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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
KOENIG PRIVATE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)13470 DOWELL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOLOMONS, MD20688
A Employer identification number

54-2010650
B Telephone number (see instructions)

(410) 326-4640
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$3,555,668J 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) 1,323,540
2 Check right arrow.............
3 Interest on savings and temporary cash investments 56 56  
4 Dividends and interest from securities... 29,687 29,687  
5a Gross rents............ 41,066 41,066  
b Net rental income or (loss) 46,616
6a Net gain or (loss) from sale of assets not on line 10 133,554
b Gross sales price for all assets on line 6a 133,554
7 Capital gain net income (from Part IV, line 2)... 133,554
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,506    
12 Total. Add lines 1 through 11........ 1,530,409 204,363  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,321      
14 Other employee salaries and wages...... 1,124,709      
15 Pension plans, employee benefits....... 67,350      
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,157      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
38      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
113,339      
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
17,724    
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
10,387 2,238    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,478,025 2,238   0
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,478,025 2,238   0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,384
b Net investment income (if negative, enter -0-) 202,125
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 53,469 31,140 31,140
2 Savings and temporary cash investments......... 241,892 292,782 292,782
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)....... 1,515,704 Click to see attachment
List of Attached Documents:
// Content
1,551,728 		1,551,728
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow2,381,300
Less: accumulated depreciation (attach schedule) right arrow704,582 1,694,442 Click to see attachment
List of Attached Documents:
// Content
1,676,718 		1,676,718
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,300 		Click to see attachment
List of Attached Documents:
// Content
3,300 		Click to see attachment
List of Attached Documents:
// Content
3,300
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,508,807 3,555,668 3,555,668
Liabilities 17 Accounts payable and accrued expenses.......... 34,941 22,143
18 Grants payable.................    
19 Deferred revenue................. 4,375 11,650
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)......... 39,316 33,793
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........... 3,469,491 3,521,875
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,469,491 3,521,875
30 Total liabilities and net assets/fund balances (see instructions). 3,508,807 3,555,668
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
3,469,491
2
Enter amount from Part I, line 27a .....................
2
52,384
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,521,875
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
3,521,875
Form 990-PF (2024)
Form 990-PF (2024)
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 BESSEMER YTD ACTIVITY P    
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        
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        
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 2 133,554
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 2,810
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 2,810
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 2,810
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,500
b Exempt foreign organizations—tax withheld at source...... 6b  
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.............. Part VI Line 7 - Tax Paid with the Original Return: 3500 7 3,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 690
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow690 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowMD
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrow   Telephone no.right arrow (410) 326-4640

Located atright arrowFOUNDATION OFFICE 13470 DOWELL ROADSOLOMONSMD ZIP+4right arrow20688
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 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
LAURIE UHEREK PRESIDENT
015.00 		0    
13470 DOWELL ROAD
SOLOMONS,MD20688
PATRICK BUEHLER VICE PRESIDENT/SECRETARY
003.00 		0    
13470 DOWELL ROAD
SOLOMONS,MD20688
STACEY HANN-RUFF ASSISTANT SECRETARY
040.00 		118,321 15,600  
13470 DOWELL ROAD
SOLOMONS,MD20688
A EVERETT HOEG III VICE PRESIDENT
001.00 		0    
13470 DOWELL ROAD
SOLOMONS,MD20688
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
JAIMIE L JEFFREY CURATOR/DEPUTY DIREC
040.00 		87,944    
13470 DOWELL ROAD
SOLOMONS,MD20688
HELEN LINDSEY PROGRAMS
040.00 		56,100    
13470 DOWELL ROAD
SOLOMONS,MD20688
WILLIAM J MUDD GROUNDSKEEPING
040.00 		77,360    
13470 DOWELL ROAD
SOLOMONS,MD20688
REIKER DEAN EXHIBITION PROGRAM S
040.00 		54,362    
13470 DOWELL ROAD
SOLOMONS,MD20688
JANE BACHMAN DEVELOPMENT DIREC
040.00 		51,787    
13470 DOWELL ROAD
SOLOMONS,MD20688
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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 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 THE FOUNDATION OPERATES ANNMARIE GARDENS, A BOTANICAL SCULPTURE GARDEN OPEN TO THE PUBLIC, LOCATED IN CALVERT COUNTY MARYLAND. EXPENDITURES INCLUDED OPERATING EXPENSES TOTALING APPROXIMATELY $800,000 PLUS NET CAPITAL EXPENDITURES FOR USE OF ASSETS. 1,426,656
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 (2024)
Form 990-PF (2024)
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
1,533,716
b
Average of monthly cash balances.......................
1b
309,642
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,843,358
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
 
3
Subtract line 2 from line 1d.........................
3
1,843,358
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,650
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,815,708
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
90,785
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
90,785
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,810
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,810
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
87,975
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
87,975
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
87,975
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
0
b
Program-related investments—total from Part VIII-B..................
1b
 
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
 
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 87,975
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, 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 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		87,975
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
Total .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 56  
4 Dividends and interest from securities ....     14 29,687  
5 Net rental income or (loss) from real estate:
aDebt-financed property......     16 46,616  
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 ............ 		    18 133,554  
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) ..   209,913  
13Total. Add line 12, columns (b), (d), and (e)..................
13
209,913
(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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
1b(3) 1 CALVERT COUNTY MD LONG TERM LEASE OF PROPERTY
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
CALVERT COUNTY MD BOARD OF COUNTY COMMISSIONERS GOVT IN AFFILIATION WITH FOUNDATION RE OPERATION OF BOTANICAL SCULPTURE GARDEN LOCATED IN CALVERT COUNTY MD
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0
Part VI Line 7 - Tax Paid with the Original Return: 3,500


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
KOENIG PRIVATE FOUNDATION
 
Employer identification number

54-2010650
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
KOENIG PRIVATE FOUNDATION
  		Employer identification number
54-2010650
Part I
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
MSAC MARYLAND STATE ARTS COUNCIL
401 E PRATT STREET SUITE 1400
 
BALTIMORE, MD21202

$ 67,057


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ANN'S CIRCLE INC
13470 DOWELL ROAD
 
SOLOMONS, MD20688

$ 900,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CALVERT COUNTY GOVERNMENT
150 MAIN STREET
 
PRINCE FREDERICK, MD20678

$ 321,983


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
VAN METRE FAMILY FOUNDATION
9900 MAIN STREET SUITE 500
 
FAIRFAX, VA22031

$ 30,000


(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.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
KOENIG PRIVATE FOUNDATION
  		Employer identification number

54-2010650
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
 
$    
(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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
KOENIG PRIVATE FOUNDATION
  		Employer identification number

54-2010650
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0

TY 2024 AccountingFeesSchedule
Name:
KOENIG PRIVATE FOUNDATION
EIN:
54-2010650
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT FEES 26,157      

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
KOENIG PRIVATE FOUNDATION
EIN:
54-2010650
Software ID:
24019898
Software Version:
24.0.1.0
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
LAND 2000-11-09 974,582   L          
BRICK HOUSE 2001-07-31 75,000 44,063 SL 0000000040.000000000000 1,875      
ARTIST HOUSE/DOUBLE WIDE 2001-07-31 75,000 44,063 SL 0000000040.000000000000 1,875      
VORTEX PUMP 2003-08-31 5,110 5,110 SL 0000000015.000000000000        
UTILITY VEHICLE - GATOR 2003-06-30 7,245 7,245 SL 0000000005.000000000000        
SECURITY FENCE 2003-06-30 71,780 71,780 SL 0000000015.000000000000        
SURVEILLANCE EQUIPMENT 2003-06-30 30,000 30,000 SL 0000000005.000000000000        
OFFICE FURNISHINGS 2003-05-31 1,713 1,713 SL 0000000007.000000000000        
RENOVATIONS, SM BLD 2004-11-30 4,757 2,330 SL 0000000040.000000000000 119      
BASEMENT DOOR 2004-09-01 800 397 SL 0000000040.000000000000 20      
WALL OVEN 2004-12-31 595 595 SL 0000000007.000000000000        
BLOWER 2004-07-22 738 533 SL 0000000007.000000000000        
REFRIGERATOR 2004-09-01 533 533 SL 0000000007.000000000000        
WASHER/DRYER 2004-12-29 620 620 SL 0000000007.000000000000        
SURVEILLANCE EQUIPMENT 2003-08-13 59,586 59,586 SL 0000000005.000000000000        
SURVEILLANCE EQUIPMENT 2004-01-15 12,670 12,670 SL 0000000005.000000000000        
SURVEILLANCE EQUIPMENT 2004-09-01 9,555 9,555 SL 0000000005.000000000000        
SHELVING 2004-03-03 360 360 SL 0000000007.000000000000        
SHELVINGSHELVING 2004-03-01 611 611 SL 0000000007.000000000000        
ARTIST HOUSE - RENOVATIONS 2005-06-30 39,549 18,790 SL 0000000040.000000000000 989      
BRICK HOUSE, ROOF 2005-01-31 6,859 3,321 SL 0000000040.000000000000 171      
TRASH/PICNIC 3 2005-03-29 5,443 5,443 SL 0000000007.000000000000        
SMOKERS POST 2005-04-05 416 416 SL 0000000007.000000000000        
EQUIPMENT 2005-04-05 366 366 SL 0000000007.000000000000        
SHELVING 2005-06-26 903 903 SL 0000000007.000000000000        
WATER HEATER 2005-09-08 485 485 SL 0000000007.000000000000        
STANCHIONS 2005-09-08 575 575 SL 0000000007.000000000000        
FOUNTAIN 2005-10-28 5,850 5,850 SL 0000000015.000000000000        
OFFICE TABLE 2005-04-05 477 477 SL 0000000007.000000000000        
OFFICE SHELVING 2005-04-05 291 291 SL 0000000007.000000000000        
TENTS 2005-06-03 761 761 SL 0000000007.000000000000        
OFFICE FURNISHINGS 2005-08-08 716 716 SL 0000000007.000000000000        
OFFICE FURNISHINGS 2005-08-08 358 358 SL 0000000007.000000000000        
SURVEILLANCE EQUIPMENT 2005-04-14 3,317 3,317 SL 0000000007.000000000000        
ARTIST HOUSE - RENOVATIONS 2006-08-28 2,625 1,177 SL 0000000040.000000000000 66      
SURVEILLANCE EQUIPMENT 2006-04-04 24,775 24,775 SL 0000000007.000000000000        
SURVEILLANCE EQUIPMENT 2006-09-29 6,824 6,824 SL 0000000007.000000000000        
STANTIONS 2006-04-04 1,163 1,163 SL 0000000007.000000000000        
OUTDOOR DISPLAY 2006-04-04 1,752 1,752 SL 0000000007.000000000000        
COMPRESSOR 2006-04-27 413 413 SL 0000000007.000000000000        
FLOWER POTS 2006-06-05 2,840 2,840 SL 0000000007.000000000000        
TRASH CANS 2 2006-06-22 1,776 1,776 SL 0000000007.000000000000        
EQUIPMENT 2006-08-22 887 887 SL 0000000007.000000000000        
BACKPACK BLOWER 2006-11-06 500 500 SL 0000000007.000000000000        
ART SCHOOL FLOOR 2008-09-02 4,700 4,700 SL 0000000007.000000000000        
DISPLAY CABINETS 2008-06-01 11,912 11,912 SL 0000000007.000000000000        
TRASH CANS 2008-06-01 1,890 1,890 SL 0000000007.000000000000        
STANCHIONS 2008-06-01 2,218 2,218 SL 0000000007.000000000000        
KILN 2008-06-01 2,353 2,353 SL 0000000007.000000000000        
UTILITY CARTS 3 2008-06-01 462 462 SL 0000000007.000000000000        
PATIO FURNITURE 2008-06-01 5,472 5,472 SL 0000000007.000000000000        
PLAZA FURNITURE 2008-06-01 780 780 SL 0000000007.000000000000        
ART TABLE/RACK 2008-06-01 7,856 7,856 SL 0000000007.000000000000        
SECURITY EQUIPMENT 2008-06-01 19,303 19,303 SL 0000000007.000000000000        
IKEA FURNITURE 2008-06-01 6,319 6,319 SL 0000000007.000000000000        
RUGS 2008-06-01 3,331 3,331 SL 0000000007.000000000000        
ARTWORK 2008-06-01 750 750 SL 0000000007.000000000000        
BLINDS 2008-06-01 5,558 5,558 SL 0000000007.000000000000        
ART HANGING SYSTEM 2008-06-01 10,486 10,486 SL 0000000007.000000000000        
SEAT BOXES 2008-06-01 3,980 3,980 SL 0000000007.000000000000        
LADDER 2008-06-01 2,479 2,479 SL 0000000007.000000000000        
FURNISHINGS 2008-06-01 1,660 1,660 SL 0000000007.000000000000        
BIKE RACK 2008-09-19 960 960 SL 0000000007.000000000000        
TIME CARD MACHINE 2008-09-19 347 347 SL 0000000007.000000000000        
KITCHEN FURNISHINGS 2008-10-21 755 755 SL 0000000007.000000000000        
MAIL BOX 2008-10-21 468 468 SL 0000000007.000000000000        
SOFA 2008-11-20 844 844 SL 0000000007.000000000000        
FURNITURE 2008-06-01 5,382 5,382 SL 0000000007.000000000000        
FURNITURE 2008-06-01 1,139 1,139 SL 0000000007.000000000000        
ART DISPLAY WALLS 2008-06-01 15,985 15,985 SL 0000000007.000000000000        
MOVABLE WALLS 2008-06-01 4,639 4,639 SL 0000000007.000000000000        
ART HANGING SYSTEM 2009-06-01 3,509 3,509 SL 0000000007.000000000000        
RAIL, HALF WALL 2009-06-01 2,214 2,214 SL 0000000007.000000000000        
KITCHEN SHELVES 2009-04-20 694 694 SL 0000000007.000000000000        
WORK TABLES 2009-09-17 2,680 2,680 SL 0000000007.000000000000        
UMBRELLA STANDS 2010-05-23 1,062 1,062 SL 0000000007.000000000000        
FOLDING TABLES 5 2010-05-25 700 700 SL 0000000007.000000000000        
UMBRELLAS 6 2010-06-16 2,070 2,070 SL 0000000007.000000000000        
SECURITY SYSTEM 2010-06-21 760 760 SL 0000000007.000000000000        
SECURITY SYSTEM 2010-07-23 544 544 SL 0000000007.000000000000        
CONVECTION OVEN 2011-04-21 1,107 1,107 SL 0000000007.000000000000        
KILN FOR STUDIO 2011-06-02 3,438 3,438 SL 0000000007.000000000000        
FENCE AROUND SHOP 2010-10-07 1,409 1,409 SL 0000000007.000000000000        
DISPLAYS 2011-04-21 1,274 1,274 SL 0000000007.000000000000        
STORAGE STUDIO SCH 2011-01-04 1,284 1,284 SL 0000000007.000000000000        
DUCT COUNTER 2011-01-04 775 775 SL 0000000007.000000000000        
GOLFCART 1 2007-11-29 2,375 2,375 SL 0000000007.000000000000        
MINI BARN 2011-07-22 6,127 1,976 SL 0000000040.000000000000 153      
BRICKHOUSE RANGE 2011-07-22 269 266 SL 0000000007.000000000000        
3720 TRACTOR 2011-07-28 31,754 31,754 SL 0000000007.000000000000        
XEROX COPIER 2011-07-22 11,823 11,260 SL 0000000007.000000000000        
BLACKTOP WALKWAY 2011-11-11 8,100 2,571 SL 0000000040.000000000000 203      
COMPUTER 2011-07-01 2,158 2,158 SL 0000000005.000000000000        
POLE BARN 2013-04-08 33,265 9,353 SL 0000000040.000000000000 832      
RENTAL BARN 2013-06-14 4,667 1,297 SL 0000000040.000000000000 117      
STUDIO WIRELESS 2012-09-01 2,467 2,467 SL 0000000005.000000000000        
LOVESEAT CHAIRS 2013-02-19 924 924 SL 0000000007.000000000000        
RUGS 2013-03-22 2,309 2,309 SL 0000000007.000000000000        
COMPUTER 2013-05-24 1,879 1,879 SL 0000000005.000000000000        
DVR MONITORS 2013-10-29 6,670 6,670 SL 0000000005.000000000000        
POTTERS WHEELS 2014-01-15 5,100 5,100 SL 0000000007.000000000000        
COMPUTER EQUIPMENT 2014-02-24 14,279 14,279 SL 0000000005.000000000000        
COMPUTER EQUIPMENT 2014-03-20 1,763 1,763 SL 0000000005.000000000000        
COMPUTER EQUIPMENT 2014-04-02 1,143 1,143 SL 0000000005.000000000000        
WOOD CHIPPER 2014-08-01 2,954 2,954 SL 0000000005.000000000000        
SIGNS 2014-08-26 4,646 4,646 SL 0000000005.000000000000        
ELECTRICAL PROJECT 2015-01-30 11,615 2,731 SL 0000000040.000000000000 290      
COMPUTER 2015-05-27 892 892 SL 0000000005.000000000000        
PAVING 2014-07-16 1,950 486 SL 0000000040.000000000000 49      
APPLIANCES 2016-06-02 402 402 SL 0000000007.000000000000        
CABINETS 2016-06-02 2,689 2,689 SL 0000000007.000000000000        
WASHER/DRYER 2016-06-07 1,451 1,451 SL 0000000007.000000000000        
KILN SHED 2016-06-30 9,199 1,840 SL 0000000040.000000000000 230      
EARTHA HANDMADE TILE SIGN 2015-12-20 900 900 SL 0000000007.000000000000        
40 STORAGE CONTAINER 2016-01-20 2,600 547 SL 0000000040.000000000000 65      
KILN 2015-07-14 450 450 SL 0000000007.000000000000        
TORO MOWER 2015-09-02 6,056 6,056 SL 0000000007.000000000000        
SERVER 2015-09-18 3,064 3,064 SL 0000000007.000000000000        
STORAGE CONTAINER 2015-09-23 1,500 332 SL 0000000040.000000000000 38      
WIFI SERVERS 2016-03-31 2,314 2,314 SL 0000000007.000000000000        
IKEA FURNITURE 2016-03-31 2,191 2,191 SL 0000000007.000000000000        
DISHWASHER 2016-06-14 3,880 3,880 SL 0000000007.000000000000        
COMPUTER - STACEY 2016-06-30 984 984 SL 0000000007.000000000000        
BRICK HOUSE IMPROVEMENTS 2016-04-24 11,683 2,385 SL 0000000040.000000000000 292      
BRICK HOUSEFLOORING/ IMPROVEMENTS 2017-03-30 5,623 1,022 SL 0000000040.000000000000 141      
SECURITY SYSTEM FOR BRICK HOUSE 2017-04-12 1,896 341 SL 0000000040.000000000000 47      
STORAGE CONTAINER 2017-05-10 2,300 416 SL 0000000040.000000000000 58      
LEASEHOLD IMPROVEMENTS 2016-09-02 9,820 5,131 SL 0000000015.000000000000 655      
TABLE AND CHAIRS 2001-08-27 2,549   SL 0000000007.000000000000        
TELEPHONE SYSTEM 2016-10-10 5,199 5,199 SL 0000000007.000000000000        
DVR FOR SECURITY SYSTEM 2016-10-04 2,455 2,455 SL 0000000007.000000000000        
STORAGE CONTAINER 2020-07-01 2,500 252 SL 0000000040.000000000000 63      
ICE MACHINE 2020-07-09 3,150 1,800 SL 0000000007.000000000000 450      
POLE BARN FLOOR 2020-08-31 20,750 5,302 SL 0000000015.000000000000 1,383      
HOUSE - BRECKENBRIDGE PROPERTY 2024-03-01 297,960 2,514 L 3950.0000000000 % 7,543      

TY 2024 InvestmentsCorpStockSchedule
Name:
KOENIG PRIVATE FOUNDATION
EIN:
54-2010650
Software ID:
24019898
Software Version:
24.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
OW ALL CAP CORE FD 306,481 306,481
OW CREDIT INCOME FUND 75,882 75,882
OW FIXED INCOME FD 351,081 351,081
OW LARGE CAP STATEGIC 601,386 601,386
OW SMALL MID CAP 212,329 212,329
CASH AND CASH EQUIVALENTS 4,569 4,569

TY 2024 LandEtcSchedule2
Name:
KOENIG PRIVATE FOUNDATION
EIN:
54-2010650
Software ID:
24019898
Software Version:
24.0.1.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 974,582   974,582 974,582
BRICK HOUSE 75,000 45,938 29,062 29,062
ARTIST HOUSE/DOUBLE WIDE 75,000 45,938 29,062 29,062
VORTEX PUMP 5,110 5,110    
UTILITY VEHICLE - GATOR 7,245 7,245    
SECURITY FENCE 71,780 71,776 4 4
SURVEILLANCE EQUIPMENT 30,000 30,000    
OFFICE FURNISHINGS 1,713 1,713    
RENOVATIONS, SM BLD 4,757 2,449 2,308 2,308
BASEMENT DOOR 800 417 383 383
WALL OVEN 595 595    
BLOWER 738 738    
REFRIGERATOR 533 533    
WASHER/DRYER 620 620    
SURVEILLANCE EQUIPMENT 59,586 59,586    
SURVEILLANCE EQUIPMENT 12,670 12,670    
SURVEILLANCE EQUIPMENT 9,555 9,555    
SHELVING 360 360    
SHELVING 611 611    
ARTIST HOUSE - RENOVATIONS 39,549 19,779 19,770 19,770
BRICK HOUSE, ROOF 6,859 3,492 3,367 3,367
TRASH/PICNIC 3 5,443 5,443    
SMOKERS POST 416 416    
EQUIPMENT 366 366    
SHELVING 903 903    
WATER HEATER 485 485    
STANCHIONS 575 575    
FOUNTAIN 5,850 5,850    
OFFICE TABLE 477 477    
OFFICE SHELVING 291 291    
TENTS 761 761    
OFFICE FURNISHINGS 716 716    
OFFICE FURNISHINGS 358 358    
SURVEILLANCE EQUIPMENT 3,317 3,317    
ARTIST HOUSE - RENOVATIONS 2,625 1,243 1,382 1,382
SURVEILLANCE EQUIPMENT 24,775 24,775    
SURVEILLANCE EQUIPMENT 6,824 6,824    
STANTIONS 1,163 1,163    
OUTDOOR DISPLAY 1,752 1,752    
COMPRESSOR 413 413    
FLOWER POTS 2,840 2,840    
TRASH CANS 2 1,776 1,776    
EQUIPMENT 887 887    
BACKPACK BLOWER 500 500    
ART SCHOOL FLOOR 4,700 4,700    
DISPLAY CABINETS 11,912 11,912    
TRASH CANS 1,890 1,890    
STANCHIONS 2,218 2,218    
KILN 2,353 2,353    
UTILITY CARTS 3 462 462    
PATIO FURNITURE 5,472 5,472    
PLAZA FURNITURE 780 780    
ART TABLE/RACK 7,856 7,856    
SECURITY EQUIPMENT 19,303 19,303    
IKEA FURNITURE 6,319 6,319    
RUGS 3,331 3,331    
ARTWORK 750 750    
BLINDS 5,558 5,558    
ART HANGING SYSTEM 10,486 10,486    
SEAT BOXES 3,980 3,980    
LADDER 2,479 2,479    
FURNISHINGS 1,660 1,660    
BIKE RACL 960 960    
TIME CARD MACHINE 347 347    
KITCHEN FURNISHINGS 755 755    
MAIL BOX 468 468    
SOFA 844 844    
FURNITURE 5,382 5,382    
FURNITURE 1,139 1,139    
ART DISPLAY WALLS 15,985 15,985    
MOVABLE WALLS 4,639 4,639    
ART HANGING SYSTEM 3,509 3,509    
RAIL, HALF WALL 2,214 2,214    
KITCHEN SHELVES 694 694    
WORK TABLES 2,680 2,680    
UMBRELLA STANDS 1,062 1,062    
SECURITY SYSTEM 760 760    
SECURITY SYSTEM 544 544    
CONVECTION OVEN 1,107 1,107    
KILN FOR STUDIO 3,438 3,438    
FENCE AROUND SHOP 1,409 1,409    
DISPLAYS 1,274 1,274    
STORAGE STUDIO SCH 1,284 1,284    
DUCT COUNTER GLASS 775 775    
GOLFCART 1 2,375 2,375    
MINI BARN 6,127 2,129 3,998 3,998
BRICKHOUSE RANGE 268 265 3 3
3720 TRACTOR 31,754 31,754    
XEROX COPIER 11,823 11,260 563 563
BLACKTOP WALKWAY 8,100 2,774 5,326 5,326
COMPUTER 2,158 2,158    
POLE BARN 33,265 10,185 23,080 23,080
RENTAL BARN 4,667 1,414 3,253 3,253
STUDIO WIRELESS 2,467 2,467    
LOVESEAT CHAIRS 924 924    
RUGS 2,309 2,309    
COMPUTER 1,879 1,879    
DVR MONITORS 6,670 6,670    
POTTERS WHEELS 5,100 5,100    
COMPUTER EQUIPMENT 14,279 14,279    
COMPUTER EQUIPMENT 1,763 1,763    
COMPUTER EQUIPMENT 1,143 1,143    
WOOD CHIPPER 2,954 2,954    
SIGNS 4,646 4,646    
ELECTRICAL PROJECT 11,615 3,021 8,594 8,594
PAVING 1,950 535 1,415 1,415
APPLIANCES 402 402    
CABINETS 2,689 2,689    
WASHER/DRYER 1,451 1,451    
KILN SHED 9,199 2,070 7,129 7,129
EARTHA HANDMADE TILE SIGN 900 900    
40 STORAGE CONTAINER 2,600 612 1,988 1,988
KILN 450 450    
TORO MOWER 6,056 6,056    
SERVER 3,064 3,064    
STORAGE CONTAINER 1,500 370 1,130 1,130
WIFI SERVERS 2,314 2,314    
IKEA FURNITURE 2,191 2,191    
DISHWASHER 3,880 3,880    
COMPUTER - STACEY 984 984    
BRICK HOUSE IMPROVEMENTS 11,683 2,677 9,006 9,006
BRICK HOUSE FLOORING/IMPROVEMENTS 5,623 1,163 4,460 4,460
SECURITY SYSTEM FOR BRICK HOUSE 1,896 388 1,508 1,508
STORAGE CONTAINER 2,300 474 1,826 1,826
LEASEHOLD IMPROVEMENTS 9,820 5,786 4,034 4,034
TABLE AND CHAIRS 2,549   2,549 2,549
TELEPHONE SYSTEM 5,199 5,199    
DVR FOR SECURITY SYSTEM 2,455 2,455    
STORAGE CONTAINER 2,500 315 2,185 2,185
ICE MACHINE 3,150 2,250 900 900
POLE BARN FLOOR 20,750 6,685 14,065 14,065
LAND - BRECKENRIDGE PROPERTY 231,883   231,883 231,883
HOUSE - BRECKENRIDGE PROPERTY 297,960 10,057 287,903 287,903
FOLDING TABLES 5 2,070 2,070    
UMBRELLAS 6 760 760    
COMPUTER 832 832    


TY 2024 OtherAssetsSchedule
Name:
KOENIG PRIVATE FOUNDATION
EIN:
54-2010650
Software ID:
24019898
Software Version:
24.0.1.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CONSTRUCTION IN PROGRESS 3,300 3,300 3,300


TY 2024 OtherExpensesSchedule
Name:
KOENIG PRIVATE FOUNDATION
EIN:
54-2010650
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 5,530      
BANK FEES 2,238 2,238    
REPAIRS MAINTENANCE 2,619      


TY 2024 OtherIncomeSchedule2
Name:
KOENIG PRIVATE FOUNDATION
EIN:
54-2010650
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 2,506    


TY 2024 OtherProfessionalFeesSchedule
Name:
KOENIG PRIVATE FOUNDATION
EIN:
54-2010650
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 38      


TY 2024 TaxesSchedule
Name:
KOENIG PRIVATE FOUNDATION
EIN:
54-2010650
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL 108,127      
FEDERAL TAXES 5,212