Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
LEAHY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1611 ELMWOOD AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMETTE, IL600911553
A Employer identification number

36-4068280
B Telephone number (see instructions)

(773) 744-8763
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$1,222,457J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 20,144 20,144  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,748
b Gross sales price for all assets on line 6a 503,376
7 Capital gain net income (from Part IV, line 2)... 27,748
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 47,892 47,892 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,865 3,933 0 3,932
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
13,560 13,560 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
966 966 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10 0 0 10
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,401 18,459 0 3,942
25 Contributions, gifts, grants paid....... 57,000 57,000
26 Total expenses and disbursements. Add lines 24 and 25 79,401 18,459 0 60,942
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -31,509
b Net investment income (if negative, enter -0-) 29,433
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 24,020 44,681 44,681
2 Savings and temporary cash investments.........      
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)....... 888,378 Click to see attachment
List of Attached Documents:
// Content
836,065 		1,177,776
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 arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 912,398 880,746 1,222,457
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 912,398 880,746
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)..... 912,398 880,746
30 Total liabilities and net assets/fund balances (see instructions). 912,398 880,746
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
912,398
2
Enter amount from Part I, line 27a .....................
2
-31,509
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
880,889
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
143
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
880,746
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 500,947   475,628 25,319
b 2,429     2,429
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       25,319
b       2,429
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 27,748
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 0
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) 1 409
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 0
3 Add lines 1 and 2........................... 3 409
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 409
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 591
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow591 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBARTON B LEAHY Telephone no.right arrow (773) 744-8763

Located atright arrow1611 ELMWOOD AVEWILMETTEIL ZIP+4right arrow60091
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BARTON B LEAHY PRESIDENT
0.50 		0 0 0
1611 ELMWOOD AVE
WILMETTE,IL60091
SEAN LEAHY DIRECTOR
0.50 		0 0 0
314 GLENWOOD ROAD
LAKE FOREST,IL60045
LAURA LEAHY DIRECTOR
0.50 		0 0 0
26920 N PIERRE
MUNDELEIN,IL60060
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,115,506
b
Average of monthly cash balances.......................
1b
41,994
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,157,500
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,157,500
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,363
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,140,137
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
57,007
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
57,007
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
409
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
409
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,598
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
56,598
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
56,598
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
60,942
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
60,942
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 56,598
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 55,488
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 60,942
a Applied to 2022, but not more than line 2a 55,488
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 5,454
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		51,144
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
LAURA LEAHY
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

NORTHERN SUBURBAN SPECIAL RECREATION FOUNDATION

3105 MACARTHUR BLVD
NORTHBROOK,IL60062 		  PC DEVELOPMENT OPPORTUNITIES FOR PEOPLE WITH SPECIAL NEEDS 56,000

READING POWER

900 N SHORE DR SUITE 178
LAKE BLUFF,IL60044 		  PC LITERACY SUPPORT FOR PREKINDERGARTEN THROUGH SECOND GRADE CHILDREN 1,000
Total .................................right arrow 3a 57,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 20,144  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 27,748  
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) .. 0 47,892 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
47,892
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 7,865 3,933 0 3,932

TY 2023 InvestmentsCorpStockSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC UNSPONS ADR 701 728
ABBOTT LABORATORIES 5,715 7,412
ACCENTURE PLC IRELAND CL A 4,997 5,929
ADDUS HOMECARE CORP COM 757 830
ADOBE INC 1,983 3,395
ADVANCE AUTO PARTS 625 390
ADVANCED MICRO DEVICES 428 796
AFLAC INCORPORATED 931 1,858
AIRBUS SE UNSPONSORED ADR 930 2,586
ALCON INC 4,756 6,061
ALLSTATE CORP 447 897
ALLY FINANCIAL INC 595 1,175
ALTICE USA INC CL A 247 268
AMADEUS IT GROUP S.A ADR 2,000 3,049
AMAZON COM INC 6,707 9,705
AMERESCO INC CL A 727 726
AMERICA MOVIL SAB DE CV ADR 609 518
AMERICAN TOWER CORP 5,621 7,144
AMERICAN WATER WORKS CO 867 861
AMERIPRISE FINCL INC 3,310 6,855
AMGEN INC 1,270 1,523
AMPHENOL CORP NEW CL A 2,964 7,767
ANGLO AMERN PLC SPONSORED ADR 763 686
ANSYS INC 1,587 2,177
APOLLO MEDICAL HLDGS INC 874 843
APPLIED IND TECH INC 1,035 1,900
APTIV PLC 5,304 6,891
ARCH CAPITAL GROUP LTD 397 1,114
ASE TECHNOLOGY HLDG CO LTD ADR 2,649 3,284
ASML HOLDING NV NY REG NEW 3,409 6,381
ASTRAZENECA PLC ADR 4,622 4,575
ATKORE INC 193 1,120
ATLAS COPCO AS A ADR A NEW 1,726 2,928
ATMOS ENERGY CP 1,453 1,511
AUTODESK INC DELAWARE 1,292 1,611
AUTOMATIC DATA PROCESSING INC 4,925 7,727
AVERY DENNISON CORPORATION 1,791 2,022
AVIENT CORPORATION 494 1,116
AXCELIS TECHNOLOGIES INC 748 629
AXONICS MODULATION TECHNOLOGIE 927 1,058
BANCO DO BRASIL SA SPON ADR 851 1,710
BANK OZK 642 1,141
BANNER CORP COM NEW 441 643
BDO UNIBANK INC SPON ADR 1,414 1,338
BECTON DICKINSON & CO 1,495 1,463
BELDEN INC 747 875
BELLRING BRANDS INC 875 1,318
BENTLEY SYS INC COM CL B 775 754
BIDVEST GROUP LTD SPONS ADR 926 869
BIO RAD LAB A 297 348
BJS WHSL CLUB HLDGS INC 1,650 1,737
BLACKSTONE INC 1,310 1,758
BOOT BARN HLDGS INC COM 454 1,088
BOOZ ALLEN HAMILTON HLDG CL-A 1,428 2,430
BRAMBLES LTD SPONSORED ADR 1,901 2,116
BROWN & BROWN INC 1,543 1,551
BRUKER CORPORATION 2,080 2,729
BUILDERS FIRSTSOURCE INC 316 835
CANADIAN PACIFIC KANSAS CITY 4,026 4,506
CAPITAL ONE FINANCIAL CORP 837 1,705
CAPITEC BANK HOLDINGS LTD ADR 992 1,455
CASELLA WASTE SYS INC CL A 505 923
CATALENT INC 352 361
CDW CORPORATION 4,146 9,271
CEMEX SAB DE CV 476 1,031
CENCORA INC 353 1,027
CENTENE CORPORATION 968 1,199
CENTERPOINT ENERGY INC 623 914
CENTRAIS ELEC BRAS SP ADR CM 1,056 1,026
CHAMPIONX CORPORATION 3,255 3,272
CHARLES RIVER LABS INTL INC 971 1,954
CHARLES SCHWAB NEW 5,336 9,561
CHART INDS INC 443 955
CHESAPEAKE ENERGY CORP 706 778
CHESAPEAKE UTILITIES 943 739
CHURCH & DWIGHT CO INC 971 1,947
CLARIVATE PLC 1,104 1,259
CNH INDL N V SHS 428 379
COCA COLA CO 1,056 1,338
COMFORT SYSTEMS USA INC 743 1,724
COMMERCE BANCSHARES 662 752
COMPASS GROUP PLC SPD ADR 1,349 1,807
COMPUTERSHARE LTD SPN ADR 1,333 1,324
CONSTELLATION BRANDS INC CL A 6,705 7,401
COPART INC 496 2,264
CORTEVA INC 954 1,773
COSTCO WHOLESALE CORP NEW 3,211 5,656
COTERRA ENERGY INC 1,069 1,353
CRANE COMPANY 2,208 2,917
CREDICORP LTD 831 815
CRH PLC 7,310 10,581
CROWN CASTLE INC 1,126 1,125
CULLEN FROST BANKERS INC 891 1,302
DAIICHI SANKYO CO LTD SPON ADR 3,288 3,119
DANA INCORPORATED 815 865
DANAHER CORPORATION 2,335 3,640
DARDEN RESTAURANTS 1,913 2,136
DECKER OUTDOOR CORPORATION 990 2,397
DEERE & CO 1,185 1,273
DEUTSCHE BOERSE AG UNSPON ADR 3,128 3,729
DEUTSCHE TELEKOM AG ADR 3,476 4,488
DIAGEO PLC SPON ADR NEW 2,819 3,013
DIAMONDBACK ENERGY INC 424 465
DIODES INC 1,108 2,013
DOLLAR GEN CORP NEW COM 332 438
DOLLAR TREE INC 503 746
DOMINION ENERGY INC 1,847 1,730
EATON CORP PLC SHS 4,502 7,465
ECOLAB INC 1,450 1,458
EDENRED S A ADR 464 419
EDP ENERGIAS DE PORTGUAL SA 3,687 4,089
EMCOR GROUP INC 1,790 2,585
ENPRO INC 1,132 1,680
ENTEGRIS INC 1,418 2,516
ENTERPRISE FINCL SVCS CORP 1,137 1,115
EQT CORPORATION COM NEW 168 462
EQUITY LIFESTYLE PROPERTIES 990 1,112
ESCO TECHNOLOGIES 1,133 1,521
ESSILORLUXOTTICA ADR 2,904 3,089
EVERCORE INC CLASS A 548 1,503
EVERGY INC 1,260 1,173
EVERTEC INC 778 835
EXELON CORP 817 768
EXLSERVICE HLDGS INC 779 771
FABRINET 2,342 2,597
FACTSET RESEARCH SYSTEMS INC 2,118 2,431
FAIR ISAAC & CO INC 968 1,294
FEDEX CORP 371 621
FERRARI N V 3,545 6,302
FIDELITY NATIONAL FINANCIAL IN 674 1,435
FIDELITY NATL INFORMATION SE 411 481
FIRST CITIZ BANCSHARES A 176 1,012
FLEETCOR TECHNOLOGIES 763 1,000
FLEXTRONICS INTL LTD 810 2,151
FOX CORP CL A 741 712
FRANKLIN ELECTRIC CO 787 967
FREEPORT-MCMORAN 1,678 3,108
G III APPAREL GROUP 446 944
GALAXY ENTMT GROUP LTD ADR 1,054 899
GAMING & LEISURE PPTYS INC COM 534 740
GARTNER INC 2,334 2,972
GENL DYNAMICS CORP 670 1,321
GIVAUDAN SA ADR 1,953 2,417
GLOBAL PAYMENT INC 865 974
GRAPHIC PACKAGING HOLDING CO 749 1,011
GREEK ORGANISATION OF FOOTBALL 804 857
GRUPO AEROPORTUARIO DEL 526 1,007
GRUPO FINANCIERO BANORTE SAB 856 1,765
HALEON PLC ADR 3,565 3,975
HDFC BANK LTD ADR 3,331 5,825
HEWLETT PACKARD ENTERPRISE 600 594
HEXCEL CORP NEW 899 1,328
HF SINCLAIR CORPORATION 171 520
HIMAX TECHNOLOGIES, INC. 1,013 917
HOME DEPOT INC 1,017 1,386
HONEYWELL INTL INC 1,426 1,293
HONG KONG EXCHANGES & CLEARING 1,781 1,715
HOYA CORP SPONS ADR 2,218 2,563
HUNTINGTON INGALLS INDUSTRIES 877 1,488
HURON CONSULTING GRP INC 995 1,159
IAC INC NEW 845 945
IBERDROLA SA SPON ADR 1,592 1,791
ICICI BANK LTD 2,201 2,479
ICON PLC 805 1,513
IDACORP INC 692 667
ILLUMINA INC 74 88
INDUSTRIA DE DISENO TEXTIL IND 3,356 5,379
INDUSTRIAL & COML BK CHINA ADR 3,142 3,004
INFOSYS LIMITED ADR 1,769 2,922
INSIGHT ENTERPRISES INC 481 1,519
INSTALLED BLDG PRODS INC 800 951
INTER PARFUMS INC 517 1,339
INTERCONTINENTAL EXCHANGE INC 865 1,419
INTESA SANPAOLO S.P.A. ADR 1,614 2,365
INTUIT INC 1,168 1,661
IQVIA HOLDINGS INC 5,465 10,365
ITAU UNIBANCO MULTIPLE ADR 1,000 1,397
KADANT INC 470 1,402
KASIKORNBANK PUB CO LTD UNSPON 1,093 1,111
KB FINANCIAL GRP INC SONS ADR 2,489 2,415
KERING S A ADR NEW 1,760 1,786
KEYSIGHT TECHNOLOGIES INC 1,374 3,467
KINDER MORGAN INCORP 1,150 1,212
KIRBY CP 921 1,099
KITE RLTY GROUP TR 1,170 1,257
KONINKLIJKE PHIL EL SP ADR NEW 1,218 1,143
KOSMOS ENERGY LTD 968 960
KT CORP SPON ADR 1,232 1,425
L OREAL CO ADR 1,752 3,257
LABORATORY CP AMER HLDGS NEW 924 1,761
LANCASTER COLONY CRP 601 573
LEGRAND SA 1,536 2,474
LENNAR CORPORATION 670 2,236
LIBERTY BROADBAND CORP S-C 1,253 1,432
LIBERTY GLOBAL LTD CL A 1,343 1,439
LIBERTY MEDIA COR SER C LBRT S 789 1,353
LIGAND PHARMACEUTICALS INC NEW 1,042 1,000
LINDE PLC 1,668 3,718
LKQ CORPORATION 740 1,061
LONDON STK EXCHANGE GROUP ADR 4,825 6,561
LOUISIANA PACIFIC CORP 615 637
LOWES COMPANIES INC 1,101 1,163
LVMH MOET HENNESSY LOUIS VUITT 4,476 9,599
MACOM TECHNOLOGY SOLU HLDS 395 1,766
MAGNOLIA OIL & GAS CORP CL A 643 1,065
MALIBU BOATS INC CL A 818 874
MARKEL GROUP INC 1,297 1,691
MARTIN MARIETTA MATERIALS 757 2,021
MASTERCARD INC CL A 8,281 19,225
MATADOR RES CO 1,078 1,080
MATERION CORP COM 714 1,562
MAXIMUS INC 799 922
MEDTRONIC PLC SHS 894 1,028
MERCADOLIBRE INC 1,078 2,197
MERCK & CO INC NEW COM 1,417 1,591
MERIT MED SYST 1,086 1,367
METTLER TOLEDO INTL 586 2,035
MGP INGREDIENTS INC COM NEW 638 937
MICHELIN COMPAGNIE GENERALE DE 1,322 1,596
MICROCHIP TECHNOLOGY INC 894 1,984
MICROSOFT CORP 9,803 29,937
MITSUBISHI UFJ FINCL GRP ADS 467 904
MITSUI & CO LTD ADR 4,472 4,676
MODINE MFG CO 1,168 1,708
MONARCH CASINO & RESORTS INC 943 899
MONOLITHIC PWR SYSTEMS INC 483 3,828
MONOTARO CO LTD ADR 542 699
MSCI INC COM 952 1,664
MUELLER INDUS INC 1,093 1,340
MURPHY OIL CORP 730 1,194
MYR GROUP INC DEL COM 1,084 1,483
NAPCO SECURITY TECHNOLOGIE INC 832 834
NATL FUEL GAS CO 519 458
NESTLE SPON ADR REP REG SHR 6,302 6,806
NETEASE.COM INC ADS 4,621 6,133
NETFLIX INC 3,161 3,322
NEWS CORPORATION CL A 811 1,178
NEXTERA ENERGY INC 1,298 1,687
NICE LTD ADR 1,155 1,383
NIKE INC B 4,962 6,190
NISOURCE INC 1,236 1,449
NMI HOLDINGS INC CLASS A 822 1,248
NOBLE CORP NEW A 104 108
NOMURA RESH INST LTD ADR 1,240 1,280
NOVO NORDISK A/S ADR 3,832 8,776
NVENT ELECTRIC PLC 2,166 2,237
NVIDIA CORPORATION 7,240 9,280
NXP SEMICONDUCTORS NV 519 1,017
OGE ENERGY CORPORATION 1,055 1,175
OLD REPUBLIC INTL CP 696 853
OLIN CORPORATION 704 713
OLLIES BARGAIN OUTLET HLDG INC 732 1,127
OLYMPUS CORP ADR 2,837 3,139
ON SEMICONDUCTOR CORP 751 1,013
OSHKOSH CORP 988 976
PAGERDUTY INC 957 695
PALO ALTO NETWORKS INC 790 1,132
PALOMAR HLDGS INC 858 944
PARKER HANNIFIN CORP 661 2,180
PATHWARD FINANCIAL INC 521 1,093
PATTERSON -UTI ENERGY INC 874 748
PAYCOM SOFTWARE INC 1,176 1,860
PERFICIENT INC 1,596 1,790
PERNOD RICARD SA ADR 1,375 1,139
PETROLEO BRASILEIRO SA 1,272 1,693
PHARMACEUTICAL GRP LTD (CSPCY) 759 792
PING AN INSURANCE ADR 51 54
PLYMOUTH INDL REIT INC 896 794
PNC FINL SVCS GP 1,149 1,549
POOL CORP 531 2,102
POST HOLDINGS INC 1,540 2,051
PRESTIGE CONSMR HEALTHCARE INC 1,069 1,173
PROCTER & GAMBLE 2,370 2,638
PROGRESS SOFTWARE 1,238 1,313
PROGRESSIVE CORP OHIO 5,186 5,137
PT ASTRA INTERNATIONAL TBK ADR 806 688
PT BK CENT ASIA TBK ADR 1,207 1,236
PT BK MANDIRI PERSERO TBK UNSP 451 1,273
PT TELEKOMUNIKASI INDONESIA 589 747
QUAKER HOUGHTON 547 672
QUALCOMM INC 928 1,693
QUALYS INC COM 1,328 3,171
R P M INC 924 1,365
RAYMOND JAMES FINCL INC 532 1,896
RELX PLC SPONSORED ADR 2,458 3,625
RENTOKIL INITIAL PLC ADR 2,636 2,560
RESMED INC 709 1,867
ROCKWELL AUTOMATION INC 685 931
ROSS STORES INC 265 554
SAFRAN SA 2,776 3,426
SAIA INC 781 3,451
SANDVIK AB SPONS ADR 820 954
SAP AG 4,172 5,256
SBA COMMUNICATNS CORP NEW CL A 1,176 1,015
SEACOAST BANKING CORPOF FLORI 788 1,039
SHENZHOU INTL GROUP HLDGS LTD 859 753
SHOPIFY INC 1,504 2,056
SHOPRITE HLDGS LTD SPONSORED A 1,013 1,117
SITIME CORPORATION 682 943
SMC CORP JAPAN SPONSORED ADR 2,351 2,623
SONY GROUP CORPORATION ADR 5,129 6,344
SOUTHSTATE CORPORATION 551 624
SPROUT SOCIAL INC CL A 787 825
SPS COMMERCE INC 2,156 4,002
STAG INDL INC COM 558 762
STERICYCLE INC 3,865 4,491
STERIS PLC 1,296 3,215
STERLING INFRASTRUCTURE INC 978 1,452
STRAUMANN HLDG AG ADR 1,563 1,933
SUN COMMUNITIES INC 1,715 1,689
SUNCOR ENERGY INC 3,110 3,106
SYNAPTICS INC 850 862
SYSCO CORP 1,333 1,196
TAIWAN SMCNDCTR MFG CO LTD ADR 2,287 11,824
TAKE TWO INTERACTIVE SOFTWARE 1,347 2,069
TE CONNECTIVITY LTD NEW 1,421 1,557
TECHTRONIC IND LTD SPONS ADR 668 1,251
TELEDYNE TECH INC 2,361 3,154
TENCENT HLDGS LTD UNSPON ADR 3,820 7,520
TETRA TECH INC 929 1,335
THE COOPER COMPANIES INC 5,593 8,040
THE ENSIGN GROUP INC 643 1,571
THE MOSAIC COMPANY 677 453
THOMSON REUTERS CORP 1,563 3,217
TJX COS INC NEW 3,757 7,378
TOKYO ELECTRON LTD UNSPON ADR 4,078 5,632
TOPBUILD CORP COM 361 1,506
TRANSMEDICS GROUP INC 834 868
TRIP COM GROUP LTD ADR 1,228 1,373
TYSON FOODS INC CL A 733 714
U S BANCORP COM NEW 1,086 1,416
UFP INDUSTRIES INC 498 1,604
ULTA BEAUTY INC 1,924 2,336
UNILEVER PLC (NEW) ADS 3,140 3,087
UNITED RENTALS INC 1,272 5,426
UNITEDHEALTH GP INC 1,151 1,605
US FOODS HOLDING CORP 440 491
VALVOLINE INC COM 2,648 2,816
VERALTO CORP 1,751 1,935
VERITEX HLDGS INC 1,068 1,067
VICTORY CAP HLDGS, INC CL-A 770 801
VISA INC CL A 1,661 2,186
VISTRA CORP 433 1,046
VONTIER CORPORATION 1,718 2,054
WAL-MART DE MEXICO SA SPON ADR 927 1,103
WARNER BROS DISCOVERY INC SER 495 491
WASTE MGMT INC (DELA) 2,842 5,453
WATTS WTR TECH INC A 1,966 2,257
WEST PHARMACEUTICAL SVCS INC 2,229 3,169
WILLIAMS CO INC 320 957
WILLIS TOWERS WATSON PLC LTD 1,069 1,208
WILLSCOT MOBILE MINI HOLDINGS 1,623 1,694
WINTRUST FIN CORP 506 1,020
WNS HOLDINGS LIMITED 1,561 1,409
XCEL ENERGY INC 1,536 1,424
XYLEM INC COM 920 1,495
YANDEX N.V. A 1,019 0
ZOETIS INC CLASS-A 3,793 6,089
ARK INNOVATION ETF 68,096 119,351
ISHARES MSCI EAFE ETF 5,969 6,087
ISHARES MSCI EMERGING MKTS ETF 7,141 7,318
ISHARES RUSSELL 2000 ETF 672 722
ISHARES RUSSELL MIDCAP G ETF 1,584 1,659
ISHARES RUSSELL MIDCAP V ETF 2,696 2,813
SPDR BLOOMBERG INTERNATIONAL 7,129 7,444
SPDR S&P 500 ETF TRUST 4,006 4,118
PIMCO INCOME I2 77,445 79,056
PIONEER FD Y 93,035 116,536
JAZZ PHARMACEUTICALS PLC 568 520
JBG SMITH PPTYS 697 761
JD COM INC SPON ADR CL A 791 818
JOHNSON & JOHNSON 1,245 1,174
JPMORGAN CHASE & CO 3,851 5,472

TY 2023 OtherDecreasesSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Description Amount
BASIS ADJUSTMENT 143


TY 2023 OtherExpensesSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 10 0 0 10


TY 2023 OtherProfessionalFeesSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 13,560 13,560 0 0


TY 2023 TaxesSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 966 966 0 0