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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$16,949,439J 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 37,126 37,126  
4 Dividends and interest from securities... 182,808 182,808  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,300,144
b Gross sales price for all assets on line 6a 5,438,177
7 Capital gain net income (from Part IV, line 2)... 3,300,144
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
-103,171 -25,789  
12 Total. Add lines 1 through 11........ 3,416,907 3,494,289  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 219,000 109,500   109,500
14 Other employee salaries and wages...... 205,727 102,864   102,863
15 Pension plans, employee benefits....... 177,148 88,574   88,574
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
101,669 25,417   53,559
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
62,968 47,226   15,742
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
340,626 171,179   164,122
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,026 112   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
3,745 0  
20 Occupancy.............. 9,000 4,500   4,500
21 Travel, conferences, and meetings....... 36,189 0   36,058
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,381 13,396   8,122
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,230,479 562,768   583,040
25 Contributions, gifts, grants paid....... 2,754,035 2,754,035
26 Total expenses and disbursements. Add lines 24 and 25 3,984,514 562,768   3,337,075
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -567,607
b Net investment income (if negative, enter -0-) 2,931,521
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 131,875 424,321 424,321
2 Savings and temporary cash investments......... 1,245,518 2,777,311 2,777,311
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.......... 199 602 602
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,236,566 Click to see attachment
List of Attached Documents:
// Content
12,719,233 		12,719,233
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).......... 2,360,374 Click to see attachment
List of Attached Documents:
// Content
863,973 		863,973
14 Land, buildings, and equipment: basis right arrow298,307
Less: accumulated depreciation (attach schedule) right arrow151,504 150,548 Click to see attachment
List of Attached Documents:
// Content
146,803 		146,803
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
60,696 		Click to see attachment
List of Attached Documents:
// Content
17,196 		Click to see attachment
List of Attached Documents:
// Content
17,196
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,185,776 16,949,439 16,949,439
Liabilities 17 Accounts payable and accrued expenses.......... 66,180 62,730
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
92,570 		Click to see attachment
List of Attached Documents:
// Content
97,159
23 Total liabilities (add lines 17 through 22)......... 158,750 159,889
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........... 17,027,026 16,789,550
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)..... 17,027,026 16,789,550
30 Total liabilities and net assets/fund balances (see instructions). 17,185,776 16,949,439
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
17,027,026
2
Enter amount from Part I, line 27a .....................
2
-567,607
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
330,131
4
Add lines 1, 2, and 3 ..........................
4
16,789,550
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
16,789,550
Form 990-PF (2023)
Form 990-PF (2023)
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   2023-01-01 2023-12-31
b US TRUST SELECT EQUITY - LONG TERM   2022-01-01 2023-12-31
c PROCEEDS FOR SECURITIES LITIGATION -US TRUST SELECT EQUITY   2022-01-01 2023-12-31
d US TRUST SOLARIS MUTUAL - SHORT TERM   2023-01-01 2023-12-31
e SEG PARTNERS L.P. CAPITAL GAINS   2023-01-01 2023-12-31
SEG PARTNERS L.P. CAPITAL GAINS   2022-01-01 2023-12-31
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 127,154   178,653 -51,499
b 992,460   835,500 156,960
c 964     964
d 4,118,186   1,054,394 3,063,792
e     69,486 -69,486
92,653     92,653
106,760     106,760
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       -51,499
b       156,960
c       964
d       3,063,792
e       -69,486
      92,653
      106,760
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 3,300,144
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 40,748
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 40,748
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 40,748
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 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 2220 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 12,852
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12,852 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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, CA
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 2023 or the taxable year beginning in 2023? 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
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 30,000 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 		205,727 30,000 0
5153 LAKE CATALINA DR
BOCA RATON,FL33496
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 101,226
380 LAFAYETTE STREET SIXTH FL
NEW YORK,NY10003
MARCUM LLP ACCOUNTING 62,968
730 3RD AVENUE 11TH FLOOR
NEW YORK,NY10017
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 (2023)
Form 990-PF (2023)
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
14,621,262
b
Average of monthly cash balances.......................
1b
1,981,336
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,602,598
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
16,602,598
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
249,039
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,353,559
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
817,678
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
817,678
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
40,748
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,748
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
776,930
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
776,930
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
776,930
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
3,337,075
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
3,337,075
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 776,930
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 958,665
b From 2019...... 529,940
c From 2020...... 739,955
d From 2021...... 2,178,161
e From 2022...... 2,700,015
f Total of lines 3a through e ........ 7,106,736
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,337,075
a Applied to 2022, 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 2023 distributable amount..... 776,930
e Remaining amount distributed out of corpus 2,560,145
5 Excess distributions carryover applied to 2023. 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 9,666,881
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		958,665
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		8,708,216
10 Analysis of line 9:
a Excess from 2019.... 529,940
b Excess from 2020.... 739,955
c Excess from 2021.... 2,178,161
d Excess from 2022.... 2,700,015
e Excess from 2023.... 2,560,145
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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 GREVE GRANTEE AND ALLY RETREAT. 22,000

AMERICAN AGORA FOUNDATION FBO LAPHAM'S QUARTERLY

27 UNION SQUARE WEST SUITE 302
NEW YORK,NY10003 		NONE PC IN SUPPORT OF LAPHAM'S QUARTERLY. 25,000

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 RESOURCES CENTER

353 FT VALLEY ROAD
SPERRYVILLE,VA22740 		NONE PC FOR GENERAL OPERATING SUPPORT. 45,000

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

CHORE SERVICE INC

PO BOX 522
LAKEVILLE,CT06039 		NONE PC FOR GENERAL OPERATING SUPPORT. 1,000

CHURCH OF CHRIST CONGREGATIONAL

12 VILLAGE GREEN
NORFOLK,CT06058 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK INC

14 WALL STREET SUITE 4E
NEW YORK,NY10005 		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000

COMMUNITY ACCESS TO THE ARTS INC

40 RAILROAD STREET SUITE 6
GREAT BARRINGTON,MA01230 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

COMMUNITY OF ST EGIDIO USA FBO SANT EGIDIO FOUNDTN FOR PEACE & DIALOGUE

380 LENOX AVE 6H
NEW YORK,NY10027 		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000

CONNECTICUT SECTION PGA GOLF FOUNDATION INC

931 MAIN STREET CARRIAGE HOUSE
SOUTH GLASTONBURY,CT06073 		NONE PC FOR GENERAL OPERATING SUPPORT. 500

DUKE UNIVERSITY FBO SCHOOL OF NURSING SCHOLARSHIP FUND

307 TRENT DRIVE DUMC3322
DURHAM,NC27710 		NONE PC IN SUPPORT OF NURSING SCHOLARSHIP FUND. 10,000

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

PO BOX 8617
LANCASTER,PA176048617 		NONE PC IN SUPPORT OF EXPENSES RELATED TO MURID-MENNONITE CONFERENCE. 4,050

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. 100,000

FUND FOR THE CITY OF NEW YORK FBO WOMEN'S ISLAMIC INITIATIVE IN SPIRITUAL

121 6TH AVENUE 6TH FLOOR
NEW YORK,NY10013 		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000

GLACIER-TWO MEDICINE ALLIANCE

PO BOX 181
EAST GLACIER PARK,MT594340181 		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000

GRAMERCY PARK BLOCK ASSOCIATION

34 GRAMERCY PARK E
NEW YORK,NY10003 		NONE PC IN SUPPORT OF NEIGHBORS HELPING NEIGHBORS PROGRAM. 25,000

GREAT MOUNTAIN FOREST CORPORATION

200 CANAAN MOUNTAIN ROAD
FALLS VILLAGE,CT06031 		NONE POF IN SUPPORT OF INTERN PROGRAM ($50,000) AND GENERAL SUPPORT ($1,000). 51,000

HEADWATERS RAPPAHANNOCK COUNTY PUBLIC EDUCATION FOUNDATION INC

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

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. 250,000

KAIZEN ADAPTIVE TRAINING INC

529 VIRGINIA BEACH BLVD UNIT C
VIRGINIA BEACH,VA23454 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

KID PAN ALLEY

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

LITTLE GUILD OF ST FRANCIS FOR THE WELFARE OF ANIMALS INC

285 SHARON GOSHEN TURNPIKE
WEST CORNWALL,CT06796 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

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 BUILD A NEW FACILITY. 105,000

LIVE LIKE LOU SERVICES

101 WHITE GATE RD
PITTSBURGH,PA15238 		NONE PC FOR GENERAL OPERATING SUPPORT. 1,000

MARINE CORPS SCHOLARSHIP FOUNDATION

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

MOUNT DESERT LAND AND GARDEN PRESERVE

PO BOX 208
SEAL HARBOR,ME04675 		NONE PC IN SUPPORT OF GARDEN PROJECTS. 25,000

NATIONAL COUNCIL ON US-ARAB RELATIONS

1730 M STREET NW SUITE 503
WASHINGTON,DC20036 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH STREET
NEW YORK,NY10011 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

NORFOLK COMMUNITY ASSOCIATION INC

PO BOX 358
NORFOLK,CT06058 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

NORFOLK FOUNDATION INC

PO BOX 333
NORFOLK,CT060580333 		NONE POF IN SUPPORT OF NORFOLK HUB. 100,125

NORFOLK FOUNDATION INC FBO ARCANUM BUILDING

PO BOX 333
NORFOLK,CT060580333 		NONE POF FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. 50,000

NORFOLK HISTORICAL SOCIETY

13 VILLAGE GREEN
NORFOLK,CT06058 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

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

NORFOLK VOLUNTEER FIRE DEPARTMENT

20 SHEPARD RD
NORFOLK,CT06058 		NONE PC IN SUPPORT OF EQUIPMENT NEEDS AND GENERAL OPERATIONS. 127,500

PIEDMONT AREA SOAP BOX DERBY FOUNDATION

PO BOX 82
BRANDY STATION,VA22714 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

PREP FOR PREP

328 WEST 71ST STREET
NEW YORK,NY100233502 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

PROJECT SAGE INC - TRADE SECRETS

PO BOX 717
LAKEVILLE,CT06039 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

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 ANIMAL WELFARE LEAGUE

PO BOX 396
AMISSVILLE,VA20106 		NONE PC IN SUPPPORT OF GENERAL OPERATIONG EXPENSES. 12,000

RAPPAHANNOCK ASSOCIATION FOR THE ARTS AND THE COMMUNITY INC

PO BOX 24
WASHINGTON,VA22747 		NONE PC FOR GENERAL OPERATING SUPPORT. 34,500

RAPPAHANNOCK BENEVOLENT FUND

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

RAPPAHANNOCK COUNTY LIONS CLUB FOUNDATION

702 LONG MOUNTAIN RD
WASHIGTON,VA22747 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

RAPPAHANNOCK HISTORICAL SOCIETY INC

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

RAPPU INC FBO RAPP CENTER FOR EDUCATION

PO BOX 35
SPERRYVILLE,VA22740 		NONE PC FOR GENERAL OPERATING SUPPORT OF RAPP CENTER FOR EDUCATION. 22,500

RUMI FORUM INC

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

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. 20,000

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. 50,000

SEEDS OF PEACE INC

PO BOX 70372
NEWARK,NJ071010096 		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000

SETON HALL UNIVERSITY FBO SCHOOL OF DIPLOMACY & INTERNATIONAL RELATIONS

400 SOUTH ORANGE AVE
SOUTH ORANGE,NJ07079 		NONE PC IN SUPPORT OF THE NATIONAL SECURITY FELLOWSHIP. 30,000

SHARING SACRED SPACES INC

1044 NORTH STREET
GREENWICH,CT06831 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

SPERRYVILLE VOLUNTEER FIRE DEPARTMENT INC

11871 LEE HWY PO BOX 233
SPERRYVILLE,VA22740 		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000

SPERRYVILLE VOLUNTEER RESCUE SQUAD INC

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

ST PAUL'S SCHOOL

325 PLEASANT ST
CONCORD,NH03301 		NONE PC FOR GENERAL OPERATING SUPPORT. 1,000

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

TEACHING MATTERS

475 RIVERSIDE DRIVE SUITE 1600
NEW YORK,NY10015 		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000

THE AUTHORS GUILD FOUNDATION INC

31 E 32ND STREET SUITE 901
NEW YORK,NY10016 		NONE SO-DP FOR GENERAL OPERATING SUPPORT. 2,500

THE FOUNDATION FOR NORFOLK LIVING INC

PO BOX 2
NORFOLK,CT06058 		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 URBAN ASSEMBLY INC

90 BROAD STREET SUITE 2101
NEW YORK,NY10004 		NONE PC IN SUPPORT OF CAREER EDUCATION PROGRAM COSTS. 100,000

TOWN OF NORFOLK FBO NORFOLK FARMERS MARKET

19 MAPLE AVENUE
NORFOLK,CT06058 		NONE GOV FOR GENERAL OPERATING SUPPORT. 2,500

TOWN OF NORFOLK

TOWN HALL 19 MAPLE AVENUE
NORFOLK,CT06058 		NONE GOV IN SUPPORT OF HELPING TO PROVIDE ASSISTANCE TO RESIDENTS IN FINANCIAL DISTRESS. 10,000

TWO EAST SIXTY SECOND STREET FOUNDATION

2 EAST 62ND STREET
NEW YORK,NY10065 		NONE PC IN SUPPORT OF GENERAL OPERATING EXPENSES OF THE KNICKERBOCKER CLUB. 5,000

UNIVERSITY OF MISSISSIPPI FOUNDATION

406 UNIVERSITY AVENUE
OXFORD,MS38655 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

VIRGINIA TECH FOUNDATION INC

311 J GAY STREET PO BOX 119
WASHINGTON,VA22747 		NONE PC IN SUPPORT OF THE JACKSON PIEDMONT BLUES FESTIVAL. 20,000

WESLEY THEOLOGICAL SEMINARY OF THE METHODIST CHURCH

4500 MASSACHUSETTS AVE NW
WASHIGTON,DC20016 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

WOODBERRY FOREST SCHOOL

ONE WALKER DRIVE
WOODBERRY FOREST,VA22989 		NONE PC FOR GENERAL OPERATING SUPPORT. 2,500

YALE UNIVERSITY

PO BOX 208246
NEW HAVEN,CT065208246 		NONE PC IN SUPPORT OF YALE SCHOOL OF MUSIC COMPLEX. 500,000

YALE UNIVERSITY

PO BOX 545
NORFOLK,CT06058 		NONE PC IN SUPPORT OF THE NORFOLK CHAMBER MUSIC FESTIVAL. 9,500
Total .................................right arrow 3a 2,754,035
bApproved for future payment

ABDELKADER EDUCATION PROJECT
PO BOX 242
ELKADER,IA52043 		NONE PC IN SUPPORT OF A PART-TIME EDUCATOR LEAD POSITION. 35,000

BARZINJI PRIZE FOUNDATION FBO CENTER FOR INNOVATIVE RELIGIOUS EDUCATION
46843 WOODSTONE TERRACE
STERLING,VA20164 		NONE PC FURTHER DEVELOPMENT OF ONLINE EDUCATION PLATFORM TRAINING FOR TEACHERS WORLDWIDE. 150,400

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. 25,000

CHURCH OF CHRIST CONGREGATIONAL
12 VILLAGE GREEN
NORFOLK,CT06058 		NONE PC $25,000 GENERAL OPERATING SUPPORT AND $25,000 COMMUNITY NEEDS. 50,000

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

FILMMAKERS COLLABORATIVE INC FBO SMARTYPANTS PRODUCTION
6 EASTMAN PLACE SUITE 202
MELROSE,MA02176 		NONE PC IN SUPPORT OF SMARTYPANTS PRODUCTIONS INC. 100,000

FRIENDS OF SEVA MANDIR INC
200 METROPLEX DRIVE SUITE 300
EDISON,NJ08817 		NONE PC FOR GENERAL OPERATING SUPPORT. 5,000

GREAT MOUNTAIN FOREST CORPORATION
200 CANAAN MOUNTAIN ROAD
FALLS VILLAGE,CT06031 		NONE POF FOR EXPANSION OF EDUCATIONAL PROGRAMS. 150,000

HIGH COUNTRY NEWS
PO BOX 1090
PAONIA,CO81428 		NONE PC FOR GENERAL OPERATING SUPPORT. 10,000

INSTITUTE FOR LEARNING ENGAGEMENT ADVOCACY AND DIALOGUE
4912 TALBOT PLACE S UNIT H
RENTON,WA98055 		NONE PC FOR GENERAL OPERATING SUPPORT. 88,500

ISLAMIC SOCIETY OF NORTH AMERICA
PO BOX 38
PLAINFIELD,IN46168 		NONE PC IN SUPPORT OF AFGHAN REFUGEES. 500,000

KAIZEN ADAPTIVE TRAINING INC
529 VIRGINIA BEACH BLVD UNIT C
VIRGINIA BEACH,VA23454 		NONE PC FOR GENERAL OPERATING SUPPORT. 20,000

KID PAN ALLEY
PO BOX 38
WASHINGTON,VA22747 		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000

LIONS CLUB OF NORFOLK CONNECTICUT FBO NORFOLK LIONS AMBULANCE
PO BOX 399
NORFOLK,CT06058 		NONE PC IN SUPPORT OF PURCHASING A STRYKER POWER LOAD STRETCHER AND A NEW AMBULANCE. 150,000

MOUNT DESERT LAND AND GARDEN PRESERVE
PO BOX 208
SEAL HARBOR,ME04675 		NONE PC IN SUPPORT OF GARDEN PROJECTS. 25,000

NORFOLK FOUNDATION INC FBO ARCANUM BUILDING
PO BOX 333
NORFOLK,CT060580333 		NONE POF FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. 340,000

NORFOLK FOUNDATION INC
PO BOX 333
NORFOLK,CT060580333 		NONE POF FOR GENERAL OPERATING SUPPORT. 200,000

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

NORFOLK VOLUNTEER FIRE DEPARTMENT
20 SHEPARD RD
NORFOLK,CT06058 		NONE PC IN SUPPORT OF SUPPLYING BLUE REFLECTIVE HOUSE NUMBERS TO NORFOLK CT HOMEOWNERS. 10,000

RAPP AT HOME INC
567 MT SALEM AVE SUITE 2
WASHINGTON,VA22747 		NONE PC FOR GENERAL OPERATING SUPPORT. 50,000

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

RAPPAHANNOCK COUNTY PUBLIC SCHOOLS
12576 LEE HIGHWAY
WASHIGTON,VA22747 		NONE GOV IN SUPPORT OF THE "VIRGINIA PROFILE OF A GRADUATE" INITIATIVE. 75,000

SANT'EGIDIO FOUNDATION FOR PEACE AND DIALOGUE INC
380 LENOX AVE 6H
NEW YORK,NY10027 		NONE PF IN SUPPORT OF GENERAL OPERATING EXPENSES. 50,000

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. 25,000

SECOND STAGE THEATRE
1501 BROADWAY SUITE 518
NEW YORK,NY10036 		NONE PC FOR GENERAL OPERATING SUPPORT. 15,000

SHARING SACRED SPACES INC
1044 NORTH STREET
GREENWICH,CT06831 		NONE PC IN SUPPORT OF "THE INTERRELIGIOUS COMMUNITY PROJECT". 50,000

SPERRYVILLE VOLUNTEER RESCUE SQUAD INC
PO BOX 178
SPERRYVILLE,VA22740 		NONE PC SUPPORT OF NEW EMERGENCY NON-TRANSPORT VEHICLE. 20,000

SPRING STREET CLIMATE FUND INC
PO BOX 24685
BROOKLYN,NY11202 		NONE PC FOR GENERAL OPERATING SUPPORT. 25,000

THE URBAN ASSEMBLY INC
90 BROAD STREET SUITE 2101
NEW YORK,NY10004 		NONE PC IN SUPPORT OF CAREER EDUCATION PROGRAM COSTS. 200,000

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. 35,000

WILDERNESS SOCIETY
1615 M ST NW
WASHINGTON,DC20036 		NONE PC IN SUPPORT OF PROTECTING NATIONAL MONUMENTS IN THE UNITED STATES, INCLUDING, WITHOUT LIMITATION, IN UTAH, COLORADO AND NEVADA. 25,000
Total ................................. right arrow 3b 2,558,900
Form 990-PF (2023)
Form 990-PF (2023)
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 37,126  
4 Dividends and interest from securities ....     14 182,808  
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 3,300,144  
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 -26,492 14 1,844  
bAG REALTY FUND VIII LP 900099 -19,682 14 -5,589  
cSEG PARTNERS LP 900099   14 -7,789  
dINVESTMENT ADJUSTMENTS 900099   14 1,006  
eAG REALTY FUND VIII (PRIVATE REAL ESTATE) - NET 1231 GAIN (LOSS) 900099 -31,208 18 -15,261  
12 Subtotal. Add columns (b), (d), and (e) .. -77,382 3,494,289 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,416,907
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 62,968 47,226   15,742

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TY 2023 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 47,954 SL 5.000000000000 0 0    
FURNITURE AND FIXTURES 2018-07-01 13,746 12,371 SL 5.000000000000 1,375 0    
ARTWORK 2018-07-01 8,547   NC 0 % 0 0    
COMPUTER EQUIPMENT 2020-07-01 9,759 5,106 SL 5.000000000000 1,952 0    
COMPUTER EQUIPMENT 2021-07-01 2,092 803 SL 5.000000000000 418 0    

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TY 2023 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. 25,000   8/4/23, 3/11/24   TAKE THE FIELD INC. EXPENDED $25,000 FOR THE CHARITABLE AND EDUCATIONAL PROGRAM OF COORDINATING THE MAINTENANCE OF ATHLETIC FACILITIES AT PUBLIC SCHOOLS IN THE FIVE BOROUGHS OF NEW YORK CITY.
NORFOLK FOUNDATION INC FBO ARCANUM BUILDING
  		PO BOX 333
NORFOLK,CT06058 		2022-04-26 100,000 FOR RESTORATION OF ARCANUM HISTORICAL BUILDING. 100,000   4/4/23, 9/20/24   NORFOLK FOUNDATION EXPENDED $100,000 FOR THE RESTORATION OF ARCANUM HISTORICAL BUILDING.
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. 96,957   9/13/23, 5/18/24, 7/31/24   ALBERT E. MARKS CHARITABLE TRUST EXPENDED $96,957 FOR OPERATIONS (ADMINISTRATION, SERVICES ACCOUNTING, TECHNOLOGY), TRAVEL (AIRFARE, GROUND TRAVEL, FOOD, ACCOMMODATIONS), MONETARY PRIZES FOR PROJECT COMPETITIONS, AND ORGANIZATION AND PROGRAM PARTNERSHIP FEES.
ALBERT E MARKS CHARITABLE TRUST
  		41 WINSLOW STREET
CAMBRIDGE,MA02138 		2023-08-04 22,000 IN SUPPORT OF GREVE GRANTEE AND ALLY RETREAT TO COLLABORATE ON PUBLIC PROGRAMS TO RAISE PUBLIC AWARENESS OF EMIR ABDELKADER. 19,681   12/15/23, 5/18/24, 7/31/24   ALBERT E. MARKS CHARITABLE TRUST EXPENDED $19,681 FOR GREVE RETREAT TRAVEL, FOOD, LODGING AND OPERATION EXPENSES.
TAKE THE FIELD INC
  		PO BOX 490
NORFOLK,CT06058 		2023-09-05 25,000 IN SUPPORT OF CONTINUOUS MANAGEMENT OF THE OPERATION AND MAINTENANCE OF NYC PUBLIC SCHOOLS' ATHLETIC FIELDS. 4,255   8/5/24   TAKE THE FIELD INC. EXPENDED $4,255 FOR THE CHARITABLE AND EDUCATIONAL PROGRAM OF COORDINATING THE MAINTENANCE OF ATHLETIC FACILITIES AT PUBLIC SCHOOLS IN THE FIVE BOROUGHS OF NEW YORK CITY.
GREAT MOUNTAIN FOREST CORPORATION
  		200 CANAAN MOUNTAIN ROAD
FALLS VILLAGE,CT06031 		2023-06-02 50,000 IN SUPPORT OF 2023 INTERN PROGRAM. 50,000   11/1/23   GREAT MOUNTAIN FOREST CORPORATION EXPENDED $50,000 FOR THE 2023 INTERN PROGRAM EXPENSES SUCH AS INTERN SALARIES, TRAINING, EQUIPMENT AND SUPPLIES, AND ANNIVERSARY INTERSHIP PROGRAM FILM PRODUCTION COSTS.
GREAT MOUNTAIN FOREST CORPORATION
  		200 CANAAN MOUNTAIN ROAD
FALLS VILLAGE,CT06031 		2023-07-31 1,000 GENERAL SUPPORT. 1,000   11/1/23   GREAT MOUNTAIN FOREST CORPORATION EXPENDED $1,000 FOR THE 2023 INTERN PROGRAM EXPENSES.
NORFOLK FOUNDATION INC
  		PO BOX 333
NORFOLK,CT06058 		2023-10-03 100,125 FOR GENERAL OPERATING SUPPORT TO HELP FUND THE NORFOLK HUB. 100,125   2/29/24, 9/20/24   NORFOLK FOUNDATION EXPENDED $100,125 TO FUND THE GENERAL OPERATING EXPENSES OF THE NORFOLK HUB SUCH AS PLANNING AND IMPLEMENTATION OF EVENTS, NETWORKING, MEETING AND DISCUSSIONS WITH DIFFERENT OFFICES SUCH AS STATE OF CONNECTICUT DEPARTMENT OF ECONOMIC, TOURISM, CT COUNCIL.
NORFOLK FOUNDATION INC FBO ARCANUM BUILDING
  		PO BOX 333
NORFOLK,CT06058 		2023-04-04 50,000 FOR ACQUISITION AND RESTORATION OF ARCANUM HISTORICAL BUILDING. 50,000   2/28/24   NORFOLK FOUNDATION EXPENDED $50,000 TO COMPLETE REPLACEMENT OF THE WESTERN SECTION OF THE ROAYL ARCANUM BUILDING ROOF.

TY 2023 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 5,381,817 5,381,817
US TRUST SOLARIS FUNDS 7,337,416 7,337,416

TY 2023 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 595,017 595,017
AG REALTY FUND VIII LP FMV 268,956 268,956

TY 2023 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 13,746 0  
ARTWORK 8,547 0 8,547  
COMPUTER EQUIPMENT 9,759 7,058 2,701  
COMPUTER EQUIPMENT 2,092 1,221 871  


TY 2023 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 101,669 25,417   53,559


TY 2023 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 265 265 265
PREPAID EXCISE AND BUSINESS TAXES 60,431 16,931 16,931


TY 2023 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 695 0   695
REIMBURSABLE CONSULTING EXPENSES 288 72   216
INSURANCE 10,142 5,071   5,056
OFFICE OPERATING EXPENSES 16,506 8,253   1,405
NYS FILING FEE 750 0   750


TY 2023 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 -24,648 1,844 -24,648
AG REALTY FUND VIII LP -25,271 -5,589 -25,271
SEG PARTNERS LP -7,789 -7,789 -7,789
INVESTMENT ADJUSTMENTS 1,006 1,006 1,006
AG REALTY FUND VIII (PRIVATE REAL ESTATE) - NET 1231 GAIN (LOSS) -46,469 -15,261 -46,469


TY 2023 OtherIncreasesSchedule
Name:
THE WILLIAM AND MARY GREVE FOUNDATION
 
INC
EIN:
13-6020724
Description Amount
UNREALIZED GAIN ON INVESTMENTS 330,131


TY 2023 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 92,570 97,159


TY 2023 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 188,274 18,827   164,122
CUSTODY & REPORTING FEES 9,354 9,354   0
INVESTMENT MANAGEMENT 142,998 142,998   0


TY 2023 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 41,325 0   0
FOREIGN TAXES 112 112   0
DEFERRED TAX 4,589 0   0