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 WILLIAM AND MARY GREVE FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 490
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORFOLK, CT06058
A Employer identification number

13-6020724
B Telephone number (see instructions)

(917) 881-1659
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$17,185,776J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 30,344 30,344  
4 Dividends and interest from securities... 138,233 138,233  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 184,123
b Gross sales price for all assets on line 6a 5,495,819
7 Capital gain net income (from Part IV, line 2)... 184,123
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-7,130 9,084  
12 Total. Add lines 1 through 11........ 345,570 361,784  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 219,000 109,500   109,500
14 Other employee salaries and wages...... 206,141 103,071   103,070
15 Pension plans, employee benefits....... 175,278 87,639   87,639
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
75,555 18,889   56,666
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,508 43,131   14,377
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
289,887 179,376   110,511
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,219 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
10,715 0  
20 Occupancy.............. 84,555 42,278   42,277
21 Travel, conferences, and meetings....... 47,954 0   47,954
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,868 18,940   20,928
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,207,680 602,824   592,922
25 Contributions, gifts, grants paid....... 3,116,994 3,116,994
26 Total expenses and disbursements. Add lines 24 and 25 4,324,674 602,824   3,709,916
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,979,104
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -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............. 333,610 131,875 131,875
2 Savings and temporary cash investments......... 5,029,544 1,245,518 1,245,518
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.......... 7,319 199 199
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,530,765 Click to see attachment
List of Attached Documents:
// Content
13,236,566 		13,236,566
c Investments—corporate bonds (attach schedule).......      
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).......... 2,714,800 Click to see attachment
List of Attached Documents:
// Content
2,360,374 		2,360,374
14 Land, buildings, and equipment: basis right arrow298,307
Less: accumulated depreciation (attach schedule) right arrow147,759 161,264 Click to see attachment
List of Attached Documents:
// Content
150,548 		150,548
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
29,654 		Click to see attachment
List of Attached Documents:
// Content
60,696 		Click to see attachment
List of Attached Documents:
// Content
60,696
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,806,956 17,185,776 17,185,776
Liabilities 17 Accounts payable and accrued expenses.......... 63,214 66,180
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
194,237 		Click to see attachment
List of Attached Documents:
// Content
92,570
23 Total liabilities (add lines 17 through 22)......... 257,451 158,750
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........... 26,549,505 17,027,026
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 26,549,505 17,027,026
30 Total liabilities and net assets/fund balances (see instructions). 26,806,956 17,185,776
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
26,549,505
2
Enter amount from Part I, line 27a .....................
2
-3,979,104
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
78,139
4
Add lines 1, 2, and 3 ..........................
4
22,648,540
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,621,514
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,027,026
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 US TRUST SELECT EQUITY - SHORT TERM   2022-01-01 2022-12-31
b US TRUST SELECT EQUITY - LONG TERM   2021-01-01 2022-12-31
c AKRE FOCUS FUND P 2021-01-01 2022-12-31
d BRUCKMAN ROSSER SHERILL LP-CAPITAL GAINS P 2021-01-01 2022-12-31
e SEG PARTNERS L.P. CAPITAL GAINS P 2022-01-01 2022-12-31
SEG PARTNERS L.P. CAPITAL GAINS P 2021-01-01 2022-12-31
AG REALTY FUND VIII (PRIVATE REAL ESTATE) - CAPITAL GAINS P 2021-01-01 2022-12-31
(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 381,405   500,675 -119,270
b 1,520,409   1,491,490 28,919
c 3,497,434   3,319,531 177,903
d 4,484     4,484
e 13,431     13,431
78,652     78,652
4     4
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       -119,270
b       28,919
c       177,903
d       4,484
e       13,431
      78,652
      4
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 2 184,123
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  
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 0
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 0
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 0
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 53,600
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 53,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 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 53,600
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow53,600 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
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (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 arrowN/A
14
The books are in care ofright arrowANTHONY C M KISER Telephone no.right arrow (917) 881-1659

Located atright arrowPO BOX 490NORFOLKCT ZIP+4right arrow06058
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)
Yes
 
(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
 
No
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
JOHN W KISER III CHAIRMAN, DIRECTOR
30.00 		83,500 0 0
210 POPHAMS FORD RD
SPERRYVILLE,VA22740
ANTHONY CM KISER PRESIDENT, DIRECTOR
30.00 		135,500 27,000 0
PO BOX 490
NORFOLK,CT06058
JENNIFER FRANKLIN SECRETARY
1.00 		0 0 0
C/O STB 425 LEXINGTON AVE
NEW YORK,NY10017
JAMES MOTT CLARK JR DIRECTOR
1.00 		0 0 0
PO BOX 490
NORFOLK,CT06058
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ANDREA ROSENBERG EXECUTIVE ADMINISTRA
35.00 		200,594 27,000 0
5153 LAKE CATALINA DR
BOCA RATON,FL33496
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
SELECT EQUITY GROUP INVESTMENT MANAGEMENT 96,648
380 LAFAYETTE STREET SIXTH FL
NEW YORK,NY10003
FRIEDMAN LLP ACCOUNTING 57,508
ONE LIBERTY PLAZA 1654 BROADWAY
21ST FL
NEW YORK,NY10006
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  
2  
3  
4  
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
17,362,254
b
Average of monthly cash balances.......................
1b
3,143,354
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
20,505,608
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
20,505,608
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
307,584
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,198,024
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,009,901
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
1,009,901
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
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,009,901
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,009,901
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,009,901
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
3,709,916
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
 
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
3,709,916
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 1,009,901
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 979,171
b From 2018...... 958,665
c From 2019...... 529,940
d From 2020...... 739,955
e From 2021...... 2,178,161
f Total of lines 3a through e ........ 5,385,892
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,709,916
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 1,009,901
e Remaining amount distributed out of corpus 2,700,015
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,085,907
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		979,171
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		7,106,736
10 Analysis of line 9:
a Excess from 2018.... 958,665
b Excess from 2019.... 529,940
c Excess from 2020.... 739,955
d Excess from 2021.... 2,178,161
e Excess from 2022.... 2,700,015
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
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part 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

ALBERT E MARKS CHARITABLE TRUST

41 WINSLOW STREET
CAMBRIDGE,MA02138 		NONE PF IN SUPPORT OF PROVIDING SOCIAL JUSTICE AND PEACE IN ISRAEL AND BETWEEN ISRAELIS & PALESTINIANS AS WELL AS JEWISH EDUCATION IN THE US. 145,000

AMERICAN AGORA FOUNDATION FBO LAPHAM'S QUARTERLY

27 UNION SQUARE WEST SUITE 302
NEW YORK,NY10003 		NONE PC IN SUPPORT OF LAPHAM'S QUARTERLY. 75,000

ARTS IGNITE FBO ARTS INSIDE OUT

300 WEST 55 STREET APT 17P
NEW YORK,NY10019 		NONE PC IN SUPPORT OF CULTIVATING COMMUNITY CREATIVITY CAPACITY AND COURAGE IN YOUNG PEOPLE THROUGH A RANGE OF ART AND MUSIC. 15,000

BELLE MEADE EDUCATIONAL RESOURCE CENTER

353 FT VALLEY ROAD
SPERRYVILLE,VA22740 		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000

BENNINGTON COLLEGE CORPORATION

ONE COLLEGE DRIVE
BENNINGTON,VT05201 		NONE PC IN SUPPORT OF COLLEGE-IN-PRISON PROGRAM. 25,000

BLACKBERRY RIVER VALLEY PROTECTION ALLIANCE INC

PO BOX 33
EAST CANAAN,CT06024 		NONE PC IN SUPPORT OF ENVIRONMENTAL PROTECTION AND CONSERVATION IN NORTH CANAAN AND ADJACENT TOWNS IN THE BLACKBERRY RIVER WATERSHED AND ITS ENVIRONMENTS. 50,000

BROOKLYN INSTITUTE OF ARTS AND SCIENCES AKA BROOKLYN MUSEUM

200 EASTERN PARKWAY
BROOKLYN,NY112386052 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

CECF INTERNATIONAL INC

9051 RED BRANCH ROAD SUITE N
COLUMBIA,MD21045 		NONE PC FOR GENERAL OPERATING SUPPORT. 69,325

CHAMPAIGN COUNTY HISTORICAL SOCIETY

809 EAST LAWN AVE PO BOX 65
URBANA,OH43078 		NONE PC IN SUPPORT OF EXPANDING MUSEUM FACILITY. 30,000

CHURCH OF CHRIST CONGREGATIONAL

12 VILLAGE GREEN
NORFOLK,CT06058 		NONE PC F/B/O STEEPLE RESTORATION AND GENERAL OPERATIONS. 85,000

DUKE UNIVERSITY FBO SCHOOL OF NURSING SCHOLARSHIP FUND

307 TRENT DRIVE DUMC3322
DURHAM,NC27710 		NONE PC IN SUPPORT OF NURSING SCHOLARSHIP FUND. 25,000

EASTERN MENNONITE BOARD OF MISSIONS AND CHARITIES INC FBO DOVE TALE PRODUCT

252 N RESERVOIR ST
LANCASTER,PA17602 		NONE PC SUPPORT TO FUND INDONESIAN PORTION OF A DOCUMENTARY. 123,725

FIDELITY CHARITABLE GIFT FUND-MARGOT KISER CHARITABLE TRUST

PO BOX 770001
CINCINNATI,OH45277 		NONE PC IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. 30,000

FILMMAKERS COLLABORATIVE INC FBO SMARTYPANTS PRODUCTION

6 EASTMAN PLACE SUITE 202
MELROSE,MA02176 		NONE PC IN SUPPORT OF SMARTYPANTS PRODUCTIONS INC. 30,000

FRIENDS OF SEVA MANDIR INC

200 METROPLEX DRIVE SUITE 300
EDISON,NJ08817 		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000

FRIENDS OF THE UPPER EAST SIDE

966 LEXINGTON AVE
NEW YORK,NY10021 		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000

GREAT MOUNTAIN FOREST CORPORATION

200 CANAAN MOUNTAIN ROAD
FALLS VILLAGE,CT06031 		NONE POF IN SUPPORT OF INTERN PROGRAM AND GENERAL SUPPORT. 35,000

HEADWATERS RAPPAHANNOCK COUNTY PUBLIC EDUCATION FOUNDATION INC

PO BOX 368
WASHINGTON,VA22747 		NONE PC IN SUPPORT OF HEADWATERS HARVEST FESTIVAL. 20,000

HIGH COUNTRY NEWS

PO BOX 1090
PAONIA,CO81428 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

HOUSING PLUS SOLUTIONS INC

315 LINWOOD STREET
BROOKLYN,NY11208 		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000

HUDSON VALLEY SHAKESPEARE FESTIVAL INC

PO BOX 125
GARRISON,NY10524 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

INNOCENCE PROJECT

40 WORTH STREET SUITE 701
NEW YORK,NY10013 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

ISLAMIC SOCIETY OF NORTH AMERICA

PO BOX 38
PLAINFIELD,IN46168 		NONE PC IN SUPPORT OF AFGHAN REFUGEES. 290,000

JACOB'S PILLOW DANCE FESTIVAL INC

358 GEORGE CARTER ROAD
BECKET,MA01223 		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000

KID PAN ALLEY

PO BOX 38
WASHINGTON,VA22747 		NONE PC FOR GENERAL OPERATING SUPPORT. 40,000

MARINE CORPS SCHOLARSHIP FOUNDATION

909 N WASHINGTON ST SUITE 400
ALEXANDRIA,VA22314 		NONE PC IN SUPPORT OF ESSAY CONTEST. 27,000

NATURE CONSERVANCY FBO NATURE CONSERVANCY OF MONTANA

32 SOUTH EWING STREET
HELENA,MT59601 		NONE PC FOR GENERAL OPERATING SUPPORT OF NATURE CONSERVANCY OF MONTANA. 50,000

NORFOLK BOTANICAL GARDENS FOUNDATION

6700 AZALEA GARDEN ROAD
NORFOLK,VA235185336 		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000

NORFOLK FOUNDATION FBO MASTER PLAN

PO BOX 333
NORFOLK,CT060580333 		NONE POF TO FUND THE COST OF DEVELOPING ARCHITECTURAL PLANS FOR THREE BUILDINGS THAT ARE ON THE BATTEL STOECKEL ESTATE IN NORFOLK, CT TO PROVIDE SPACE FOR YALE SUMMER PROGRAMS. 130,000

NORFOLK FOUNDATION FBO VILLAGE GREEN COMMUNITY EVENTS

PO BOX 333
NORFOLK,CT060580333 		NONE POF TO SUPPORT TOWN SUMMER EVENTS ON THE VILLAGE GREEN. 5,000

NORFOLK FOUNDATION INC FBO ARCANUM BUILDING

PO BOX 333
NORFOLK,CT060580333 		NONE POF FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. 100,000

OTHER CONTRIBUTIONS

PO BOX 490
NORFOLK,CT06058 		NONE PC FOR GENERAL OPERATING SUPPORT. 47,944

QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT

116 EAST 16TH STREET 8/F
NEW YORK,NY10003 		NONE PC IN SUPPORT OF THE CONGRESSIONAL STAFF EDUCATIONAL PROJECT. 90,000

RAPP AT HOME INC

567 MT SALEM AVE SUITE 2
WASHINGTON,VA22747 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

RAPPAHANNOCK ANIMAL WELFARE LEAGUE

PO BOX 396
AMISSVILLE,VA20106 		NONE PC FOR GENERAL OPERATING SUPPORT. 12,000

RAPPAHANNOCK PANTRY INC

11763 LEE HIGHWAY PO BOX 55
SPERRYVILLE,VA22740 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

RAPPU INC FBO RAPP CENTER FOR EDUCATION

PO BOX 35
SPERRYVILLE,VA22740 		NONE PC FOR GENERAL OPERATING SUPPORT OF RAPP CENTER FOR EDUCATION. 10,000

SAINT DAVID'S SCHOOL FBO HORIZONS

12 EAST 89TH STREET
NEW YORK,NY10128 		NONE PC IN SUPPORT OF INDEPENDENT SUMMER ENRICHMENT PROGRAM FOR LOW-INCOME STUDENTS. 30,000

SCENIC HUDSON INC

ONE CIVIC CENTER PLAZA SUITE 200
POUGHKEEPSIE,NY12601 		NONE PC IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. 50,000

SECOND STAGE THEATRE

1501 BROADWAY SUITE 518
NEW YORK,NY10036 		NONE PC FOR GENERAL OPERATING SUPPORT. 100,000

SEEDS OF PEACE INC

PO BOX 70372
NEWARK,NJ071010096 		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000

SHARING SACRED SPACES INC

43 VALLEY DRIVE
GREENWICH,CT06831 		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000

SPERRYVILLE VOLUNTEER FIRE DEPARTMENT INC

11871 LEE HWY PO BOX 233
SPERRYVILLE,VA22740 		NONE PC FOR GENERAL OPERATING SUPPORT. 12,000

SPERRYVILLE VOLUNTEER RESCUE SQUAD INC

PO BOX 178
SPERRYVILLE,VA22740 		NONE PC SUPPORT OF NEW EMERGENCY NON-TRANSPORT VEHICLE. 25,000

SPRING STREET CLIMATE FUND INC

PO BOX 24685
BROOKLYN,NY11202 		NONE PC FOR GENERAL OPERATING SUPPORT. 100,000

TAKE THE FIELD INC

PO BOX 490
NORFOLK,CT06058 		NONE PF IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. 25,000

THE COMMON GOOD INSTITUTE INC

PO BOX 8536
NEW YORK,NY101508536 		NONE PC IN SUPPORT OF LEGAL REFORM IN VARIOUS GOVERNMENT ADMINISTRATIVE, POLITICAL, ECONOMIC AND SOCIAL SCIENCE FIELDS. 40,000

THE FAUQUIER FREE CLINIC INC

PO BOX 3138
WARRENTON,VA201881838 		NONE PC TO SUPPORT THE PROVISION OF MEDICAL, MENTAL AND DENTAL CARE TO NEEDY INDIVIDUALS IN THE COMMUNITY. 10,000

THE FOUNDATION FOR NORFOLK LIVING INC

PO BOX 2
NORFOLK,CT06058 		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000

THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY

49 WEST 45TH STREET 2ND FLOOR
NEW YORK,NY10036 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

THE LITTLE GUILD OF ST FRANCIS FOR THE WELFARE OF ANIMALS INC

285 SHARON GOSHEN TURNPIKE
WEST CORNELL,CT06796 		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000

THE URBAN ASSEMBLY INC

90 BROAD STREET SUITE 2101
NEW YORK,NY10004 		NONE PC IN SUPPORT OF A NETWORK OF NYC PUBLIC SCHOOLS MANAGED BY URBAN ASSEMBLY TO PROVIDE GENERAL SUPPORT. 400,000

THE WRITING REVOLUTION

22 CORTLANDT STREET 33RD FLOOR
NEW YORK,NY10007 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

UKRAINIAN CONGRESS COMMITTEE OF AMERICA INC

203 SECOND AVENUE
NEW YORK,NY10003 		NONE PC IN SUPPORT OF EFFORTS TO ASSIST UKRAINE. 10,000

VIRGINIA MUSEUM OF FINE ARTS FOUNDATION

200 N BOULEVARD
RICHMOND,VA232204007 		NONE PC IN SUPPORT OF "VMFA ON THE ROAD" PROJECT. 50,000

VIRGINIA TECH FOUNDATION INC

311 J GAY STREET PO BOX 119
WASHINGTON,VA22747 		NONE PC IN SUPPORT OF THE JACKSON PIEDMONT BLUES FESTIVAL. 30,000

WAKEFIELD COUNTRY DAY SCHOOL INC

PO BOX 739
FLINT HILL,VA22627 		NONE PC TO SUPPORT TUITION ASSISTANCE TO DESERVING STUDENTS. 25,000

WILDERNESS SOCIETY

1615 M ST NW
WASHINGTON,DC20036 		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000

WOODBERRY FOREST SCHOOL

ONE WALKER DRIVE
WOODBERRY FOREST,VA22989 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

WORLD MONUMENTS FUND INC

600 FIFTH AVENUE 25TH FLOOR
NEW YORK,NY10020 		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000

YALE UNIVERSITY

PO BOX 545
NORFOLK,CT06058 		NONE PC IN SUPPORT OF THE NORFOLK CHAMBER MUSIC FESTIVAL. 25,000

YALE UNIVERSITY FBO EBS ART BARN FUND

2 WHITNEY AVENUE SUITE 400
NEW HAVEN,CT065208333 		NONE PC IN SUPPORT OF RENOVATING THE STUDIO FACILITY FOR ITS ART SUMMER SCHOOL PROGRAM. 100,000
Total .................................right arrow 3a 3,116,994
bApproved for future payment

BELLE MEADE EDUCATIONAL RESOURCE CENTER
353 FT VALLEY ROAD
SPERRYVILLE,VA22740 		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000

BLACKBERRY RIVER VALLEY PROTECTION ALLIANCE INC
PO BOX 33
EAST CANAAN,CT06024 		NONE PC IN SUPPORT OF ENVIRONMENTAL PROTECTION AND CONSERVATION IN NORTH CANAAN AND ADJACENT TOWNS IN THE BLACKBERRY RIVER WATERSHED AND ITS ENVIRONMENTS. 25,000

BROOKLYN INSTITUTE OF ARTS AND SCIENCES AKA BROOKLYN MUSEUM
200 EASTERN PARKWAY
BROOKLYN,NY112386052 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

CECF INTERNATIONAL INC
9051 RED BRANCH ROAD SUITE N
COLUMBIA,MD21045 		NONE PC FOR GENERAL OPERATING SUPPORT. 69,160

CENTER FOR RELIGION AND DIPLOMACY
1003 K STREET NW SUITE 400
WASHINGTON,DC20001 		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000

CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC
14 WALL STREET SUITE 4E
NEW YORK,NY10005 		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000

FIDELITY CHARITABLE GIFT FUND-MARGOT KISER CHARITABLE TRUST
PO BOX 770001
CINCINNATI,OH45277 		NONE PC IN SUPPORT OF CHARITABLE GIVING RECOMMENDED BY MARGOT KISER AND VETTED BY THE FIDELITY CHARITABLE GIFT FUND. 30,000

GREAT MOUNTAIN FOREST CORPORATION
200 CANAAN MOUNTAIN ROAD
FALLS VILLAGE,CT06031 		NONE POF IN SUPPORT OF INTERN PROGRAM AND GENERAL SUPPORT. 50,000

INSTITUTE FOR LEARNING ENGAGEMENT ADVOCACY & DIALOGUE
4912 TALBOT PLACE S UNIT H
RENTON,WA98055 		NONE PC EDUCATE AFGHANISTAN AND PAKISTANI RELIGIOUS LEADERS IN TOLERANCE, PEACE BUILDING, AND RECONCILIATION 39,700

ISLAMIC SOCIETY OF NORTH AMERICA
PO BOX 38
PLAINFIELD,IN46168 		NONE PC IN SUPPORT OF AFGHAN REFUGEES. 750,000

KID PAN ALLEY
PO BOX 38
WASHINGTON,VA22747 		NONE PC FOR GENERAL OPERATING SUPPORT. 40,000

MARINE CORPS SCHOLARSHIP FOUNDATION
909 N WASHINGTON ST SUITE 400
ALEXANDRIA,VA22314 		NONE PC IN SUPPORT OF ESSAY CONTEST. 36,000

NORFOK VOLUNTEER FIRE DEPARTMENT
20 SHEPARD RD
NORFOLK,CT06058 		NONE PC IN SUPPORT OF EQUIPMENT NEEDS AND GENERAL OPERATIONS. 125,000

NORFOLK FOUNDATION INC FBO ARCANUM BUILDING
PO BOX 333
NORFOLK,CT060580333 		NONE POF FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. 420,000

NORFOLK LIBRARY INC
9 GREENWOODS ROAD
NORFOLK,CT06058 		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000

NORFOLK NOW INC
PO BOX 702
NORFOLK,CT06058 		NONE PC ANNUAL APPEAL. 5,000

QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT
116 EAST 16TH STREET 8/F
NEW YORK,NY10003 		NONE PC IN SUPPORT OF THE CONGRESSIONAL STAFF EDUCATIONAL PROJECT. 60,000

RAPPAHANNOCK ASSOCIATION FOR THE ARTS AND THE COMMUNITY INC
PO BOX 24
WASHINGTON,VA22747 		NONE PC FOR GENERAL OPERATING SUPPORT. 32,000

RAPPAHANNOCK BENEVOLENT FUND
PO BOX 133
WASHINGTON,VA22747 		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000

RAPPAHANNOCK HISTORICAL SOCIETY INC
328 GAY STREET PO BOX 261
WASHINGTON,VA22747 		NONE PC IN SUPPORT OF PRESERVATION OF RAPPAHANNACK COUNTY'S HERITAGE. 30,000

RAPPU INC FBO RAPP CENTER FOR EDUCATION
PO BOX 35
SPERRYVILLE,VA22740 		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000

RUMI FORUM INC
1050 CONNECTICUT AVENUE NW SUITE
500
WASHINGTON,DC20036 		NONE PC FOR GENERAL OPERATING SUPPORT. 65,500

SCENIC HUDSON INC
ONE CIVIC CENTER PLAZA SUITE 200
POUGHKEEPSIE,NY12601 		NONE PC IN SUPPORT OF GENERAL OPERATIONS AIMED AT PROTECTING THE HUDSON RIVER VALLEY AND INCREASING PUBLIC ACCESS TO THE HUDSON RIVER. 50,000

SECOND STAGE THEATRE
1501 BROADWAY SUITE 518
NEW YORK,NY10036 		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000

THE LAKEVILLE JOURNAL FOUNDATION
PO BOX 1688
LAKEVILLE,CT06039 		NONE PC FOR GENERAL OPERATING SUPPORT. 100,000

THE LITTLE GUILD OF ST FRANCIS FOR THE WELFARE OF ANIMALS INC
285 SHARON GOSHEN TURNPIKE
WEST CORNELL,CT06796 		NONE PC IN SUPPORT OF CAPITAL CAMPAIGN TO BIUILD A NEW FACILITY. 100,000

TOWN OF NORFOLK
TOWN HALL 19 MAPLE AVENUE
NORFOLK,CT06058 		NONE GOV IN SUPPORT OF PROVIDING ASSISTENCE TO RESIDENTS OF NORFOLK WHO ARE IN FINANCIAL DISTRESS AND NEED. 20,000

YALE UNIVERSITY
PO BOX 208246
NEW HAVEN,CT065208246 		NONE PC IN SUPPORT OF YALE SCHOOL OF MUSIC COMPLEX. 500,000
Total ................................. right arrow 3b 2,747,360
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 30,344  
4 Dividends and interest from securities ....     14 138,233  
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 ............ 		    18 184,123  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAG REALTY FUND VIII LP 		900099 -6,253 14 8,151  
bAG REALTY FUND VIII LP 900099 -9,961 14 4,168  
cSEG PARTNERS LP     14 -3,235  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -16,214 361,784 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
345,570
(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.)
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

TY 2022 AccountingFeesSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDITING & TAX 57,508 43,131   14,377

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TY 2022 DepreciationSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE FURNISHINGS & EQUIPMENT 2005-07-01 27,406 27,406 SL 5.000000000000 0 0    
OFFICE FURNISHINGS & EQUIPMENT 2006-07-01 10,218 10,218 SL 5.000000000000 0 0    
OFFICE FURNISHINGS & EQUIPMENT 2007-07-01 16,746 16,746 SL 5.000000000000 0 0    
OFFICE FURNISHINGS & EQUIPMENT 2011-07-01 1,093 1,093 SL 5.000000000000 0 0    
OFFICE FURNISHINGS & EQUIPMENT 2012-07-01 11,153 11,153 SL 5.000000000000 0 0    
OFFICE FURNISHINGS & EQUIPMENT 2013-01-01 5,385 5,385 SL 5.000000000000 0 0    
OFFICE FURNISHINGS & EQUIPMENT 2014-12-31 9,523 9,523 SL 5.000000000000 0 0    
ARTWORK 1994-07-01 2,000   NC 0 % 0 0    
ARTWORK 1997-07-01 20,000   NC 0 % 0 0    
FULLY DEPRECIATED ASSETS TO TIE TO BOOKS 1998-07-01 4,500   NC 0 % 0 0    
ARTWORK 1999-07-01 7,800   NC 0 % 0 0    
ARTWORK 1999-07-01 7,298   NC 0 % 0 0    
ARTWORK 1999-07-01 2,000   NC 0 % 0 0    
ARTWORK 2000-07-01 4,900   NC 0 % 0 0    
ARTWORK 2000-07-01 800   NC 0 % 0 0    
ARTWORK 2000-07-01 2,300   NC 0 % 0 0    
ARTWORK 2000-07-01 4,500   NC 0 % 0 0    
ARTWORK 2001-07-01 1,775   NC 0 % 0 0    
ARTWORK 2001-07-01 1,500   NC 0 % 0 0    
ARTWORK 1997-07-01 2,500   NC 0 % 0 0    
ARTWORK 2001-07-01 4,675   NC 0 % 0 0    
ARTWORK 2002-07-01 1,353   NC 0 % 0 0    
ARTWORK 2005-07-01 5,900   NC 0 % 0 0    
ARTWORK 2005-07-01 1,203   NC 0 % 0 0    
ARTWORK 2005-07-01 1,204   NC 0 % 0 0    
ARTWORK 2006-07-01 2,579   NC 0 % 0 0    
ARTWORK 2006-07-01 1,100   NC 0 % 0 0    
ARTWORK 2006-07-01 2,960   NC 0 % 0 0    
ARTWORK 2006-07-01 3,150   NC 0 % 0 0    
ARTWORK 2006-07-01 1,980   NC 0 % 0 0    
ARTWORK 2006-07-01 1,992   NC 0 % 0 0    
ARTWORK 2006-07-01 800   NC 0 % 0 0    
ARTWORK 2007-07-01 2,110   NC 0 % 0 0    
ARTWORK 2007-07-01 1,172   NC 0 % 0 0    
ARTWORK 2007-07-01 510   NC 0 % 0 0    
ARTWORK 2007-07-01 3,960   NC 0 % 0 0    
ARTWORK 2007-07-01 1,600   NC 0 % 0 0    
ARTWORK 2007-07-01 950   NC 0 % 0 0    
ARTWORK 2007-07-01 2,700   NC 0 % 0 0    
ARTWORK 2007-07-01 985   NC 0 % 0 0    
ARTWORK 2001-07-01 3,500   NC 0 % 0 0    
ARTWORK 2007-07-01 310   NC 0 % 0 0    
ARTWORK 2007-07-01 1,500   NC 0 % 0 0    
ARTWORK 2008-07-01 2,083   NC 0 % 0 0    
ARTWORK 2008-07-01 936   NC 0 % 0 0    
ARTWORK 2009-07-01 1,300   NC 0 % 0 0    
ARTWORK 2011-07-01 1,169   NC 0 % 0 0    
ARTWORK 2011-07-01 2,751   NC 0 % 0 0    
ARTWORK 2012-07-01 1,080   NC 0 % 0 0    
ARTWORK 2012-07-01 2,430   NC 0 % 0 0    
ARTWORK 2013-07-01 5,095   NC 0 % 0 0    
ARTWORK 2013-07-01 827   NC 0 % 0 0    
ARTWORK 2014-07-01 2,200   NC 0 % 0 0    
ARTWORK 2014-07-01 950   NC 0 % 0 0    
ARTWORK 2015-07-01 2,048   NC 0 % 0 0    
ARTWORK 2007-07-01 1,750   NC 0 % 0 0    
OFFICE FURNISHINGS & EQUIPMENT 2017-07-20 47,954 42,360 SL 5.000000000000 5,594 0    
FURNITURE AND FIXTURES 2018-07-01 13,746 9,622 SL 5.000000000000 2,749 0    
ARTWORK 2018-07-01 8,547   NC 0 % 0 0    
COMPUTER EQUIPMENT 2020-07-01 9,759 3,154 SL 5.000000000000 1,952 0    
COMPUTER EQUIPMENT 2021-07-01 2,092 383 SL 5.000000000000 420 0    

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TY 2022 ExpenditureResponsibilityStmt
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
TAKE THE FIELD INC
  		PO BOX 490
NORFOLK,CT06058 		2022-02-04 25,000 IN SUPPORT OF THE CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. 5,136   8/4/23   THIS IS AN ANNUAL GRANT TO FUND FIELD MAINTENANCE COSTS. THE GRANT REQUIRES AN EXPENDITURE REPORT TO BE SUBMITTED WITHIN 60 DAYS OF THE YEAR-END, JUNE 30, 2023.
GREAT MOUNTAIN FOREST CORPORATION
  		200 CANAAN MOUNTAIN ROAD
FALLS VILLAGE,CT06031 		2022-02-04 35,000 IN SUPPORT OF INTERN PROGRAM AND GENERAL SUPPORT. 35,000   11/10/22   THE GRANT COVERS 50% OF COSTS INCURRED FOR THE 2022 SUMMER INTERN PROGRAM: INTERN SALARIES, $20,485, GMF STAFF SALARIES, $29,017, EQUIPMENT AND SUPPLIES $1,611. THE INTERNS PARTICIPATED IN FOREST MANAGMENT, EQUIPMENT MAINTENANCE AND REPAIR, PRODUCTION OF MAPLE SYRUP, WILDLIFE MONITORING AND IDENTIFICATION, AND HIKING TRAIL MAINTENANCE.
NORFOLK FOUNDATION INC
  		PO BOX 333
NORFOLK,CT06058 		2022-04-26 100,000 FOR RESTORATION OF ARCANUM HISTORICAL BUILDING. 81,893   4/4/23   NORFOLK FOUNDATION EXPENDED $81,893 FOR THE RESTORATION OF ARCANUM HISTORICAL BUILDING.
NORFOLK FOUNDATION INC
  		PO BOX 333
NORFOLK,CT06058 		2022-06-21 5,000 TO SUPPORT TOWN SUMMER EVENTS ON THE VILLAGE GREEN. 5,000   9/29/22, 9/14/23   NORFOLK FOUNDATION EXPENDED THE GRANT FOR COMMUNITY EVENTS DURING THE SUMMERS OF 2022 AND 2023 THAT ARE OPEN TO THE GENERAL PUBLIC AND WERE HELD ON THE VILLAGE GREEN IN THE TOWN OF NORFOLK, CT.
NORFOLK FOUNDATION INC
  		PO BOX 333
NORFOLK,CT06058 		2022-06-21 130,000 FUNDING FOR THE DEVELOPMENT OF ARCHITECTURAL PLANS FOR THREE BUILDINGS THAT ARE ON THE BATTEL STOECKEL ESTATE IN NORFOLK, CT THAT PROVIDE SPACE FOR THE YALE SCHOOL OF ART AND YALE SCHOOL OF MUSIC SUMMER PROGRAMS. 130,000   9/25/23   THE ENTIRE GRANT WAS EXPENDED TO FUND THE DEVELOPMENT OF ARCHITECTURAL PLANS FOR THREE BUILDINGS THAT ARE ON THE BATTEL STOECKEL ESTATE IN NORFOLK, CT THAT PROVIDE SPACE FOR THE YALE SCHOOL OF ART AND YALE SCHOOL OF MUSIC SUMMER PROGRAMS (THE "YALE SUMMER PROGRAMS"), NAMELY, (A) THE ELDRIDGE BARN, TO CREATE NEW HOUSING FOR STUDENTS AND FELLOWS FOR THE YALE SUMMER PROGRAMS; (B) AN ANNEX TO THE MUSIC SHED THAT WILL CONTAIN TEN REHEARSAL ROOMS, FACILITIES FOR DIGITAL TECHNOLOGY TO SUPPORT CONTEMPORARY MUSIC, A NEW "GREEN ROOM" FOR PERFORMERS AND NEW BATHROOM FACILITIES; AND (C) THE MUSIC SHED (I.E., THE PERFORMANCE SPACE USED BY YALE SUMMER PROGRAMS) INCLUDING THE INSTALLATION OF AIR CONDITIONING AND THE RELOCATION OF AUDIENCE BATHROOMS. THE $130,000 IN FUNDS WHICH WERE GRANTED PAID A PORTION OF THE TOTAL FEES ASSOCIATED WITH THE ARCHITECTURAL SERVICES OF JMA ARCHITECTS FOR THE ABOVE PURPOSES.
ALBERT E MARKS CHARITABLE TRUST
  		41 WINSLOW STREET
CAMBRIDGE,MA02138 		2022-11-03 145,000 IN SUPPORT OF PROVIDING SOCIAL JUSTICE AND PEACE IN ISRAEL AND BETWEEN ISRAELIS & PALESTINIANS AS WELL AS JEWISH EDUCATION IN THE US. 68,033   9/13/23   ALBERT E. MARKS CHARITABLE TRUST EXPENDED $68,033 FOR OPERATIONS (ADMINISTRATION, SERVICES ACCOUNTING, TECHNOLOGY), TRAVEL (AIRFARE, GROUND TRAVEL, FOOD, ACCOMMODATIONS), MONETARY PRIZES FOR PROJECT COMPETITIONS, AND ORGANIZATION AND PROGRAM PARTNERSHIP FEES.
NORFOLK FOUNDATION INC
  		PO BOX 333
NORFOLK,CT06058 		2021-07-22 1,000,000 FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. 1,000,000   6/30/22, 9/29/22   NORFOLK FOUNDATION EXPENDED $985,429 TO FUND THE PURCHASE OF THE HISTORIC ARCANUM BUILDING. THE REMAINING $14,571 WAS USED TO FUND INITIAL MAINTENANCE AND REPAIR EXPENSES THROUGH SEPTEMBER 29, 2022.

TY 2022 GeneralExplanationAttachment
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Identifier Return Reference Explanation
ADDITIONAL INFORMATION FORM 990-PF, PART VIII, SECTION 1 INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS.MS. FRANKLIN IS AN EMPLOYEE OF SIMPSON THACHER & BARTLETT LLP WHICH IS COMPENSATED AS LEGAL COUSEL TO THE FOUNDATION.

TY 2022 InvestmentsCorpStockSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Name of Stock End of Year Book Value End of Year Fair Market Value
US TRUST SELECT EQUITIES LP 4,404,430 4,404,430
US TRUST SOLARIS FUNDS 8,832,136 8,832,136

TY 2022 InvestmentsOtherSchedule2
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEG PARTNERS OFFSHORE LTD. FMV 2,052,904 2,052,904
LEEDS EQUITY PARTNERS IV LP FMV 1,673 1,673
AG REALTY FUND VIII LP FMV 305,797 305,797

TY 2022 LandEtcSchedule2
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNISHINGS & EQUIPMENT 27,406 27,406 0  
OFFICE FURNISHINGS & EQUIPMENT 10,218 10,218 0  
OFFICE FURNISHINGS & EQUIPMENT 16,746 16,746 0  
OFFICE FURNISHINGS & EQUIPMENT 1,093 1,093 0  
OFFICE FURNISHINGS & EQUIPMENT 11,153 11,153 0  
OFFICE FURNISHINGS & EQUIPMENT 5,385 5,385 0  
OFFICE FURNISHINGS & EQUIPMENT 9,523 9,523 0  
ARTWORK 2,000 0 2,000  
ARTWORK 20,000 0 20,000  
FULLY DEPRECIATED ASSETS TO TIE TO BOOKS 4,500 0 4,500  
ARTWORK 7,800 0 7,800  
ARTWORK 7,298 0 7,298  
ARTWORK 2,000 0 2,000  
ARTWORK 4,900 0 4,900  
ARTWORK 800 0 800  
ARTWORK 2,300 0 2,300  
ARTWORK 4,500 0 4,500  
ARTWORK 1,775 0 1,775  
ARTWORK 1,500 0 1,500  
ARTWORK 2,500 0 2,500  
ARTWORK 4,675 0 4,675  
ARTWORK 1,353 0 1,353  
ARTWORK 5,900 0 5,900  
ARTWORK 1,203 0 1,203  
ARTWORK 1,204 0 1,204  
ARTWORK 2,579 0 2,579  
ARTWORK 1,100 0 1,100  
ARTWORK 2,960 0 2,960  
ARTWORK 3,150 0 3,150  
ARTWORK 1,980 0 1,980  
ARTWORK 1,992 0 1,992  
ARTWORK 800 0 800  
ARTWORK 2,110 0 2,110  
ARTWORK 1,172 0 1,172  
ARTWORK 510 0 510  
ARTWORK 3,960 0 3,960  
ARTWORK 1,600 0 1,600  
ARTWORK 950 0 950  
ARTWORK 2,700 0 2,700  
ARTWORK 985 0 985  
ARTWORK 3,500 0 3,500  
ARTWORK 310 0 310  
ARTWORK 1,500 0 1,500  
ARTWORK 2,083 0 2,083  
ARTWORK 936 0 936  
ARTWORK 1,300 0 1,300  
ARTWORK 1,169 0 1,169  
ARTWORK 2,751 0 2,751  
ARTWORK 1,080 0 1,080  
ARTWORK 2,430 0 2,430  
ARTWORK 5,095 0 5,095  
ARTWORK 827 0 827  
ARTWORK 2,200 0 2,200  
ARTWORK 950 0 950  
ARTWORK 2,048 0 2,048  
ARTWORK 1,750 0 1,750  
OFFICE FURNISHINGS & EQUIPMENT 47,954 47,954 0  
FURNITURE AND FIXTURES 13,746 12,371 1,375  
ARTWORK 8,547 0 8,547  
COMPUTER EQUIPMENT 9,759 5,106 4,653  
COMPUTER EQUIPMENT 2,092 803 1,289  


TY 2022 LegalFeesSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 75,555 18,889   56,666


TY 2022 OtherAssetsSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 29,654 265 265
PREPAID EXCISE AND BUSINESS TAXES 0 60,431 60,431


TY 2022 OtherDecreasesSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Description Amount
NET UNREALIZED GAIN 5,621,514


TY 2022 OtherExpensesSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 1,011 0   1,011
REIMBURSABLE CONSULTING EXPENSES 459 115   344
INSURANCE 15,541 7,771   7,770
OFFICE OPERATING EXPENSES 22,107 11,054   11,053
NYS FILING FEE 750 0   750


TY 2022 OtherIncomeSchedule2
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AG REALTY FUND VIII LP 1,898 8,151 1,898
AG REALTY FUND VIII LP -5,793 4,168 -5,793
SEG PARTNERS LP -3,235 -3,235 -3,235


TY 2022 OtherIncreasesSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Description Amount
DEFERRED EXCISE TAX 78,139


TY 2022 OtherLiabilitiesSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX 170,709 92,570
TAXES PAYABLE 23,528 0


TY 2022 OtherProfessionalFeesSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 122,790 12,279   110,511
CUSTODY & REPORTING FEES 11,781 11,781   0
INVESTMENT MANAGEMENT 154,918 154,918   0
OTHER INVESTMENT EXPENSES 398 398   0


TY 2022 TaxesSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON INVESTMENT INCOME 923 0   0
FOREIGN TAXES 296 0   0