Nonprofit · EIN 13-6020724
WILLIAM & MARY GREVE FOUNDATION INC
Tax-exempt · NORFOLK, CT 06058
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,205,559 | $4,240,132 | -$34,573 | $14,995,132 | $168,562 | $14,826,570 |
| December 31, 2023 | 990-PF | $3,416,907 | $3,984,514 | -$567,607 | $16,949,439 | $159,889 | $16,789,550 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $240,370
- Interest
- $21,803
- Net gain from sales of assets
- $3,962,483
- Other income
- -$19,097
Expenses
- Grants and similar amounts paid
- $2,948,975
- Compensation of officers, directors and key employees
- $226,000
- Salaries, compensation and benefits (total)
- $213,360
- Disbursements for charitable purposes
- $3,593,828
- Excise tax on investment income
- $50,991
Balance sheet and other
- Total assets, start of year
- $16,949,439
- Total assets, end of year
- $14,995,132
- Total liabilities, end of year
- $168,562
- Net assets, end of year
- $14,826,570
- Fair market value of assets
- $14,995,132
- Qualifying distributions
- $3,593,828
- Net investment income
- $4,227,997
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDREA ROSENBERG 5153 LAKE CATALINA DR, BOCA RATON, FL 33496 | EXECUTIVE ADMINISTRA Highest-paid employee | 35 | $213,360 | $42,672 |
| ANTHONY CM KISER PO BOX 490, NORFOLK, CT 06058 | PRESIDENT, DIRECTOR | 30 | $140,000 | $28,000 |
| JOHN W KISER III 210 POPHAMS FORD RD, SPERRYVILLE, VA 22740 | CHAIRMAN, DIRECTOR | 30 | $86,000 | $17,200 |
| JAMES MOTT CLARK JR PO BOX 490, NORFOLK, CT 06058 | SECRETARY, DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDREA ROSENBERG 5153 LAKE CATALINA DR, BOCA RATON, FL 33496 | EXECUTIVE ADMINISTRA Highest-paid employee | 35 | $205,727 | $30,000 |
| ANTHONY CM KISER PO BOX 490, NORFOLK, CT 06058 | PRESIDENT, DIRECTOR | 30 | $135,500 | $30,000 |
| JOHN W KISER III 210 POPHAMS FORD RD, SPERRYVILLE, VA 22740 | CHAIRMAN, DIRECTOR | 30 | $83,500 | $0 |
| JENNIFER FRANKLIN C/O STB 425 LEXINGTON AVE, NEW YORK, NY 10017 | SECRETARY | 1 | $0 | $0 |
| JAMES MOTT CLARK JR PO BOX 490, NORFOLK, CT 06058 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 490, NORFOLK, CT 06058-0490
- Signed the 990-PF
- ANTHONY C M KISER, PRESIDENT
- Phone
- (917) 881-1659
- Return prepared by
- CBIZ ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6020724
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Science and technology (U99E)
- Assets (IRS master file)
- $14,995,132
- Income (IRS master file)
- $7,890,339
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,205,559 | $4,240,132 | $14,995,132 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,416,907 | $3,984,514 | $16,949,439 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6020724).
Questions about WILLIAM & MARY GREVE FOUNDATION INC
- What is the EIN of WILLIAM & MARY GREVE FOUNDATION INC?
- The employer identification number (EIN) of WILLIAM & MARY GREVE FOUNDATION INC is 13-6020724.
- Is WILLIAM & MARY GREVE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to WILLIAM & MARY GREVE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM & MARY GREVE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM & MARY GREVE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM & MARY GREVE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WILLIAM & MARY GREVE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 3 received compensation from the organization, the highest $213,360 (ANDREA ROSENBERG, EXECUTIVE ADMINISTRA).
- How much revenue does WILLIAM & MARY GREVE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,205,559, expenses of $4,240,132 and total assets of $14,995,132 at year end.
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