TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
KEEFE FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) 31 BROOKSIDE DR
Room/suite

City or town
GREENWICH

State or province
CT

Country

ZIP or foreign postal code
06830

A Employer identification number

13-3520397

B Telephone number (see instructions)

2122314250

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$12,650,430J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	241,032		241,032
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,076,127
b	Gross sales price for all assets on line 6a 2,120,368
7	Capital gain net income (from Part IV, line 2)...			1,076,127
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).......	List of Attached Documents: // Content	13,198	13,198
12	Total. Add lines 1 through 11........	1,330,357		1,330,357
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	7,000	7,000	0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	6,070	6,070	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	39,524	39,524	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	74,360	74,360	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	126,954		126,954	0
25	Contributions, gifts, grants paid.......	964,924			964,924
26	Total expenses and disbursements. Add lines 24 and 25 ................	1,091,878		126,954	964,924
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	238,479
b	Net investment income (if negative, enter -0-)			1,203,403
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	248,717	236,693	236,693
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	3,952,120	List of Attached Documents: // Content 4,207,433	12,413,737
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,200,837	4,444,126	12,650,430
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	4,200,837	4,444,126
	29	Total net assets or fund balances (see instructions).....	4,200,837	4,444,126
	30	Total liabilities and net assets/fund balances (see instructions).	4,200,837	4,444,126

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,200,837

Enter amount from Part I, line 27a .....................

238,479

Other increases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

4,810

Add lines 1, 2, and 3 ..........................

4,444,126

Decreases not included in line 2 (itemize)

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

4,444,126

Form 990-PF (2025)

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	US TSY 4.625% JUN 30 2025	P	2024-06-06	2025-06-30
b	US TSY 3.125% AUG 15 2025	P	2024-08-14	2025-08-15
c	US TSY 3.125% AUG 31 2027	P	2024-08-14	2025-12-23
d	US TSY 3.125% AUG 31 2027	P	2024-08-14	2025-12-23
e	AMERICAN INTERNATIONAL	P	2012-04-16	2025-06-05
	AMERICAN INTERNATIONAL	P	2012-04-16	2025-10-09
	APPLE INC	P	2013-01-23	2025-01-30
	APPLE INC	P	2013-01-23	2025-06-05
	APPLE INC	P	2013-01-23	2025-10-09
	BANK NEW YORK MELLON	P	2002-03-28	2025-01-30
	BANK NEW YORK MELLON	P	2002-03-28	2025-06-05
	BANK NEW YORK MELLON	P	2002-03-28	2025-10-09
	BAXTER INTERNTL INC	P	2010-07-07	2025-06-05
	BAXTER INTERNTL INC	P	2010-07-07	2025-10-09
	BAXTER INTERNTL INC	P	2010-07-07	2025-12-23
	BERKSHIRE HATHAWAYINC	P	2001-06-18	2025-01-30
	BERKSHIRE HATHAWAYINC	P	2001-06-18	2025-06-05
	BERKSHIRE HATHAWAYINC	P	2001-06-18	2025-10-09
	BOSTON SCIENTIFIC CORP	P	2015-05-11	2025-06-05
	BOSTON SCIENTIFIC CORP	P	2015-05-11	2025-10-09
	CIGNA GROUP/THE	P	2000-07-07	2025-06-05
	CIGNA GROUP/THE	P	2000-07-07	2025-10-09
	CATERPILLAR INC DEL	P	2015-05-11	2025-06-05
	CATERPILLAR INC DEL	P	2015-05-11	2025-10-09
	CHIPOTLE MEXICAN GRILL	P	2024-09-13	2025-12-23
	CHUBB LTD	P	2016-01-20	2025-06-05
	CHUBB LTD	P	2016-01-20	2025-10-09
	CISCO SYSTEMS INC COM	P	2011-08-11	2025-06-05
	CISCO SYSTEMS INC COM	P	2011-08-11	2025-10-09
	COCA COLA COM	P	2010-08-31	2025-06-05
	COCA COLA COM	P	2010-08-31	2025-10-09
	CORNING INC	P	2012-09-14	2025-06-05
	CORNING INC	P	2012-09-14	2025-10-09
	DUPONT DE NEMOURS INC	P	2012-04-16	2025-06-05
	DUPONT DE NEMOURS INC	P	2012-04-16	2025-10-09
	DOMINION ENERGY INC	P	2002-09-24	2025-06-05
	DOMINION ENERGY INC	P	2002-09-24	2025-10-09
	DELTA AIR LINES INC	P	2020-05-07	2025-06-05
	DELTA AIR LINES INC	P	2020-05-07	2025-10-09
	DIGIMARC CORP	P	2008-10-21	2025-06-05
	DIGIMARC CORP	P	2008-10-21	2025-08-18
	DISNEY (WALT) CO COM STK	P	2023-05-23	2025-06-05
	DISNEY (WALT) CO COM STK	P	2023-05-23	2025-10-09
	ELANCO ANIMAL HEALTH INC	P	2024-02-06	2025-06-05
	ELANCO ANIMAL HEALTH INC	P	2024-02-06	2025-10-09
	EXXON MOBIL CORP COM	P	2000-02-01	2025-06-05
	EXXON MOBIL CORP COM	P	2000-02-01	2025-10-09
	EXXON MOBIL CORP COM	P	2000-02-01	2025-10-31
	EMERSON ELEC CO	P	2022-07-12	2025-06-05
	EMERSON ELEC CO	P	2022-07-12	2025-10-09
	FREEPORT-MCMORAN INC	P	2020-08-19	2025-06-05
	FREEPORT-MCMORAN INC	P	2020-08-19	2025-10-09
	FORD MOTOR CO	P	2007-11-14	2025-06-05
	FORD MOTOR CO	P	2007-11-14	2025-10-09
	META PLATFORMS INC	P	2013-05-20	2025-06-05
	META PLATFORMS INC	P	2013-05-20	2025-10-09
	SOUTHSTATE CORP	P	2007-07-02	2025-06-05
	ISHARES MSCI EMERGING	P	2016-05-05	2025-06-05
	ISHARES MSCI EMERGING	P	2016-05-05	2025-10-09
	GENERAL MOTORS CO	P	2014-09-11	2025-06-05
	GENERAL MOTORS CO	P	2014-09-11	2025-10-09
	INTEL CORP	P	2011-08-11	2025-01-30
	ISHARES INC CORE MSCI	P	2020-09-18	2025-06-05
	ISHARES INC CORE MSCI	P	2020-09-18	2025-10-09
	JOHNSON AND JOHNSON COM	P	2012-01-13	2025-06-05
	JOHNSON AND JOHNSON COM	P	2012-01-13	2025-10-09
	KRAFT (THE) HEINZ CO SHS	P	2019-03-06	2025-06-05
	KRAFT (THE) HEINZ CO SHS	P	2019-03-06	2025-08-18
	KENVUE INC	P	2024-12-13	2025-12-23
	KENVUE INC	P	2024-12-13	2025-12-23
	KIMBERLY CLARK	P	2011-07-21	2025-06-05
	KIMBERLY CLARK	P	2011-07-21	2025-10-09
	ELI LILLY & CO	P	2011-03-17	2025-06-05
	ELI LILLY & CO	P	2011-03-17	2025-10-09
	MERCK AND CO INC SHS	P	2004-07-23	2025-06-05
	MERCK AND CO INC SHS	P	2004-07-23	2025-10-09
	MICROSOFT CORP	P	2011-08-11	2025-06-05
	MICROSOFT CORP	P	2011-08-11	2025-10-09
	NEXTERA ENERGY INC SHS	P	2010-04-22	2025-06-05
	NEXTERA ENERGY INC SHS	P	2010-04-22	2025-10-09
	NUTRIEN LTD REG SHS	P	2021-04-07	2025-06-05
	NUTRIEN LTD REG SHS	P	2021-04-07	2025-10-09
	PG&E CORP	P	2020-08-19	2025-06-05
	PG&E CORP	P	2020-08-19	2025-10-09
	PFIZER INC	P	2011-03-17	2025-06-05
	PFIZER INC	P	2011-03-17	2025-10-09
	PROCTER & GAMBLE CO	P	2005-10-03	2025-06-05
	PROCTER & GAMBLE CO	P	2005-10-03	2025-10-09
	QNITY ELECTRONICS INC	P	2012-04-16	2025-12-23
	RYAN SPECIALTY HOLDINGS	P	2024-09-13	2025-10-09
	STATE STREET CORP	P	2000-06-23	2025-06-05
	STATE STREET CORP	P	2000-06-23	2025-10-09
	SONY FINL GROUP INC	P		2025-10-09
	SOUTHSTATE BANK CORP REG	P	2007-07-02	2025-10-09
	SERVICE CORP INTL	P	2010-08-31	2025-06-05
	SERVICE CORP INTL	P	2010-08-31	2025-10-09
	SONY GROUP CORP	P	2013-05-20	2025-06-05
	SONY GROUP CORP	P	2013-05-20	2025-10-09
	STARBUCKS CORP	P	2022-07-12	2025-06-05
	STARBUCKS CORP	P	2022-07-12	2025-10-09
	TEVA PHARMACTCL INDS ADR	P	2024-02-05	2025-06-05
	TEVA PHARMACTCL INDS ADR	P	2024-02-05	2025-10-09
	TRAVELERS COS INC	P	1996-03-25	2025-06-05
	TRAVELERS COS INC	P	1996-03-25	2025-10-09
	THE MOSAIC COMPANY	P	2020-08-19	2025-06-05
	THE MOSAIC COMPANY	P	2020-08-19	2025-10-09
	VISTRA CORP	P	2021-12-15	2025-06-05
	VISTRA CORP	P	2021-12-15	2025-10-09
	ZOETIS INC	P	2014-04-30	2025-06-05
	ZOETIS INC	P	2014-04-30	2025-10-09
	WEYERHAEUSER CO	P	2000-02-04	2025-06-05
	WEYERHAEUSER CO	P	2000-02-04	2025-10-09
	WEYERHAEUSER CO	P	2000-02-04	2025-10-31
	WASTE MANAGEMENT INC NEW	P	2010-04-22	2025-06-05
	WASTE MANAGEMENT INC NEW	P	2010-04-22	2025-10-09
	WELLS FARGO & CO	P	1997-04-28	2025-06-05
	WELLS FARGO & CO	P	1997-04-28	2025-10-09
	CHIPOTLE MEXICAN GRILL	P	2024-09-13	2025-06-05
	CHIPOTLE MEXICAN GRILL	P	2024-09-13	2025-08-18
	DEXCOM INC	P	2024-11-20	2025-06-05
	DEXCOM INC	P	2024-11-20	2025-10-09
	GENERAL MILLS	P	2024-12-13	2025-06-05
	GENERAL MILLS	P	2024-12-13	2025-10-09
	GENMAB A/S SHS	P	2025-09-15	2025-10-09
	GILEAD SCIENCES INC COM	P	2025-01-30	2025-06-05
	GILEAD SCIENCES INC COM	P	2025-01-30	2025-10-09
	KENVUE INC	P	2024-12-13	2025-06-05
	KENVUE INC	P	2024-12-13	2025-10-09
	RYAN SPECIALTY HOLDINGS	P	2024-09-13	2025-06-05
	SONY FINL GROUP INC	P	2025-10-07	2025-10-09
	UNITED PARCEL SVC CL B	P	2025-01-30	2025-06-05
	UNITED PARCEL SVC CL B	P	2025-01-30	2025-08-18
	US TSY 5.000% OCT 31 2025	P	2023-11-06	2025-10-31
	US TSY 2.875% JUL 31 2025	P	2023-07-06	2025-07-31
	AMERICAN INTERNATIONAL	P	2013-01-23	2025-01-30
	AMERICAN INTERNATIONAL	P	2013-01-23	2025-10-09
	AT&T INC	P	2022-02-09	2025-10-09
	APPLE INC	P	2013-02-20	2025-10-09
	BHP GROUP LTD	P	2021-09-15	2025-10-09
	BANK NEW YORK MELLON	P	2002-03-28	2025-10-09
	BOSTON SCIENTIFIC CORP	P	2015-05-11	2025-10-09
	BRISTOL-MYERS SQUIBB CO	P	2012-11-08	2025-10-09
	BRISTOL-MYERS SQUIBB CO	P	2019-11-22	2025-06-05
	CORTEVA INC REG SHS	P	2012-04-18	2025-10-09
	CATERPILLAR INC DEL	P	2015-05-11	2025-10-09
	CHIPOTLE MEXICAN GRILL	P	2024-09-13	2025-10-09
	CHUBB LTD	P	2016-01-20	2025-10-09
	CISCO SYSTEMS INC COM	P	2011-07-20	2025-10-09
	CORNING INC	P	2012-09-14	2025-10-09
	DELL TECHNOLOGIES INC	P	2023-07-06	2025-10-09
	DOW INC REG	P	2012-04-18	2025-06-05
	DOW INC REG	P	2019-06-18	2025-06-05
	DUPONT DE NEMOURS INC	P	2012-04-18	2025-01-30
	DUPONT DE NEMOURS INC	P	2019-06-18	2025-01-30
	DELTA AIR LINES INC	P	2020-05-07	2025-10-09
	DISNEY (WALT) CO COM STK	P	2023-05-23	2025-10-09
	ELANCO ANIMAL HEALTH INC	P	2024-02-06	2025-10-09
	EXXON MOBIL CORP COM	P	2003-12-02	2025-10-09
	EXXON MOBIL CORP COM	P	2003-12-02	2025-10-31
	EMERSON ELEC CO	P	2022-06-15	2025-10-09
	FREEPORT-MCMORAN INC	P	2020-08-19	2025-10-09
	FORD MOTOR CO	P	2012-01-04	2025-10-09
	META PLATFORMS INC	P	2013-05-20	2025-10-09
	SCHWAB US DIVIDEND EQTY	P	2023-11-06	2025-10-09
	ISHARES MSCI EMERGING	P	2016-05-05	2025-10-09
	SPDR S P BIOTECH	P	2022-05-16	2025-10-09
	GE AEROSPACE	P	2021-04-07	2025-10-09
	GE HEALTHCARE	P	2021-04-07	2025-01-30
	GE VERNOVA INC	P	2021-04-07	2025-10-09
	GENERAL MOTORS CO	P	2012-01-25	2025-10-09
	ISHARES INC CORE MSCI	P	2022-06-15	2025-10-09
	INTL BUSINESS MACHINES	P	2015-07-31	2025-10-09
	JOHNSON AND JOHNSON COM	P	2012-07-12	2025-10-09
	MARSH & MCLENNAN COS INC	P	2012-07-31	2025-10-09
	MICROSOFT CORP	P	2010-06-03	2025-10-09
	NRG ENERGY INC	P	2021-08-10	2025-10-09
	NEXTERA ENERGY INC SHS	P	2010-04-22	2025-10-09
	NUTRIEN LTD REG SHS	P	2021-04-07	2025-10-09
	PACCAR INC	P	2012-07-31	2025-10-09
	PG&E CORP	P	2020-08-19	2025-10-09
	PFIZER INC	P	2011-03-17	2025-10-09
	PROCTER & GAMBLE CO	P	2002-08-06	2025-10-09
	PROGRESSIVE CRP OHIO	P	2024-02-05	2025-10-09
	RYAN SPECIALTY HOLDINGS	P	2024-09-13	2025-10-09
	SYLVAMO CORP REG SHS	P	2014-11-24	2025-01-30
	SYLVAMO CORP REG SHS	P	2020-08-19	2025-01-30
	SECTOR SPDR ENERGY	P	2020-05-07	2025-10-09
	SECTOR SPDR ENERGY	P	2020-05-07	2025-10-31
	SECTOR SPDR ENERGY	P	2020-08-19	2025-10-31
	SECTOR SPDR UTILITIES	P	2023-11-06	2025-10-09
	SANOFI ADR	P	2014-11-24	2025-10-09
	SONY FINL GROUP INC	P		2025-10-09
	SONY GROUP CORP	P	2013-05-20	2025-10-09
	STARBUCKS CORP	P	2022-07-07	2025-10-09
	TEVA PHARMACTCL INDS ADR	P	2024-02-05	2025-10-09
	THE MOSAIC COMPANY	P	2020-08-19	2025-10-09
	UBER TECHNOLOGIES INC	P	2020-05-07	2025-10-09
	RTX CORP	P	2020-08-19	2025-10-09
	UNITED AIRLINES HLDGS	P	2020-05-07	2025-10-09
	VISTRA CORP	P	2021-12-15	2025-01-30
	VISTRA CORP	P	2021-12-15	2025-10-09
	ZOETIS INC	P	2022-06-15	2025-10-09
	WEYERHAEUSER CO	P	2015-11-18	2025-10-09
	WEYERHAEUSER CO	P	2015-11-18	2025-10-31
	WASTE MANAGEMENT INC NEW	P	2010-04-22	2025-10-09
	WELLS FARGO & CO	P	1997-04-28	2025-10-09
	ALPHABET INC SHS CL A	P	2025-06-05	2025-10-09
	BAYER AG SP ADR	P	2025-06-05	2025-10-09
	DEXCOM INC	P	2025-01-30	2025-10-09
	GENERAL MILLS	P	2024-12-13	2025-10-09
	GENMAB A/S SHS	P	2025-09-15	2025-10-09
	GILEAD SCIENCES INC COM	P	2025-01-30	2025-10-09
	KENVUE INC	P	2024-12-13	2025-10-09
	SONY FINL GROUP INC	P	2025-10-07	2025-10-09
	UNITED PARCEL SVC CL B	P	2025-01-30	2025-09-15

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	50,000	50,000	0
b	100,000	100,000	0
c	99,316	98,982	334
d	49,658	49,491	167
e	2,050	792	1,258
	3,739	1,484	2,255
	49,493	3,814	45,679
	15,134	1,375	13,759
	35,314	2,549	32,765
	35,844	10,230	25,614
	13,307	3,698	9,609
	29,615	6,853	22,762
	363	278	85
	498	510	-12
	6,666	8,182	-1,516
	128,975	3,611	125,364
	30,803	830	29,973
	57,516	1,529	55,987
	5,049	862	4,187
	8,730	1,584	7,146
	1,245	296	949
	2,139	518	1,621
	3,852	989	2,863
	10,005	1,798	8,207
	5,351	7,980	-2,629
	876	333	543
	1,421	555	866
	1,747	437	1,310
	3,549	825	2,724
	3,485	1,379	2,106
	5,959	2,533	3,426
	3,719	969	2,750
	11,721	1,792	9,929
	339	252	87
	701	453	248
	449	197	252
	901	369	532
	245	112	133
	590	224	366
	69	46	23
	1,546	1,523	23
	1,238	991	247
	2,229	1,803	426
	362	432	-70
	1,029	816	213
	3,979	1,336	2,643
	8,012	2,432	5,580
	128,459	38,189	90,270
	981	635	346
	1,972	1,190	782
	335	120	215
	646	224	422
	495	401	94
	1,036	737	299
	4,118	156	3,962
	8,040	287	7,753
	699	66	633
	1,122	799	323
	2,425	1,498	927
	1,130	811	319
	2,524	1,521	1,003
	15,400	16,069	-669
	291	267	24
	599	481	118
	1,848	784	1,064
	4,193	1,438	2,755
	346	439	-93
	11,104	13,769	-2,665
	7,754	10,113	-2,359
	15,951	20,804	-4,853
	2,181	1,043	1,138
	3,591	1,956	1,635
	11,459	516	10,943
	23,875	962	22,913
	5,363	1,806	3,557
	11,105	3,323	7,782
	11,249	604	10,645
	23,399	1,133	22,266
	2,789	500	2,289
	6,024	922	5,102
	483	445	38
	915	835	80
	764	443	321
	1,438	812	626
	1,968	1,603	365
	3,967	2,960	1,007
	18,929	5,580	13,349
	32,360	10,342	22,018
	5,808	4,152	1,656
	778	892	-114
	2,124	1,140	984
	4,811	2,125	2,686
	227	227	0
	1,483	123	1,360
	4,314	438	3,876
	8,224	811	7,413
	3,188	513	2,675
	6,698	954	5,744
	700	622	78
	1,194	1,166	28
	961	694	267
	2,050	1,288	762
	1,087	74	1,013
	1,922	130	1,792
	880	430	450
	1,497	807	690
	3,766	440	3,326
	8,543	820	7,723
	4,061	736	3,325
	6,464	1,380	5,084
	692	348	344
	1,191	656	535
	17,645	10,260	7,385
	5,725	852	4,873
	9,750	1,598	8,152
	12,279	1,936	10,343
	24,255	3,589	20,666
	473	506	-33
	11,990	15,397	-3,407
	2,584	2,246	338
	3,794	4,192	-398
	327	401	-74
	1,475	2,004	-529
	1,338	1,176	162
	885	773	112
	1,637	1,353	284
	349	356	-7
	488	645	-157
	486	446	40
	227	239	-12
	584	687	-103
	16,790	22,221	-5,431
	100,000	100,000	0
	100,000	100,000	0
	10,325	4,959	5,366
	4,237	1,846	2,391
	628	448	180
	36,584	2,325	34,259
	1,006	1,084	-78
	25,567	5,916	19,651
	11,639	2,110	9,529
	2,633	1,927	706
	9,599	11,180	-1,581
	627	188	439
	12,006	2,152	9,854
	328	450	-122
	1,705	666	1,039
	3,340	777	2,563
	6,772	1,038	5,734
	4,677	1,615	3,062
	4,327	5,185	-858
	962	1,704	-742
	11,061	7,499	3,562
	13,349	13,080	269
	1,062	397	665
	1,338	1,082	256
	969	768	201
	6,771	2,380	4,391
	101,039	34,782	66,257
	3,024	1,978	1,046
	2,068	718	1,350
	1,382	1,376	6
	7,309	261	7,048
	2,427	2,096	331
	2,263	1,399	864
	4,253	2,756	1,497
	3,281	716	2,565
	5,164	4,278	886
	1,880	204	1,676
	3,365	1,515	1,850
	1,198	902	296
	3,460	1,847	1,613
	4,574	1,640	2,934
	7,372	1,215	6,157
	31,199	1,624	29,575
	3,024	780	2,244
	8,033	1,227	6,806
	915	835	80
	2,282	652	1,630
	1,487	839	648
	2,274	1,696	578
	8,730	1,522	7,208
	2,178	1,641	537
	333	382	-49
	6,621	2,604	4,017
	3,691	965	2,726
	3,947	1,678	2,269
	36,151	15,214	20,937
	22,151	9,256	12,895
	2,717	1,853	864
	2,045	2,000	45
	212	212	0
	6,252	891	5,361
	716	709	7
	1,557	979	578
	1,597	861	736
	1,737	551	1,186
	1,956	739	1,217
	1,811	430	1,381
	15,143	1,741	13,402
	11,252	1,081	10,171
	1,293	1,430	-137
	875	1,118	-243
	12,116	16,338	-4,222
	5,200	851	4,349
	17,234	2,550	14,684
	2,169	1,520	649
	1,554	1,446	108
	881	1,134	-253
	1,573	2,138	-565
	1,020	896	124
	1,169	966	203
	1,076	1,423	-347
	212	223	-11
	10,515	14,317	-3,802

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			0
b			0
c			334
d			167
e			1,258
			2,255
			45,679
			13,759
			32,765
			25,614
			9,609
			22,762
			85
			-12
			-1,516
			125,364
			29,973
			55,987
			4,187
			7,146
			949
			1,621
			2,863
			8,207
			-2,629
			543
			866
			1,310
			2,724
			2,106
			3,426
			2,750
			9,929
			87
			248
			252
			532
			133
			366
			23
			23
			247
			426
			-70
			213
			2,643
			5,580
			90,270
			346
			782
			215
			422
			94
			299
			3,962
			7,753
			633
			323
			927
			319
			1,003
			-669
			24
			118
			1,064
			2,755
			-93
			-2,665
			-2,359
			-4,853
			1,138
			1,635
			10,943
			22,913
			3,557
			7,782
			10,645
			22,266
			2,289
			5,102
			38
			80
			321
			626
			365
			1,007
			13,349
			22,018
			1,656
			-114
			984
			2,686
			0
			1,360
			3,876
			7,413
			2,675
			5,744
			78
			28
			267
			762
			1,013
			1,792
			450
			690
			3,326
			7,723
			3,325
			5,084
			344
			535
			7,385
			4,873
			8,152
			10,343
			20,666
			-33
			-3,407
			338
			-398
			-74
			-529
			162
			112
			284
			-7
			-157
			40
			-12
			-103
			-5,431
			0
			0
			5,366
			2,391
			180
			34,259
			-78
			19,651
			9,529
			706
			-1,581
			439
			9,854
			-122
			1,039
			2,563
			5,734
			3,062
			-858
			-742
			3,562
			269
			665
			256
			201
			4,391
			66,257
			1,046
			1,350
			6
			7,048
			331
			864
			1,497
			2,565
			886
			1,676
			1,850
			296
			1,613
			2,934
			6,157
			29,575
			2,244
			6,806
			80
			1,630
			648
			578
			7,208
			537
			-49
			4,017
			2,726
			2,269
			20,937
			12,895
			864
			45
			0
			5,361
			7
			578
			736
			1,186
			1,217
			1,381
			13,402
			10,171
			-137
			-243
			-4,222
			4,349
			14,684
			649
			108
			-253
			-565
			124
			203
			-347
			-11
			-3,802

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,076,127
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 .........................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	16,727
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	16,727
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	16,727
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	13,151
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	15,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	28,151
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	99
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	11,325
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax11,325	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ 0(2) On foundation managers.$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website addressN/A

The books are in care ofJOANNA PERCHER Telephone no. (212) 231-4250

Located at31 BROOKSIDE DRGREENWICHCT ZIP+406830

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, 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

Form 990-PF (2025)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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 2025? .............

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)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
ANITA KEEFE	PRESIDENT/DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	PRESIDENT/DIRECTOR 0.00	0	0	0
KELLIE RYAN	VICE PRESIDENT/DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	VICE PRESIDENT/DIRECTOR 0.00	0	0	0
KATHLEEN K RAFFEL	DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR 0.00	0	0	0
COREY RAFFEL	DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR 0.00	0	0	0
CHRIS RYAN	DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR 0.00	0	0	0
COLIN RAFFEL	DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR 0.00	0	0	0
FORREST RAFFEL	DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR 0.00	0	0	0
COLEEN ASHTON KEEFE	DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR 0.00	0	0	0
HEATHER PHILLIPS	DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR 0.00	0	0	0
DEANNA DUVALL	DIRECTOR/SECRETARY 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR/SECRETARY 0.00	0	0	0
JOANNA PERCHER	DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR 0.00	0	0	0
PETER PHILLIPS	DIRECTOR/TREASURER 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR/TREASURER 0.00	0	0	0
CABELL ROSANELLI	DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR 0.00	0	0	0
CAROL KEEFE	DIRECTOR 0.00	0	0	0
31 BROOKSIDE DR GREENWICH,CT06830	DIRECTOR 0.00	0	0	0

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...................				0

Form 990-PF (2025)

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.........................0

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

12,822,524

Average of monthly cash balances.......................

693,043

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

13,515,567

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

13,515,567

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

202,734

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

13,312,833

Minimum investment return. Enter 5% (0.05) of line 5 ................

665,642

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

Minimum investment return from Part IX, line 6..................

665,642

Tax on investment income for 2025 from Part V, line 5 .......

16,727

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

16,727

Distributable amount before adjustments. Subtract line 2c from line 1............

648,915

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

648,915

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

648,915

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

964,924

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

964,924

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7					648,915
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......	132,093
b From 2021......	86,326
c From 2022......	169,507
d From 2023......	393,173
e From 2024......	423,788
f Total of lines 3a through e ........		1,204,887
4Qualifying distributions for 2025 from Part
XI, line 4: $ 964,924
a Applied to 2024, but not more than line 2a				0
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 2025 distributable amount.....					648,915
e Remaining amount distributed out of corpus		316,009
5 Excess distributions carryover applied to 2025.		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		1,520,896
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 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					0
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 2020 not applied on line 5 or line 7 (see instructions) ...		132,093
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		1,388,803
10 Analysis of line 9:
a Excess from 2021 ....	86,326
b Excess from 2022 ....	169,507
c Excess from 2023 ....	393,173
d Excess from 2024 ....	423,788
e Excess from 2025 ....	316,009

Form 990-PF (2025)

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 2025, enter the date of the ruling ......

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BOSTON LATIN SCH ASSN 300 FENWAY STE A375 BOSTON,MA02115			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	75,000
CALIFORNIA TROUT 435 PACIFIC AVE SUITE 200 SAN FRANCISCO,CA94133			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	50,000
CHILDREN'S BENEFIT FUND 4 WORLD TRADE CENTER 29TH FL NEW YORK,NY10007			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	15,000
COMMONPOINT QUEENS 58-20 LITTLE NECK PARKWAY LITTLE NECK,NY11362			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	10,000
DE MARILLAC ACADEMY 175 GOLDEN GATE AVE SAN FRANCISCO,CA94102			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	70,000
DEFENDERS OF WILDLIFE 1130 17TH STREET NW WASHINGTON,DC20036			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	100,000
FOOD BANK NETWORK OF SOMERSET COUNTY 7E EASY ST BOUND BROOK,NJ08805			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	15,000
GLOBAL GREENGRANTS FUND 1601 29TH ST SUITE 1292 BOULDER,CO80301			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	50,000
HEART WORKS 19 MORRISTOWN ROAD BASKING RIDGE,NJ07924			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	10,000
HOMELESS PRENATAL PROGRAM 2500 18TH STREET SAN FRANCISCO,CA94110			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	30,000
HUDSON SCHOOL 601 PARK AVE HOBOKEN,NJ07030			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	30,000
INTERNATIONAL CRANE FOUNDATION E11376 SHADY LN RD/PO BOX 447 BARABOO,WI53913			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	90,000
KALEIDOSCOPE YOUTH CENTER 603 EAST TOWN STREET COLUMBUS,OH43215			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	83,423
LAFAYETTE COLLEGE 730 HIGH STREET EASTON,PA18042			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	35,000
MACAW RECOVERY NETWORK ESCAZU SAN JOSE10203 CS			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	35,001
PATROL BASE ABBATE 1400 S WALTER REED DR ARLINGTON,VA22204			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	7,500
REDUX CONTEMPORARY ART CENTER 1056 KING ST CHARLESTON,SC29403			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	5,000
REFUGEE COMMUNITY PARTNERSHIP 117 W MAIN ST CARRBORO,NC27510			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	75,000
SAN FRANCISCO FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO,CA94107			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	25,000
STRONG CITY 1002 BROADWAY STREET NEW ORLEANS,LA70118			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	24,000
WHEATON COLLEGE 26 E MAIN ST NORTON,MA02766			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	45,000
WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO,CA94107			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	45,000
WORLD PARROT TRUST USA INC PO BOX 985 400 S MAIN ST TRAVELERS REST,SC29690			TO ENABLE THE DONEES TO CARRY-OUT THEIR TAX EXEMPT PURPOSES.	40,000
Total ................................. 3a				964,924

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2025)

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	(e) Related or exempt function income (See instructions.)
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 ....					241,032
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 .....					13,198
8 Gain or (loss) from sales of assets other than inventory ............					1,076,127
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		0	1,330,357

13Total. Add line 12, columns (b), (d), and (e)..................

1,330,357

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
4	TO FUND CASH FOR CHARITABLE ACTIVITIES
8	TO FUND CASH FOR CHARITABLE ACTIVITIES

Form 990-PF (2025)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2025 AccountingFeesSchedule

Name:

KEEFE FAMILY FOUNDATION

EIN:

13-3520397

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEICHT & REIN	6,070	6,070		0

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

KEEFE FAMILY FOUNDATION

EIN:

13-3520397

Name of Stock	End of Year Book Value	End of Year Fair Market Value
MERRILL LYNCH	4,207,433	12,413,737

- TIN:

TY 2025 LegalFeesSchedule

Name:

KEEFE FAMILY FOUNDATION

EIN:

13-3520397

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PROFESSIONAL FEES	7,000	7,000		0

- TIN:

TY 2025 OtherExpensesSchedule

Name:

KEEFE FAMILY FOUNDATION

EIN:

13-3520397

Description	Revenue and Expenses per Books	Net Investment Income
ADVISORY FEES	61,091	61,091
BANK FEES	594	594
ADMINISTRATIVE FEE	12,675	12,675

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

KEEFE FAMILY FOUNDATION

EIN:

13-3520397

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
CASH IN LIEU OF SHARES	47	47	47
2024 OVERPAYMENT	13,151	13,151	13,151

- TIN:

TY 2025 OtherIncreasesSchedule

Name:

KEEFE FAMILY FOUNDATION

EIN:

13-3520397

Description	Amount
MISCELLANEOUS ADJUSTMENT	4,810

- TIN:

TY 2025 TaxesSchedule

Name:

KEEFE FAMILY FOUNDATION

EIN:

13-3520397

Category	Amount	Net Investment Income
FEDERAL EXCISE TAX	38,151	38,151
FOREIGN TAXES	623	623
NY STATE TAX	750	750