2024-11-15T09:40:07-06:00 2023-12-31 521586502 A K BURTON PC 9501 Anchorage Place Bethesda MD 20817 990PF 2023-01-01 526037451 The David Lloyd Kreeger Foundation DAVI 2023373050 2401 Foxhall Road NW Washington DC 20007 Peter Kreger Director 2023373050 2024-11-15 1 0 Alton K Burton CPA P01305371 3013651974 2023 2024-10-15 13:58:12Z X 120090526 X 445711 513565 513565 513565 467710 2108106 467710 0 204439 0 204439 1631425 981275 718004 126000 88200 37800 37800 411271 0 411271 411271 776 388 388 388 13148 6574 6574 6574 235396 235396 0 0 72580 17646 54934 54934 882648 -8229 890877 890877 1741819 339975 1401844 1401844 76894 76894 1818713 339975 1401844 1478738 -187288 641300 0 239268 210240 210240 13630572 14413136 30417646 264017 264017 244817 2953095 2021366 2021366 7647425 7647425 7647425 7647425 79557946 79549032 79549032 104292323 104105216 120090526 16 197 16 197 X 0 0 0 0 104292307 104105019 104292307 104105019 104292323 104105216 104292307 -187288 0 104105019 0 104105019 Algonquin Power Utilities 2021-11-09 2023-07-19 125361 228960 -103599 -103599 AT&T 2020-03-10 2023-07-19 119513 219697 -100184 -100184 Broadcom 2013-04-02 2023-12-19 572578 17750 554828 554828 Devon 2022-05-09 2023-12-19 45485 64285 -18800 -18800 Sandoz 2018-06-29 2023-12-19 19387 11837 7550 7550 Veeva 2020-04-22 2023-10-04 340373 314270 26103 26103 Warner Bros 2019-11-06 2023-07-19 26116 67392 -41276 -41276 Veralto 2011-01-12 2023-12-19 35607 4465 31142 31142 Veralto 2023-10-02 2023-10-02 49 49 49 Alphabet Inc Cl A 2020-08-31 2023-01-13 45310 40779 4531 4531 Alphabet Inc Cl A 2020-08-31 2023-11-02 127219 81558 45661 45661 First Republic Bank 2022-05-17 2023-03-07 48620 57132 -8512 -8512 First Republic Bank 2020-11-09 2023-03-07 72930 83617 -10687 -10687 MasterCard Inc 2021-01-13 2023-01-13 18743 17546 1197 1197 MasterCard Inc 2020-08-31 2023-01-13 112459 108313 4146 4146 MasterCard Inc 2021-05-28 2023-11-02 38109 36630 1479 1479 MasterCard Inc 2022-01-19 2023-11-02 38110 37320 790 790 MasterCard Inc 2021-01-13 2023-11-02 19055 17546 1509 1509 Monster Beverage Corp 2020-11-09 2023-05-11 94228 65967 28261 28261 Nike Inc 2020-08-31 2023-08-17 45182 47635 -2453 -2453 TJX Companies Inc 2020-08-31 2023-01-13 41064 27525 13539 13539 TJX Companies Inc 2020-11-09 2023-04-12 78355 61396 16959 16959 TJX Companies Inc 2020-08-31 2023-04-12 39177 27524 11653 11653 Quicken Basis Adjustment 2020-08-31 2023-12-30 1252 -1252 -1252 Capital Gains Dividends P 5076 5076 5076 467710 -8463 8914 0 8914 0 8914 48860 0 0 0 48860 X 0 39946 39946 0 0 0 0 0 0 0 0 0 1 1 0 0 1 DC 0 1 0 0 0 1 www.kreegermuseum.org Helen Chason 2023373050 2401 Foxhall Road NW Washington DC 20007 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Peter Kreeger 25115 Old Hundred Rd Comus MD 20842 Director 35.00 126000 0 0 Carol Ingal 2401 Foxhall Road NW Washington DC 20007 Director 6.00 0 0 0 Robert E Davis 5053 Kingle Street NW Washington DC 20016 Director 0.00 0 0 0 Helen Wilson Chason 4517 Garfield Street NW Washington DC 20007 Employee 40.00 85000 0 0 Ivan Delgado 907 Heather Ave Takoma Park MD 20912 Employee 40.00 60092 0 0 0 NONE 0 Operation of Art Museum FacilitiesPrimary Beneficiary is the General Public 1331604 Public Programs ExhibitionsPrimary Beneficiary is the General Public 33749 Publications - EducationPrimary Beneficiary is the General Public 36491 Charitable Contributions - (See Part XV) 76894 0 29878010 224754 0 30102764 0 0 30102764 451541 29651223 1482561 X 1478738 0 1478738 X 0 0 0 0 0 0 0 0 0 0 1478738 1468904 1551879 1503146 6002667 76894 40379 18731 4000 140004 1401844 1428525 1533148 1499146 5862663 114426533 114426533 120537765 115359513 464750344 87196457 87115075 87003176 86511013 347825721 988374 998889 1024123 764511 3775897 0 0 0 0 X Washington Performing Arts 1400 K St NW 500 Washington DC 20005 Public Charity General Funds 7800 CelloBello PO Box 230621 Boston MA 02123 Public Charity General Funds 1000 WETA Public TV 5217 19th Road N Arlinigton VA 20008 Public Charity General Funds 1500 Heifetz International Music Institute (Gift of securities) PO Box 230621 Boston MA 02123 Public Charity General Funds 25549 John F Kennedy Center for the Performing Arts (Gift of securities) 5217 19th Road N Arlinigton VA 20008 Public Charity General Funds 24519 John F Kennedy Center for the Performing Arts (Gift of securities) 1400 K St NW 500 Washington DC 20005 Public Charity General Funds 16526 76894 0 Museum Admissions 117123 Membership Income 41380 Education Programs 36491 Museum Merchandise Sales 1480 Music Programs 7965 513565 467710 0 0 1185714 1185714 1 All the above activities contributed to the operation of the museum and the education of the public and were used to fund such activities. 0 0 0 0 0 0 0 0 0 0 X X 1 Walter A Bloedorn Foundation 888 17th Street NW Suite 210 Washingon DC 20006 15000 X 2 Jacqueline Mars 140 Broadway 5th Floor New York NY 10005 20000 X 3 CriglerAmidom Charitable Fund 2624 S Joyce Street Arlington VA 22202 5000 X 4 Robert Davis Trust 5053 Klingle Street NW Washingon DC 20016 10000 X 5 Josh Kreeger Trust 2515 Old Hundred Road Dickerson MD 20842 37942 X 6 Peter L Kreeger 2515 Old Hundred Road Dickerson MD 20842 18971 X X 7 Marilyn Lichtman Foundation 3200 Sunrise Highway Wantagh NY 11793 20000 X 5 200 shares of Apple Stock 37942 2023-11-16 6 100 Shares of Apple Stock 18971 2023-11-16 Accounting 13148 6574 6574 6574 The office of the Attorney General for the District Of Columbia does not accept copies of Federal form 990-PF. This has been confirmed by: 1. OTR Notice 2009-01 which states that D.C. nonprofit organizations are no longer requierd to file a copy of their Form 990 with OTR. 2. This was also confirmed by a phone call to the office of the Attorney General for the District of Columbia. The office confirmed that they are no longer accepting copies of Federal form 990-PF. MS - 1756 - Bonds 264017 244817 MS - 0890- Stock 22155 456211 MS - 1756 - Stocks 9638711 23671239 CS - 5840 - Stocks 4752270 6290196 Grandeur Peak Mutual Fund AT COST 73293 73293 Brown Advisory-MMKT AT COST 95269 95269 JBG Partnership k-1 AT COST 22416 22416 MS - 0890- Active Assets MMKT AT COST 767616 767616 MS - 1756 - Cash & MMKT AT COST 955709 955709 CS - 5840 - Cash AT COST 107063 107063 LAND & BUILDING 4082329 0 4082329 FENCE 5200 0 5200 GATE 5120 0 5120 WINDOW 118250 0 118250 TRAVERTINE REPAIR 11121 0 11121 WINDOW SHADES 2100 0 2100 DOME 93050 0 93050 LIGHTING 6015 0 6015 FLAT ROOF 51582 0 51582 POOL COVER 5965 0 5965 ROOF 43000 0 43000 MASONRY 161350 0 161350 REFL ECT POOL 51876 0 51876 WINDOWS/DOORS 10030 0 10030 FENCE 12891 0 12891 REFLECTING POOL 97519 0 97519 TRAVERTINE 35465 0 35465 WINDOWS DOORS 10500 0 10500 MASONRY 77000 0 77000 AUTOMOBILE/VAN 12000 0 12000 TRAVERTINE 7500 0 7500 COMPUTER 3630 0 3630 CCTV 48013 0 48013 CHAIRS 7580 0 7580 FURNITURE 31329 0 31329 CARPET 29450 0 29450 HUMIDIFIERS 4920 0 4920 WINDOW SHADES 6625 0 6625 COMPUTER 2353 0 2353 HOT WATER 5943 0 5943 HVAC 15788 0 15788 TELEPHONE EQUIPMENT 12749 0 12749 SCULPTURE GARDEN 7278 0 7278 MUSIC SYSTEM 3627 0 3627 WINDOW SHADES 2463 0 2463 2017 RENOVATIONS 64536 0 64536 HVAC/PATIO REPAIRS 39067 0 39067 2018 Renovations 719862 0 719862 2019 Renovations 808304 0 808304 2020 Renovations 329983 0 329983 2021 HVAC 21719 0 21719 2021 Renovations 440655 0 440655 2022 Renovations 141688 0 141688 Legal Fees 776 388 388 388 Federal Income Tax Refund Applied 873 873 873 Investment Income Excise Tax Refund Applied 48860 39946 39946 ERC Receivable 40563 40563 40563 Art Collection 79467650 79467650 79467650 Lecture/Public Programs 980 0 980 980 Ground Transportation 1132 0 1132 1132 Dues & Subscriptions 1248 0 1248 1248 Copier/Printer 4299 0 4299 4299 Exterminator 1633 0 1633 1633 Postage 461 0 461 461 Trash Collection 3387 0 3387 3387 Museum Supplies 15553 0 15553 15553 Security & Alarms 6741 0 6741 6741 Drinking Water 762 0 762 762 Expenses Paid By Credit Card 5986 0 5986 5986 Exhibitions Expense 33749 0 33749 33749 Education 15251 0 15251 15251 Insurance 65415 0 65415 65415 Bank Service Charges 139 0 139 139 Miscellaneous 128 0 128 128 Office Equipment 10189 0 10189 10189 Payroll Processing Charges 1453 0 1453 1453 Facillity Usage Expense 21331 0 21331 21331 Public Relations membership 22458 0 22458 22458 Marilyn Lichtman Series 2250 0 2250 2250 Collection Management 56909 0 56909 56909 Bonus 7000 0 7000 7000 Staff Continuing Education 1629 0 1629 1629 Payroll Service Fees 2051 0 2051 2051 Life Insurance 1810 0 1810 1810 General & Administrative 4515 0 4515 4515 Health Insurance 67316 0 67316 67316 Repairs 4940 0 4940 4940 Security 23074 0 23074 23074 Landscaping 81025 0 81025 81025 Utilities 261342 0 261342 261342 Operations 106839 0 106839 106839 Museum Programs Expense 44052 0 44052 44052 Contractors 13830 0 13830 13830 Adjust Basis of Portfolio Securities -8229 -8229 0 0 Museum Admissions 117123 117123 Membership Income 41380 41380 Education Programs 36491 36491 Museum Merchandise Sales 1480 1480 Music Programs 7965 7965 PNC CC5250 16 197 Investment Advisory Fees 235396 235396 0 0 Payroll Taxes 46020 0 46020 46020 Foreign Income Tax 17260 17260 0 0 Investment Excise Tax 8914 0 8914 8914 DC Tax 386 386 0 0