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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
The David Lloyd Kreeger Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)2401 Foxhall Road NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Washington, DC20007
A Employer identification number

52-6037451
B Telephone number (see instructions)

(202) 337-3050
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$120,537,765J 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) 171,474
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 467,316 467,316  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -62,214
b Gross sales price for all assets on line 6a 3,644,859
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 183,412
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 164,856 24,324 140,532
12 Total. Add lines 1 through 11........ 741,432 491,640 323,944
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 126,000 88,200 37,800 37,800
14 Other employee salaries and wages...... 366,230 0 366,230 366,230
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 302 151 151 151
b Accounting fees (attach schedule)....... Click to see attachment 12,490 6,245 6,245 6,245
c Other professional fees (attach schedule).... Click to see attachment 235,841 235,841 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 57,339 14,388 42,951 42,951
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 613,129 7,732 605,397 605,397
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,411,331 352,557 1,058,774 1,058,774
25 Contributions, gifts, grants paid....... 18,731 18,731
26 Total expenses and disbursements. Add lines 24 and 25 1,430,062 352,557 1,058,774 1,077,505
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -688,630
b Net investment income (if negative, enter -0-) 139,083
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 182,364 191,936 191,936
2 Savings and temporary cash investments.........      
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)....... 13,509,339 Click to see attachment13,791,676 29,201,123
c Investments—corporate bonds (attach schedule)....... 1,886,597 Click to see attachment1,247,996 1,240,156
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,732,347 Click to see attachment2,901,374 2,901,374
14 Land, buildings, and equipment: basis bullet7,505,737
Less: accumulated depreciation (attach schedule) bullet   7,043,363 Click to see attachment7,505,737 7,505,737
15 Other assets (describe bullet) Click to see attachment79,467,650 Click to see attachment79,497,439 Click to see attachment79,497,439
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 105,821,660 105,136,158 120,537,765
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 attachment68 Click to see attachment3,196
23 Total liabilities (add lines 17 through 22)......... 68 3,196
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 105,821,592 105,132,962
29 Total net assets or fund balances (see instructions)..... 105,821,592 105,132,962
30 Total liabilities and net assets/fund balances (see instructions). 105,821,660 105,136,158
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
105,821,592
2
Enter amount from Part I, line 27a .....................
2
-688,630
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
105,132,962
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
105,132,962
Form 990-PF (2021)
Form 990-PF (2021)
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 ALPHABET INC.   2020-08-31 2021-01-11
b AON PLC   2020-12-22 2021-10-26
c AUTODESK INC: ADSK   2021-10-26 2021-12-31
d BECTON DICKINSON&CO: BDX   2020-08-31 2021-05-11
e BECTON DICKINSON&CO: BDX   2020-11-09 2021-05-11
BECTON DICKINSON&CO: BDX   2021-02-10 2021-05-11
BECTON DICKINSON&CO: BDX   2021-03-17 2021-05-11
BERKSHIRE HATHAWAY   2020-08-31 2021-05-24
CANADIAN NATL RAILWY   2020-09-02 2021-03-17
CHARTER COMMUNICATN   2020-08-31 2021-03-02
COSTCO WHOLESALE CO   2020-08-31 2021-03-17
DEERE & CO   2020-08-31 2021-01-11
DEERE & CO   2020-08-31 2021-03-17
ECOLAB INC   2020-08-31 2021-03-17
ECOLAB INC   2020-08-31 2021-08-04
FASTENAL CO   2021-05-26 2021-10-26
JPMORGAN CHASE & CO   2021-08-31 2021-03-02
JPMORGAN CHASE & CO   2021-08-31 2021-03-17
JPMORGAN CHASE & CO   2021-08-31 2021-04-09
MARTIN MARIETTA MATR   2021-08-31 2021-01-14
MASTERCARD INC   2021-08-31 2021-03-02
MERCK & CO. INC   2020-08-25 2021-05-24
METTLER TOLEDO INTL   2020-08-31 2021-01-11
NESTLE S A FSPONSORED ADR   2021-08-31 2021-03-02
ORGANON & CO   2020-08-25 2021-06-28
ORGANON & CO   2020-08-31 2021-06-28
ORGANON & CO   2020-11-09 2021-06-28
ORGANON & CO   2021-02-10 2021-06-28
ORGANON & CO   2021-03-02 2021-06-28
PAYPAL HOLDINGS INCORPOR   2021-03-17 2021-12-13
ROCHE HLDG AG   2021-08-31 2021-02-05
ROPER TECHNOLOGIES   2020-08-31 2021-01-11
SHERWIN WILLIAMS CO   2021-01-26 2021-10-26
SPOTIFY TECHNOLOGY   2020-11-09 2021-01-11
STARBUCKS CORP   2020-08-31 2021-03-02
STARBUCKS CORP   2020-08-31 2021-03-17
VANGUARD SHORT-TERM BONDETF   2020-08-31 2021-04-14
VANGUARD SHORT-TERM BONDETF   2020-08-31 2021-04-14
VANGUARD SHORT-TERM BONDETF   2020-08-31 2021-05-26
APPLE INC   2020-08-31 2021-10-26
CANADIAN NATL RAILWY   2020-09-02 2021-10-26
COSTCO WHOLESALE CO   2020-08-31 2021-10-26
JPMORGAN CHASE & CO   2020-08-31 2021-10-26
MERCK & CO. INC   2020-08-25 2021-11-30
MERCK & CO. INC   2020-08-31 2021-11-30
ALIBABA GROUP HLDG LTD   2017-05-16 2021-09-09
ALIBABA GROUP HLDG LTD   2018-05-14 2021-09-09
BP PLC ADS   2019-08-07 2021-09-09
CHEVRON CORP   2016-12-28 2021-09-09
CHEVRON CORP   2017-12-21 2021-09-09
GECC   2014-11-10 2021-10-18
TOTALENERGIES SE SPONSORED   2017-10-04 2021-09-09
TOTALENERGIES SE SPONSORED   2018-04-12 2021-09-09
TOTALENERGIES SE SPONSORED   2018-05-07 2021-09-09
TOTALENERGIES SE SPONSORED   2018-10-12 2021-09-09
TOTALENERGIES SE SPONSORED   2019-08-07 2021-09-09
CITIGROUP INC   2017-06-19 2021-02-16
CITIGROUP INC   2017-06-19 2021-05-17
CITIGROUP INC   2017-12-04 2021-05-17
match Quicken Basis   2017-12-04 2021-12-31
Capital Gain Distributions   2020-01-01 2021-12-31
(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 87,726   81,558 6,168
b 16,009   10,440 5,569
c 140,585   156,680 -16,095
d 102,948   103,486 -538
e 42,390   42,499 -109
48,446   50,567 -2,121
48,446   47,867 579
72,452   54,518 17,934
29,540   26,313 3,227
31,079   30,913 166
32,956   34,702 -1,746
29,429   21,120 8,309
18,805   10,560 8,245
20,887   19,820 1,067
109,129   99,099 10,030
28,096   25,333 2,763
75,251   50,518 24,733
77,017   50,518 26,499
77,907   50,518 27,389
151,855   101,937 49,918
36,412   36,104 308
79,329   85,571 -6,242
37,407   29,208 8,199
21,413   24,106 -2,693
1,541   2,040 -499
2,157   2,852 -695
1,541   1,944 -403
2,311   2,667 -356
1,695   1,912 -217
56,202   61,204 -5,002
128,974   131,610 -2,636
54,480   53,372 1,108
23,563   18,118 5,445
34,431   27,839 6,592
26,928   21,159 5,769
27,561   21,159 6,402
66,210   66,534 -324
20,554   20,792 -238
329,575   332,668 -3,093
22,424   19,595 2,829
67,221   52,626 14,595
24,246   17,351 6,895
34,377   20,207 14,170
37,232   42,786 -5,554
14,893   17,092 -2,199
103,568   76,384 27,184
34,298   40,761 -6,463
253,112   387,741 -134,629
220,289   270,857 -50,568
77,092   99,863 -22,771
100,000   100,000 0
86,537   106,158 -19,621
22,287   30,987 -8,700
65,294   94,016 -28,722
43,530   61,847 -18,317
130,589   146,436 -15,847
31,000   33,481 -2,481
19,000   20,521 -1,521
50,000   53,546 -3,546
    4,993 -4,993
14,633     14,633
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       6,168
b       5,569
c       -16,095
d       -538
e       -109
      -2,121
      579
      17,934
      3,227
      166
      -1,746
      8,309
      8,245
      1,067
      10,030
      2,763
      24,733
      26,499
      27,389
      49,918
      308
      -6,242
      8,199
      -2,693
      -499
      -695
      -403
      -356
      -217
      -5,002
      -2,636
      1,108
      5,445
      6,592
      5,769
      6,402
      -324
      -238
      -3,093
      2,829
      14,595
      6,895
      14,170
      -5,554
      -2,199
      27,184
      -6,463
      -134,629
      -50,568
      -22,771
      0
      -19,621
      -8,700
      -28,722
      -18,317
      -15,847
      -2,481
      -1,521
      -3,546
      -4,993
      14,633
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 -62,214
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 3 183,412
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,933
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 1,933
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 30,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 28,067
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet28,067 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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
     
    No
    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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    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 .Click to see attachment
    8b
     
    No
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
    Yes
     
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletwww.kreegermuseum.org
    14
    The books are in care ofbulletHelen Chason Telephone no.bullet (202) 337-3050

    Located atbullet2401 Foxhall Road NWWashingtonDC ZIP+4bullet20007
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    Peter Kreeger Director
    35.00     		126,000 0 0
    25115 Old Hundred Rd
    Comus,MD20842
    Carol Ingal Director
    6.00     		0 0 0
    2401 Foxhall Road NW
    Washington,DC20007
    Robert E Davis Director
    0.00     		0 0 0
    5053 Kingle Street NW
    Washington,DC20016
    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
    Helen Wilson Chason Employee
    40.00     		84,900 0 0
    4517 Garfield Street NW
    Washington,DC20007
    Ivan Delgado Employee
    40.00     		55,485 0 0
    907 Heather Ave
    Takoma Park,MD20912
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 Operation of Art Museum FacilitiesPrimary Beneficiary is the General Public 1,030,930
    2 Public Programs ExhibitionsPrimary Beneficiary is the General Public 9,317
    3 Publications - EducationPrimary Beneficiary is the General Public 18,527
    4 Charitable Contributions - (See Part XV) 18,731
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    31,004,260
    b
    Average of monthly cash balances.......................
    1b
    187,285
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,191,545
    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
    31,191,545
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    467,873
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    30,723,672
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,536,184
    Part X
    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 IX, line 6..................
    1
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
     
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
    0 0 0 0 0
    b 85% (0.85) of line 2a ......... 0 0 0 0 0
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		1,539,879 1,225,726 1,207,417 1,104,636 5,077,658
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		18,731 4,000 31,064 7,000 60,795
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		1,521,148 1,221,726 1,176,353 1,097,636 5,016,863
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 120,537,765 115,359,513 105,401,984 102,064,896 443,364,158
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 87,003,176 86,511,013 87,681,030 86,872,727 348,067,946
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		1,024,123 764,511 540,324 526,989 2,855,947
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    Gift of Securities to Heifetz Int'l School
    107 E Beverly Street
    Staunton,VA24401     		  Public Charity General Funds 16,731
    WETA Public TV
    5217 19th Road N
    Arlinigton,VA20008     		  Public Charity General Funds 1,000
    Weizmann Institure for Science
    633 3rd Ave FL 20
    New York,NY10017     		  Public Charity General Funds 1,000
    Total .................................bullet 3a 18,731
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        -62,214
    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 0 569,958
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    569,958
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 All the above activities contributed to the operation of the museum and the education of the public and were used to fund such activities.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    The David Lloyd Kreeger Foundation
     
    Employer identification number

    52-6037451
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    The David Lloyd Kreeger Foundation
          		Employer identification number
    52-6037451
    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
    Walter A Bloedorn Foundation
     
    888 17th Street NW Suite 210
     
    Washingon, DC20006

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Jacqueline Mars
    140 Broadway 5th Floor
     
    New York, NY10005

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    Robert Davis
    5053 Klingle Street NW
     
    Washingon, DC20016

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    Ingrid Davis
    5053 Klingle Street NW
     
    Washingon, DC20016

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    Geico Philanthropic Foundation
     
    5260 Western Avenue 4T
     
    Chevy Chase, MD20854

    		$ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    Robert and Arlene Kogod Family Foundation
     
    2345 Crystal Drive Suite 1101
     
    Arlington, VA22202

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    The David Lloyd Kreeger Foundation
          		Employer identification number
    52-6037451
    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
    7
    Peter Kreeger
    25115 Old Hundred Road
     
    Dickerson, MD20842

    		$ 13,378


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    Carol Kreeger Ingall
    1880 Watercress Way
     
    Highland Park, IL60035

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    Jeff Erdly
    49 Railroad Lane
     
    Bloomsburg, PA17815

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    Lucretia Tanner
    2500 Virginia Ave NW Apt 904
     
    Washington, DC20037

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    Kathie and Harry Teter
    4405 Tourney Rd
     
    Bethesda, MD20816

    		$ 5,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    The David Lloyd Kreeger Foundation
          		Employer identification number

    52-6037451
    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
    7
    		 100 shares of Apple $ 13,378 2021-06-23
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    The David Lloyd Kreeger Foundation
          		Employer identification number

    52-6037451
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 12,490 6,245 6,245 6,245

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Statement:
    The office of the Attorney General for the District Of Columbia does not accept copies of Federal form 990-PF. This has been confirmed by: 1. OTR Notice 2009-01 which states that D.C. nonprofit organizations are no longer requierd to file a copy of their Form 990 with OTR. 2. This was also confirmed by a phone call to the office of the Attorney General for the District of Columbia. The office confirmed that they are no longer accepting copies of Federal form 990-PF.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MS - 1756 - Bonds 669,986 678,388
    CS - 5840 - Exchange Traded Funds 578,010 561,768

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MS - 0890- Stock 22,786 410,053
    MS - 1756 - Stocks 9,432,892 23,319,810
    CS - 5840 - Stocks 4,335,998 5,471,260

    TY 2021 InvestmentsOtherSchedule2
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Grandeur Peak Mutual Fund AT COST 82,764 82,764
    Brown Advisory-MMKT AT COST 83,112 83,112
    JBG Partnership k-1 AT COST 25,427 25,427
    MS - 0890- Active Assets MMKT AT COST 1,989,763 1,989,763
    MS - 1756 - Cash & MMKT AT COST 468,200 468,200
    CS - 5840 - Cash AT COST 252,108 252,108

    TY 2021 LandEtcSchedule2
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND & BUILDING 4,082,329 0 4,082,329  
    FENCE 5,200 0 5,200  
    GATE 5,120 0 5,120  
    WINDOW 118,250 0 118,250  
    TRAVERTINE REPAIR 11,121 0 11,121  
    WINDOW SHADES 2,100 0 2,100  
    DOME 93,050 0 93,050  
    LIGHTING 6,015 0 6,015  
    FLAT ROOF 51,582 0 51,582  
    POOL COVER 5,965 0 5,965  
    ROOF 43,000 0 43,000  
    MASONRY 161,350 0 161,350  
    REFL ECT POOL 51,876 0 51,876  
    WINDOWS/DOORS 10,030 0 10,030  
    FENCE 12,891 0 12,891  
    REFLECTING POOL 97,519 0 97,519  
    TRAVERTINE 35,465 0 35,465  
    WINDOWS DOORS 10,500 0 10,500  
    MASONRY 77,000 0 77,000  
    AUTOMOBILE/VAN 12,000 0 12,000  
    TRAVERTINE 7,500 0 7,500  
    COMPUTER 3,630 0 3,630  
    CCTV 48,013 0 48,013  
    CHAIRS 7,580 0 7,580  
    FURNITURE 31,329 0 31,329  
    CARPET 29,450 0 29,450  
    HUMIDIFIERS 4,920 0 4,920  
    WINDOW SHADES 6,625 0 6,625  
    COMPUTER 2,353 0 2,353  
    HOT WATER 5,943 0 5,943  
    HVAC 15,788 0 15,788  
    TELEPHONE EQUIPMENT 12,749 0 12,749  
    SCULPTURE GARDEN 7,278 0 7,278  
    MUSIC SYSTEM 3,627 0 3,627  
    WINDOW SHADES 2,463 0 2,463  
    2017 RENOVATIONS 64,536 0 64,536  
    HVAC/PATIO REPAIRS 39,067 0 39,067  
    2018 Renovations 719,862 0 719,862  
    2019 Renovations 808,304 0 808,304  
    2020 Renovations 329,983 0 329,983  
    2021 HVAC 21,719 0 21,719  
    2021 Renovations 440,655 0 440,655  


    TY 2021 LegalFeesSchedule
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 302 151 151 151


    TY 2021 OtherAssetsSchedule
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Federal Income Tax Refund Applied 0 1,722 1,722
    Investment Income Excise Tax Refund Applied 0 28,067 28,067
    Art Collection 79,467,650 79,467,650 79,467,650


    TY 2021 OtherExpensesSchedule
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Lecture/Public Programs 626 0 626 626
    Facillity Usage Expense 6,389 0 6,389 6,389
    Public Relations membership 7,060 0 7,060 7,060
    Marilyn Lichtman Series 4,741 0 4,741 4,741
    Collection Management 40,826 0 40,826 40,826
    Staff Continuing Education 275 0 275 275
    Health Insurance 77,265 0 77,265 77,265
    Contractors 24,452 0 24,452 24,452
    Repairs 10,463 0 10,463 10,463
    Renovations 1,038 0 1,038 1,038
    Security 17,370 0 17,370 17,370
    Landscaping 59,002 0 59,002 59,002
    Utilities 193,956 0 193,956 193,956
    Operations 4,638 0 4,638 4,638
    Museum Programs Expense 235 0 235 235
    Payroll Processing Charges 3,052 0 3,052 3,052
    General & Administrative 727 0 727 727
    Office Equipment 2,578 0 2,578 2,578
    Museum Supplies 1,903 0 1,903 1,903
    Ground Transportation 23 0 23 23
    Dues & Subscriptions 2,797 0 2,797 2,797
    Business Gifts 227 0 227 227
    Exterminator 1,905 0 1,905 1,905
    Postage 484 0 484 484
    Trash Collection 4,089 0 4,089 4,089
    Security & Alarms 3,185 0 3,185 3,185
    Bank Service Charges 475 0 475 475
    Drinking Water 612 0 612 612
    Staff Expenses 123 0 123 123
    Expenses Paid By Credit Card 6,760 0 6,760 6,760
    Marketing & Public Relations 4,966 0 4,966 4,966
    Visitor Services 1,573 0 1,573 1,573
    Exhibitions Expense 9,317 0 9,317 9,317
    Education 18,527 0 18,527 18,527
    Insurance 64,273 0 64,273 64,273
    Outside Services 29,465 0 29,465 29,465
    Adjust Basis of Portfolio Securities 7,732 7,732 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Partnership K-1 Ordinary Income 3,539 3,539 0
    Other Investment Income - Adjustments 20,785 20,785 0
    Museum Admissions 79,505   79,505
    Membership Income 46,957   46,957
    Education Programs 14,070   14,070


    TY 2021 OtherLiabilitiesSchedule
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Description Beginning of Year - Book Value End of Year - Book Value
    PNC CC5250 68 3,196


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Advisory Fees 235,841 235,841 0 0


    TY 2021 TaxesSchedule
    Name:
    The David Lloyd Kreeger Foundation
    EIN:
    52-6037451
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Taxes 40,826 0 40,826 40,826
    Foreign Income Tax 14,345 14,345 0 0
    Investment Excise Tax 2,125 0 2,125 2,125
    Federal Income Tax 43 43 0 0