Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$114,476,266J 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) 610,336
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 493,094 493,094 493,094
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -457,030
b Gross sales price for all assets on line 6a 3,669,362
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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
List of Attached Documents:
// Content
178,311 8,420 178,311
12 Total. Add lines 1 through 11........ 824,711 501,514 671,405
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...... 448,580 0 448,580 448,580
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,728 1,864 1,864 1,864
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,411 7,206 7,205 7,205
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
234,712 234,712 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
66,460 16,311 50,149 50,149
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
List of Attached Documents:
// Content
771,659 30,399 741,259 741,259
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,665,550 378,692 1,286,857 1,286,857
25 Contributions, gifts, grants paid....... 40,379 40,379
26 Total expenses and disbursements. Add lines 24 and 25 1,705,929 378,692 1,286,857 1,327,236
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -881,218
b Net investment income (if negative, enter -0-) 122,822
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 191,936 239,268 239,268
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 13,791,676 Click to see attachment
List of Attached Documents:
// Content
13,630,572 		23,874,436
c Investments—corporate bonds (attach schedule)....... 1,247,996 Click to see attachment
List of Attached Documents:
// Content
264,017 		240,405
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,901,374 Click to see attachment
List of Attached Documents:
// Content
2,953,095 		2,957,349
14 Land, buildings, and equipment: basis right arrow7,647,425
Less: accumulated depreciation (attach schedule) right arrow   7,505,737 Click to see attachment
List of Attached Documents:
// Content
7,647,425 		7,647,425
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
79,497,439 		Click to see attachment
List of Attached Documents:
// Content
79,517,383 		Click to see attachment
List of Attached Documents:
// Content
79,517,383
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 105,136,158 104,251,760 114,476,266
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
3,196 		Click to see attachment
List of Attached Documents:
// Content
16
23 Total liabilities (add lines 17 through 22)......... 3,196 16
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 105,132,962 104,251,744
29 Total net assets or fund balances (see instructions)..... 105,132,962 104,251,744
30 Total liabilities and net assets/fund balances (see instructions). 105,136,158 104,251,760
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
105,132,962
2
Enter amount from Part I, line 27a .....................
2
-881,218
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
104,251,744
5
Decreases not included in line 2 (itemize) right arrow
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
104,251,744
Form 990-PF (2022)
Form 990-PF (2022)
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 Berkshire Hathaway Bond   2014-12-31 2022-01-31
b Spotify Technology SA   2020-11-09 2022-01-07
c Fastenal Co   2021-01-13 2022-01-19
d Merck & Co Inc   2020-08-31 2022-01-19
e Mettler Toledo International Inc   2020-08-31 2022-01-19
Roper Technologies Inc   2020-08-31 2022-01-19
Costco Wholesale Corp   2020-08-31 2022-01-19
Starbucks Corp   2020-08-31 2022-01-19
Vanguard Short Term   2020-08-31 2022-01-24
PayPal Holdings Inc   2020-09-24 2022-02-07
PayPal Holdings Inc   2020-11-09 2022-02-07
PayPal Holdings Inc   2020-08-31 2022-02-07
Sherwin Williams Co   2021-01-28 2022-05-17
TJX Companies Inc   2020-08-31 2022-05-17
JPMorgan Chase & Co   2020-09-24 2022-08-29
JPMorgan Chase & Co   2020-08-31 2022-08-29
Amazon.com Inc   2020-08-31 2022-09-23
Charter Communications Inc   2020-08-31 2022-09-30
Charter Communications Inc   2021-03-19 2022-10-12
Starbucks Corp   2020-08-31 2022-11-07
Amazon.com Inc   2020-09-25 2022-11-17
Amazon.com Inc   2021-03-19 2022-11-17
Amazon.com Inc   2021-05-26 2022-11-17
Apple Inc   2020-08-31 2022-11-17
Charter Communications Inc   2022-01-19 2022-10-12
Charter Communications Inc   2022-08-29 2022-10-12
Adobe Inc   2022-05-17 2022-09-30
Zoetis Inc   2022-03-24 2022-09-30
Verizon Comm Bond   2017-12-14 2022-03-16
Cyrusone Inc   2021-06-30 2022-03-28
Warner bros discovery IncSER   2022-04-11 2022-04-14
JP Morgan Chase 5   2017-11-03 2022-10-03
Ally Financial Inc   2020-12-02 2022-10-26
AbbVie Inc   2019-05-03 2022-11-07
Spotify Technology SA   2021-05-28 2022-01-07
Spotify Technology SA   2021-05-26 2022-01-07
eBay Inc   2021-04-13 2022-01-19
Sherwin-Williams Co   2021-01-28 2022-01-19
Black Knight Inc   2021-05-13 2022-01-19
Amazon.com Inc   2020-09-24 2022-11-17
eBay Inc   2021-05-26 2022-01-27
PayPal Holdings Inc   2021-10-28 2022-02-07
PayPal Holdings Inc   2021-11-15 2022-02-07
PayPal Holdings Inc   2022-01-19 2022-02-07
PayPal Holdings Inc   2021-03-19 2022-02-07
Black Knight Inc   2021-05-26 2022-03-18
Black Knight Inc   2021-10-28 2022-03-18
Black Knight Inc   2021-05-13 2022-03-18
Autodesk Inc   2021-12-02 2022-05-17
JPMorgan Chase & Co   2022-05-17 2022-08-29
Adobe Inc   2022-02-01 2022-08-29
JPMorgan Chase & Co   2022-05-17 2022-09-23
eBay Inc   2021-04-13 2022-01-27
Apple Inc   2020-09-24 2022-11-17
Quicken Basis Adjustment P 2020-01-01 2022-11-17
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 100,000   100,000 0
b 69,900   83,517 -13,617
c 44,403   38,000 6,403
d 24,389   25,637 -1,248
e 30,229   19,472 10,757
22,309   21,349 960
25,156   17,351 7,805
15,042   12,695 2,347
556,702   578,011 -21,309
12,705   18,213 -5,508
25,411   37,433 -12,022
25,411   40,803 -15,392
109,420   96,627 12,793
57,479   55,049 2,430
58,723   46,043 12,680
35,234   30,311 4,923
97,831   139,354 -41,523
64,582   123,654 -59,072
31,823   64,071 -32,248
51,067   50,782 285
29,590   46,044 -16,454
29,590   46,746 -17,156
39,453   65,004 -25,551
97,990   84,911 13,079
31,823   60,835 -29,012
63,646   87,580 -23,934
69,968   101,522 -31,554
92,050   117,695 -25,645
100,000   100,000 0
362,000   305,950 56,050
19   23 -4
100,000   100,253 -253
273,300   311,218 -37,918
100,000   99,660 340
69,900   71,563 -1,663
23,300   23,395 -95
15,883   15,625 258
15,461   12,078 3,383
18,626   18,556 70
19,727   30,360 -10,633
17,174   18,478 -1,304
12,705   24,220 -11,515
44,468   70,987 -26,519
44,468   62,533 -18,065
25,410   50,468 -25,058
14,511   18,334 -3,823
14,511   18,427 -3,916
87,065   111,335 -24,270
98,368   127,258 -28,890
23,489   23,976 -487
69,704   88,612 -18,908
92,078   95,904 -3,826
83,007   90,623 -7,616
30,151   21,789 8,362
    6,058 -6,058
2,111     2,111
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       0
b       -13,617
c       6,403
d       -1,248
e       10,757
      960
      7,805
      2,347
      -21,309
      -5,508
      -12,022
      -15,392
      12,793
      2,430
      12,680
      4,923
      -41,523
      -59,072
      -32,248
      285
      -16,454
      -17,156
      -25,551
      13,079
      -29,012
      -23,934
      -31,554
      -25,645
      0
      56,050
      -4
      -253
      -37,918
      340
      -1,663
      -95
      258
      3,383
      70
      -10,633
      -1,304
      -11,515
      -26,519
      -18,065
      -25,058
      -3,823
      -3,916
      -24,270
      -28,890
      -487
      -18,908
      -3,826
      -7,616
      8,362
      -6,058
      2,111
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 -457,030
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 -226,343
Form 990-PF (2022)
Form 990-PF (2022)
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 right arrow 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) 1 1,707
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 1,707
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 1,707
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 50,567
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 50,567
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 48,860
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow48,860 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowDC
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
List of Attached Documents:
// Content
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowwww.kreegermuseum.org
14
The books are in care ofright arrowHelen Chason Telephone no.right arrow (202) 337-3050

Located atright arrow2401 Foxhall Road NWWashingtonDC ZIP+4right arrow20007
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 		89,000 0 0
4517 Garfield Street NW
Washington,DC20007
Ivan Delgado Employee
40.00 		66,197 0 0
907 Heather Ave
Takoma Park,MD20912
Enrica Lipata Employee
40.00 		57,219 0 0
8570 Freyman Dr
Chevy Chase,MD20815
Joanna Baker Employee
40.00 		50,532 0 0
1501 Haas Ct
Davidsonville,MD21035
Natalie Pertz Employee
40.00 		50,029 0 0
1230 23rd St NE 715
Washington,DC20037
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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 1,261,883
2 Public Programs ExhibitionsPrimary Beneficiary is the General Public 68,255
3 Publications - EducationPrimary Beneficiary is the General Public 6,452
4 Charitable Contributions - (See Part XV) 40,379
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
30,207,422
b
Average of monthly cash balances.......................
1b
215,602
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
30,423,024
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
30,423,024
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
456,345
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,966,679
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,498,334
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 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (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
1,327,236
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
141,668
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
1,468,904
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......  
b Total for prior years:20, 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$  
a Applied to 2021, 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 2022 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2022.    
(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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		 
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
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 ..... 		1,468,904 1,539,879 1,225,726 1,207,417 5,441,926
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		40,379 18,731 4,000 31,064 94,174
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		1,428,525 1,521,148 1,221,726 1,176,353 5,347,752
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 114,426,533 120,537,765 115,359,513 105,401,984 455,725,795
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		 87,115,075 87,003,176 86,511,013 87,681,030 348,310,294
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		998,889 1,024,123 764,511 540,324 3,327,847
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 right arrow
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 (2022)
Form 990-PF (2022)
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 29,379

Weizmann Institure for Science

633 3rd Ave FL 20
New York,NY10017 		  Public Charity General Funds 1,000

WETA Public TV

5217 19th Road N
Arlinigton,VA20008 		  Public Charity General Funds 1,000

Young Concert Artists

1776 Broadway Suite 1500
New York,NY10019 		  Public Charity General Funds 2,000

The Washington Chorus

945 G Street NW 211
Washington,DC20001 		  Public Charity General Funds 6,000

Maret School

3000 Cathedral Ave NW
Washington,DC20008 		  Public Charity General Funds 1,000
Total .................................right arrow 3a 40,379
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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
aMuseum Admissions         98,876
bMembership Income         30,046
cEducation Programs         23,065
dMuseum Merchandise Sales         10,169
eMusic Programs         7,275
fMuseum Exhibits         460
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 ....         493,094
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 .....         8,420
8 Gain or (loss) from sales of assets other than
inventory ............ 		        -457,030
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 0 214,375
13Total. Add line 12, columns (b), (d), and (e)..................
13
214,375
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
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
2022
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) (2022)
Schedule B (Form 990) (2022) 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
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
4
Robert and Arlene Kogod Family Foundation
 
2345 Crystal Drive Suite 1101
 
Arlington, VA22202

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
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
6
Lucretia Tanner
2500 Virginia Ave NW Apt 904
 
Washington, DC20037

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
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
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
8
Adela C Wilson
510 E Glendale Ave
 
Alexandria, VA22301

$ 6,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
Lou Tanner - Fidelity Charitable
PO Box 770001
 
Cincinnati, OH45277

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
Josh Kreeger Trust
 
25115 Old Hundred Road
 
Dickerson, MD20842

$ 34,478


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
David Ingall
1880 Watercress Way
 
Highland Park, IL60035

$ 15,868


(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) (2022)
Schedule B (Form 990) (2022)
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
10
 200 shares of Apple Stock $ 34,478 2020-02-04
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 14 shares of Eversource Stock $ 15,868 2022-11-16
(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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting 14,411 7,206 7,205 7,205

TY 2022 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 2022 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 264,017 240,405

TY 2022 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 22,859 364,097
MS - 1756 - Stocks 9,222,186 18,626,748
CS - 5840 - Stocks 4,385,527 4,883,591

TY 2022 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 70,368 70,368
Brown Advisory-MMKT AT COST 89,134 89,134
JBG Partnership k-1 AT COST 26,049 30,303
MS - 0890- Active Assets MMKT AT COST 1,124,196 1,124,196
MS - 1756 - Cash & MMKT AT COST 1,309,769 1,309,769
CS - 5840 - Cash AT COST 333,579 333,579

TY 2022 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  
2022 Renovations 141,688 0 141,688  


TY 2022 LegalFeesSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 3,728 1,864 1,864 1,864


TY 2022 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 1,722 873 873
Investment Income Excise Tax Refund Applied 28,067 48,860 48,860
Art Collection 79,467,650 79,467,650 79,467,650


TY 2022 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
Facillity Usage Expense 48,021 0 48,021 48,021
Public Relations membership 23,574 0 23,574 23,574
Marilyn Lichtman Series 4,161 0 4,161 4,161
Collection Management 20,948 0 20,948 20,948
Health Insurance 61,100 0 61,100 61,100
Contractors 25,203 0 25,203 25,203
Repairs 73,125 0 73,125 73,125
Renovations 2,113 0 2,113 2,113
Landscaping 58,796 0 58,796 58,796
Utilities 227,985 0 227,985 227,985
Operations 4,659 0 4,659 4,659
Museum Programs Expense 43,996 0 43,996 43,996
Landscape Sculpture Project 1,718 0 1,718 1,718
Payroll Processing Charges 3,583 0 3,583 3,583
General & Administrative 383 0 383 383
Office Equipment 41 0 41 41
Museum Supplies 6,609 0 6,609 6,609
Ground Transportation 315 0 315 315
Dues & Subscriptions 2,601 0 2,601 2,601
Copier/Printer 3,838 0 3,838 3,838
Business Gifts 95 0 95 95
Exterminator 1,542 0 1,542 1,542
Office Supplies 2,677 0 2,677 2,677
Postage 1,828 0 1,828 1,828
Trash Collection 5,754 0 5,754 5,754
Security & Alarms 5,411 0 5,411 5,411
Bank Service Charges 570 0 570 570
Drinking Water 854 0 854 854
Expenses Paid By Credit Card 9,198 0 9,198 9,198
Marketing & Public Relations 250 0 250 250
Visitor Services 57 0 57 57
Exhibitions Expense 24,259 0 24,259 24,259
Education 6,452 0 6,452 6,452
Insurance 68,931 0 68,931 68,931
Miscellaneous 613 0 612 612
Adjust Basis of Portfolio Securities 30,399 30,399 0 0


TY 2022 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 8,420 8,420 8,420
Museum Admissions 98,876   98,876
Membership Income 30,046   30,046
Education Programs 23,065   23,065
Museum Merchandise Sales 10,169   10,169
Music Programs 7,275   7,275
Museum Exhibits 460   460


TY 2022 OtherLiabilitiesSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Description Beginning of Year - Book Value End of Year - Book Value
PNC CC5250 3,196 16


TY 2022 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 234,712 234,712 0 0


TY 2022 TaxesSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Payroll Taxes 47,637 0 47,637 47,637
Foreign Income Tax 16,061 16,061 0 0
Investment Excise Tax 1,707 0 1,707 1,707
Federal Income Tax 805 0 805 805
DC Tax 250 250 0 0