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
Andreas and Shirley Kramvis Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

83-1026765
B Telephone number (see instructions)

(800) 839-1754
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$4,716,972J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,444 6,444  
4 Dividends and interest from securities... 62,864 62,864  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 654,350
b Gross sales price for all assets on line 6a 1,741,408
7 Capital gain net income (from Part IV, line 2)... 884,853
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).......      
12 Total. Add lines 1 through 11........ 723,658 954,161  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,108 8,158   950
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7 7    
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
18,383 93   18,290
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,498 8,258   19,240
25 Contributions, gifts, grants paid....... 418,000 418,000
26 Total expenses and disbursements. Add lines 24 and 25 445,498 8,258   437,240
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 278,160
b Net investment income (if negative, enter -0-) 945,903
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.............      
2 Savings and temporary cash investments......... 444,065 70,191 70,191
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)....... 2,480,974 Click to see attachment
List of Attached Documents:
// Content
3,233,008 		4,646,781
c Investments—corporate bonds (attach schedule)....... 100,000    
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,025,039 3,303,199 4,716,972
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,025,039 3,303,199
29 Total net assets or fund balances (see instructions)..... 3,025,039 3,303,199
30 Total liabilities and net assets/fund balances (see instructions). 3,025,039 3,303,199
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
3,025,039
2
Enter amount from Part I, line 27a .....................
2
278,160
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,303,199
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,303,199
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 Publicly-traded Securities      
b
c
d
e
(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 1,741,408   856,555 884,853
b
c
d
e
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       884,853
b
c
d
e
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 2 884,853
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 13,148
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  
3 Add lines 1 and 2........................... 3 13,148
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,148
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,221
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,221
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 11,927
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowDE
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Andreas C Kramvis Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Shirley A Kramvis Dir, Sec, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
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
4,006,777
b
Average of monthly cash balances.......................
1b
200,369
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,207,146
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,207,146
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
63,107
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,144,039
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
207,202
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
207,202
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,148
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,148
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
194,054
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
194,054
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
194,054
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
437,240
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
437,240
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 7 194,054
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 6,646
d From 2021...... 125,301
e From 2022...... 178,089
f Total of lines 3a through e ........ 310,036
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 437,240
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..... 194,054
e Remaining amount distributed out of corpus 243,186
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 5 553,222
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 .......... 		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) ....... 		 
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 ...... 		553,222
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 6,646
c Excess from 2021.... 125,301
d Excess from 2022.... 178,089
e Excess from 2023.... 243,186
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).)
Andreas C Kramvis
Shirley A Kramvis
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

CAMBRIDGE IN AMERICA

PO BOX 9123 JAF BLG
NEW YORK,NY10087 		N/A PC Churchill College for the Winston Churchill Top up Bursary Fund 40,000

CAMBRIDGE IN AMERICA

PO BOX 9123 JAF BLG
NEW YORK,NY10087 		N/A PC Churchill College Giving Day Campaign 13,000

CYPRUS CHILDRENS FUND INC

15 W 38TH ST 11TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 80,000

HELLENIC INITIATIVE INC

750 LEXINGTON AVE 9TH FL
NEW YORK,NY10022 		N/A PC Athens Food Bank 85,000

KARAISKIO FOUNDATION

NIKANDROU PAPAMINA 15
NICOSIA   2032
CY 		N/A Other General & Unrestricted 80,000

SOS CHILDRENS VILLAGE USA INC

1620 I ST NW STE 220
WASHINGTON,DC20006 		N/A PC Original orphanages in Greece 60,000

THE CYPRUS ANTI-CANCER SOCIETY

12 DIMITRI CHAMATSOU
STROVOLOS   2024
CY 		N/A Other General & Unrestricted 60,000
Total .................................right arrow 3a 418,000
bApproved for future payment
Total ................................. right arrow 3b  
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 6,444  
4 Dividends and interest from securities ....     14 62,864  
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 ............ 		    18 654,350  
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) ..   723,658  
13Total. Add line 12, columns (b), (d), and (e)..................
13
723,658
(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

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TY 2023 DepreciationSchedule
Name:
Andreas and Shirley Kramvis Foundation
EIN:
83-1026765
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

TY 2023 InvestmentsCorpStockSchedule
Name:
Andreas and Shirley Kramvis Foundation
EIN:
83-1026765
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 1,030 1,203
ABBOTT LABS 27,980 26,527
ABBVIE INC 5,355 6,199
ACCENTURE PLC 36,922 45,969
ADOBE SYSTEMS, INC 5,460 6,563
ADVANCED MICRO DEVICES INC 27,862 40,390
AFLAC INC 892 1,073
AIR PRODS & CHEM INC 1,747 1,643
AIRBNB 1,016 1,089
AKAMAI TECH COM STK 717 947
ALBEMARLE CP 1,082 1,011
ALIGN TECHNOLOGY, INC 595 822
ALLEGION PLC 713 887
ALLIANT CORP 1,064 1,129
ALLSTATE CORP 655 840
ALPHABET INC CL A 117,402 123,765
ALPHABET INC CL C 12,820 15,080
AMAZON COM 154,874 151,180
AMER INTERNATIONAL GROUP INC 907 1,084
AMERICAN EXPRESS CO 2,097 2,623
AMERICAN TOWER REIT INC 37,150 34,325
AMERIPRISE FINANCIAL INC 20,126 25,069
AMGEN INC 3,000 3,744
AMPHENOL CORPORATION 1,907 2,280
ANALOG DEVICES INC 2,168 2,581
ANSYS INC 891 1,089
AON PLC CL A 1,658 1,455
APPLE INC 145,058 169,041
APPLIED MATERIALS INC 26,844 33,711
APTIV PLC 1,289 1,166
ARCH CAPITAL GROUP LTD 786 817
ARCHER DANIELS MDLND 1,033 1,011
ARISTA NETWORKS 1,093 1,649
ASML HOLDING NV NY REG SHS 14,232 17,409
AT&T, INC 2,812 3,255
ATMOS ENERGY CORP 1,083 1,159
AUTODESK, INC 1,239 1,461
AUTOMATIC DATA PROCESSING INC 1,946 2,097
AXON ENTERPRISE 401 517
BAKER HUGHES COMPANY 645 718
BANK NEW YORK MELLON CORP COM 1,759 2,134
BANK OF AMERICA CORP 2,615 3,098
BATH & BODY WORKS, INC 379 518
BAXTER INTERNATIONAL INC 585 657
BECTON DICKINSON & CO 1,817 1,707
BERKSHIRE HATHAWAY INC. CLASS 14,859 15,693
BEST BUY INC 554 626
BIO RAD LABS INC CL A 584 646
BIO TECHNE CORPORATION 527 694
BLACKROCK INC 1,988 2,435
BOEING CO 2,436 3,128
BOOKING HOLDINGS INC 2,713 3,547
BORG WARNER INC 399 430
BOSTON PPTYS INC 859 1,123
BOSTON SCIENTIFIC 21,174 27,113
BRISTOL-MYERS SQUIBB CO 1,760 1,591
BROADCOM INC 24,958 33,488
BUNGE GLOBAL SA 553 606
CADENCE DESIGN SYSTEMS INC 1,602 1,907
CAESARS ENTERTAINMENT INC 1,080 1,125
CANADIAN IMPERIAL BANK UO TC-C 100,000 99,830
CARRIER GLOBAL 697 804
CATALENT INC 380 494
CATERPILLAR INC 2,453 2,957
CBRE GROUP 1,584 1,955
CDW CORP 710 909
CENTERPOINT ENERGY 1,147 1,200
CF INDUSTRIES HOLDINGS, INC 418 477
CHARLES RIV LABORATORIES INTL 544 709
CHARLES SCHWAB CORP 1,616 1,995
CHARTER COMMUNICATIONS, INC 711 777
CHEVRON CORP 5,414 5,221
CHIPOTLE MEX GRILL 24,819 29,730
CHUBB LIMITED 1,144 1,356
CIGNA CORPORATION 1,931 2,096
CINTAS CRP 982 1,205
CISCO SYSTEMS INC 4,230 4,193
CITIGROUP GLBL VO TC-CYN MXEF 100,000 92,900
CITIGROUP INC 715 874
CME GROUP, INC 1,610 1,895
CMS ENERGY CP 1,111 1,219
COGNIZANT TECHNOLOGY SOLUTIONS 633 755
COMCAST CORP 4,567 4,780
CONOCOPHILLIPS 2,623 3,018
CONSOLIDATED EDISON INC 1,204 1,274
CONSTELLATION BRANDS INC 986 967
CONSTELLATION ENERGY GROUP INC 545 701
COPART INC 891 980
CORNING INC 804 822
COSTCO WHOLESALE CORPORATION 32,017 41,585
COTERRA ENERGY INC 583 612
CROWN CASTLE INTL 2,231 2,649
CSX CORP 784 867
CVS CAREMARK CORP 2,324 2,685
D R HORTON 355 456
DANAHER CORP 18,214 18,045
DEERE CO 1,572 1,599
DENTSPLY SIRONA INC 512 641
DEVON ENERGY CORPORATION 374 362
DEXCOM, INC 1,250 1,861
DIAMONDBACK ENERGY INC 763 930
DIGITAL RLTY TR INC 651 807
DOLLAR GENERAL CORP 1,665 2,175
DOLLAR TREE INC 948 1,278
DOMINION ENERGY INC 411 423
DOW INC 940 987
DTE ENERGY CO COM 1,140 1,323
DU PONT DE NEMOURS 701 769
DUKE ENERGY CO 3,291 3,590
EASTMAN CHEMICAL CO 673 808
EATON CORP PLC 2,626 3,131
ECOLAB INC 362 397
ELECTRONIC ARTS 611 684
ELEVANCE HEALTH INC 3,148 3,301
ELI LILLY & CO 43,070 66,453
EMERSON ELECTRIC CO 1,437 1,557
EOG RESOURCES INC 1,530 1,693
EPAM SYSTEMS INC 457 595
EQT CORPORATION 402 387
EQUIFAX INC 1,099 1,484
EQUINIX, INC 2,255 2,416
EQUITY RESIDENTIAL PPTYS TR 762 856
EVERGY, INC. 2,095 2,245
EVERSOURCE ENERGYINC 2,282 2,531
EXPEDIA INC 504 759
EXXON MOBIL CORP 8,962 8,598
FEDEX CORPORATION 1,477 1,518
FIDELITY NATIONAL INFORMATION 675 721
FIFTH THIRD BANCORP 762 1,000
FIRST SOLAR INC 440 517
FLEETCOR TECHNOLGIES INC 733 848
FORTIVE CORPORATION 806 810
FOX CORP CL A 760 712
FOX CORP CL B 704 691
FRANKLIN RES INC 672 834
FREEPORT-MCMORAN COPPER & GOLD 744 894
GALLAGHER ARTHUR J & CO 847 900
GARMIN LTD 725 900
GARTNER INC 678 902
GE HEALTHCARE TECHNOLOGIES INC 616 696
GEN DYNAMICS CP 1,950 2,337
GENERAL ELECTRIC CO 2,204 2,680
GENERAL MILLS INC 1,852 1,824
GENERAL MOTORS 1,430 1,652
GENUINE PARTS COMPANY 1,447 1,385
GILEAD SCIENCES INC 2,361 2,511
GLOBAL PAYMENTS INC 926 1,143
GOLDMAN SACHS GROUP 2,519 3,086
GRAINGER W W INC 721 829
HALLIBURTON COMPANY 738 831
HARTFORD FINANCIALSERVICES GRO 1,090 1,206
HASBRO INC 471 408
HCA INC 1,151 1,353
HEALTHPEAK PROPERTIES INC 2,069 2,376
HESS CORP 816 865
HEWLETT PACKARD ENTERPRISE CO 595 611
HILTON WORLDWIDE HOLDINGS, INC 892 1,093
HOLOGIC, INC 771 786
HOME DEPOT INC 4,898 5,545
HONEYWELL INTL 18,936 20,552
HORMEL FOODS CP 719 610
HOST HOTELS & RESORTS INC 558 681
HOWMET AEROSPACE ORD SHS 769 866
HUMANA INC 893 916
HUNT J B 535 599
HUNTINGTON BANCSHARES INC 437 547
HUNTINGTON INGALLS INDUSTRIES 814 1,039
IDEXX CORP 843 1,110
ILLINOIS TOOL WORKS 1,155 1,310
ILLUMINA INC COM 904 1,114
INGERSOLL-RAND INC 831 1,005
INSULET CORPORATION 292 434
INTEL CORP 3,401 4,975
INTERCONTINENTAL EXCHANGE, INC 1,663 1,926
INTERNATIONAL BUSINESS MACHINE 2,797 3,435
INTERPUBLIC GROUP OF COS 1,116 1,240
INTUIT 29,829 42,502
INTUITIVE SURGICAL 20,791 24,627
INVESCO PLC 668 874
IQVIA HOLDINGS INC 1,187 1,388
JOHNSON & JOHNSON 5,393 5,172
JP MORGAN CHASE 591,278 884,690
KELLANOVA (FNA KELLOGG CO) 552 615
KENVUE INC 1,797 1,959
KEURIG DR PEPPER INC 1,745 1,899
KEYSIGHT TECHNOLOGIES INC 790 955
KIMBERLY CLARK CORP 952 972
KIMCO RLTY CORP 735 938
KINDER MORGAN INC 870 917
KLA TENCOR CORP 1,892 2,325
L3HARRIS TECHNOLOGIES 1,648 2,106
LABORATORY CORP AMER HLDGS 604 682
LAM RESEARCH CORP 1,917 2,350
LAS VEGAS SANDS CORP 919 984
LINDE PLC COM 3,757 4,107
LIVE NATION INC COM 437 468
LKQ CORPORATION 447 478
LOCKHEED MARTIN CORP 905 906
LOWES COMPANIES INC 2,520 2,893
LULULEMON ATHLETICA INC 407 511
M&T BANK CORP 734 822
MARATHON PETROLEUM CORP 917 1,187
MARKETAXESS HOLDINGS, INC 441 586
MARRIOTT INTERNATIONAL INC. CL 885 1,128
MARSH AND MCLENNAN COMPANIES I 2,386 2,463
MARTIN MARIETTA MATLS INC 872 998
MASTERCARD INC 39,082 43,931
MATCH GROUP INC 397 511
MCDONALD'S CORP 2,721 2,965
MCKESSON CORP 1,659 1,852
MERCK & CO INC 6,737 6,868
META PLATFORMS INC 78,671 93,445
METLIFE INC 879 1,058
METTLER-TOLEDO INTL 1,034 1,213
MICROCHIP TECHNOLOGY INC 1,197 1,443
MICRON TECHNOLOGY 1,950 2,475
MICROSOFT CORP 574,135 1,435,721
MOHAWK INDS INC 985 1,242
MOLINA HEALTHCARE 581 723
MONDELEZ INTERNATIONAL INC 1,207 1,376
MONOLITHIC POWER SYSTEMS, INC 491 631
MORGAN STANLEY 2,374 2,611
MOTOROLA SOLUTIONS INC 1,138 1,252
MSCI INC 983 1,131
NASDAQ OMX GROUP 747 872
NETAPP, INC 756 882
NETFLIX INC 3,410 3,895
NEWMONT GOLDCORP CORPORATION 983 1,076
NEXTERA ENERGY, INC 2,079 2,126
NIKE INC-CL B 37,562 30,617
NORDSON CP 895 1,057
NORFOLK SOUTHERN CORP 1,737 2,127
NORTHROP GRUMMAN CORP 1,333 1,404
NORWEGIAN CRUISE LINE HOLDINGS 390 601
NVIDIA CORP 22,035 26,247
O'REILLY AUTOMOTIVE INC 19,769 25,652
OCCIDENTAL PETROLEUM CORP 1,085 1,134
OLD DOMINION FREIGHT LINE 714 811
ONEOK INC 834 983
ORACLE CORP 3,156 2,847
OTIS WORLDWIDE CORP 482 537
PACCAR INC 960 1,172
PALO ALTO NETWORKS INC 15,143 24,770
PARAMOUNT GLOBAL ORD SHS CLASS 387 414
PARKER HANNIFIN CP 15,099 21,653
PAYCHEX 892 953
PAYPAL HOLDINGS, INC 1,494 1,597
PEPSICO INC 5,466 5,775
PFIZER INC 873 720
PHILIP MORRIS INTL 3,097 3,011
PHILLIPS 66 741 1,065
PIONEER NAT RES CO 801 900
PNC FINANCIAL GROUP INC 996 1,239
PPG INDUSTRIES INC 893 1,047
PROCTER GAMBLE CO 9,087 8,939
PROGRESSIVE CORP OHIO 2,608 3,186
PRUDENTIAL FINCL INC 1,216 1,452
PUBLIC STORAGE INC 538 610
PULTE GROUP INC 1,304 1,858
QUALCOMM INC 3,406 4,194
QUANTA SVCS INC 867 1,079
QUEST DIAGNOSTICS 749 827
RAYMOND JAMES FINANCIAL INC 803 892
REALTY INCOME CORP 1,762 2,010
REGENERON PHARMACEUTICALS INC 1,450 1,757
REGIONS FINANCIAL CORP 747 872
REPUBLIC SVCS INC 900 989
RESMED INC 1,178 1,376
ROCKWELL AUTOMATION INC 13,634 14,593
ROPER INDUSTRIES 942 1,090
ROSS STORES, INC 873 1,107
S&P GLOBAL INC COM 22,694 25,110
SALESFORCE.COM 44,274 49,207
SCHLUMBERGER LTD 15,419 20,192
SERVICE NOW 2,720 3,532
SHERWIN-WILLIAMS CO 28,372 33,061
SKYWORKS SOLUTIONS, INC 716 899
SOLAREDGE TECHNOLOGIES INC 354 468
SOUTHERN CO 2,311 2,454
STARBUCKS CORP COM 3,967 3,936
STEEL DYNAMICS INC 537 591
STERIS PLC 648 660
STRYKER CORPORATION 2,215 2,396
SYNOPSYS, INC 1,703 2,060
T-MOBILE US INC 1,783 2,084
TARGA RESOURCES CORP 723 869
TARGET CORPORATION 670 855
TELEDYNE TECH INC 757 893
TERADYNE INC 697 868
TESLA MOTORS INC 13,410 13,418
THE BLACKSTONE GROUP INC CL A 1,689 2,095
THE COCA-COLA CO 36,700 35,653
THE HERSHEY COMPANY 1,130 1,119
THE JM SMUCKER COMPANY 1,392 1,517
THE MOSAIC CO 413 429
THERMO FISHER SCIENTIFIC INC 25,143 24,416
TJX COMPANIES INC 28,372 38,087
TRANE TECHNOLOGIES PLC 945 1,220
TRANSDIGM GRP INC 1,721 2,023
TRAVELERS COMPANIES INC 506 571
TRUIST FINANCIAL CORPORATION 1,071 1,292
TYLER TECHNOLOGIES, INC 765 836
UDR INC 682 804
ULTA SALON, COSMETICS & FRAGRA 781 980
UNION PACIFIC 31,012 34,141
UNITED CONTINENTAL HOLDINGS IN 512 578
UNITED PARCEL SERVICE 2,274 2,516
UNITED RENTALS INC 848 1,147
UNITEDHEALTH GROUP INC 51,929 56,859
US BANCORP 2,235 2,986
VALERO ENERGY CORP 695 780
VERISIGN INC 834 824
VERISK ANALYTICS, INC 899 955
VERIZON COMMUNICATIONS 1,884 2,149
VERTEX PHARMCTLS INC 2,072 2,441
VIATRIS ORD SHS 580 639
VISA INC 57,146 65,348
WAL-MART STORES INC 5,450 5,518
WALT DISNEY HOLDINGS CO 2,183 2,348
WASTE MANAGEMENT INC 1,284 1,433
WATERS CORP 769 988
WEC ENERGY GROUP, INC 647 673
WELLS FARGO & CO 3,441 4,134
WELLTOWER INC. 647 721
WESTERN DIGITAL CORP 536 733
WESTINGHOUSE AIR BRAKE TECHNOL 735 888
WESTROCK COMPANY 706 913
WILLIAMS COS 911 1,010
XYLEM INC 823 1,029
ZOETIS INC 1,882 2,171

TY 2023 OtherExpensesSchedule
Name:
Andreas and Shirley Kramvis Foundation
EIN:
83-1026765
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 18,265     18,265
Bank Charges 93 93    
State or Local Filing Fees 25     25


TY 2023 OtherProfessionalFeesSchedule
Name:
Andreas and Shirley Kramvis Foundation
EIN:
83-1026765
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 8,158 8,158    
PHILANTHROPIC CONSULTING SRVCS 950     950


TY 2023 TaxesSchedule
Name:
Andreas and Shirley Kramvis Foundation
EIN:
83-1026765
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Tax Paid 7 7