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 David Lloyd Kreeger Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)2401 Foxhall Road NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Washington, DC20007
A Employer identification number

52-6037451
B Telephone number (see instructions)

(202) 337-3050
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$120,090,526J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 445,711
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 513,565 513,565 513,565
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 467,710
b Gross sales price for all assets on line 6a 2,108,106
7 Capital gain net income (from Part IV, line 2)... 467,710
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
204,439 0 204,439
12 Total. Add lines 1 through 11........ 1,631,425 981,275 718,004
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 126,000 88,200 37,800 37,800
14 Other employee salaries and wages...... 411,271 0 411,271 411,271
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
776 388 388 388
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,148 6,574 6,574 6,574
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
235,396 235,396 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
72,580 17,646 54,934 54,934
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
882,648 -8,229 890,877 890,877
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,741,819 339,975 1,401,844 1,401,844
25 Contributions, gifts, grants paid....... 76,894 76,894
26 Total expenses and disbursements. Add lines 24 and 25 1,818,713 339,975 1,401,844 1,478,738
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -187,288
b Net investment income (if negative, enter -0-) 641,300
c Adjusted net income (if negative, enter -0-)... 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............. 239,268 210,240 210,240
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,630,572 Click to see attachment
List of Attached Documents:
// Content
14,413,136 		30,417,646
c Investments—corporate bonds (attach schedule)....... 264,017 Click to see attachment
List of Attached Documents:
// Content
264,017 		244,817
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).......... 2,953,095 Click to see attachment
List of Attached Documents:
// Content
2,021,366 		2,021,366
14 Land, buildings, and equipment: basis right arrow7,647,425
Less: accumulated depreciation (attach schedule) right arrow   7,647,425 Click to see attachment
List of Attached Documents:
// Content
7,647,425 		7,647,425
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
79,557,946 		Click to see attachment
List of Attached Documents:
// Content
79,549,032 		Click to see attachment
List of Attached Documents:
// Content
79,549,032
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 104,292,323 104,105,216 120,090,526
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
16 		Click to see attachment
List of Attached Documents:
// Content
197
23 Total liabilities (add lines 17 through 22)......... 16 197
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 104,292,307 104,105,019
29 Total net assets or fund balances (see instructions)..... 104,292,307 104,105,019
30 Total liabilities and net assets/fund balances (see instructions). 104,292,323 104,105,216
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
104,292,307
2
Enter amount from Part I, line 27a .....................
2
-187,288
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
104,105,019
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
104,105,019
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 Algonquin Power Utilities   2021-11-09 2023-07-19
b AT&T   2020-03-10 2023-07-19
c Broadcom   2013-04-02 2023-12-19
d Devon   2022-05-09 2023-12-19
e Sandoz   2018-06-29 2023-12-19
Veeva   2020-04-22 2023-10-04
Warner Bros   2019-11-06 2023-07-19
Veralto   2011-01-12 2023-12-19
Veralto   2023-10-02 2023-10-02
Alphabet Inc Cl A   2020-08-31 2023-01-13
Alphabet Inc Cl A   2020-08-31 2023-11-02
First Republic Bank   2022-05-17 2023-03-07
First Republic Bank   2020-11-09 2023-03-07
MasterCard Inc   2021-01-13 2023-01-13
MasterCard Inc   2020-08-31 2023-01-13
MasterCard Inc   2021-05-28 2023-11-02
MasterCard Inc   2022-01-19 2023-11-02
MasterCard Inc   2021-01-13 2023-11-02
Monster Beverage Corp   2020-11-09 2023-05-11
Nike Inc   2020-08-31 2023-08-17
TJX Companies Inc   2020-08-31 2023-01-13
TJX Companies Inc   2020-11-09 2023-04-12
TJX Companies Inc   2020-08-31 2023-04-12
Quicken Basis Adjustment   2020-08-31 2023-12-30
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 125,361   228,960 -103,599
b 119,513   219,697 -100,184
c 572,578   17,750 554,828
d 45,485   64,285 -18,800
e 19,387   11,837 7,550
340,373   314,270 26,103
26,116   67,392 -41,276
35,607   4,465 31,142
49     49
45,310   40,779 4,531
127,219   81,558 45,661
48,620   57,132 -8,512
72,930   83,617 -10,687
18,743   17,546 1,197
112,459   108,313 4,146
38,109   36,630 1,479
38,110   37,320 790
19,055   17,546 1,509
94,228   65,967 28,261
45,182   47,635 -2,453
41,064   27,525 13,539
78,355   61,396 16,959
39,177   27,524 11,653
    1,252 -1,252
5,076     5,076
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       -103,599
b       -100,184
c       554,828
d       -18,800
e       7,550
      26,103
      -41,276
      31,142
      49
      4,531
      45,661
      -8,512
      -10,687
      1,197
      4,146
      1,479
      790
      1,509
      28,261
      -2,453
      13,539
      16,959
      11,653
      -1,252
      5,076
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 2 467,710
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 -8,463
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 8,914
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 8,914
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 8,914
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 48,860
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 48,860
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 39,946
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow39,946 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.kreegermuseum.org
14
The books are in care ofright arrowHelen Chason Telephone no.right arrow (202) 337-3050

Located atright arrow2401 Foxhall Road NWWashingtonDC ZIP+4right arrow20007
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Peter Kreeger Director
35.00 		126,000 0 0
25115 Old Hundred Rd
Comus,MD20842
Carol Ingal Director
6.00 		0 0 0
2401 Foxhall Road NW
Washington,DC20007
Robert E Davis Director
0.00 		0 0 0
5053 Kingle Street NW
Washington,DC20016
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
Helen Wilson Chason Employee
40.00 		85,000 0 0
4517 Garfield Street NW
Washington,DC20007
Ivan Delgado Employee
40.00 		60,092 0 0
907 Heather Ave
Takoma Park,MD20912
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 Operation of Art Museum FacilitiesPrimary Beneficiary is the General Public 1,331,604
2 Public Programs ExhibitionsPrimary Beneficiary is the General Public 33,749
3 Publications - EducationPrimary Beneficiary is the General Public 36,491
4 Charitable Contributions - (See Part XV) 76,894
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
29,878,010
b
Average of monthly cash balances.......................
1b
224,754
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
30,102,764
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
30,102,764
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
451,541
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,651,223
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,482,561
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,478,738
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
1,478,738
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  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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
0 0 0 0 0
b 85% (0.85) of line 2a ......... 0 0 0 0 0
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,478,738 1,468,904 1,551,879 1,503,146 6,002,667
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		76,894 40,379 18,731 4,000 140,004
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		1,401,844 1,428,525 1,533,148 1,499,146 5,862,663
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 114,426,533 114,426,533 120,537,765 115,359,513 464,750,344
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		 87,196,457 87,115,075 87,003,176 86,511,013 347,825,721
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		988,374 998,889 1,024,123 764,511 3,775,897
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

Washington Performing Arts

1400 K St NW 500
Washington,DC20005 		  Public Charity General Funds 7,800

CelloBello

PO Box 230621
Boston,MA02123 		  Public Charity General Funds 1,000

WETA Public TV

5217 19th Road N
Arlinigton,VA20008 		  Public Charity General Funds 1,500

Heifetz International Music Institute (Gift of securities)

PO Box 230621
Boston,MA02123 		  Public Charity General Funds 25,549

John F Kennedy Center for the Performing Arts (Gift of securities)

5217 19th Road N
Arlinigton,VA20008 		  Public Charity General Funds 24,519

John F Kennedy Center for the Performing Arts (Gift of securities)

1400 K St NW 500
Washington,DC20005 		  Public Charity General Funds 16,526
Total .................................right arrow 3a 76,894
bApproved for future payment
Total ................................. right arrow 3b 0
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
aMuseum Admissions         117,123
bMembership Income         41,380
cEducation Programs         36,491
dMuseum Merchandise Sales         1,480
eMusic Programs         7,965
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....         513,565
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 ............ 		        467,710
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 1,185,714
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,185,714
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 All the above activities contributed to the operation of the museum and the education of the public and were used to fund such activities.
Form 990-PF (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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
The David Lloyd Kreeger Foundation
 
Employer identification number

52-6037451
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
The David Lloyd Kreeger Foundation
  		Employer identification number
52-6037451
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Walter A Bloedorn Foundation
 
888 17th Street NW Suite 210
 
Washingon, DC20006

$ 15,000


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

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CriglerAmidom Charitable Fund
 
2624 S Joyce Street
 
Arlington, VA22202

$ 5,000


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

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
Josh Kreeger Trust
 
2515 Old Hundred Road
 
Dickerson, MD20842

$ 37,942


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
Peter L Kreeger
2515 Old Hundred Road
 
Dickerson, MD20842

$ 18,971


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
The David Lloyd Kreeger Foundation
  		Employer identification number
52-6037451
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
Marilyn Lichtman Foundation
 
3200 Sunrise Highway
 
Wantagh, NY11793

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
The David Lloyd Kreeger Foundation
  		Employer identification number

52-6037451
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 200 shares of Apple Stock $ 37,942 2023-11-16
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 100 Shares of Apple Stock $ 18,971 2023-11-16
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
The David Lloyd Kreeger Foundation
  		Employer identification number

52-6037451
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting 13,148 6,574 6,574 6,574

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Statement:
The office of the Attorney General for the District Of Columbia does not accept copies of Federal form 990-PF. This has been confirmed by: 1. OTR Notice 2009-01 which states that D.C. nonprofit organizations are no longer requierd to file a copy of their Form 990 with OTR. 2. This was also confirmed by a phone call to the office of the Attorney General for the District of Columbia. The office confirmed that they are no longer accepting copies of Federal form 990-PF.

TY 2023 InvestmentsCorpBondsSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Name of Bond End of Year Book Value End of Year Fair Market Value
MS - 1756 - Bonds 264,017 244,817

TY 2023 InvestmentsCorpStockSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Name of Stock End of Year Book Value End of Year Fair Market Value
MS - 0890- Stock 22,155 456,211
MS - 1756 - Stocks 9,638,711 23,671,239
CS - 5840 - Stocks 4,752,270 6,290,196

TY 2023 InvestmentsOtherSchedule2
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Grandeur Peak Mutual Fund AT COST 73,293 73,293
Brown Advisory-MMKT AT COST 95,269 95,269
JBG Partnership k-1 AT COST 22,416 22,416
MS - 0890- Active Assets MMKT AT COST 767,616 767,616
MS - 1756 - Cash & MMKT AT COST 955,709 955,709
CS - 5840 - Cash AT COST 107,063 107,063

TY 2023 LandEtcSchedule2
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND & BUILDING 4,082,329 0 4,082,329  
FENCE 5,200 0 5,200  
GATE 5,120 0 5,120  
WINDOW 118,250 0 118,250  
TRAVERTINE REPAIR 11,121 0 11,121  
WINDOW SHADES 2,100 0 2,100  
DOME 93,050 0 93,050  
LIGHTING 6,015 0 6,015  
FLAT ROOF 51,582 0 51,582  
POOL COVER 5,965 0 5,965  
ROOF 43,000 0 43,000  
MASONRY 161,350 0 161,350  
REFL ECT POOL 51,876 0 51,876  
WINDOWS/DOORS 10,030 0 10,030  
FENCE 12,891 0 12,891  
REFLECTING POOL 97,519 0 97,519  
TRAVERTINE 35,465 0 35,465  
WINDOWS DOORS 10,500 0 10,500  
MASONRY 77,000 0 77,000  
AUTOMOBILE/VAN 12,000 0 12,000  
TRAVERTINE 7,500 0 7,500  
COMPUTER 3,630 0 3,630  
CCTV 48,013 0 48,013  
CHAIRS 7,580 0 7,580  
FURNITURE 31,329 0 31,329  
CARPET 29,450 0 29,450  
HUMIDIFIERS 4,920 0 4,920  
WINDOW SHADES 6,625 0 6,625  
COMPUTER 2,353 0 2,353  
HOT WATER 5,943 0 5,943  
HVAC 15,788 0 15,788  
TELEPHONE EQUIPMENT 12,749 0 12,749  
SCULPTURE GARDEN 7,278 0 7,278  
MUSIC SYSTEM 3,627 0 3,627  
WINDOW SHADES 2,463 0 2,463  
2017 RENOVATIONS 64,536 0 64,536  
HVAC/PATIO REPAIRS 39,067 0 39,067  
2018 Renovations 719,862 0 719,862  
2019 Renovations 808,304 0 808,304  
2020 Renovations 329,983 0 329,983  
2021 HVAC 21,719 0 21,719  
2021 Renovations 440,655 0 440,655  
2022 Renovations 141,688 0 141,688  


TY 2023 LegalFeesSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 776 388 388 388


TY 2023 OtherAssetsSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Federal Income Tax Refund Applied 873 873 873
Investment Income Excise Tax Refund Applied 48,860 39,946 39,946
ERC Receivable 40,563 40,563 40,563
Art Collection 79,467,650 79,467,650 79,467,650


TY 2023 OtherExpensesSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Lecture/Public Programs 980 0 980 980
Ground Transportation 1,132 0 1,132 1,132
Dues & Subscriptions 1,248 0 1,248 1,248
Copier/Printer 4,299 0 4,299 4,299
Exterminator 1,633 0 1,633 1,633
Postage 461 0 461 461
Trash Collection 3,387 0 3,387 3,387
Museum Supplies 15,553 0 15,553 15,553
Security & Alarms 6,741 0 6,741 6,741
Drinking Water 762 0 762 762
Expenses Paid By Credit Card 5,986 0 5,986 5,986
Exhibitions Expense 33,749 0 33,749 33,749
Education 15,251 0 15,251 15,251
Insurance 65,415 0 65,415 65,415
Bank Service Charges 139 0 139 139
Miscellaneous 128 0 128 128
Office Equipment 10,189 0 10,189 10,189
Payroll Processing Charges 1,453 0 1,453 1,453
Facillity Usage Expense 21,331 0 21,331 21,331
Public Relations membership 22,458 0 22,458 22,458
Marilyn Lichtman Series 2,250 0 2,250 2,250
Collection Management 56,909 0 56,909 56,909
Bonus 7,000 0 7,000 7,000
Staff Continuing Education 1,629 0 1,629 1,629
Payroll Service Fees 2,051 0 2,051 2,051
Life Insurance 1,810 0 1,810 1,810
General & Administrative 4,515 0 4,515 4,515
Health Insurance 67,316 0 67,316 67,316
Repairs 4,940 0 4,940 4,940
Security 23,074 0 23,074 23,074
Landscaping 81,025 0 81,025 81,025
Utilities 261,342 0 261,342 261,342
Operations 106,839 0 106,839 106,839
Museum Programs Expense 44,052 0 44,052 44,052
Contractors 13,830 0 13,830 13,830
Adjust Basis of Portfolio Securities -8,229 -8,229 0 0


TY 2023 OtherIncomeSchedule2
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Museum Admissions 117,123   117,123
Membership Income 41,380   41,380
Education Programs 36,491   36,491
Museum Merchandise Sales 1,480   1,480
Music Programs 7,965   7,965


TY 2023 OtherLiabilitiesSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Description Beginning of Year - Book Value End of Year - Book Value
PNC CC5250 16 197


TY 2023 OtherProfessionalFeesSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Advisory Fees 235,396 235,396 0 0


TY 2023 TaxesSchedule
Name:
The David Lloyd Kreeger Foundation
EIN:
52-6037451
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Payroll Taxes 46,020 0 46,020 46,020
Foreign Income Tax 17,260 17,260 0 0
Investment Excise Tax 8,914 0 8,914 8,914
DC Tax 386 386 0 0