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 S & DOROTHY J KEYSER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)165 WEST LIBERTY STREET 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RENO, NV89501
A Employer identification number

88-0346537
B Telephone number (see instructions)

(775) 742-3127
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$19,508,411J 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 28,922 28,922  
4 Dividends and interest from securities... 300,334 300,334  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 372,899
b Gross sales price for all assets on line 6a 9,716,248
7 Capital gain net income (from Part IV, line 2)... 372,899
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
38,334 34,873  
12 Total. Add lines 1 through 11........ 740,489 737,028  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 210,000 52,500   157,500
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
12,184 6,092   6,092
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
74,075 44,908   29,167
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,171 6,511   660
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
1,009 252   757
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 304,439 110,263   194,176
25 Contributions, gifts, grants paid....... 869,000 869,000
26 Total expenses and disbursements. Add lines 24 and 25 1,173,439 110,263   1,063,176
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -432,950
b Net investment income (if negative, enter -0-) 626,765
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......... 469,665 716,060 716,060
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.......... 55,054    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,654,431 Click to see attachment
List of Attached Documents:
// Content
15,338,393 		15,338,393
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).......... 2,585,537 Click to see attachment
List of Attached Documents:
// Content
3,453,958 		3,453,958
14 Land, buildings, and equipment: basis right arrow3,897
Less: accumulated depreciation (attach schedule) right arrow3,897      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,764,687 19,508,411 19,508,411
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........... 14,764,687 19,508,411
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)..... 14,764,687 19,508,411
30 Total liabilities and net assets/fund balances (see instructions). 14,764,687 19,508,411
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
14,764,687
2
Enter amount from Part I, line 27a .....................
2
-432,950
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,176,674
4
Add lines 1, 2, and 3 ..........................
4
19,508,411
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,508,411
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c CAPITAL GAIN DISTRIBUTION P    
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 5,328,095   4,604,214 723,881
b 4,388,008   4,739,135 -351,127
c 145     145
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       723,881
b       -351,127
c       145
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 2 372,899
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  
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 8,712
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 8,712
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 8,712
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,000
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 4,288
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,288 Refundedright arrow 11 0
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$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowCA, NV
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 arrowWHITTIER TRUST COMPANY Telephone no.right arrow (775) 742-3127

Located atright arrow100 WEST LIBERTY STREET 890RENONV ZIP+4right arrow89501
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)
Yes
 
(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
G BLAKE SMITH PRESIDENT
16.00 		60,000 0 0
165 WEST LIBERTY SUITE 110
RENO,NV89501
G BLAKE SMITH II VICE PRESIDENT
14.00 		50,000 0 0
165 WEST LIBERTY SUITE 110
RENO,NV89501
MICHAEL J MELARKEY SECRETARY
14.00 		50,000 0 0
165 WEST LIBERTY SUITE 110
RENO,NV89501
TIMOTHY CASHMAN TREASURER
14.00 		50,000 0 0
165 WEST LIBERTY SUITE 110
RENO,NV89501
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 (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 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 (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
15,928,411
b
Average of monthly cash balances.......................
1b
705,013
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,633,424
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
16,633,424
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
249,501
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,383,923
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
819,196
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
819,196
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,712
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,712
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
810,484
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
810,484
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
810,484
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
1,063,176
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
1,063,176
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 7 810,484
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 366,310
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,063,176
a Applied to 2023, but not more than line 2a 366,310
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 2024 distributable amount..... 696,866
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		113,618
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
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 e-mail address of the person to whom applications should be addressed:
WHITTER TRUST COMPANY
100 WEST LIBERTY STREET 890
RENO,NV89501
(775) 742-3127
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM IS REQUIRED FOR INITIAL REQUEST. APPLICANTS WILL BE PROVIDED FORMAL APPLICATION IF THE FOUNDATION HAS AN INTEREST IN THE REQUEST.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE GENERALLY LIMITED TO PROGRAMS THAT CAN BE SHOWN TO HAVE SOME BENEFIT TO CHILDREN, AND TO PROGRAMS IN THE RENO AND LAS VEGAS, NEVADA, AREAS
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

AFTER-SCHOOL ALL-STARS GREATER LAS VEGAS

8485 W SUNSET ROAD SUITE 106
LAS VEGAS,NV89113 		N/A PC GENERAL OPERATING SUPPORT 10,000

ANGEL FLIGHT WEST INC

3161 DONALD DOUGLAS LOOP SOUTH
SANTA MONICA,CA90405 		N/A PC WINGS OVER NEVADA PROGRAMS 5,000

ARTHRITIS FOUNDATION INC

90 NEW MONTGOMERY STREET SUITE 710
SAN FRANCISCO,CA94105 		N/A PC JUVENILE ARTHRITIS PROGRAMMING FOR CHILDREN & FAMILIES IN RENO, NV 10,000

BIG BROTHERS BIG SISTERS OF NORTHERN NEVADA

600 MILL STREET
RENO,NV89502 		N/A PC TO SUPPORT ONE-TO-ONE COMMUNITY-BASED MENTORING PROGRAM 10,000

CLEVELAND CLINIC FOUNDATION

888 W BONNEVILLE AVENUE
LAS VEGAS,NV89106 		N/A PC NEVADA EXPLORATORY ALZHEIMER'S DISEASE RESEARCH CENTER 25,000

CRISTO REY ST VIATOR LAS VEGAS

2880 VAN DER MEER ST NORTH
LAS VEGAS,NV89030 		N/A PC CORPORATE WORK STUDY PROGRAM FOR SCHOOL YEAR 2024-2025 34,000

DISCOVERY CHILDREN'S MUSEUM

360 PROMENADE PLACE
LAS VEGAS,NV89106 		N/A PC OPERATING EXPENSES FOR THE DISCOVERY LAB 25,000

DOMESTIC VIOLENCE RESOURCE CENTER

1735 VASSAR ST
RENO,NV89502 		N/A PC GENERAL OPERATING SUPPORT 10,000

GIRLS ON THE RUN SIERRAS

100 CALIFORNIA AVE SUITE 210
RENO,NV89509 		N/A PC SPONSOR 30 GIRLS FOR 10-WK AFTER SCHOOL PROGRAM 5,000

JUNIOR ACHIEVEMENT OF NORTHERN NEVADA INC

1575 DELUCCHI LANE SUITE 270A
RENO,NV89502 		N/A PC BIZTOWN CAMPUS 100,000

JUNIOR ACHIEVEMENT OF SOUTHERN NEVADA

1921 N RAINBOW BLVD FLOOR 2
LAS VEGAS,NV89108 		N/A PC JA INSPIRATION CENTER CAPITAL CAMPAIGN 100,000

LAS VEGAS AREA COUNCIL INC BOY SCOUTS OF AMERICA

7220 S PARADISE RD
LAS VEGAS,NV89119 		N/A PC GIVING TUESDAY OUTREACH APPEAL 20,000

NEVADA MUSEUM OF ART

160 W LIBERTY ST
RENO,NV89501 		N/A PC CAPITAL/CONSTRUCTION 100,000

NEVADA MUSEUM OF ART

160 W LIBERTY ST
RENO,NV89501 		N/A PC OPERATING SCHOOL TOURS SUPPORT (1 OF 5) 25,000

NEVADA YOUTH EMPOWERMENT PROJECT

1369 FALAND WAY
RENO,NV89503 		N/A PC GENERAL OPERATING SUPPORT 10,000

NORTHERN NEVADA CHILDREN'S CANCER FOUNDATION

3550 BARRON WAY 9A
RENO,NV89511 		N/A PC $10K FOR INSPIRE SCHOLARSHIP PROGRAM & $10K FOR HOPE FOR HOLIDAYS PROGRAM 20,000

NORTHERN NEVADA DENTAL HEALTH PROGRAM

5605 RIGGINS CT STE 101A
RENO,NV89502 		N/A PC TO SUPPORT YOUTH PROGRAMS 15,000

OLIVE CREST

4285 NORTH RANCHO DRIVE SUITE 160
LAS VEGAS,NV89130 		N/A PC STRONG FAMILIES PRG, CHIDREN & FAMILY RESOURCE CTR & TEEEN & YOUNG ADULT PRG 20,000

RENO PHILHARMONIC ASSOCIATION

925 RIVERSIDE DRIVE 3
RENO,NV89503 		N/A PC RPAK PROGRAM TO LOCAL TITLE I SCHOOLS 5,000

RONALD MCDONALD HOUSE CHARITIES NORTHERN NEVADA INC

323 MAINE ST
RENO,NV89502 		N/A PC TO SUPPORT THE RONALD MCDONALD HOUSE PROGRAM 10,000

SKY TAVERN

18124 WEDGE PKWY 995
RENO,NV89511 		N/A PC REDRIVE OF SKY RIDGE CHAIR LIFT AND AMERICA LIFT 100,000

SPECIAL OLYMPICS NEVADA INC

4000 S EASTERN AVE STE 320
LAS VEGAS,NV89119 		N/A PC GENERAL OPERATING SUPPORT 10,000

SPREAD THE WORD NEVADA

1065 AMERICAN PACIFIC DR STE 160
HENDERSON,NV89074 		N/A PC TO SUPPORT A NEW BUILDING TO HELP EXPAND SERVICE AREA 50,000

TAHOE FUND

PO BOX 7124
TAHOE CITY,CA96145 		N/A PC TO SUPPORT THE REMOVAL OF OLD MOTEL BUILDINGS & TRANSFORMATION OF THE WETLANDS 20,000

UNIVERSITY OF NEVADA RENO FOUNDATION

MAIL STOP 162
RENO,NV89557 		N/A PC COLLEGE OF BUSINESS BUILDING 100,000

WOMEN'S RESOURCE MEDICAL CENTERS OF SOUTHERN NEVADA INC

1701 W CHARLESTON BLVD SUITE 130
LAS VEGAS,NV89102 		N/A PC VALUES PRENATAL PROGRAM 20,000

YOUTH IN PURSUIT

9393 GATEWAY DR
RENO,NV89521 		N/A PC GENERAL OPERATING SUPPORT 10,000
Total .................................right arrow 3a 869,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 28,922  
4 Dividends and interest from securities ....     14 300,334  
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 ............ 		    18 372,899  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPASSTHROUGH INCOME 		525990 3,461 01 34,873  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 3,461 737,028 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
740,489
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ROBERT S & DOROTHY J KEYSER FOUNDATION
EIN:
88-0346537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,184 6,092   6,092

TY 2024 InvestmentsCorpStockSchedule
Name:
ROBERT S & DOROTHY J KEYSER FOUNDATION
EIN:
88-0346537
Name of Stock End of Year Book Value End of Year Fair Market Value
GABELLI - A T & T 22,770 22,770
GABELLI - AMERICAN EXPRESS 118,716 118,716
GABELLI - AMERIPRISE FINL 106,486 106,486
GABELLI - AMPCO PITTSBURGH 1,045 1,045
GABELLI - ARCHER DANIELS MIDLAND 20,208 20,208
GABELLI - ASTEC INDS 13,440 13,440
GABELLI - AXALTA COATING SYSTEMS 51,330 51,330
GABELLI - AZZ 40,960 40,960
GABELLI - BANK OF NEW YORK MELLON 38,415 38,415
GABELLI - BAUSCH HEALTH 40,381 40,381
GABELLI - CAMPBELL SOUP 25,128 25,128
GABELLI - CNH INDUSTRIAL 39,655 39,655
GABELLI - COMCAST 15,012 15,012
GABELLI - CRANE 23,288 23,288
GABELLI - CTS 26,365 26,365
GABELLI - DANONE 20,085 20,085
GABELLI - WALT DISNEY 1,114 1,114
GABELLI - DUCOMMUN 50,928 50,928
GABELLI - EASTERN 26,540 26,540
GABELLI - ENPRO INDUSTRIES 68,980 68,980
GABELLI - FLOWERS FOODS 12,396 12,396
GABELLI - FLOWSERVE 86,280 86,280
GABELLI - FORTUNE BRANDS HOME 20,499 20,499
GABELLI - FOX 29,148 29,148
GABELLI - GATX 92,976 92,976
GABELLI - GENERAL MILLS 31,885 31,885
GABELLI - GENUINE PARTS 58,380 58,380
GABELLI - GORMAN RUPP 49,296 49,296
GABELLI - GRAHAM 66,705 66,705
GABELLI - GRUPO TELEVISA 8,400 8,400
GABELLI - HERC HLDGS 123,065 123,065
GABELLI - HONEYWELL INTERNATIONAL 45,178 45,178
GABELLI - HYSTER YALE MATLS HANDLING ICL 20,372 20,372
GABELLI - IAC INTERACTIVE 17,256 17,256
GABELLI - IBERDROLA 13,940 13,940
GABELLI - LIBERTY BROADBAND SER A 6,915 6,915
GABELLI - LIBERTY BROADBAND SER C 18,316 18,316
GABELLI - LIBERTY GLOBAL CL A 12,760 12,760
GABELLI - LIBERTY GLOBAL CL C 3,837 3,837
GABELLI - MADISON SQUARE GARDEN ENTERTAINMENT 8,971 8,971
GABELLI - MADISON SQUARE GARDEN SPORTS 45,136 45,136
GABELLI - MAPLE LEAF FOODS 21,150 21,150
GABELLI - MONDELEZ INTERNATIONAL 17,919 17,919
GABELLI - MUELLER INDUSTRIES 47,616 47,616
GABELLI - MUELLER WATER PRODUCTS 22,500 22,500
GABELLI - NATIONAL FUEL GAS 18,204 18,204
GABELLI - NORTHERN TRUST 20,500 20,500
GABELLI - RESIDEO TECHNOLOGIES 11,525 11,525
GABELLI - ROGERS COMMUNICATIONS 15,365 15,365
GABELLI - ROLLINS 41,715 41,715
GABELLI - RPC 4,752 4,752
GABELLI - RYMAN HOSPITALITY PROPERTIES 52,170 52,170
GABELLI - SENSIENT TECHNOLOGIES 10,689 10,689
GABELLI - SINCLAIR BROADCAST GROUP 29,052 29,052
GABELLI - STATE STREET 49,075 49,075
GABELLI - TELEPHONE & DATA SYSTEMS 85,275 85,275
GABELLI - TEXTRON 114,735 114,735
GABELLI - TREDEGAR INDUSTRIES 53,760 53,760
GABELLI - UNITED STATES CELLULAR 50,176 50,176
GABELLI - VALMONT INDUSTRIES 46,000 46,000
GABELLI - VIMEO 4,154 4,154
GABELLI - WALGREEN BOOTS ALLIANCE 20,526 20,526
GABELLI - WASTE MGMT 60,537 60,537
GABELLI - WATTS WATER TECHNOLOGIES 60,990 60,990
GABELLI - XYLEM 34,806 34,806
GABELLI - APA CORP 23,090 23,090
GABELLI - ATLANTA BRAVES A 73,440 73,440
GABELLI - ATLANTA BRAVES C 19,130 19,130
GABELLI - EW SCRIPPS CO NEW 8,840 8,840
GABELLI - HALLIBURTION CO 13,595 13,595
GABELLI - IROBOT CORP 9,300 9,300
GABELLI - IVECO GROUP NV 19,161 19,161
GABELLI - MASTERBRAND INC 4,383 4,383
GABELLI - PARAMOUNT GLOBAL - CLASS A 57,980 57,980
GABELLI - PERRIGO CO PLC 12,855 12,855
GABELLI - SPHERE ENTERTAINMENT CO 10,161 10,161
GABELLI - SYNOVUS FINANCIAL CORP 71,722 71,722
GABELLI - TEGNA INC 18,290 18,290
GABELLI - TRATON SE 28,000 28,000
GABELLI - WARNER BROS DISCOVERY INC 31,710 31,710
3I GROUP PLC 7,222 7,222
AAON INC 137,097 137,097
A T & T INC 145,933 145,933
ABB LTD 53,603 53,603
ABBOTT LABORATORIES 70,807 70,807
ABBVIE INC 104,132 104,132
ACCENTURE PLC 60,860 60,860
ADOBE INC 126,734 126,734
AEGON LTD ADR (SPONSORED ADR) 24,644 24,644
AES CORP 56,396 56,396
AIRBNB INC 57,163 57,163
ALCON INC 4,160 4,160
ALPHABET INC. 181,917 181,917
ALPHABET INC. 115,216 115,216
AMAZON.COM INC 332,376 332,376
AMERICAN EAGLE OUTFITTER 37,524 37,524
AMERICAN INTL GROUP 43,826 43,826
AMPHENOL CORP 54,310 54,310
APPLE INC 192,573 192,573
APPLIED MATERIALS 46,187 46,187
APTARGROUP INC 44,302 44,302
ARGENX SE 12,915 12,915
ASICS CORP (SPONSORED ADR) 4,627 4,627
ASML HOLDING N V 44,357 44,357
ASPEN TECHNOLOGY INC NEW 42,936 42,936
ASTRAZENECA PLC 16,249 16,249
ATLAS COPCO AB 9,623 9,623
AUTO TRADER GROUP P L 114,584 114,584
AUTODESK INC 44,040 44,040
AUTOZONE INC 28,818 28,818
BAE SYSTEMS PLC 32,867 32,867
BANCO BILBAO VIZCAYA A 39,074 39,074
BANCO MACRO S A (SPONSORED ADR) 77,408 77,408
BANK OF AMERICA CORP 51,465 51,465
GABELLI - BANK OF AMERICA CORP 17,580 17,580
BARCLAYS PLC (SPONSORED ADR) 37,132 37,132
BARRICK GOLD CORP 34,829 34,829
BERKSHIRE HATHAWAY 31,276 31,276
BOEING CO 64,959 64,959
BOOKING HOLDINGS INC 49,684 49,684
BOOZ ALLEN HAMILTON 72,072 72,072
BRAMBLES LTD 9,133 9,133
BRISTOL-MYERS SQUIBB 52,827 52,827
BROADCOM INC 25,502 25,502
BROWN & BROWN INC 43,563 43,563
CANADIAN PACIFIC KANSA F 15,704 15,704
CASEYS GEN STORES INC 48,340 48,340
CATERPILLAR INC 51,149 51,149
CENTENE CORP 48,040 48,040
CHECK POINT SOFTWARE T 33,793 33,793
CHEVRON CORP 160,483 160,483
CHURCH & DWIGHT CO INC I 41,675 41,675
CINTAS CORP 35,809 35,809
CISCO SYSTEMS INC 196,485 196,485
CITIGROUP INC 61,028 61,028
COMPASS GROUP PLC 43,163 43,163
COOPER COMPANIES 38,611 38,611
COPART INC 95,727 95,727
CORNING INC 54,315 54,315
COSTAR GROUP INC 26,274 26,274
CRANE CO 44,463 44,463
CRH PUBLIC LIMITED CO (SPONSORED ADR) 12,860 12,860
GABELLI - CRANE CO 91,050 91,050
CSX CORP 46,824 46,824
CURTISS WRIGHT CORP 54,650 54,650
CVS HEALTH CORP 38,112 38,112
DANONE (SPONSORED ADR) 12,051 12,051
DECKERS OUTDOOR CORP 56,662 56,662
DESCARTES SYS GROUP IN (SPONSORED ADR) 52,938 52,938
DEUTSCHE BOERSE 11,597 11,597
DEUTSCHE TELEKOM AG 14,328 14,328
DEXCOM INC 43,785 43,785
DREAM FINDERS HOMES INC 53,591 53,591
DYNATRACE INC 50,056 50,056
EDP-ENERGIAS DE PORTUG FSPONSORED ADR 10,459 10,459
ELI LILLY AND CO 56,356 56,356
EMBRAER S A 54,580 54,580
EMCOR GROUP INC 51,745 51,745
ENDAVA PLC 42,642 42,642
ENERPAC TOOL GROUP CORP 83,002 83,002
EPAM SYS INC 61,027 61,027
ERICSSON (SPONSORED ADR) 34,432 34,432
FACTSET RESEARCH SYS 101,339 101,339
FEDERAL SIGNAL CORP 16,907 16,907
FERRARI N V NEW (SPONSORED ADR) 10,196 10,196
FIRSTENERGY CORP 43,599 43,599
FISERV INC 53,615 53,615
FLEETCOR TECHNOLOGIE 47,790 47,790
FOX FACTORY HOLDING 41,621 41,621
FUTU HLDGS LTD (UNSP ADR) 22,397 22,397
GABELLI - FREEPORT-MCMORAN INC 30,464 30,464
GARTNER INC 25,677 25,677
GIVAUDAN SA 8,534 8,534
GO DADDY GROUP INC 87,435 87,435
GOOSEHEAD INSURANCE INC 95,426 95,426
GRUPO FINANCIERO GALIC 78,274 78,274
HALEON PLC 6,296 6,296
HALOZYME THERAPEUTICS IN 31,746 31,746
HERMES INTERNTNL SCA 5,737 5,737
HARMONY GOLD MNG LTD (SPONSORED ADR) 33,127 33,127
HDFC BK LTD (SPONSORED ADR) 10,345 10,345
HOLLEY INC 10,570 10,570
HOYA CORP 11,656 11,656
IBM CORP 121,566 121,566
ICON PLC (SPONSORED ADR) 7,130 7,130
IDEXX LABS INC 16,538 16,538
INDUSTRIA DE DISENO TE 22,933 22,933
INFOSYS LTD (SPONSORED ADR) 32,595 32,595
ING GROEP ADR REP 1 OR (SPONSORED ADR) 29,381 29,381
INTESA SANPAOLO SPA 13,017 13,017
INTUIT INC 62,222 62,222
JPMORGAN CHASE & CO 148,620 148,620
KT CORP (SPONSORED ADR) 30,264 30,264
L OREAL S A 10,209 10,209
LENOVO GROUP LTD (SPONSORED ADR) 4,120 4,120
LINDE PLC 10,048 10,048
LLOYDS BANKING GROUP P (SPONSORED ADR) 10,336 10,336
LONDON STOCK EXCHANGE 21,914 21,914
LOWES COMPANIES INC 94,524 94,524
LVMH MOET HENNESSY LOU F 9,410 9,410
MARATHON PETE CORP 38,363 38,363
MARKETAXESS HOLDINGS 37,975 37,975
MASTERCARD INC 155,865 155,865
MEDTRONIC PLC 102,566 102,566
MERCADOLIBRE INC 62,916 62,916
METLIFE INC 44,379 44,379
MICROSOFT CORP 137,831 137,831
MITSUBISHI U F J FINAN 56,584 56,584
MONDELEZ INTL INC 81,531 81,531
MONOLITHIC POWER SYS 28,993 28,993
MONOTARO CO LTD 2,525 2,525
MORGAN STANLEY 49,659 49,659
MORNINGSTAR INC 149,185 149,185
MSCI INC 63,001 63,001
NAPCO SEC TECH 35,062 35,062
NCINO INC NEW 83,211 83,211
NETFLIX INC 85,567 85,567
NOMURA RESEARCH IND 4,172 4,172
NOVANTA INC 35,443 35,443
NOVARTIS AG (SPONSORED ADR) 26,760 26,760
NOVO-NORDISK AS VORMAL FSPONSORED ADR 71,311 71,311
NTNL RESEARCH 14,641 14,641
NVIDIA CORP 121,667 121,667
NVE CORP 9,120 9,120
NVENT ELEC PLC (SPONSORED ADR) 37,556 37,556
OLLIES BARGAIN OUTLET HO 131,786 131,786
OLYMPUS CORP 8,496 8,496
OMEGA FLEX INC 19,726 19,726
ONESTREAM INC 50,766 50,766
ONTO INNOVATION INC 36,667 36,667
ORACLE CORP 96,651 96,651
PAMPA ENERGIA SA 64,460 64,460
PAYCOM SOFTWARE INC 32,590 32,590
PENUMBRA INC 52,958 52,958
PFIZER INC 100,416 100,416
PHILIP MORRIS INTL 234,081 234,081
PG&E CORP 58,986 58,986
POOL CORP 24,548 24,548
PRICESMART INC 21,015 21,015
PROSUS N V (SPONSORED ADR) 23,820 23,820
PTC INC 43,026 43,026
PUBLICIS S A NEW (SPONSORED ADR) 8,171 8,171
PURE STORAGE INC 50,188 50,188
QIFU TECHNOLOGY INC (UNSP ADR) 51,506 51,506
QUALCOMM INC 34,411 34,411
QUALYS INC 37,158 37,158
RAYMOND JAMES FINL 56,540 56,540
RELX PLC 53,641 53,641
RENTOKIL INITIAL PLC 3,545 3,545
RESMED INC 48,025 48,025
REVOLVE GROUP INC 72,037 72,037
RIGHTMOVE PLC 81,798 81,798
RTX CORP 49,297 49,297
RYAN SPECIALTY HOLDINGS CLASS 162,068 162,068
S&P GLOBAL INC 47,313 47,313
SAFRAN 8,557 8,557
SAIA INC 45,573 45,573
SAP SE 66,723 66,723
SCHNEIDER ELEC SA (SPONSORED ADR) 13,949 13,949
SEA LTD (UNSP ADR) 48,276 48,276
SERVICE NOW INC 92,230 92,230
SERVISFIRST BANCSHS 96,265 96,265
SHELL PLC 109,763 109,763
SHERWIN WILLIAMS CO 21,416 21,416
SHOPIFY INC 101,439 101,439
SIEMENS A G (SPONSORED ADR) 31,228 31,228
SMC 6,492 6,492
SMITH DOUGLAS HOMES CORP 20,512 20,512
SONY GROUP CORP 18,832 18,832
SOUTHWEST AIRLINES 38,663 38,663
SPOTIFY TECHNOLOGY S A (SPONSORED ADR) 5,816 5,816
SPROUTS FMRS MKT INC 39,900 39,900
SPS COMM INC 109,842 109,842
STRAUMANN HOLDING AG FSPONSORED ADR 5,864 5,864
SUMITOMO MITSUI FINL00 FSPONSORED ADR 35,051 35,051
TAIWAN SEMICONDUCTOR M (SPONSORED ADR) 40,880 40,880
TAKE TWO INTERACTV 45,468 45,468
TECHNIPFMC LTD F 45,060 45,060
TELEDYNE TECHNOLOGIE 43,164 43,164
TENCENT HLDGS LTD (UNSP ADR) 30,579 30,579
TERADATA CORP 25,823 25,823
TERUMO CORP (SPONSORED ADR) 6,630 6,630
TEVA PHARMACEUTICAL IN (SPONSORED ADR) 38,283 38,283
THE CIGNA GROUP 41,145 41,145
THE COCA-COLA CO 81,374 81,374
THERMO FISHER SCNTFC 121,734 121,734
THOMSON REUTERS CORP F 11,066 11,066
TJX COMPANIES INC 67,895 67,895
TOKIO MARINE HLDGS INC (SPONSORED ADR) 7,600 7,600
TOKYO ELECTRON LTD 12,229 12,229
TRIP COM GROUP LTD 24,718 24,718
TRIUMPH FINL INC 81,610 81,610
U S BANCORP 117,040 117,040
U S PHYSICAL THERAPY 42,936 42,936
UBS GROUP AG 43,721 43,721
UCB SA (SPONSORED ADR) 4,547 4,547
UNILEVER PLC (SPONSORED ADR) 11,737 11,737
UNITED PARCEL SRVC 111,599 111,599
UNITEDHEALTH GRP INC 79,926 79,926
UP FINTECH HLDG LTD (UNSP ADR) 33,553 33,553
US FOODS HLDG CORP 51,000 51,000
VALVOLINE INC 32,309 32,309
VERIZON COMMUNICATN 71,302 71,302
VERONA PHARMA PLC (UNSP ADR) 48,390 48,390
VIPSHOP HLDGS LTD 104,925 104,925
WATTS WATER TECH INC 43,303 43,303
WEATHERFORD INTL PLC (SPONSORED ADR) 29,225 29,225
WELLS FARGO & CO 170,894 170,894
WEST PHARM SRVC INC 37,342 37,342
WILLIAMS COS INC 46,381 46,381
WORKDAY INC 54,444 54,444
YPF SOCIEDAD ANONIMA 71,417 71,417
ZAI LAB LTD (UNSP ADR) 576 576
ZEBRA TECHNOLOGIES 33,215 33,215
ZOETIS INC 64,357 64,357
GABELLI - INNOVED INTL INC INVX 27,940 27,940
GABELLI - SCOTTS MIRACLE GRO CO CLASS A SMG 19,902 19,902
STD MOTOR PRODUCTS COM SMP 24,784 24,784
SUNRISE ADR COMMUNICATIONS AG SER A SNRE 11,115 11,115

TY 2024 InvestmentsOtherSchedule2
Name:
ROBERT S & DOROTHY J KEYSER FOUNDATION
EIN:
88-0346537
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HG CAPITAL IX AT COST 25,672 25,672
HG CAPITAL X AT COST 32,654 32,654
STUYVESANT AT COST 502,117 502,117
HG CAPITAL XI AT COST 35,214 35,214
WAYPOINTE PARTNERS AT COST 1,342,531 1,342,531
TOWNSQUARE WTI AT COST 781,639 781,639
AMERICAN TOWER CORP NEW AT COST 49,888 49,888
BLUE OWL CAPITAL AT COST 19,831 19,831
PROSPECT CAPITAL AT COST 19,357 19,357
BRIGHTSPHERE INVESTMENT AT COST 19,684 19,684
SUBURBAN PROPANE AT COST 17,775 17,775
ICAHN ENTERPRISE AT COST 21,706 21,706
THE CHEMOURS CO AT COST 20,213 20,213
CENTURY COMMUNITIES AT COST 19,975 19,975
CLEVELAND-CLIFFS AT COST 19,800 19,800
BATH & BODY WORKS AT COST 13,738 13,738
CENTRAL GARDEN AT COST 19,500 19,500
GRIFFON CORP AT COST 19,600 19,600
NORDSTROM, INC. AT COST 19,380 19,380
AMERICAN AXLE & MFG AT COST 19,800 19,800
MGIC INVESTMENT AT COST 19,519 19,519
GLOBAL PARTNERS AT COST 20,869 20,869
HILLENBRAND, INC AT COST 13,965 13,965
CORECIVIC, INC. AT COST 19,035 19,035
SUNOCO LP AT COST 20,625 20,625
ARES CAPITAL CORP AT COST 23,176 23,176
GOLUB CAPITAL BDC AT COST 19,902 19,902
TEGNA INC. AT COST 19,583 19,583
OLIN CORP AT COST 15,938 15,938
FORD HOLDINGS LLC AT COST 20,476 20,476
KB HOME AT COST 23,518 23,518
NAVIENT CORP AT COST 24,530 24,530
TWILIO INC. AT COST 15,236 15,236
ENCOMPASS HEALTH AT COST 20,240 20,240
VONTIER CORP AT COST 14,569 14,569
MORLAN PAC CORP AT COST 22,605 22,605
SERVICE CORP INTERN AT COST 17,775 17,775
THE GOODYEAR TIRE AT COST 16,910 16,910
ALLY FINL INC. AT COST 24,273 24,273
EPR PROPERTIES AT COST 20,114 20,114
UNITED RENTALS AT COST 20,096 20,096
DANA INC AT COST 20,930 20,930

TY 2024 OtherExpensesSchedule
Name:
ROBERT S & DOROTHY J KEYSER FOUNDATION
EIN:
88-0346537
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 1,009 252   757


TY 2024 OtherIncomeSchedule2
Name:
ROBERT S & DOROTHY J KEYSER FOUNDATION
EIN:
88-0346537
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASSTHROUGH INCOME 38,334 34,873 38,334


TY 2024 OtherIncreasesSchedule
Name:
ROBERT S & DOROTHY J KEYSER FOUNDATION
EIN:
88-0346537
Description Amount
UNREALIZED GAIN ON INVESTMENTS 5,176,674


TY 2024 OtherProfessionalFeesSchedule
Name:
ROBERT S & DOROTHY J KEYSER FOUNDATION
EIN:
88-0346537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AGENCY FEES 29,167 0   29,167
INVESTMENT MANAGEMENT FEES 31,387 31,387   0
INVESTMENT MANAGEMENT FEES 13,521 13,521   0


TY 2024 TaxesSchedule
Name:
ROBERT S & DOROTHY J KEYSER FOUNDATION
EIN:
88-0346537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 6,446 6,446   0
ADR FEES 65 65   0
LOCAL TAXES 410 0   410
CHARITABLE FEES 50 0   50
CALIFORNIA FILING FEES 200 0   200