Koenig Private Foundation Inc

Solomons, MD
Tax-exempt since April 2001
EIN: 54-2010650

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.61M (2024)

Expenses

$1.34M (2024)

Total Assets

$3.51M (2024)

Total Liabilities

$39.3k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$1,613,195

Expenses

$1,339,246

Net Income

$273,949

Net Assets

$3,469,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,310,301	81.2%
Interest Revenue	$46	0.0%
Dividends	$65,941	4.1%
Sales of Assets	$190,234	11.8%
Other Income	$25	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$118,321	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,508,805
Total Liabilities	$39,315
Net Assets	$3,469,490

Compensation

Key Employees and Officers	Compensation	Other
Stacey Hann Ruff (Assistant Secretary)	$118,321	$15,600
Jaimie L Jeffrey (Curator/Deputy Direc)	$91,001	$0
Maria Mcdonald (Development)	$86,400	$0
William Mudd (Groundskeeping)	$79,270	$0
Victor Melendez (Guest Services)	$66,584	$0
Helen Lindsey (Programs)	$56,177	$0
Laurie Uherek (President)	$0	$0
Patrick Buehler (Vice President/Secretary)	$0	$0
A Everett Hoeg Iii (Vice President)	$0	$0

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990-PF

Filed on May 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$1,258,677

Expenses

$1,130,615

Net Income

$128,062

Net Assets

$3,195,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,033,082	82.1%
Interest Revenue	$34	0.0%
Dividends	$44,342	3.5%
Sales of Assets	$138,969	11.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$107,804	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,253,940
Total Liabilities	$58,399
Net Assets	$3,195,541

Compensation

Key Employees and Officers	Compensation	Other
Stacey Hann Ruff (Assistant Secretary)	$107,804	$15,600
Jaimie L Jeffrey (Curator/Deputy Direc)	$81,140	$3,740
Maria Mcdonald (Development)	$51,266	$0
Crystal Seay (Admin Database Suppo)	$50,582	$2,860
Laurie Uherek (President)	$0	$0
Patrick Buehler (Vice President/Secretary)	$0	$0
A Everett Hoeg Iii (Vice President)	$0	$0
Duane Beckhorn (President, Retired)	$0	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$427,232

Expenses

$957,246

Net Income

-$530,014

Net Assets

$3,077,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$757,831	> 100%
Interest Revenue	$0
Dividends	$33,702	7.9%
Sales of Assets	-$376,771
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$105,621	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,118,570
Total Liabilities	$41,281
Net Assets	$3,077,289

Compensation

Key Employees and Officers	Compensation	Other
Stacey Hann Ruff (Assistant Secretary)	$105,621	$15,600
Jaimie L Jeffrey (Curator/Deputy Direc)	$71,218	$3,740
Roger Barnes (Grounds Manager)	$54,946	$0
Laurie Uherek (President)	$0	$0
Patrick Buehler (Vice President/Secretary)	$0	$0
A Everett Hoeg Iii (Vice President)	$0	$0
Duane Beckhorn (President, Retired)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$1,340,148

Expenses

$811,940

Net Income

$528,208

Net Assets

$3,607,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$922,538	68.8%
Interest Revenue	$79	0.0%
Dividends	$16,710	1.2%
Sales of Assets	$384,382	28.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$104,116	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,612,891
Total Liabilities	$5,588
Net Assets	$3,607,303

Compensation

Key Employees and Officers	Compensation	Other
Stacey Hann Ruff (Assistant Secretary)	$104,116	$15,600
Jaimie L Jeffrey (Curator/Deputy Direc)	$65,631	$4,130
Pamela Ritter Shilling (Margeting Developmen)	$65,598	$0
Victor S Mellon (Grounds Manager)	$60,834	$3,650
Joann Foltz (Director Of Marketin)	$52,598	$2,600
Crystal Seay (Guest Services)	$49,367	$2,860
Laurie Uherek (President)	$0	$0
Patrick Buehler (Vice President/Secretary)	$0	$0
A Everett Hoeg Iii (Vice President)	$0	$0
Duane Beckhorn (President, Retired)	$0	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$819,148

Expenses

$831,402

Net Income

-$12,254

Net Assets

$3,079,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$693,122	84.6%
Interest Revenue	$216	0.0%
Dividends	$27,011	3.3%
Sales of Assets	$54,492	6.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,397	3.7%
Compensation of Officers*	$101,900	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,277,810
Total Liabilities	$198,715
Net Assets	$3,079,095

Compensation

Key Employees and Officers	Compensation	Other
Stacey Hann Ruff (Assistant Secretary)	$101,900	$10,593
Jaimie L Jeffrey (Curator/Deputy Direc)	$64,247	$0
Pamela Ritter Shilling (Margeting Developmen)	$62,500	$0
Victor S Mellon (Grounds Manager)	$60,701	$0
Joann Foltz (Director Of Marketin)	$51,826	$0
Crystal Seay (Guest Services)	$48,388	$0
Laurie Uherek (President)	$0	$0
Patrick Buehler (Vice President/Secretary)	$0	$0
A Everett Hoeg Iii (Vice President)	$0	$0
Duane Beckhorn (President, Retired)	$0	$0

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990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$973,043

Expenses

$1,046,527

Net Income

-$73,484

Net Assets

$3,210,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$817,739	84.0%
Interest Revenue	$362	0.0%
Dividends	$26,928	2.8%
Sales of Assets	$53,359	5.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,372	24.1%
Compensation of Officers*	$101,900	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,214,850
Total Liabilities	$4,209
Net Assets	$3,210,641

Compensation

Key Employees and Officers	Compensation	Other
Stacey Hann Ruff (Assistant Secretary)	$101,900	$6,301
Jaimie L Jeffrey (Curator/Deputy Direc)	$61,300	$0
Victor S Mellon (Grounds Manager)	$59,076	$0
Crystal Seay (Guest Services)	$47,476	$0
Joann Foltz (Director Of Marketin)	$47,476	$0
Richard B Hardesty (Assistant Grounds Ma)	$39,331	$0
Laurie Uherek (President)	$0	$0
Patrick Buehler (Vice President/Secretary)	$0	$0
A Everitt Hoeg Iii (Vice President)	$0	$0
Duane Beckhorn (President, Retired)	$0	$0

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990-PF

Filed on July 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$1,029,674

Expenses

$826,417

Net Income

$203,257

Net Assets

$3,289,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$887,001	86.1%
Interest Revenue	$493	0.0%
Dividends	$25,819	2.5%
Sales of Assets	$49,661	4.8%
Other Income	$255	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$101,900	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,327,757
Total Liabilities	$38,471
Net Assets	$3,289,286

Compensation

Key Employees and Officers	Compensation	Other
Stacey Hann Ruff (Assistant Secretary)	$101,900	$6,301
Jaimie L Jeffrey (Curator/Deputy Direc)	$61,800	$0
Victor S Mellon (Grounds Manager)	$59,633	$0
Crystal Seay (Guest Services)	$47,976	$0
Joann Foltz (Employee)	$47,976	$0
Robyn L Strayer (Chespax Leader)	$37,302	$0
Laurie Uherek (President)	$0	$0
Patrick Buehler (Vice President/Secretary)	$0	$0
A Everitt Hoeg Iii (Vice President)	$0	$0
Duane Beckhorn (President, Retired)	$0	$0

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990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$924,606

Expenses

$941,545

Net Income

-$16,939

Net Assets

$2,975,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$724,998	78.4%
Interest Revenue	$256	0.0%
Dividends	$30,494	3.3%
Sales of Assets	$17,192	1.9%
Other Income	$87,320	9.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$100,348	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,995,995
Total Liabilities	$20,206
Net Assets	$2,975,789

Compensation

Key Employees and Officers	Compensation	Other
Stacey Hann Ruff (Assistant Secretary)	$100,348	$3,010
Jaimie L Jeffrey (Curator/Deputy Direc)	$60,459	$0
Victor S Mellon (Grounds Manager)	$59,046	$0
Crystal Seay (Guest Services)	$46,142	$0
Joann Foltz (Employee)	$46,142	$0
Robyn L Strayer (Chespax Leader)	$35,730	$0
Laurie Uherek (President)	$0	$0
Patrick Buehler (Vice President/Secretary)	$0	$0
A Everitt Hoeg Iii (Vice President)	$0	$0
Duane Beckhorn (President, Retired)	$0	$0

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990-PF

Filed on June 18, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$1,191,001

Expenses

$1,090,611

Net Income

$100,390

Net Assets

$2,883,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$759,958	63.8%
Interest Revenue	$573	0.0%
Dividends	$14,264	1.2%
Sales of Assets	$16,644	1.4%
Other Income	$345,838	29.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$893,579	81.9%
Compensation of Officers*	$102,157	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,903,803
Total Liabilities	$20,566
Net Assets	$2,883,237

Compensation

Key Employees and Officers	Compensation	Other
Stacey Hann Ruff (Assistant Secretary)	$102,157	$4,223
Jaimie L Jeffrey (Curator/Deputy Direc)	$61,573	$0
Victor S Mellon (Grounds Manager)	$59,747	$0
Crystal Seay (Guest Services)	$45,604	$0
William D Stevenson (Marketing)	$36,602	$0
Robyn L Strayer (Chespax Leader)	$32,970	$0
Laurie Uherek (President)	$0	$0
Patrick Buehler (Vice President/Secretary)	$0	$0
A Everitt Hoeg Iii (Vice President)	$0	$0
Duane Beckhorn (President, Retired)	$0	$0

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990-PF

Filed on April 18, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$1,072,877

Expenses

$1,123,525

Net Income

-$50,648

Net Assets

$2,853,816

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$674,841	62.9%
Interest Revenue	$478	0.0%
Dividends	$15,673	1.5%
Sales of Assets	$31,689	3.0%
Other Income	$309,086	28.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$918,194	81.7%
Compensation of Officers*	$92,153	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,875,871
Total Liabilities	$22,055
Net Assets	$2,853,816

Compensation

Key Employees and Officers	Compensation	Other
Stacey Hann Ruff (Asst Secretary)	$92,153	$9,066
Jaimie L Jeffrey (Curator)	$54,579	$5,358
Victor S Mellon (Grounds Manager)	$52,021	$4,564
William D Stevenson (Marketing)	$46,420	$4,546
Mary M Winslow (Exhibits Curator)	$42,701	$5,439
Crystal Seay (Guest Services)	$40,360	$3,919
Laurie Uherek (President/Treasurer)	$0	$0
Patrick Buehler (Vice President/Secretary)	$0	$0
A Everitt Hoeg Iii (Vice President)	$0	$0
Duane Beckhorn (President, Retired)	$0	$0

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990-PF

Filed on April 18, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$1,147,889

Expenses

$1,150,923

Net Income

-$3,034

Net Assets

$2,793,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$763,361	66.5%
Interest Revenue	$288	0.0%
Dividends	$18,202	1.6%
Sales of Assets	$15,361	1.3%
Other Income	$302,517	26.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$971,326	84.4%
Compensation of Officers*	$133,726	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,800,392
Total Liabilities	$7,116
Net Assets	$2,793,276

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$1,031,151

Expenses

$1,106,946

Net Income

-$75,795

Net Assets

$5,746,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$645,992	62.6%
Interest Revenue	$143	0.0%
Dividends	$17,556	1.7%
Sales of Assets	$7,683	0.7%
Other Income	$319,403	31.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$843,193	76.2%
Compensation of Officers*	$114,300	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,757,961
Total Liabilities	$11,250
Net Assets	$5,746,711

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$1,009,051

Expenses

$1,059,249

Net Income

-$50,198

Net Assets

$5,749,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$680,280	67.4%
Interest Revenue	$18	0.0%
Dividends	$18,244	1.8%
Sales of Assets	$3,047	0.3%
Other Income	$277,626	27.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$788,040	74.4%
Compensation of Officers*	$123,800	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,762,903
Total Liabilities	$12,967
Net Assets	$5,749,936

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$1,041,989

Expenses

$1,045,081

Net Income

-$3,092

Net Assets

$5,902,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$705,603	67.7%
Interest Revenue	$415	0.0%
Dividends	$31,143	3.0%
Sales of Assets	$8,933	0.9%
Other Income	$253,245	24.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$788,255	75.4%
Compensation of Officers*	$116,090	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,914,563
Total Liabilities	$11,683
Net Assets	$5,902,880

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Koenig Private Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.61M (2024)

Expenses $1.34M (2024)

Total Assets $3.51M (2024)

Total Liabilities $39.3k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Revenue

$1.61M (2024)

Expenses

$1.34M (2024)

Total Assets

$3.51M (2024)

Total Liabilities

$39.3k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001