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 01-01-2024 , and ending 12-31-2024
Name of foundation
ROBERT T KEELER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 988
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EL PRADO, NM87529
A Employer identification number

31-1420552
B Telephone number (see instructions)

(914) 548-3311
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$36,169,085J 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) 1,750,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,025,380 1,025,380  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,051,250
b Gross sales price for all assets on line 6a 8,527,636
7 Capital gain net income (from Part IV, line 2)... 1,051,250
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
-11,040    
12 Total. Add lines 1 through 11........ 3,815,590 2,076,630  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000 16,000   64,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
9,076     9,076
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,000     21,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
273,534 273,534    
17 Interest............... 22,576 22,576    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,271 2,771    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,876 1,175   4,701
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
8,336 749   7,587
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 439,669 316,805   106,364
25 Contributions, gifts, grants paid....... 1,303,503 1,303,503
26 Total expenses and disbursements. Add lines 24 and 25 1,743,172 316,805   1,409,867
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,072,418
b Net investment income (if negative, enter -0-) 1,759,825
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.............      
2 Savings and temporary cash investments......... 397,729 1,101,664 1,101,664
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)   Click to see attachment
List of Attached Documents:
// Content
167,504 		167,504
b Investments—corporate stock (attach schedule)....... 9,218,345 Click to see attachment
List of Attached Documents:
// Content
10,040,960 		15,015,012
c Investments—corporate bonds (attach schedule)....... 5,626,816 Click to see attachment
List of Attached Documents:
// Content
5,449,510 		5,334,101
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).......... 8,690,558 Click to see attachment
List of Attached Documents:
// Content
9,246,228 		14,550,804
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) 23,933,448 26,005,866 36,169,085
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
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...........    
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........ 18,480 18,480
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 23,914,968 25,987,386
29 Total net assets or fund balances (see instructions)..... 23,933,448 26,005,866
30 Total liabilities and net assets/fund balances (see instructions). 23,933,448 26,005,866
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
23,933,448
2
Enter amount from Part I, line 27a .....................
2
2,072,418
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
26,005,866
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
26,005,866
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 67.899 SHS MIROVA GLOBAL SUSTAINABLE EQUITY FUND P 2024-01-01 2024-12-19
b 11677.607 SHS MIROVA GLOBAL SUSTAINABLE EQUITY FUND P 2011-01-01 2024-12-31
c 2000.000000 ABBOTT LABS P 2011-01-01 2024-12-31
d 1500.000000 ADVANCED MICRO DEVICES P 2011-01-01 2024-12-31
e 868242.270000 FEDERATED HERMES GOVT P 2011-01-01 2024-12-31
300.000000 LINDE PLC NEW EUR P 2011-01-01 2024-12-31
800.000000 MERCK & CO INC COM P 2011-01-01 2024-12-31
2000.000000 MICRON TECHNOLOGY INC P 2011-01-01 2024-12-31
1000.000000 NIKE INC CL B P 2011-01-01 2024-12-31
600000.000000 UNITED STATES TREAS BILL P 2011-01-01 2024-12-31
215.000000 ABBVIE INC COM P 2011-01-01 2024-12-31
197.000000 ACCENTURE PLC IRELAND P 2011-01-01 2024-12-31
495.000000 AMER ELECTRIC POWER CO P 2011-01-01 2024-12-31
179.000000 ANALOG DEVICES INC P 2011-01-01 2024-12-31
15.000000 BLACKROCK INC P 2011-01-01 2024-12-31
12.000000 BLACKROCK INC P 2011-01-01 2024-12-31
182.000000 BROADCOM INC P 2011-01-01 2024-12-31
79.000000 CHUBB LTD CHF P 2011-01-01 2024-12-31
125.000000 DIAGEO PLC NEW GB SPON P 2011-01-01 2024-12-31
500.000000 EOG RESOURCES INC P 2011-01-01 2024-12-31
557.000000 EXXON MOBIL CORP P 2011-01-01 2024-12-31
400.000000 HONEYWELL INTL INC P 2011-01-01 2024-12-31
139.000000 JPMORGAN CHASE & CO P 2011-01-01 2024-12-31
85.000000 LINDE PLC NEW EUR P 2011-01-01 2024-12-31
185.000000 MARSH & MCLENNAN COS INC P 2011-01-01 2024-12-31
618.000000 MORGAN STANLEY P 2011-01-01 2024-12-31
512.000000 ORACLE CORP P 2011-01-01 2024-12-31
169.000000 REPUBLIC SERVICES INC P 2011-01-01 2024-12-31
1265.000000 STARBUCKS CORP P 2011-01-01 2024-12-31
369.000000 TAIWAN SEMICONDUCTOR MFG P 2011-01-01 2024-12-31
88.000000 UNION PACIFIC CORP P 2011-01-01 2024-12-31
690.000000 UNITED PARCEL SERVICE P 2011-01-01 2024-12-31
75.000000 ABBOTT LABS P 2011-01-01 2024-12-31
288.000000 ACCENTURE PLC IRELAND P 2011-01-01 2024-12-31
683.000000 ALPHABET INC CL A P 2011-01-01 2024-12-31
66.000000 AMERICAN TOWER CORP REIT P 2011-01-01 2024-12-31
58.000000 AMERIPRISE FINANCIAL INC P 2011-01-01 2024-12-31
213.000000 APPLE INC P 2011-01-01 2024-12-31
481.000000 APPLIED MATERIALS INC P 2011-01-01 2024-12-31
170.000000 BOSTON SCIENTIFIC CORP P 2011-01-01 2024-12-31
69.000000 BROADCOM INC P 2011-01-01 2024-12-31
415.000000 CHIPOTLE MEXICAN GRILL P 2011-01-01 2024-12-31
1337.000000 COCA COLA CO COM P 2011-01-01 2024-12-31
130.000000 COSTCO WHOLESALE CORP P 2011-01-01 2024-12-31
149.000000 DANAHER CORP P 2011-01-01 2024-12-31
199.000000 HONEYWELL INTL INC P 2011-01-01 2024-12-31
38.000000 INTUIT P 2011-01-01 2024-12-31
24.000000 LILLY ELI & CO P 2011-01-01 2024-12-31
11.000000 MICROSOFT CORP P 2011-01-01 2024-12-31
629.000000 NIKE INC CL B P 2011-01-01 2024-12-31
20.000000 O REILLY AUTOMOTIVE INC P 2011-01-01 2024-12-31
77.000000 PALO ALTO NETWORKS INC P 2011-01-01 2024-12-31
72.000000 PARKER HANNIFIN CORP P 2011-01-01 2024-12-31
56.000000 PROGRESSIVE CORP OHIO P 2011-01-01 2024-12-31
119.000000 ROCKWELL AUTOMATION INC P 2011-01-01 2024-12-31
42.000000 S&P GLOBAL INC P 2011-01-01 2024-12-31
104.000000 SALESFORCE, INC. P 2011-01-01 2024-12-31
96.000000 SHERWIN WILLIAMS CO P 2011-01-01 2024-12-31
900.000000 SLB LTD P 2011-01-01 2024-12-31
39.000000 THERMO FISHER SCIENTIFIC P 2011-01-01 2024-12-31
68.000000 UNION PACIFIC CORP P 2011-01-01 2024-12-31
80.000000 UNITEDHEALTH GROUP INC P 2011-01-01 2024-12-31
2000 BATH & BODY WORKS INC P 2020-08-05 2024-05-31
9000 CRESTWOOD MIDSTREAM PRTNRS LP P 2023-06-09 2024-11-15
2000 FORD MOTOR COMPANY P 2022-11-29 2024-05-31
2000 HEXCEL CORP NEW P 2022-11-29 2024-05-31
5000 WALGREENS BOOTS ALLIANCE INC P 2023-12-27 2024-11-18
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2000 WALGREENS BOOTS ALLIANCE INC P 2024-03-04 2024-11-18
9000 WALGREENS BOOTS ALLIANCE INC P 2024-04-26 2024-11-18
6000 SPRINT CORP P 2021-03-25 2024-05-31
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2000 TEGNA INC P 2023-08-03 2024-11-26
7000 TEGNA INC P 2023-08-09 2024-12-04
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100000 BANK OF AMERICA CORP P 2019-02-25 2024-09-05
100000 BANK OF AMERICA CORP P 2023-12-19 2024-10-23
100000 CITIGROUP INC P 2021-08-03 2024-04-04
100000 HUNTINGTON BANCSHARES INC P 2021-08-03 2024-10-15
100000 BANK OF AMERICA CORP P 2016-02-03 2024-09-05
100000 WELLS FARGO & CO P 2019-04-16 2024-06-17
50000 AMERICAN EXPRESS CO SR NT P 2023-12-19 2024-05-30
30000 CONAGRA BRANDS INC P 2023-12-19 2024-05-30
30000 THE BOEING COMPANY P 2023-12-19 2024-05-30
100000 JP MORGAN CHASE PERP PFD FIXED P 2019-02-25 2024-03-01
100000 HUNTINGTON BANCSHARES INC P 2021-03-08 2024-10-15
30000 CVS HEALTH CORPORATION P 2023-12-19 2024-05-30
200000 CITIGROUP INC P 2022-10-26 2024-05-15
100000 CITIGROUP INC P 2019-02-25 2024-04-04
30000 CONSTELLATION BRANDS INC P 2023-12-19 2024-05-30
50000 BANK OF AMERICA CORPORATION P 2020-06-04 2024-06-20
100000 WELLS FARGO & CO P 2019-02-25 2024-06-17
150000 BANK OF AMERICA CORPORATION P 2021-08-03 2024-06-20
30000 DELL INTL L L C P 2023-12-19 2024-05-30
15 CALL VTV 12/20/24 182 P 2024-11-07 2024-12-23
11 CALL IBB 02/16/24 139 P 2023-12-14 2024-02-20
11 CALL IBB 12/20/24 150 P 2024-10-28 2024-12-23
11 CALL IBB 09/20/24 148 P 2024-08-13 2024-09-23
11 CALL IBB 05/17/24 140 P 2024-03-25 2024-05-20
8 CALL CMG 12/20/24 65 P 2024-10-28 2024-12-23
7 CALL VB 05/17/24 230 P 2024-03-25 2024-05-20
5 CALL SCHW 03/15/24 70 P 2023-12-04 2024-03-18
5 CALL SCHW 06/21/24 80 P 2024-04-24 2024-06-24
5 CALL AMZN 06/21/24 200 P 2024-04-24 2024-06-24
5 CALL SCHW 09/20/24 67.50 P 2024-07-18 2024-09-23
5 CALL OXY 06/21/24 72.50 P 2024-04-24 2024-06-24
5 CALL SCHW 12/20/24 75 P 2024-10-28 2024-12-23
3 CALL CCK 01/19/24 100 P 2023-09-22 2024-01-22
3 CALL CCK 02/16/24 95 P 2024-01-22 2024-02-20
2 CALL HON 04/19/24 205 P 2024-03-25 2024-04-22
2 CALL PEP 06/21/24 180 P 2024-04-24 2024-06-24
2 CALL CRM 09/20/24 280 P 2024-08-14 2024-09-23
2 CALL PEP 05/17/24 180 P 2024-03-25 2024-04-24
2 CALL HON 02/16/24 210 P 2024-01-22 2024-02-20
2 CALL PEP 01/19/24 190 P 2023-09-22 2024-01-22
2 CALL ZTS 12/20/24 195 P 2024-10-28 2024-12-23
2 CALL HON 01/19/24 210 P 2023-09-22 2024-01-22
2 CALL PEP 03/15/24 175 P 2024-01-22 2024-03-18
2 CALL ZTS 06/21/24 185 P 2024-05-02 2024-06-24
1 CALL DHR 06/21/24 260 P 2024-04-24 2024-06-24
1 CALL MA 06/21/24 495 P 2024-04-24 2024-06-24
1 CALL LH 01/19/24 230 P 2023-12-04 2024-01-22
1 CALL UNH 09/20/24 620 P 2024-08-14 2024-09-23
1 CALL MA 12/20/24 540 P 2024-10-28 2024-12-23
1 CALL LH 09/20/24 240 P 2024-08-01 2024-09-23
1 CALL UNH 12/20/24 600 P 2024-10-28 2024-12-23
1 CALL GS 09/20/24 520 P 2024-08-14 2024-09-23
1 CALL LH 12/20/24 240 P 2024-10-24 2024-12-23
1 CALL LH 05/17/24 230 P 2024-03-25 2024-05-20
1 CALL LH 02/16/24 230 P 2024-01-22 2024-02-20
25 VANGUARD INDEX FUNDS P 2022-02-01 2024-10-28
100 GOLDMAN SACHS GROUP INC P 2024-08-13 2024-12-20
100 APPLE INC P 2021-04-26 2024-06-21
100 NIKE INC P 2023-09-22 2024-03-25
100 NIKE INC P 2023-07-17 2024-03-25
200 ALLSTATE CORP P 2022-12-05 2024-01-19
200 QUALCOMM INC P 2022-08-03 2024-01-19
200 QUALCOMM INC P 2022-12-05 2024-01-19
200 APPLE INC P 2017-01-24 2024-06-21
200 APPLE INC P 2024-04-24 2024-06-21
200 SALESFORCE INC P 2024-08-13 2024-12-17
200 HONEYWELL INTL INC P 2021-04-12 2024-06-21
300 CROWN HOLDINGS INC P 2021-04-27 2024-03-25
400 NIKE INC P 2021-04-26 2024-03-25
500 ALPHABET INC P 2023-09-22 2024-06-21
500 CHEVRON CORPORATION P 2024-09-11 2024-11-15
500 ***ANHEUSER-BUSCH INBEV SA P 2023-07-17 2024-01-19
700 VANGUARD INDEX FUNDS P 2022-02-01 2024-09-20
1500 ARRAY TECHNOLOGIES INC P 2021-04-26 2024-08-12
18 BROADCOM INC P 2022-08-05 2024-12-17
171 INTEL CORP P 2022-08-05 2024-08-23
16 BROADCOM INC P 2021-06-14 2024-11-18
190 INTEL CORP P 2019-11-06 2024-08-23
35 INTEL CORP P 2019-12-13 2024-08-23
175 INTEL CORP P 2020-08-03 2024-08-23
73 INTEL CORP P 2021-02-26 2024-08-23
6 BROADCOM INC P 2021-02-26 2024-05-29
10 BROADCOM INC P 2021-02-26 2024-11-18
44 BROADCOM INC P 2021-06-14 2024-12-17
1 BROADCOM INC P 2020-11-10 2024-05-29
287 INTEL CORP P 2022-02-02 2024-08-23
HPS MEZZANINE P 2011-01-01 2024-12-31
BLACK DIAMOND CREDIT STRATEGIES P 2024-01-01 2024-12-31
BLACK DIAMOND CREDIT STRATEGIES P 2011-01-01 2024-12-31
Capital Gain Dividends      
(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 1,395   1,235 160
b 239,858   182,667 57,191
c 203,048   142,357 60,691
d 196,640   252,270 -55,630
e 868,242   868,242  
136,151   50,814 85,337
87,978   93,584 -5,606
220,744   187,886 32,858
92,047   72,645 19,402
599,390   592,098 7,292
36,739   34,008 2,731
65,786   34,163 31,623
40,280   44,493 -4,213
40,966   28,663 12,303
14,735   8,030 6,705
9,408   5,027 4,381
71,989   20,388 51,601
20,358   10,312 10,046
17,810   21,701 -3,891
62,463   44,695 17,768
61,610   58,085 3,525
78,458   85,064 -6,606
29,459   15,426 14,033
39,830   14,349 25,481
38,967   16,338 22,629
74,226   55,572 18,654
92,356   39,627 52,729
31,743   13,250 18,493
97,680   125,326 -27,646
66,852   36,583 30,269
20,843   14,091 6,752
88,783   115,475 -26,692
8,999   7,828 1,171
81,983   79,185 2,798
120,550   37,339 83,211
13,588   14,298 -710
25,928   7,639 18,289
47,958   17,730 30,228
96,978   49,070 47,908
11,985   6,647 5,338
11,911   5,700 6,211
25,554   16,226 9,328
90,010   82,068 7,942
92,055   57,880 34,175
34,113   25,121 8,992
38,520   37,630 890
26,774   16,270 10,504
18,231   7,393 10,838
4,928   1,192 3,736
58,627   67,645 -9,018
22,364   7,993 14,371
21,913   13,203 8,710
46,402   16,234 30,168
14,107   11,754 2,353
33,698   21,114 12,584
17,978   14,443 3,535
25,229   14,976 10,253
34,569   17,870 16,699
42,198   32,345 9,853
21,698   10,016 11,682
16,669   14,313 2,356
42,499   37,976 4,523
1,992   1,960 32
9,000   8,975 25
1,941   1,938 3
1,915   1,909 6
5,000   5,000  
11,000   11,000  
2,000   2,000  
9,000   9,000  
5,998   6,011 -13
2,566   2,321 245
4,634   4,755 -121
1,944   1,937 7
10,823   12,139 -1,316
8,410   9,338 -928
2,115   1,803 312
2,115   1,801 314
15,926   16,191 -265
18,000   18,010 -10
5,000   5,010 -10
3,032   3,000 32
2,055   2,106 -51
2,000   2,000  
16,000   16,000  
2,025   1,963 62
2,025   1,982 43
12,007   12,164 -157
11,000   11,000  
4,000   4,000  
7,677   7,355 322
10,000   9,950 50
2,811   3,043 -232
1,890   1,812 78
6,180   6,192 -12
1,900   2,057 -157
6,499   7,233 -734
2,000   1,994 6
11,000   10,994 6
4,000   4,000  
984   1,011 -27
2,953   2,986 -33
5,043   5,018 25
2,017   2,011 6
6,051   6,035 16
2,942   3,014 -72
4,000   4,005 -5
14,000   14,000  
2,996   3,000 -4
5,000   5,000  
2,000   2,000  
5,063   4,917 146
972   971 1
2,689   3,076 -387
11,743   11,656 87
3,000   3,000  
5,961   5,721 240
3,760   3,642 118
1,889   2,042 -153
1,982   2,030 -48
2,850   3,085 -235
2,566   2,328 238
6,000   6,005 -5
15,091   13,921 1,170
24,255   24,000 255
3,151   2,999 152
7,000   6,976 24
2,025   1,948 77
27,349   26,244 1,105
5,983   5,940 43
2,900   3,097 -197
951   1,015 -64
1,993   2,043 -50
7,940   8,294 -354
2,860   3,095 -235
2,791   2,742 49
1,763   1,956 -193
2,785   3,152 -367
10,000   9,985 15
4,000   3,989 11
13,000   13,000  
8,000   8,000  
3,422   3,011 411
1,000   1,000  
10,575   8,984 1,591
5,288   4,513 775
1,885   2,018 -133
3,000   2,989 11
7,000   6,976 24
3,015   3,011 4
12,048   12,260 -212
4,000   4,000  
11,955   12,232 -277
3,900   3,819 81
1,906   1,890 16
6,499   7,210 -711
18,992   19,035 -43
4,277   3,891 386
1,000   1,001 -1
2,000   2,005 -5
2,000   2,000  
4,109   4,230 -121
2,000   2,000  
1,945   1,940 5
1,903   1,979 -76
4,000   4,000  
1,902   2,025 -123
14,470   13,893 577
3,970   4,085 -115
5,640   5,459 181
2,911   2,940 -29
2,071   2,238 -167
2,873   2,854 19
1,992   2,009 -17
13,000   13,026 -26
7,019   7,008 11
5,030   5,027 3
2,822   2,745 77
3,173   2,700 473
2,004   2,015 -11
5,063   4,879 184
4,050   3,965 85
5,063   4,956 107
2,991   3,000 -9
1,985   2,080 -95
1,889   1,821 68
1,885   1,807 78
4,725   4,520 205
1,950   1,907 43
5,813   5,729 84
12,070   13,450 -1,380
8,648   14,112 -5,464
14,000   13,987 13
8,022   8,000 22
7,042   6,603 439
2,017   2,005 12
5,828   6,744 -916
23,521   21,889 1,632
2,043   1,848 195
3,173   2,708 465
1,027   1,050 -23
2,055   2,109 -54
5,136   5,250 -114
28,000   25,820 2,180
4,931   4,931  
10,968   11,063 -95
1,902   2,028 -126
2,668   2,668  
19,570   19,521 49
3,159   2,955 204
3,830   3,853 -23
3,000   3,000  
1,957   1,816 141
12,000   11,549 451
2,967   2,840 127
4,109   4,224 -115
11,000   10,960 40
25,000   25,000  
2,025   1,960 65
4,986   5,000 -14
2,991   3,013 -22
979   974 5
12,707   12,660 47
1,004   1,015 -11
12,048   12,234 -186
8,000   8,070 -70
1,887   1,807 80
6,615   6,356 259
1,889   1,808 81
100,000   109,830 -9,830
100,000   102,297 -2,297
102,328   111,030 -8,702
100,000   105,314 -5,314
100,000   102,281 -2,281
100,000   107,099 -7,099
50,788   52,173 -1,385
29,776   30,325 -549
29,122   30,365 -1,243
102,127   107,371 -5,244
100,000   103,501 -3,501
29,557   30,125 -568
200,000   200,350 -350
102,328   104,340 -2,012
29,798   30,000 -202
50,000   51,076 -1,076
100,000   104,060 -4,060
150,000   163,341 -13,341
30,516   31,220 -704
2,025     2,025
1,540     1,540
1,815     1,815
2,090     2,090
2,508     2,508
1,495     1,495
2,625     2,625
760     760
560     560
1,245     1,245
570     570
475     475
790     790
519     519
384     384
330     330
364     364
970     970
316   156 160
310     310
304     304
608     608
420     420
220     220
340     340
400     400
431     431
221     221
345     345
555     555
390     390
845     845
342     342
427     427
192     192
429     429
5,979   5,175 804
56,678   48,725 7,953
18,659   13,493 5,166
9,361   9,148 213
9,361   10,860 -1,499
29,342   25,662 3,680
27,220   29,374 -2,154
27,220   24,941 2,279
37,319   6,069 31,250
37,319   33,410 3,909
65,230   50,801 14,429
42,179   45,534 -3,355
23,400   32,763 -9,363
37,444   52,657 -15,213
88,667   65,340 23,327
81,403   67,845 13,558
31,775   28,848 2,927
165,405   144,884 20,521
10,445   44,325 -33,880
4,214   982 3,232
3,491   6,036 -2,545
2,648   747 1,901
3,879   10,919 -7,040
715   2,024 -1,309
3,573   7,237 -3,664
1,490   4,441 -2,951
8,319   2,825 5,494
1,655   471 1,184
10,300   2,054 8,246
1,387   363 1,024
5,860   14,163 -8,303
21,366     21,366
335     335
27,907     27,907
      122,179
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       160
b       57,191
c       60,691
d       -55,630
e        
      85,337
      -5,606
      32,858
      19,402
      7,292
      2,731
      31,623
      -4,213
      12,303
      6,705
      4,381
      51,601
      10,046
      -3,891
      17,768
      3,525
      -6,606
      14,033
      25,481
      22,629
      18,654
      52,729
      18,493
      -27,646
      30,269
      6,752
      -26,692
      1,171
      2,798
      83,211
      -710
      18,289
      30,228
      47,908
      5,338
      6,211
      9,328
      7,942
      34,175
      8,992
      890
      10,504
      10,838
      3,736
      -9,018
      14,371
      8,710
      30,168
      2,353
      12,584
      3,535
      10,253
      16,699
      9,853
      11,682
      2,356
      4,523
      32
      25
      3
      6
       
       
       
       
      -13
      245
      -121
      7
      -1,316
      -928
      312
      314
      -265
      -10
      -10
      32
      -51
       
       
      62
      43
      -157
       
       
      322
      50
      -232
      78
      -12
      -157
      -734
      6
      6
       
      -27
      -33
      25
      6
      16
      -72
      -5
       
      -4
       
       
      146
      1
      -387
      87
       
      240
      118
      -153
      -48
      -235
      238
      -5
      1,170
      255
      152
      24
      77
      1,105
      43
      -197
      -64
      -50
      -354
      -235
      49
      -193
      -367
      15
      11
       
       
      411
       
      1,591
      775
      -133
      11
      24
      4
      -212
       
      -277
      81
      16
      -711
      -43
      386
      -1
      -5
       
      -121
       
      5
      -76
       
      -123
      577
      -115
      181
      -29
      -167
      19
      -17
      -26
      11
      3
      77
      473
      -11
      184
      85
      107
      -9
      -95
      68
      78
      205
      43
      84
      -1,380
      -5,464
      13
      22
      439
      12
      -916
      1,632
      195
      465
      -23
      -54
      -114
      2,180
       
      -95
      -126
       
      49
      204
      -23
       
      141
      451
      127
      -115
      40
       
      65
      -14
      -22
      5
      47
      -11
      -186
      -70
      80
      259
      81
      -9,830
      -2,297
      -8,702
      -5,314
      -2,281
      -7,099
      -1,385
      -549
      -1,243
      -5,244
      -3,501
      -568
      -350
      -2,012
      -202
      -1,076
      -4,060
      -13,341
      -704
      2,025
      1,540
      1,815
      2,090
      2,508
      1,495
      2,625
      760
      560
      1,245
      570
      475
      790
      519
      384
      330
      364
      970
      160
      310
      304
      608
      420
      220
      340
      400
      431
      221
      345
      555
      390
      845
      342
      427
      192
      429
      804
      7,953
      5,166
      213
      -1,499
      3,680
      -2,154
      2,279
      31,250
      3,909
      14,429
      -3,355
      -9,363
      -15,213
      23,327
      13,558
      2,927
      20,521
      -33,880
      3,232
      -2,545
      1,901
      -7,040
      -1,309
      -3,664
      -2,951
      5,494
      1,184
      8,246
      1,024
      -8,303
      21,366
      335
      27,907
       
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 1,051,250
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 88,290
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 24,462
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 24,462
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 24,462
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,982
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,982
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 198
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 18,322
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow18,322 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
 
No
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 arrowOH
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 arrowORGANIZATION Telephone no.right arrow (914) 548-3311

Located atright arrowPO BOX 988EL PRADONM ZIP+4right arrow875290988
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)
 
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
 
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
PETER P MITHOEFER Trustee/PRES.
4.00 		40,000    
PO BOX 988
EL PRADO,NM875290988
HEATHER M MITHOEFER Treasurer/V.PRE
4.00 		40,000    
PO BOX 988
EL PRADO,NM875290988
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  
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  
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
33,428,595
b
Average of monthly cash balances.......................
1b
850,690
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
34,279,285
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
 
3
Subtract line 2 from line 1d.........................
3
34,279,285
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
514,189
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
33,765,096
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,688,255
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
1,688,255
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
24,462
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,462
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,663,793
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,663,793
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
1,663,793
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
1,409,867
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
1,409,867
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 1,663,793
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,258,973
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$ 1,409,867
a Applied to 2023, but not more than line 2a 1,258,973
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 150,894
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 .......... 		1,512,899
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
A REASON TO SURVIVE


200 EAST 12TH STREET
NATIONAL CITY,CA91950 		  PC GENERAL OPERATING SUPPORT 35,000
UNIVERSITY OF NEW MEXICO FOUNDATION


1 UNIVERSITY OF NEW MEXICO
ALBUQUERQUE,NM87131 		  PC PROJECT/PROGRAM SUPPORT 40,000
CHAPPAQUA SUMMER SCHOLARSHIP PROGRA


PO BOX 456
CHAPPAQUA,NY10514 		  PC CHALLENGE GRANT 10,000
JACOB BURNS FILM CENTER


405 MANVILLE ROAD 3RD FL
PLEASANTVILLE,NY10570 		  PC PROJECT/PROGRAM SUPPORT 100,000
LAS CUMBRES COMMUNITY SERVICES INC


102 N CORONADO AVENUE
ESPANOLA,NM87532 		  PC PROJECT/PROGRAM SUPPORT 75,000
NEIGHBORS LINK CORP


27 COLUMBUS AVENUE
MOUNT KISCO,NY10549 		  PC PROJECT/PROGRAM SUPPORT 150,000
NORTHSHIRE DAY SCHOOL INC


5484 MAIN STREET
MANCHESTER CENTER,VT05255 		  PC PROJECT/PROGRAM SUPPORT 10,000
PBJ FAMILY SERVICES INC


1101 LOPEZ ROAD SW
ALBUQUERQUE,NM87105 		  PC PROJECT/PROGRAM SUPPORT 80,000
QUESTBRIDGE


115 EVERETT AVENUE
PALO ALTO,CA94301 		  PC PROJECT/PROGRAM SUPPORT 15,000
SUNRISE OPPORTUNITIES INC


PO BOX 88
MACHIAS,ME04654 		  PC PROJECT/PROGRAM SUPPORT 80,000
YOUTH HEARTLINE


PO BOX 1664
TAOS,NM87571 		  PC PROJECT/PROGRAM SUPPORT 5,000
COMMUNITY AGAINST VIOLENCE


945 SALAZAR ROAD
TAOS,NM87571 		  PC PROJECT/PROGRAM SUPPORT 25,000
EL PUEBLITO UNITED METHODIST CHURCH


PO BOX 1302
EL PRADO,NM87529 		  PC PROJECT/PROGRAM SUPPORT 4,000
ST JAMES EPISCOPAL CHURCH


208 CAMINO DE SANTIAGO
TAOS,NM87571 		  PC PROJECT/PROGRAM SUPPORT 4,000
NEIGHBORS LINK CORP


27 COLUMBUS AVENUE
MOUNT KISCO,NY10549 		  PC PROJECT/PROGRAM SUPPORT 50,000
SANTA FE COMMUNITY FOUNDATION


501 HALONA STREET
SANTA FE,NM87505 		  PC PROJECT/PROGRAM SUPPORT 2,000
KIDS IN NEED FOUNDATION


2719 PATTON ROAD
ROSEVILLE,MN55113 		  PC PROJECT/PROGRAM SUPPORT 20,000
BRIDGE PROJECT FOR EDUCATION


PO BOX 308
TAOS,NM87571 		  PC PROJECT/PROGRAM SUPPORT 2,500
TAOS COMMUNITY FOUNDATION


PO BOX 1925
TAOS,NM87571 		  PC PROJECT/PROGRAM SUPPORT 10,000
NEW MEXICO FOUNDATION


8 CALLE MEDICO
SANTA FE,NM87505 		  PC PROJECT/PROGRAM SUPPORT 10,000
THE FOOD DEPOT


1222 A SILER ROAD
SANTA FE,NM87505 		  PC PROJECT/PROGRAM SUPPORT 2,500
AMPARO


1001 CHIRICHUA CT SE
ALBUQUERQUE,NM87123 		  PC PROJECT/PROGRAM SUPPORT 35,000
TWIRL A PLAY DISCOVERY SPACE INC


225 CAMINO DE LA PLACITA
TAOS,NM87571 		  PC PROJECT/PROGRAM SUPPORT 20,000
NONVIOLENCE WORKS INC


PO BOX 2238
TAOS,NM87571 		  PC PROJECT/PROGRAM SUPPORT 66,000
PEGASUS LEGAL SERVICES FOR CHILDREN


505 MARQUETTE AVENUE NW SUITE 1350
ALBUQUERQUE,NM87102 		  PC PROJECT/PROGRAM SUPPORT 70,000
SOCIETY OF ST VINCENT DE PAUL


1125 BANK STREET
CINCINNATI,OH45214 		  PC PROJECT/PROGRAM SUPPORT 20,000
TAOS CENTER FOR THE ARTS


133 PASEO DEL PUEBLO NORTE
TAOS,NM87571 		  PC PROJECT/PROGRAM SUPPORT 2,500
THINK NEW MEXICO


1227 PASEO DE PERALTA
SANTA FEE,NM87501 		  PC PROJECT/PROGRAM SUPPORT 5,000
TRUE KID 1


222 Paseo del Pueblo Norte
TAOS,NM87571 		  PC PROJECT/PROGRAM SUPPORT 50,000
FILLING IN THE BLANKS


346 Main Ave 3A
NORWALK,CT06851 		  PC PROJECT/PROGRAM SUPPORT 3,000
FIELD INSTITUTE OF TAOS


PO BOX 486
ARROYO SECO,NM87514 		  PC PROJECT/PROGRAM SUPPORT 10,000
FILM PRISE JR NM


401 MARKET STREET STE 860
SHREVEPORT,LA71101 		  PC PROJECT/PROGRAM SUPPORT 50,000
IMAGINE TAOS


PO BOX 569
ARROYO HONDO,NM87513 		  PC PROJECT/PROGRAM SUPPORT 10,000
DOWNEAST COMMUNITY PARTNERS


248 BUCKPORT ROAD
ELLSWORTH,ME04605 		  PC PROJECT/PROGRAM SUPPORT 75,000
AIRE


PO BOX 3137
TAOS,NM87571 		N/A PC PROJECT/PROGRAM SUPPORT 3,603
GROWING UP NEW MEXICO


440 CERRILLOS ROAD SUITE A
SANTA FE,NM87501 		N/A PC PROJECT/PROGRAM SUPPORT 25,000
PRADER-WILLI SYNDROME ASSOCIATION U


1032 E BRANDON BLVD 4744
BRANDON,FL33511 		N/A PC PROJECT/PROGRAM SUPPORT 40,000
READING QUEST


369 MONTEZUMA AVENUE
SANTA FE,NM87501 		N/A PC PROJECT/PROGRAM SUPPORT 58,400
SACRED VALLEY PROJECT


315 CLAREMONT AVENUE
MONTCLAIR,NJ07042 		N/A PC PROJECT/PROGRAM SUPPORT 20,000
ACLU FOUNDATION


125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		N/A PC PROJECT/PROGRAM SUPPORT 10,000
Total .................................right arrow 3a 1,303,503
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 ........... 		         
4 Dividends and interest from securities ....     14 1,025,380  
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 1,051,250  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aUNRELATED TRADE OR BUSINESS 		900099 -11,040      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -11,040 2,076,630  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,065,590
(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)
 
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID: 24020490
Software Version: 2024v5.2


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
ROBERT T KEELER FOUNDATION
 
Employer identification number

31-1420552
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
ROBERT T KEELER FOUNDATION
  		Employer identification number
31-1420552
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
ESTATE OF ROBERT T KEELER
PO BOX 988
 
EL PRADO, NM875290988

$ 1,750,000


(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.)
(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.)
(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
ROBERT T KEELER FOUNDATION
  		Employer identification number

31-1420552
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
ROBERT T KEELER FOUNDATION
  		Employer identification number

31-1420552
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: 24020490
Software Version: 2024v5.2

TY 2024 AccountingFeesSchedule
Name:
ROBERT T KEELER FOUNDATION
EIN:
31-1420552
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 21,000 0 0 21,000

TY 2024 InvestmentsCorpBondsSchedule
Name:
ROBERT T KEELER FOUNDATION
EIN:
31-1420552
Software ID:
24020490
Software Version:
2024v5.2
Name of Bond End of Year Book Value End of Year Fair Market Value
STMT 20 2,552,584 2,489,738
STMT 19 2,896,926 2,844,363

TY 2024 InvestmentsCorpStockSchedule
Name:
ROBERT T KEELER FOUNDATION
EIN:
31-1420552
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
STMT 13 738,005 927,190
STMT 14 1,459,817 1,811,616
STMT 17 2,919,904 4,883,363
STMT 18 3,112,269 4,425,417
STMT 21 1,810,965 2,967,426

TY 2024 InvestmentsGovtObligationsSch
Name:
ROBERT T KEELER FOUNDATION
EIN:
31-1420552
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

167,504
US Government Securities - End of Year Fair Market Value:

167,504
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
ROBERT T KEELER FOUNDATION
EIN:
31-1420552
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
STMT 12 AT COST 1,378,601 2,718,691
STMT 14 AT COST 75,985 64,175
BLACK DIAMOND CREDIT STRATEGIES AT COST 1,844,173 2,147,918
LOCUST WOOD CAPITAL AT COST 1,250,000 2,408,916
STMT 13 AT COST 165,335 166,102
BLACKSTONE PRIVATE CREDIT FUND CLASS S AT COST 1,010,000 1,002,797
STMT 15 AT COST 1,743,838 2,133,966
STMT 19 AT COST 409,226 2,071,396
STMT 21 AT COST 338,641 744,500
STMT 16 AT COST 1,030,429 1,092,343

TY 2024 LegalFeesSchedule
Name:
ROBERT T KEELER FOUNDATION
EIN:
31-1420552
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 9,076 0 0 9,076


TY 2024 OtherExpensesSchedule
Name:
ROBERT T KEELER FOUNDATION
EIN:
31-1420552
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE-DIRECTORS 3,744 749   2,995
OUTSIDE SERVICES 4,592     4,592


TY 2024 OtherIncomeSchedule2
Name:
ROBERT T KEELER FOUNDATION
EIN:
31-1420552
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UNRELATED TRADE OR BUSINESS -11,040    


TY 2024 OtherProfessionalFeesSchedule
Name:
ROBERT T KEELER FOUNDATION
EIN:
31-1420552
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT CONSULTANT FEES 13,000 13,000 0 0
INVESTMENT FEES-BLACK DIAMOND CREDIT STR 51,534 51,534 0 0
INVESTMENT FEES-JP MORGAN 67,630 67,630 0 0
INVESTMENT FEES-MERRILL LYNCH 15,278 15,278 0 0
INVESTMENT FEES-UBS 126,092 126,092 0 0


TY 2024 TaxesSchedule
Name:
ROBERT T KEELER FOUNDATION
EIN:
31-1420552
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 16,500      
FOREIGN TAXES 2,771 2,771