 3,064 766 SL 7.000000000000 438 0 438  
    STORAGE CONTAINER 2015-09-23 1,500 66 SL 40.000000000000 38 0 38  
    WIFI SERVERS 2016-03-31 2,314 414 SL 7.000000000000 331 0 331  
    IKEA FURNITURE 2016-03-31 2,191 391 SL 7.000000000000 313 0 313  
    ATM MACHINE 2016-04-25 1,857 309 SL 7.000000000000 265 0 265  
    DISHWASHER 2016-06-14 3,880 600 SL 7.000000000000 554 0 554  
    COMPUTER - STACEY 2016-06-30 984 141 SL 7.000000000000 141 0 141  
    BRICK HOUSE IMPROVEMENTS 2016-04-24 11,683 341 SL 40.000000000000 292 0 292  
    BRICK HOUSE FLOORING/IMPROVEMENTS 2017-03-30 5,623 35 SL 40.000000000000 141 0 141  
    SECURITY SYSTEM FOR BRICK HOUSE 2017-04-12 1,896 12 SL 40.000000000000 47 0 47  
    STORAGE CONTAINER 2017-05-10 2,300 10 SL 40.000000000000 58 0 58  
    LEASEHOLD IMPROVEMENTS 2016-09-02 9,820 546 SL 15.000000000000 655 0 655  
    TABLE AND CHAIRS 2001-08-27 2,549   SL 7.000000000000 0 0 0  
    TELEPHONE SYSTEM 2016-10-10 5,199 557 SL 7.000000000000 743 0 743  
    DVR FOR SECURITY SYSTEM 2016-10-04 2,455 263 SL 7.000000000000 351 0 351  

    TY 2017 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 354,352 354,352
    OW ALL CAP CORE FD 349,958 349,958
    OW LARGE CAP STATEGIC 553,681 553,681
    OW SMALL & MID CAP 194,090 194,090
    OW STATEGIC OPP FUND 187,574 187,574

    TY 2017 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 32,813 42,187  
    ARTIST HOUSE/DOUBLE WIDE 75,000 32,813 42,187  
    VORTEX PUMP 5,110 5,058 52  
    UTILITY VEHICLE 7,245 7,245 0  
    SECURITY FENCE 71,780 71,776 4  
    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 1,616 3,141  
    BASEMENT DOOR 800 277 523  
    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 12,856 26,693  
    BRICK HOUSE, ROOF 6,859 2,295 4,564  
    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 4,940 910  
    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 2,625 781 1,844  
    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 4,700 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 960 960 0  
    TIME CARD MACHINE 347 347 0  
    KITCHEN FURNISHINGS 755 755 0  
    MAIL BOX 468 468 0  
    TIME CLOCK 149 149 0  
    SOFA 844 844 0  
    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 21,152 0  
    ART HANGING SYSTEM 3,509 3,509 0  
    RAIL, HALF WALL 2,214 2,214 0  
    KITCHEN SHELVES 694 694 0  
    WORK TABLES 2,680 2,680 0  
    UMBRELLA STANDS 1,062 1,062 0  
    FOLDING TABLES (5) 700 700 0  
    UMBRELLAS (6) 2,070 2,070 0  
    SECURITY SYSTEM 760 760 0  
    SECURITY SYSTEM 544 544 0  
    CONVECTION OVEN 1,107 1,107 0  
    KILN FOR STUDIO 3,438 3,438 0  
    FENCE AROUND SHOP 1,409 1,409 0  
    DISPLAYS 1,274 1,274 0  
    STORAGE STUDIO SCH 1,284 1,284 0  
    DUCT COUNTER GLASS 775 775 0  
    GOLFCART (1) 2,375 2,375 0  
    MINI BARN 6,127 1,058 5,069  
    BRICKHOUSE RANGE 269 263 6  
    3720 TRACTOR 31,754 31,374 380  
    XEROX COPIER 11,823 11,260 563  
    BLACKTOP WALKWAY 8,100 1,353 6,747  
    COMPUTER 2,158 2,158 0  
    POLE BARN 33,265 4,361 28,904  
    RENTAL BARN 4,667 595 4,072  
    STUDIO WIRELESS 2,467 2,467 0  
    LOVESEAT & CHAIRS 924 704 220  
    RUGS 2,309 1,732 577  
    COMPUTER 1,879 1,879 0  
    DVR & MONITORS 6,670 6,225 445  
    POTTER'S WHEELS 5,100 3,280 1,820  
    COMPUTER EQUIPMENT 14,279 12,376 1,903  
    COMPUTER EQUIPMENT 1,763 1,500 263  
    COMPUTER EQUIPMENT 1,143 973 170  
    WOOD CHIPPER 2,954 2,315 639  
    SIGNS 4,646 3,561 1,085  
    ELECTRICAL PROJECT 11,615 991 10,624  
    COMPUTER 892 549 343  
    PAVING 1,950 192 1,758  
    APPLIANCES 402 119 283  
    CABINETS 2,689 800 1,889  
    WASHER/DRYER 1,451 431 1,020  
    KILN SHED 9,199 460 8,739  
    EARTHA HANDMADE TILE SIGN 900 322 578  
    40' STORAGE CONTAINER 2,600 157 2,443  
    KILN 450 192 258  
    POS SOFTWARE 3,698 1,496 2,202  
    TORO MOWER 6,056 2,451 3,605  
    SERVER 3,064 1,204 1,860  
    STORAGE CONTAINER 1,500 104 1,396  
    WIFI SERVERS 2,314 745 1,569  
    IKEA FURNITURE 2,191 704 1,487  
    ATM MACHINE 1,857 574 1,283  
    DISHWASHER 3,880 1,154 2,726  
    COMPUTER - STACEY 984 282 702  
    BRICK HOUSE IMPROVEMENTS 11,683 633 11,050  
    BRICK HOUSE FLOORING/IMPROVEMENTS 5,623 176 5,447  
    SECURITY SYSTEM FOR BRICK HOUSE 1,896 59 1,837  
    STORAGE CONTAINER 2,300 68 2,232  
    LEASEHOLD IMPROVEMENTS 9,820 1,201 8,619  
    TABLE AND CHAIRS 2,549 0 2,549  
    TELEPHONE SYSTEM 5,199 1,300 3,899  
    DVR FOR SECURITY SYSTEM 2,455 614 1,841  


    TY 2017 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 78,592 104,002 104,002


    TY 2017 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 564 0 0 0
    SCULPTURE SERVICES 1,700 0 0 0
    BUILDING MAINTENANCE & REPAIR 755 0 0 0
    FEES 2,168 0 0 0
    PUBLIC ADVERTISING 71 0 0 0
    STUDIO SCHOOL 160 0 0 0


    TY 2017 OtherIncomeSchedule2
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN:
    54-2010650
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC REVENUE 255   255


    TY 2017 OtherIncreasesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN:
    54-2010650
    Description Amount
    UNREALIZED APPRECIATION ON ASSETS 110,240


    TY 2017 OtherLiabilitiesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN:
    54-2010650
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED INCOME 3,585 33,960


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN:
    54-2010650
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 36,656 0 0 0


    TY 2017 TaxesSchedule
    Name:
    KOENIG PRIVATE FOUNDATION
    EIN:
    54-2010650
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 50,247 0 0 0