Form990-PF
Click to see attachment

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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE WILLIAM & MARY GREVE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)270 LAFAYETTE STREET NO 1002
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10012
A Employer identification number

13-6020724
B Telephone number (see instructions)

(212) 307-7850
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$21,268,052J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 36,666 36,666  
4 Dividends and interest from securities... 226,888 226,888  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 841,560
b Gross sales price for all assets on line 6a 5,401,152
7 Capital gain net income (from Part IV, line 2)... 841,560
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 27,263 14,367  
12 Total. Add lines 1 through 11........ 1,132,377 1,119,481  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 233,534 116,767   116,767
14 Other employee salaries and wages...... 164,688 82,344   82,344
15 Pension plans, employee benefits....... 167,809 83,905   83,905
16a Legal fees (attach schedule)......... Click to see attachment 144,764 36,191   108,573
b Accounting fees (attach schedule)....... Click to see attachment 44,579 33,434   11,145
c Other professional fees (attach schedule).... Click to see attachment 212,986 171,664   39,312
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,543 9,768   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 12,912 6,456  
20 Occupancy.............. 114,128 57,064   57,064
21 Travel, conferences, and meetings....... 91,562 0   91,562
22 Printing and publications.......... 517 0   517
23 Other expenses (attach schedule)....... Click to see attachment 40,798 13,575   27,223
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,247,820 611,168   618,412
25 Contributions, gifts, grants paid....... 1,481,720 1,481,720
26 Total expenses and disbursements. Add lines 24 and 25 2,729,540 611,168   2,100,132
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,597,163
b Net investment income (if negative, enter -0-) 508,313
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 49,121 330,969 330,969
2 Savings and temporary cash investments......... 2,304,217 4,124,018 4,124,018
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.......... 7,605 21,480 21,480
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 16,905,186 Click to see attachment13,706,711 13,706,711
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).......... 4,676,064 Click to see attachment2,842,164 2,842,164
14 Land, buildings, and equipment: basis bullet286,455
Less: accumulated depreciation (attach schedule) bullet100,695 176,380 Click to see attachment185,760 185,760
15 Other assets (describe bullet) Click to see attachment59,814 Click to see attachment56,950 Click to see attachment56,950
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,178,387 21,268,052 21,268,052
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment221,469 Click to see attachment225,834
23 Total liabilities (add lines 17 through 22)......... 221,469 225,834
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 23,956,918 21,042,218
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 23,956,918 21,042,218
31 Total liabilities and net assets/fund balances (see instructions). 24,178,387 21,268,052
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
23,956,918
2
Enter amount from Part I, line 27a .....................
2
-1,597,163
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
31,368
4
Add lines 1, 2, and 3 ..........................
4
22,391,123
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,348,905
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
21,042,218
Form 990-PF (2018)
Form 990-PF (2018)
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 US TRUST SELECT EQUITY      
b US TRUST SELECT EQUITY      
c US TRUST MUTUAL FUNDS      
d US TRUST MUTUAL FUNDS      
e SILVER CREEK P    
AG REALTY FUND VIII LP P    
AG REALTY FUND VIII LP P    
BRUCKMAN, ROSSER, SHERRILL & CO II LP P    
LEEDS EQUITY PARTNERS IV LP P    
EXCELSIOR VENTURE PARTNERS III LLC P    
SEMPER VIC PARTNERS (QP) LP P    
SEMPER VIC PARTNERS (QP) LP P    
SEG PARTNERS LP P    
SEG PARTNERS LP P    
CAPITAL GAINS DIVIDENDS P    
(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 165,086   168,728 -3,642
b 1,627,276   1,370,175 257,101
c 245,790   250,000 -4,210
d 2,686,838   2,754,687 -67,849
e 192,657     192,657
147,760     147,760
13,875     13,875
    603 -603
87,278     87,278
    14,620 -14,620
    779 -779
2,049     2,049
26,320     26,320
182,316     182,316
23,907     23,907
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       -3,642
b       257,101
c       -4,210
d       -67,849
e       192,657
      147,760
      13,875
      -603
      87,278
      -14,620
      -779
      2,049
      26,320
      182,316
      23,907
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 2 841,560
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))
2017 2,127,958 23,220,483 0.091641
2016 2,112,183 23,457,738 0.090042
2015 2,035,970 25,261,835 0.080595
2014 2,248,047 25,819,792 0.087067
2013 2,137,628 25,017,390 0.085446
2
Total of line 1, column (d) .....................
2
0.434791
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
0.086958
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
22,931,000
5
Multiply line 4 by line 3......................
5
1,994,034
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,083
7
Add lines 5 and 6........................
7
1,999,117
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,100,132
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 (2018)
Form 990-PF (2018)
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 5,083
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 5,083
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 5,083
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 28,035
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 28,035
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 22,952
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet22,952 RefundedBullet 11 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 ofbulletANTHONY C M KISER Telephone no.bullet (212) 307-7850

    Located atbullet270 LAFAYETTE STREET SUITE 1002NEW YORKNY ZIP+4bullet10012
    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 2018, 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 2018?.............
    1c
    Yes
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
     
    No
    .........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). Click to see attachment
    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
    JOHN W KISER III CHAIRMAN, DIRECTOR
    30.00     		111,534 0 0
    210 POPHAMS FORD RD
    SPERRYVILLE,VA22740
    ANTHONY CM KISER PRESIDENT, DIRECTOR
    30.00     		122,000 24,400 0
    270 LAFAYETTE STREET
    NEW YORK,NY10012
    JENNIFER FRANKLIN SECRETARY
    1.00     		0 0 0
    C/O STB 425 LEXINGTON AVE
    NEW YORK,NY10017
    JAMES MOTT CLARK JR DIRECTOR
    1.00     		0 0 0
    270 LAFAYETTE STREET
    NEW YORK,NY10012
    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
    ANDREA ROSENBERG EXECUTIVE ADMINISTRA
    35.00     		156,368 26,200 0
    C/O 270 LAFAYETTE STREET
    NEW YORK,NY10012
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    SIMPSON THACHER & BARTLETT LLP LEGAL SERVICES 144,764
    425 LEXINGTON AVENUE
    NEW YORK,NY10017
    SELECT EQUITY GROUP INVESTMENT MANAGEMENT & CUSTODIAL 87,485
    380 LAFAYETTE STREET SIXTH FLR
    NEW YORK,NY10003
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    19,730,624
    b
    Average of monthly cash balances.......................
    1b
    3,549,579
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,280,203
    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
    23,280,203
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    349,203
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,931,000
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,146,550
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,146,550
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,083
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,083
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,141,467
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,141,467
    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
    1,141,467
    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
    2,100,132
    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
    2,100,132
    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
    5,083
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,095,049
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,141,467
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 919,258
    b From 2014...... 983,112
    c From 2015...... 819,944
    d From 2016...... 995,197
    e From 2017...... 979,171
    fTotal of lines 3a through e........ 4,696,682
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,100,132
    a Applied to 2017, 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 2018 distributable amount..... 1,141,467
    e Remaining amount distributed out of corpus 958,665
    5 Excess distributions carryover applied to 2018. 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 5,655,347
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		919,258
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		4,736,089
    10 Analysis of line 9:
    a Excess from 2014.... 983,112
    b Excess from 2015.... 819,944
    c Excess from 2016.... 995,197
    d Excess from 2017.... 979,171
    e Excess from 2018.... 958,665
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 (2018)
    Form 990-PF (2018)
    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
    ABDELKADER EDUCATION PROJECT
    PO BOX 830
    ELKADER,IA52043     		NONE PC IN SUPPORT OF ANNUAL FORUM TO CONNECT CONTINENTS AND CULTURES. 47,325
    ARTISTS STRIVING TO END POVERTY INC
    300 WEST 55 STREET APT 17P
    NEW YORK,NY10019     		NONE PC F/B/O ARTS INSIDE OUT TO SUPPORT THE COST OF STUDENTS TO TRAVEL TO SOUTH AFRICA TO WORK WITH CHILDREN LIVING WITH OR ORPHANED BECAUSE OF HIV. 10,000
    BELLE MEADE EDUCATIONAL RESOURCES CENTER
    2 BELLE MEADE LANE
    SPERRYVILLE,VA22740     		NONE PC TO SUPPORT OF COMMUNITY SERVICE PROJECTS AND INTERNSHIPS FOR HIGH SCHOOL STUDENTS. 45,000
    CASTLETON FESTIVAL
    633 CASTLETON VIEW ROAD
    CASTLETON,VA22716     		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000
    CENTER FOR RELIGION AND DIPLOMACY
    1003 K STREET NW SUITE 400
    WASHINGTON,DC20001     		NONE PC FOR POLICY BASED RESEARCH PROJECT. 25,000
    CHURCH OF CHRIST CONGREGATIONAL
    12 VILLAGE GREEN
    NORFOLK,CT06058     		NONE PC IN SUPPORT OF THE CHAPEL WINDOW PROJECT. 10,000
    CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC
    14 WALL STREET SUITE 4E
    NEW YORK,NY10005     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 10,000
    EDIBLE SCHOOLYARD NEW YORK
    350 AVENUE X
    BROOKLYN,NY11223     		NONE PC IN SUPPORT OF EDUCATIONAL PROGRAMS TO EMPOWER STUDENTS TO MAKE HEALTHIER CHOICES AND CHANGE THE WAY THEY EAT FOR LIFE. 5,000
    FAITH & CULTURE CENTER
    2505 BROOME STREET
    NASHVILLE,TN37135     		NONE PC IN SUPPORT OF THE "OUR MUSLIM NEIGHBOR" PROJECT. 50,000
    FIDELITY CHARITABLE GIFT FUND - MARGOT KISER FUND
    PO BOX 770001
    CINCINNATI,OH45277     		NONE PC IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. 30,000
    GREAT MOUNTAIN FOREST CORPORATION
    200 CANAAN MOUNTAIN ROAD
    FALLS VILLAGE,CT06031     		NONE POF TO UNDERWRITE THE SUMMER INTERN PROGRAM, TO UNDERWRITE A NEW EXECUTIVE DIRECTOR'S COMPENSATION, AND/OR FOR GENERAL OPERATING EXPENSES. 50,000
    KENT PRESENTS INC
    PO BOX 648
    KENT,CT06757     		NONE PC IN SUPPORT OF ANNUAL FESTIVAL. 5,000
    KID PAN ALLEY
    PO BOX 38
    WASHINGTON,VA22747     		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000
    KING BAUDOUIN FOUNDATION UNITED STATES INC
    10 ROCKEFELLER PLAZA 16TH FLOOR
    NEW YORK,NY10020     		NONE PC F/B/O AMERICAN FRIENDS OF THE UNIVERSITY OF HELSINKI IN SUPPORT OF THE ABD EL KADER FELLOWSHIP PROGRAM. 28,700
    MERRIMACK COLLEGE
    315 TURNPIKE STREET GL-55
    NORTH ANDOVER,MA01845     		NONE PC GOLDZIHER PRIZE. 35,000
    MERRIMACK COLLEGE
    315 TURNPIKE STREET GL-55
    NORTH ANDOVER,MA01845     		NONE PC IN SUPPORT OF PUBLIC AWARENESS CAMPAIGN FOR YOUTH AND YOUNG ADULTS AND THE GOLDZIHER JOURNALISM PRIZE AWARD. 48,000
    MERRIMACK COLLEGE
    315 TURNPIKE STREET GL-55
    NORTH ANDOVER,MA01845     		NONE PC ABD EL KADER CURRICULUM DEVELOPMENT. 25,000
    MERRIMACK COLLEGE
    315 TURNPIKE STREET S -8
    NORTH ANDOVER,MA01845     		NONE PC INTERFAITH CURRICULUM. 8,000
    MOUNT DESERT LAND AND GARDEN PRESERVE
    PO BOX 208
    SEAL HARBOR,ME04675     		NONE PC IN SUPPORT OF PROJECTS AT THE ASTICOU AZALEA GARDEN. 25,000
    NATURE CONSERVANCY
    32 SOUTH EWING STREET
    HELENA,MT59601     		NONE PC F/B/O NATURE CONSERVANCY OF MONTANA IN SUPPORT OF CONTINUING THE TNC ROCKY MOUNTAIN FRONT PROGRAM, DEVOTED TO THE PRESERVATION OF OPEN SPACE, IN PARTNERSHIP WITH US FISH & WILDLIFE SERVICE AND THE CONSERVATION FUND. 50,000
    NEW YORK HARBOR FOUNDATION INC
    10 SOUTH STREET SLIP 7
    NEW YORK,NY10004     		NONE PC F/B/O BILLION OYSTER PROJECT IN SUPPORT OF A PILOT BOATBUILDING PROGRAM INVOLVING BROOKLYN MIDDLE-SCHOOL STUDENTS. 50,000
    NORFOLK BOTANICAL GARDENS FOUNDATION
    6700 AZALEA GARDEN ROAD
    NORFOLK,VA235185336     		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000
    NORFOLK FOUNDATION INC
    PO BOX 333
    NORFOLK,CT060580333     		NONE POF IN SUPPORT OF (A) THE RENOVATION OF NORFOLK FOUNDATION HEADQUARTERS, (B) THE CITY MEADOW PROJECT TO BUILD A NEW PUBLIC PARK IN THE CENTER OF NORFOLK, CONNECTICUT, AND/OR (C) THE RENOVATION OF THE ART BARN FOR USE BY THE YALE SUMMER SCHOOLS OF ART AND MUSIC. 90,000
    NORFOLK FOUNDATION INC
    PO BOX 333
    NORFOLK,CT060580333     		NONE POF IN SUPPORT OF (A) THE RENOVATION OF NORFOLK FOUNDATION HEADQUARTERS, (B) THE CITY MEADOW PROJECT TO BUILD A NEW PUBLIC PARK IN THE CENTER OF NORFOLK, CONNECTICUT, AND/OR (C) THE RENOVATION OF THE ART BARN FOR USE BY THE YALE SUMMER SCHOOLS OF ART AND MUSIC. 50,000
    NORTHWEST CONNECTICUT COMMUNITY FOUNDATION
    33 EAST MAIN STREET PO BOX 1144
    TORRINGTON,CT06790     		NONE PC TO PROVIDE SUPPORT TO NEEDY INDIVIDUALS AND FAMILIES IN THE NORFOLK, CT COMMUNITY. 20,000
    OTHER CONTRIBUTIONS
    270 LAFAYETTE STREET
    NEW YORK,NY10012     		NONE PC OTHER CONTRIBUTIONS - $2,500 OR LESS - DETAIL AVALIABLE UPON REQUEST. 84,195
    PUBLIC ART FUND INC
    1 EAST 53RD ST 12
    NEW YORK,NY10022     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 20,000
    RAPPAHANNOCK BENEVOLENT FUND
    PO BOX 133
    WASHINGTON,VA22747     		NONE PC TO PROVIDE SUPPORT FOR PEOPLE IN DIRE ECONOMIC NEED IN RAPPAHANNOCK COUNTY. 60,000
    RAPPAHANNOCK HISTORICAL SOCIETY INC
    328 GAY STREET PO BOX 261
    WASHINGTON,VA22747     		NONE PC IN SUPPORT OF PRESERVATION OF RAPPAHANNACK COUNTY'S HERITAGE. 10,000
    RAPPAHANNOCK PANTRY INC
    603 MT SALEM AVENUE
    WASHINGTON,VA22747     		NONE PC IN SUPPORT OF A FOOD PANTRY FOR LOW INCOME FAMILIES. 10,000
    S ENGELHARD CENTER FOR THE STUDY AND SUPPORT OF EDUCATION
    1818 R ST NW
    WASHINGTON,DC20009     		NONE PC IN SUPPORT OF THE "BRINGING THEORY TO PRACTICE" PROJECT. 25,000
    SAINT DAVID'S SCHOOL
    12 EAST 89TH STREET
    NEW YORK,NY10128     		NONE PC IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. 25,000
    SCAN NEW YORK VOLUNTEER PARENT-AIDES ASSOCIATION INC
    345 EAST 102ND ST
    NEW YORK,NY10029     		NONE PC IN SUPPORT OF A VIOLENCE PREVENTION PROGRAM FOR HIGH RISK CHILDREN AND FAMILIES IN EAST HARLEM AND SOUTH BRONX. 5,000
    SCENIC HUDSON INC
    ONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601     		NONE PC IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. 50,000
    SECOND STAGE THEATRE
    305 WEST 43RD ST
    NEW YORK,NY10036     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 25,000
    SETON HALL UNIVERSITY
    400 SOUTH ORANGE AVE
    SOUTH ORANGE,NJ07079     		NONE PC F/B/O SCHOOL OF DIPLOMACY AND INTERNATIONAL RELATIONS IN SUPPORT OF THE EMIR ABD EL KEDER FELLOWSHIP. 30,000
    SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC
    PO BOX 1765
    CHARLSTON,SC29402     		NONE PC IN SUPPORT OF PROTECTING THE NATURAL ENVIRONMENT OF THE SOUTH CAROLINA COAST. 25,000
    SPERRYVILLE VOLUNTEER FIRE DEPARTMENT INC
    11871 LEE HIGHWAY
    SPERRYVILLE,VA22740     		NONE PC FOR GENERAL OPERATING SUPPORT. 7,500
    SPERRYVILLE VOLUNTEER RESCUE SQUAD
    PO BOX 178
    SPERRYVILLE,VA22740     		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH03301     		NONE PC IN SUPPORT OF THE ALUMNI FUND. 50,000
    TAKE THE FIELD INC
    270 LAFAYETTE ST SUITE 1002
    NEW YORK,NY10012     		NONE PF IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. 25,000
    THE COMMON GOOD INSTITUTE INC
    270 LAFAYETTE ST SUITE 1002
    NEW YORK,NY10012     		NONE PC IN SUPPORT OF LEGAL REFORM IN VARIOUS GOVERNMENT ADMINISTRATIVE, POLITICAL, ECONOMIC AND SOCIAL SCIENCE FIELDS. 15,000
    THE FUND FOR THE CITY OF NEW YORK
    121 SIXTH AVE 6TH FLOOR
    NEW YORK,NY10013     		NONE PC F/B/O 1 ON 1 PROJECT IN SUPPORT OF GENERAL OPERATING EXPENSES. 50,000
    THE FUND FOR THE CITY OF NEW YORK
    121 SIXTH AVE 6TH FLOOR
    NEW YORK,NY10013     		NONE PC F/B/O RIDER'S ALLIANCE IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. 15,000
    THE FUND FOR THE CITY OF NEW YORK
    475 RIVERSIDE DRIVE SUITE 248
    NEW YORK,NY10115     		NONE PC F/B/O WISE PROJECT IN SUPPORT OF GENERAL OPERATING EXPENSES. 20,000
    THE URBAN ASSEMBLY INC
    90 BROAD STREET SUITE 2101
    NEW YORK,NY10004     		NONE PC IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GUIDANCE ON COLLEGE ADMISSIONS AND CAREER COUNSELING. 25,000
    VIRGINIA MUSEUM OF FINE ARTS FOUNDATION
    200 N BOULEVARD
    RICHMOND,VA23220     		NONE PC IN SUPPORT OF "VMFA ON THE ROAD" PROJECT. 45,000
    WAKEFIELD COUNTRY DAY SCHOOL INC
    PO BOX 739
    FLINT HILL,VA22627     		NONE PC TO SUPPORT TUITION ASSISTANCE TO DESERVING STUDENTS. 40,000
    WESLEY THEOLOGICAL SEMINARY OF THE UNITED METHODIST CHURCH
    4500 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20016     		NONE PC FOR GENERAL OPERATING SUPPORT. 7,500
    YALE UNIVERSITY
    20 LITCHFIELD ROAD
    NORFOLK,CT06058     		NONE PC IN SUPPORT OF THE NORFOLK CHAMBER MUSIC FESTIVAL. 5,500
    Total .................................bullet 3a 1,481,720
    bApproved for future payment
    ABDELKADER EDUCATION PROJECT
    PO BOX 830
    ELKADER,IA52043     		NONE PC IN SUPPORT OF 2018 FORUM EXPENSES. 60,000
    AMERICAN AGORA FOUNDATION
    33 IRVING PLACE
    NEW YORK,NY10003     		NONE PC F/B/O LAPHAM'S QUARTERLY. 25,000
    BELLE MEADE EDUCATIONAL RESOURCES CENTER
    2 BELLE MEADE LANE
    SPERRYVILLE,VA22740     		NONE PC TO SUPPORT COMMUNITY SERVICE PROJECTS AND INTERNSHIPS FOR HIGH SCHOOL STUDENTS. 10,000
    BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION
    PO BOX 286075
    NEW YORK,NY10128     		NONE PC F/B/O UWC OF THE ATLANTIC COLLEGE FOR GENERAL OPERATING SUPPORT. 5,000
    CENTER FOR RELIGION AND DIPLOMACY
    1003 K STREET NW SUITE 400
    WASHINGTON,DC20001     		NONE PC FOR POLICY BASED RESEARCH PROJECT. 50,000
    CHURCH OF CHRIST CONGREGATIONAL
    12 VILLAGE GREEN
    NORFOLK,CT06058     		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000
    CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC
    14 WALL STREET SUITE 4E
    NEW YORK,NY10005     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 10,000
    COMMUNITY ACCESS TO THE ARTS INC
    40 RAILROAD STREET SUITE 6
    GREAT BARRINGTON,MA01230     		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000
    FAITH & CULTURE CENTER
    2505 BROOME STREET
    NASHVILLE,TN37135     		NONE PC IN SUPPORT OF THE "OUR MUSLIM NEIGHBOR" PROJECT AND GENERAL SUPPORT. 120,000
    FAN 4 KIDS
    538 CLINTON AVE
    BROOKLYN,NY11238     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 20,000
    FIDELITY CHARITABLE GIFT FUND - MARGOT KISER FUND
    PO BOX 770001
    CINCINNATI,OH45277     		NONE PC IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. 30,000
    FREEDOM INSTITUTE INC
    515 MADISON AVENUE
    NEW YORK,NY10022     		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000
    KING BAUDOUIN FOUNDATION UNITED STATES INC
    10 ROCKEFELLER PLAZA 16TH FLOOR
    NEW YORK,NY10020     		NONE PC F/B/O AMERICAN FRIENDS OF THE UNIVERSITY OF HELSINKI IN SUPPORT OF THE ABD EL KADER FELLOWSHIP PROGRAM. 28,700
    MERRIMACK COLLEGE
    315 TURNPIKE STREET S-8
    NORTH ANDOVER,MA01845     		NONE PC GOLDZIHER PRIZE. 35,000
    MERRIMACK COLLEGE
    315 TURNPIKE STREET S-8
    NORTH ANDOVER,MA01845     		NONE PC INTERFAITH CURRICULUM. 8,000
    MERRIMACK COLLEGE
    315 TURNPIKE STREET S-8
    NORTH ANDOVER,MA01845     		NONE PC ABD EL KADER CURRICULUM DEVELOPMENT. 25,000
    NATURE CONSERVANCY
    32 SOUTH EWING STREET
    HELENA,MT59601     		NONE PC F/B/O NATURE CONSERVANCY OF MONTANA IN SUPPORT OF CONTINUING THE TNC ROCKY MOUNTAIN FRONT PROGRAM, DEVOTED TO THE PRESERVATION OF OPEN SPACE, IN PARTNERSHIP WITH US FISH & WILDLIFE SERVICE AND THE CONSERVATION FUND. 50,000
    NEW YORK HARBOR FOUNDATION
    10 SOUTH STREET SLIP 7
    NEW YORK,NY10004     		NONE PC F/B/O BILLION OYSTER PROJECT IN SUPPORT OF A PILOT BOATBUILDING PROGRAM INVOLVING BROOKLYN MIDDLE-SCHOOL STUDENTS. 36,000
    NEW YORK THEATRE WORKSHOP
    79 EAST 4TH STREET
    NEW YORK,NY10003     		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000
    NORFOLK BOTANICAL GARDENS FOUNDATION
    6700 AZALEA GARDEN ROAD
    NORFOLK,VA235185336     		NONE PC FOR GENERAL OPERATING SUPPORT. 200,000
    NORTHWEST CONNECTICUT COMMUNITY FOUNDATION
    33 EAST MAIN STREET PO BOX 1144
    TORRINGTON,CT06790     		NONE PC F/B/O NORFOLK NET FUND TO PROVIDE SUPPORT TO NEEDY INDIVIDUALS AND FAMILIES IN THE NORFOLK, CT COMMUNITY. 20,000
    PUBLICOLOR INC
    149 MADISON AVENUE SUITE 1202
    NEW YORK,NY10016     		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000
    RAPPAHANNOCK HISTORICAL SOCIETY INC
    328 GAY STREET PO BOX 261
    WASHINGTON,VA22747     		NONE PC IN SUPPORT OF PRESERVATION OF RAPPAHANNOCK COUNTY'S HERITAGE. 12,000
    RAPPAHANNOCK NATURE CAMP
    PO BOX 145
    SPERRYVILLE,VA22740     		NONE PC IN SUPPORT OF THE CAMP. 10,000
    RAPPAHANNOCK PANTRY INC
    603 MT SALEM AVENUE
    WASHINGTON,VA22747     		NONE PC IN SUPPORT OF A FOOD PANTRY FOR LOW INCOME FAMILIES. 10,000
    SAINT DAVID'S SCHOOL
    12 EAST 89TH STREET
    NEW YORK,NY10128     		NONE PC IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. 17,000
    SCAN NEW YORK VOLUNTEER PARENT-AIDES ASSOCIATION INC
    345 EAST 102ND ST
    NEW YORK,NY10029     		NONE PC IN SUPPORT OF A VIOLENCE PREVENTION PROGRAM FOR HIGH RISK CHILDREN AND FAMILIES IN EAST HARLEM AND SOUTH BRONX. 3,000
    SCENIC HUDSON INC
    ONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601     		NONE PC IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. 50,000
    SECOND STAGE THEATRE
    305 WEST 43RD ST
    NEW YORK,NY10036     		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES. 50,000
    SECOND STAGE THEATRE
    305 WEST 43RD ST
    NEW YORK,NY10036     		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000
    SETON HALL UNIVERSITY
    400 SOUTH ORANGE AVE
    SOUTH ORANGE,NJ07079     		NONE PC F/B/O SCHOOL OF DIPLOMACY & INTERNATIONAL RELATIONS IN SUPPORT OF THE EMIR ABD EL KEDER FELLOWSHIP. 30,000
    TAKE THE FIELD INC
    270 LAFAYETTE ST SUITE 1002
    NEW YORK,NY10012     		NONE PF IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. 50,000
    TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING
    55 BROAD STREET 17TH FL
    NEW YORK,NY10004     		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000
    THE FAUQUIER FREE CLINIC INC
    PO BOX 3138
    WARRENTON,VA201881838     		NONE PC TO SUPPORT THE PROVISION OF MEDICAL, MENTAL AND DENTAL CARE TO NEEDY INDIVIDUALS IN THE COMMUNITY. 10,000
    THE FUND FOR THE CITY OF NEW YORK
    121 SIXTH AVE 6TH FLOOR
    NEW YORK,NY10013     		NONE PC F/B/O RIDER'S ALLIANCE IN SUPPORT OF ORGANIZING NYC SUBWAY AND BUS RIDERS INTO A POLITICAL CONSTITUENCY THAT CAN HOLD ELECTED OFFICIALS ACCOUNTABLE FOR INVESTING IN THE FUTURE OF MASS TRANSIT. 75,000
    THE PARIS REVIEW FOUNDATION INC
    544 WEST 27TH ST 3RD FLOOR
    NEW YORK,NY10007     		NONE PC IN SUPPORT OF WEB AND DIGITAL OPERATIONS AND BLOG WRITER FEES. 15,000
    THE TRUST FOR PUBLIC LAND
    666 BROADWAY 9TH FL
    NEW YORK,NY10012     		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000
    VIRGINIA CENTER FOR THE CREATIVE ARTS
    154 SAN ANGELO DRIVE
    AMHERST,VA24521     		NONE PC IN SUPPORT OF THE ARTS AND CREATIVE WORKS. 10,000
    VIRGINIA MUSEUM OF FINE ARTS FOUNDATION
    200 N BOULEVARD
    RICHMOND,VA23220     		NONE PC IN SUPPORT OF "VMFA ON THE ROAD" PROJECT. 15,000
    WAKEFIELD COUNTRY DAY SCHOOL INC
    PO BOX 739
    FLINT HILL,VA22627     		NONE PC TO SUPPORT TUITION ASSISTANCE TO DESERVING STUDENTS. 5,000
    WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		NONE PC FOR GENERAL OPERATING SUPPORT. 75,000
    WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000
    YALE UNIVERSITY
    20 LITCHFIELD ROAD
    NORFOLK,CT06058     		NONE PC IN SUPPORT OF THE NORFOLK CHAMBER MUSIC FESTIVAL. 50,000
    Total .................................bullet 3b 1,349,700
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 36,666  
    4 Dividends and interest from securities.... 900099   14 226,888  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 14,367  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099   18 841,560  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aAG REALTY FUND VIII LP     		900099 12,896      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 12,896 1,119,481 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,132,377
    (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.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see 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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDITING & TAX 44,579 33,434   11,145

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

    TY 2018 DepreciationSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    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
    OFFICE FURNISHINGS & EQUIPMENT 2005-07-01 27,406 27,406 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2006-07-01 10,218 10,218 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2007-07-01 16,746 16,746 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2011-07-01 1,093 1,093 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2012-07-01 11,153 11,153 SL 5.000000000000 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2013-01-01 5,385 4,847 SL 5.000000000000 538 0    
    OFFICE FURNISHINGS & EQUIPMENT 2014-12-31 9,523 7,824 SL 5.000000000000 1,408 0    
    ARTWORK 1994-07-01 2,000   NC 0 % 0 0    
    ARTWORK 1997-07-01 20,000   NC 0 % 0 0    
    FULLY DEPRECIATED ASSETS TO TIE TO BOOKS 1998-07-01 4,500 4,500 NC 0 % 0 0    
    ARTWORK 1999-07-01 7,800   NC 0 % 0 0    
    ARTWORK 1999-07-01 7,298   NC 0 % 0 0    
    ARTWORK 1999-07-01 2,000   NC 0 % 0 0    
    ARTWORK 2000-07-01 4,900   NC 0 % 0 0    
    ARTWORK 2000-07-01 800   NC 0 % 0 0    
    ARTWORK 2000-07-01 2,300   NC 0 % 0 0    
    ARTWORK 2000-07-01 4,500   NC 0 % 0 0    
    ARTWORK 2001-07-01 1,775   NC 0 % 0 0    
    ARTWORK 2001-07-01 1,500   NC 0 % 0 0    
    ARTWORK 1997-07-01 2,500   NC 0 % 0 0    
    ARTWORK 2001-07-01 4,675   NC 0 % 0 0    
    ARTWORK 2002-07-01 1,353   NC 0 % 0 0    
    ARTWORK 2005-07-01 5,900   NC 0 % 0 0    
    ARTWORK 2005-07-01 1,203   NC 0 % 0 0    
    ARTWORK 2005-07-01 1,204   NC 0 % 0 0    
    ARTWORK 2006-07-01 2,579   NC 0 % 0 0    
    ARTWORK 2006-07-01 1,100   NC 0 % 0 0    
    ARTWORK 2006-07-01 2,960   NC 0 % 0 0    
    ARTWORK 2006-07-01 3,150   NC 0 % 0 0    
    ARTWORK 2006-07-01 1,980   NC 0 % 0 0    
    ARTWORK 2006-07-01 1,992   NC 0 % 0 0    
    ARTWORK 2006-07-01 800   NC 0 % 0 0    
    ARTWORK 2007-07-01 2,110   NC 0 % 0 0    
    ARTWORK 2007-07-01 1,172   NC 0 % 0 0    
    ARTWORK 2007-07-01 510   NC 0 % 0 0    
    ARTWORK 2007-07-01 3,960   NC 0 % 0 0    
    ARTWORK 2007-07-01 1,600   NC 0 % 0 0    
    ARTWORK 2007-07-01 950   NC 0 % 0 0    
    ARTWORK 2007-07-01 2,700   NC 0 % 0 0    
    ARTWORK 2007-07-01 985   NC 0 % 0 0    
    ARTWORK 2001-07-01 3,500   NC 0 % 0 0    
    ARTWORK 2007-07-01 310   NC 0 % 0 0    
    ARTWORK 2007-07-01 1,500   NC 0 % 0 0    
    ARTWORK 2008-07-01 2,083   NC 0 % 0 0    
    ARTWORK 2008-07-01 936   NC 0 % 0 0    
    ARTWORK 2009-07-01 1,300   NC 0 % 0 0    
    ARTWORK 2011-07-01 1,169   NC 0 % 0 0    
    ARTWORK 2011-07-01 2,751   NC 0 % 0 0    
    ARTWORK 2012-07-01 1,080   NC 0 % 0 0    
    ARTWORK 2012-07-01 2,430   NC 0 % 0 0    
    ARTWORK 2013-07-01 5,095   NC 0 % 0 0    
    ARTWORK 2013-07-01 827   NC 0 % 0 0    
    ARTWORK 2014-07-01 2,200   NC 0 % 0 0    
    ARTWORK 2014-07-01 950   NC 0 % 0 0    
    ARTWORK 2015-07-01 2,048   NC 0 % 0 0    
    ARTWORK 2007-07-01 1,750   NC 0 % 0 0    
    OFFICE FURNISHINGS & EQUIPMENT 2017-07-20 47,954 3,996 SL 5.000000000000 9,591 0    
    FURNITURE AND FIXTURES 2018-07-01 13,746   SL 5.000000000000 1,375 0    
    ARTWORK 2018-07-01 8,546   NC 0 % 0 0    

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    TY 2018 ExpenditureResponsibilityStmt
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    TAKE THE FIELD INC
          		270 LAFAYETTE STREET SUITE 1002
    NEW YORK,NY10012     		2017-06-12 25,000 IN SUPPORT OF THE CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. 25,000   7/9/18, 3/5/19 2019-03-05  
    GREAT MOUNTAIN FOREST CORPORATION
          		200 CANAAN MOUNTAIN ROAD
    FALLS VILLAGE,CT06031     		2017-07-28 50,000 CHALLENGE GRANT TO INCREASE DONATIONS FROM EXISTING DONORS AND NEW DONORS. 50,000   12/3/18 2018-12-03 THE TERMS OF THE CHALLENGE GRANT WERE MET. THE GRANTEE RAISED AN ADDITIONAL $27,435 FROM NEW DONORS AND $37,010 INCREASES FROM EXISTING DONORS.
    NORFOLK FOUNDATION INC
          		PO BOX 333
    NORFOLK,CT060580333     		2017-12-06 140,000 RENOVATION OF THE NORFOLK FOUNDATION HEADQUARTERS LOCATED AT 2 STATION PLACE, NORFOLK, CT AND PHASE 1 OF THE CITY MEADOW PROJECT TO BUILD A NEW PUBLIC PARK IN THE CENTER OF NORFOLK, CT. 140,000   5/13/19 2019-05-13 THE GRANTEE EXPENDED THE FUNDS IN ACCORDANCE WITH THE TERMS OF THE GRANT.

    TY 2018 GeneralExplanationAttachment
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Identifier Return Reference Explanation
    ADDITIONAL INFORMATION FORM 990-PF, PART VIII, SECTION 1 INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS.MS. FRANKLIN IS AN EMPLOYEE OF SIMPSON THACHER & BARTLETT LLP WHICH IS COMPENSATED AS LEGAL COUSEL TO THE FOUNDATION.
    SELF DEALING ACT CORRECTED NOVEMBER 9, 2018 FORM 990-PF, PART VII-B, 1C THE ORGANIZATION FILED FORM 4720 FOR THE YEAR ENDED DECEMBER 31, 2017 FOR THE SELF DEALING ACT CORRECTED ON NOVEMBER 9, 2018.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Name of Stock End of Year Book Value End of Year Fair Market Value
    US TRUST SELECT EQUITIES LP 4,010,370 4,010,370
    US TRUST SOLARIS FUNDS 8,282,123 8,282,123
    SEMPER VIC PARTNERS (QP) LP 1,414,218 1,414,218

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEG PARTNERS OFFSHORE LTD. FMV 2,020,231 2,020,231
    LEEDS EQUITY PARTNERS IV LP FMV 15,759 15,759
    BRUCKMAN, ROSSER, SHERRILL & CO II LP FMV 145,966 145,966
    AG REALTY FUND VIII LP FMV 660,208 660,208

    TY 2018 LandEtcSchedule2
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNISHINGS & EQUIPMENT 27,406 27,406 0  
    OFFICE FURNISHINGS & EQUIPMENT 10,218 10,218 0  
    OFFICE FURNISHINGS & EQUIPMENT 16,746 16,746 0  
    OFFICE FURNISHINGS & EQUIPMENT 1,093 1,093 0  
    OFFICE FURNISHINGS & EQUIPMENT 11,153 11,153 0  
    OFFICE FURNISHINGS & EQUIPMENT 5,385 5,385 0  
    OFFICE FURNISHINGS & EQUIPMENT 9,523 9,232 291  
    ARTWORK 2,000 0 2,000  
    ARTWORK 20,000 0 20,000  
    FULLY DEPRECIATED ASSETS TO TIE TO BOOKS 4,500 4,500 0  
    ARTWORK 7,800 0 7,800  
    ARTWORK 7,298 0 7,298  
    ARTWORK 2,000 0 2,000  
    ARTWORK 4,900 0 4,900  
    ARTWORK 800 0 800  
    ARTWORK 2,300 0 2,300  
    ARTWORK 4,500 0 4,500  
    ARTWORK 1,775 0 1,775  
    ARTWORK 1,500 0 1,500  
    ARTWORK 2,500 0 2,500  
    ARTWORK 4,675 0 4,675  
    ARTWORK 1,353 0 1,353  
    ARTWORK 5,900 0 5,900  
    ARTWORK 1,203 0 1,203  
    ARTWORK 1,204 0 1,204  
    ARTWORK 2,579 0 2,579  
    ARTWORK 1,100 0 1,100  
    ARTWORK 2,960 0 2,960  
    ARTWORK 3,150 0 3,150  
    ARTWORK 1,980 0 1,980  
    ARTWORK 1,992 0 1,992  
    ARTWORK 800 0 800  
    ARTWORK 2,110 0 2,110  
    ARTWORK 1,172 0 1,172  
    ARTWORK 510 0 510  
    ARTWORK 3,960 0 3,960  
    ARTWORK 1,600 0 1,600  
    ARTWORK 950 0 950  
    ARTWORK 2,700 0 2,700  
    ARTWORK 985 0 985  
    ARTWORK 3,500 0 3,500  
    ARTWORK 310 0 310  
    ARTWORK 1,500 0 1,500  
    ARTWORK 2,083 0 2,083  
    ARTWORK 936 0 936  
    ARTWORK 1,300 0 1,300  
    ARTWORK 1,169 0 1,169  
    ARTWORK 2,751 0 2,751  
    ARTWORK 1,080 0 1,080  
    ARTWORK 2,430 0 2,430  
    ARTWORK 5,095 0 5,095  
    ARTWORK 827 0 827  
    ARTWORK 2,200 0 2,200  
    ARTWORK 950 0 950  
    ARTWORK 2,048 0 2,048  
    ARTWORK 1,750 0 1,750  
    OFFICE FURNISHINGS & EQUIPMENT 47,954 13,587 34,367  
    FURNITURE AND FIXTURES 13,746 1,375 12,371  
    ARTWORK 8,546 0 8,546  


    TY 2018 LegalFeesSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 144,764 36,191   108,573


    TY 2018 OtherAssetsSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 29,654 29,654 29,654
    PREPAID TAXES 30,160 27,296 27,296


    TY 2018 OtherDecreasesSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Description Amount
    NET UNREALIZED LOSS 1,241,583
    REPORTING TIMING DIFFERENCE BOOK VERSUS TAX 107,322


    TY 2018 OtherExpensesSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 9,326 4,663   4,663
    DUES & SUBSCRIPTIONS 3,078 0   3,078
    OFFICE OPERATING EXPENSES 17,626 8,813   8,813
    NYS CHARITY FILING FEES 750 0   750
    REIMBURSABLE CONSULTING EXPENSES 397 99   298
    EXPENSES PAID ON BEHALF OF GRANTEES 9,621 0   9,621


    TY 2018 OtherIncomeSchedule2
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AG REALTY FUND VIII LP 12,360 12,360 12,360
    SEMPER VIC PARTNERS (QP) LP 1,889 1,889 1,889
    SEG PARTNERS LP 112 112 112
    EXCELSIOR VENTURE PARTNERS 6 6 6
    AG REALTY FUND VIII LP 12,896   12,896


    TY 2018 OtherIncreasesSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Description Amount
    DEFERRED FEDERAL EXCISE TAX 24,832
    OVERACCRUED UNRELATED BUSINESS INCOME TAX 6,536


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED EXPENSES AND OTHER PAYABLES 85,352 114,549
    DEFERRED FEDERAL EXCISE TAX 136,117 111,285


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODY & REPORTING FEES 11,012 11,012   0
    INVESTMENT MANAGEMENT 158,535 156,525   0
    CONSULTING 34,285 2,400   31,885
    PROFESSIONAL FEES 6,904 602   6,302
    PENSION PLAN FEE 2,250 1,125   1,125


    TY 2018 TaxesSchedule
    Name:
    THE WILLIAM & MARY GREVE FOUNDATION INC
    EIN:
    13-6020724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 5,401 5,401   0
    EXCISE TAX ON INVESTMENT INCOME 9,775 0   0
    OTHER TAX EXPENSE 4,367 4,367   0