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
LEAHY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 1611 ELMWOOD AVE
  Room/suite
City or town
WILMETTE
State or province
IL
Country  
ZIP or foreign postal code
60091
A Employer identification number

36-4068280
B Telephone number (see instructions)

3123992515
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,360,586J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 22,076 22,076  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,729
b Gross sales price for all assets on line 6a 952,338
7 Capital gain net income (from Part IV, line 2)... 68,729
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
222 48  
12 Total. Add lines 1 through 11........ 91,027 90,853  
Operating and Administrative Expenses 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).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,700 3,350   3,350
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,392 20,392   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,449 723   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
115 0   115
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,656 24,465   3,465
25 Contributions, gifts, grants paid....... 55,000 55,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 86,656 24,465   58,465
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,371
b Net investment income (if negative, enter -0-) 66,388
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 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............. 58,763 51,731 51,731
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)....... 918,898 Click to see attachment
List of Attached Documents:
// Content
930,468 		1,308,855
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) 977,661 982,199 1,360,586
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 977,661 982,199
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........    
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)..... 977,661 982,199
30 Total liabilities and net assets/fund balances (see instructions). 977,661 982,199
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
977,661
2
Enter amount from Part I, line 27a .....................
2
4,371
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
167
4
Add lines 1, 2, and 3 ..........................
4
982,199
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
982,199
Form 990-PF (2025)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 942,286   883,609 58,677
b 10,052     10,052
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       58,677
b       10,052
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 68,729
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 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) 1 923
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........................... 3 923
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- ..... 5 923
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,160
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,160
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,237
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,237 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofBARTON B LEAHY Telephone no. (773) 744-8763

Located at1611 ELMWOOD AVEWILMETTEIL ZIP+460091
15
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 ........
15
 
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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 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.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BARTON B LEAHY PRESIDENT
0.50 		0 0 0
1611 ELMWOOD AVE
WILMETTE,IL60091
SEAN LEAHY DIRECTOR
0.50 		0 0 0
314 GLENWOOD ROAD
LAKE FOREST,IL60045
LAURA LEAHY DIRECTOR
0.50 		0 0 0
26920 N PIERRE
MUNDELEIN,IL60060
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
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 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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,251,754
b
Average of monthly cash balances.......................
1b
68,339
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,320,093
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,320,093
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,801
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,300,292
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
65,015
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.)
1
Minimum investment return from Part IX, line 6..................
1
65,015
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
923
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
923
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
64,092
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
64,092
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
64,092
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, line 26, column (d) ..........
1a
58,465
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
58,465
Form 990-PF (2025)
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 64,092
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 53,038
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 58,465
a Applied to 2024, but not more than line 2a 53,038
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..... 5,427
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		58,665
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) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
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 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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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).)
LAURA LEAHY
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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)
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)
aPaid during the year

RAVINIA FESTIVAL ASSOCIATION

418 SHERIDAN RD
HIGHLAND PARK,IL60035 		    TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5,000

NSSRA FOUNDATION

1221 COUNTY LINE ROAD
HIGHLAND PARK,IL60035 		    DEVELOPMENT OPPORTUNITIES FOR PEOPLE WITH SPECIAL NEEDS 50,000
Total ................................. 3a 55,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 22,076  
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 .....     14 222  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 68,729  
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 91,027 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
91,027
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
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

TY 2025 AccountingFeesSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,700 3,350   3,350

TY 2025 InvestmentsCorpStockSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC UNSPONS ADR 1,049 1,295
ABBVIE INC COM 6,734 7,752
ACADIA PHARMACEUTICALS INC 748 897
ACI WORLDWIDE INC 1,021 891
ADOBE INC 2,038 2,087
ADVANCED MICRO DEVICES 2,177 2,958
ADYEN N V UNSPONSRED ADR 1,535 1,446
AECOM 2,967 3,001
AEROVIRONMENT INC 725 451
AFLAC INCORPORATED 2,699 4,262
AGNICO EAGLE MINES LTD 2,240 2,500
AGREE REALTY CORP 2,406 2,384
AIA GROUP LTD SPON ADR 437 650
AIRBUS SE UNSPONSORED ADR 1,898 2,369
ALCON INC 2,460 3,518
ALIBABA GROUP HLDG LTD 1,798 3,604
ALIGN TECHNOLOGY 400 460
ALLEGION PUB LTD CO 974 1,083
ALLIANT ENERGY CORP 2,312 2,475
ALPHABETINC CL A 4,631 10,353
ALPHABET INC CL C 2,207 3,971
AMAZON COM INC 5,013 10,141
AMENTUM HOLDINGS INC 747 1,064
AMER FINANCIAL GP INC HLDG CO 1,975 2,195
AMER INTL GP INC NEW 2,087 2,386
AMERICAN WATER WORKS CO 2,285 2,198
AMERIPRISE FINCL INC 5,130 10,967
AMETEK INC NEW 2,108 2,723
AMGEN INC 2,068 2,702
AMPHENOL CORP NEW CL A 2,688 2,663
ANGLO AMERN PLC SPONSORED ADR 1,396 1,823
ANI PHARMACEUTICALS INC 1,117 1,416
APPLE INC 18,329 25,083
APPLIED IND TECH INC 502 1,378
APPLIED MATERIALS INC 1,174 2,155
APPLIED OPTOELECTRONICS INC 727 834
APTIV PLC 2,854 3,538
ARCHER DANIELS MIDLAND 911 999
ARGENX SE ADR 847 1,803
ARISTA NETWORKS INC 1,933 2,253
ASE TECHNOLOGY HLDG CO LTD ADR 1,170 2,560
ASML HOLDING NV NY REG NEW 2,539 4,286
ASTRANA HEALTH INC 47 51
ASTRAZENECA PLC ADR 2,516 3,307
ATMOS ENERGY CP 3,833 4,930
ATOUR LIFESTYLE HOLDGS LTD ADR 877 905
ATRICURE INC COM 666 744
AUTOZONE INC 3,284 4,070
AVERY DENNISON CORPORATION 1,630 1,655
AVNET INC 1,329 1,225
AXA ADS 1,811 1,862
AXCELIS TECHNOLOGIES INC 1,005 898
AXSOME THERAPEUTICS INC 830 1,330
AZZ INC 1,000 987
BAE SYS PLC SPON ADR 1,706 1,622
BANCO SANTANDER S.A. 11,445 14,909
BANNER CORP COM NEW 1,609 1,385
BDO UNIBANK INC SPON ADR 1,074 998
BELDEN INC 907 1,534
BIDVEST GROUP LTD SPONS ADR 801 769
BIO RAD LAB A 703 851
BIOGEN INC COM 686 907
BLACKSTONE INC 1,531 2,230
BOOT BARN HLDGS INC COM 146 1,196
BRAMBLES LTD SPONSORED ADR 1,087 1,844
BROADCOM INC 7,434 16,676
BROADRIDGE FIN SOLU.LLC 4,142 3,915
BROWN & BROWN INC 2,078 1,774
BROWN FORMAN CORP CL B 691 650
CADENCE DESIGN SYSTEM 6,164 7,052
CAMECO CORP 1,304 2,848
CAPITAL ONE FINANCIAL CORP 1,547 4,179
CAPITEC BANK HOLDINGS LTD ADR 390 1,344
CASELLA WASTE SYS INC CL A 822 1,377
CBOE GLOBAL MARKETS INC 4,201 5,391
CBRE GROUP INC -A 10,947 12,603
CELESTICA INC 853 1,429
CEMEX SAB DE CV 259 764
CENTENE CORPORATION 972 1,294
CHARTER COMMUNICATIONS INC 401 408
CHECK POINT SOFTWARE TECH LTD 1,812 1,681
CHINA MERCHANTS BK CO LTD UNSP 1,077 1,414
CISCO SYS INC 1,151 1,870
CLARIVATE PLC 539 544
CME GROUP INC 3,670 3,790
CMS ENERGY CP 1,354 1,381
CNH INDL N V SHS 734 533
COCA COLA CO 1,799 2,350
COGNIZANT TECH SOLUTIONS CL A 1,047 1,195
COMMERCIAL METALS CO 686 915
COMPAGNIE FIN RICHEMONTAG ADR 1,902 2,215
CONAGRA BRANDS INC 1,714 1,588
CONSTELLATION BRANDS INC CL A 717 751
CONTEMPORARY AMP TEC CO LD ADR 660 763
COPART INC 1,617 2,075
CORPAY INC 923 1,133
CORTEVA INC 2,234 3,827
COSTCO WHOLESALE CORP NEW 1,549 3,953
COTERRA ENERGY INC 1,835 2,190
CREDICORP LTD 570 1,073
CREDO TECHNOLOGY GRP HOLDING 649 1,387
CRH PLC 4,372 12,100
CROWDSTRIKE HLDGS INC CL A 4,435 4,014
CROWN HLDGS INC 1,112 1,320
CULLEN FROST BANKERS INC 1,186 1,752
DANAHER CORPORATION 5,913 7,753
DANONE SPONSORED ADR 2,160 2,705
DAVE INC CLASS A NEW 1,012 1,044
DOLLAR GEN CORP NEW COM 213 385
DOLLAR TREE INC 620 933
DOMINION ENERGY INC 1,093 1,379
DT MIDSTREAM INC 2,969 3,460
E.ON SE 1,664 1,773
ECOLAB INC 2,257 2,754
ELI LILLY & CO 11,551 15,113
EMERSON ELECTRIC CO 2,976 4,117
ENERPAC TOOL GROUP CORP CL A 1,283 1,150
ENOVA INTL INC COM 1,335 2,020
ENPRO INC 802 1,717
ENTERPRISE FINCL SVCS CORP 1,233 1,419
EQUITY LIFESTYLE PROPERTIES 3,654 3,531
ESCO TECHNOLOGIES 756 1,779
ESSILORLUXOTTICA ADR 1,547 1,377
EVERCORE INC CLASS A 2,763 4,620
EVERGY INC 1,020 1,406
EVERTEC INC 1,081 854
EXELIXIS INC 4,005 4,378
EXPAND ENERGY CORPORATION 802 821
F&G ANNUITIES & LIFE INC 31 31
FABRINET 387 1,237
FEDERAL SIGNAL CORP 1,166 1,496
FERRARI N V 3,848 6,979
FIDELITY NATIONAL FINANCIAL IN 420 1,043
FIRST CITIZ BANCSHARES A 165 1,434
FIRST FINCL BNCP 1,259 1,276
FISERV INC 629 649
FLEXTRONICS INTL LTD 537 3,849
FLUOR CORP NEW 758 646
FOMENTO ECONOMICO MEXICANO 728 601
FORTINET INC 3,816 3,664
FULL TRUCK ALLIANCE CO LTD ADR 837 729
GALDERMA GROUP AG ADR 368 373
GAMING & LEISURE PPTYS INC COM 1,087 1,219
GE HEALTHCARE TECHNOLOGIES INC 3,690 3,997
GENL DYNAMICS CORP 1,308 2,355
GILDAN ACTIVEWEAR INC 3,695 4,494
GIVAUDAN SA ADR 675 802
GLOBAL PAYMENT INC 1,169 1,074
GRAPHIC PACKAGING HOLDING CO 2,008 1,687
GREEN BRICK PARTNERS INC 524 444
GRUPO FINANCIERO GALCIA SA ADR 840 913
GRUPO FINANCIERO BANORTE SAB 372 811
HARTFORD INSURANCE GROUP INC 3,939 4,270
HALLIBURTON CO 1,047 1,099
HDFC BANK LTD ADR 1,792 3,399
HEICO CORP NEW 1,121 2,117
HENRY SCHEIN INC 765 872
HERMES INTL SCA UNSPON ADR 1,636 1,716
HF SINCLAIR CORPORATION 530 891
HIMAX TECHNOLOGIES, INC. 698 860
HOLOGIC INC 2,260 2,649
HORACE MANN EDUCATORS CP 864 932
HOYA CORP SPONS ADR 1,088 1,569
HSBC HOLDINGS PLC SPON ADR NEW 2,344 2,675
HUBBELL INC 3,401 3,910
HUNTINGTON INGALLS INDUSTRIES 566 1,184
HURON CONSULTING GRP INC 995 1,949
IAC INC NEW 1,489 1,541
ICICI BANK LTD 2,465 3,129
ICU MEDICALINC 772 1,063
IDACORP INC 1,408 1,686
IDEX CORPORATION DELAWARE 2,058 2,240
IES HOLDINGS INC 820 1,837
INCYTE CORP 3,866 4,456
INDUSTRIA DE DISENO TEXTIL IND 926 2,683
INDUSTRIAL & COML BK CHINA ADR 1,459 2,521
INFOSYS LIMITED ADR 566 1,060
INSTALLED BLDG PRODS INC 809 1,301
INTAPP INC 783 863
INTEGER HOLDINGS CORP 980 757
INTER PARFUMS INC 1,692 1,740
INTERCONTINENTAL EXCHANGE INC 4,168 5,488
INTERDIGITAL INC 1,182 1,457
INTESA SANPAOLO S.P.A. ADR 721 2,746
IONQ INC 808 570
IQVIA HOLDINGS INC 784 1,148
ITAU UNIBANCO MULTIPLE ADR 881 1,289
JACOBS SOLUTIONS INC 278 332
JAZZ PHARMACEUTICALS PLC 694 989
JEFFERIES FINL GROUP INC 3,436 4,768
JERONIMO MARTINS GSPS 681 680
JOHNSON & JOHNSON 4,982 6,298
JPMORGAN CHASE & CO 6,824 14,904
JUMBO S A UNSPN ADR 886 774
KADANT INC 277 888
KB FINANCIAL GRP INC SONS ADR 1,158 2,569
KEURIG DR PEPPER INC COM 3,728 3,781
KINDER MORGAN INCORP 496 799
KIRBY CP 382 659
KITE RLTY GROUP TR 997 1,130
KLA CORPORATION 2,688 2,683
KNIFE RIV HLDG CO 1,364 1,305
KRAFT HEINZ CO COM 491 471
KT CORP SPON ADR 1,064 1,671
L OREAL CO ADR 1,389 1,833
LEMAITRE VASCULAR INC 735 858
LENNAR CORPORATION 1,923 2,458
LENOVO GROUP LTD SPONS ADR 1,755 1,719
LIBERTY GLOBAL LTD CL A 547 657
LIGAND PHARMACEUTICALS INC NEW 841 2,150
LIMBACH HOLDINGS INC 895 880
LITHIA MTRS INC 636 648
LKQ CORPORATION 1,967 1,824
LONDON STK EXCHANGE GROUP ADR 825 1,062
LOWES COMPANIES INC 1,978 2,115
LPL FINL HLDGS INC COM 8,280 10,190
MACOM TECHNOLOGY SOLU HLDS 180 1,479
MAGNOLIA OIL & GAS CORP CL A 923 1,331
MAKEMYTRIP LIMITED 695 843
MARKEL GROUP INC 1,087 2,238
MARTIN MARIETTA MATERIALS 1,599 3,150
MARZETTI COMPANY 2,320 2,276
MASTERCARD INC CL A 2,162 9,329
MATADOR RES CO 1,396 1,187
MATCH GROUP INC 932 935
MATERION CORP COM 593 1,148
MC DONALDS CORP 2,047 2,432
MEDTRONIC PLC SHS 6,314 6,905
MERCADOLIBRE INC 308 1,017
MERCK & CO INC NEW COM 1,596 2,051
MERIT MED SYST 681 1,014
MERITAGE HOME CORPORATION 399 379
META PLATFORMS INC CL A 5,193 5,318
MICROCHIP TECHNOLOGY INC 1,437 2,058
MICROSOFT CORP 17,559 44,569
MITSUBISHI HEAVY INDS LTD ADR 546 784
MITSUBISHI UFJ FINCL GRP ADS 2,969 4,790
MIZUHO FNCL INC SPONS ADR 8,417 11,566
MODINE MFG CO 653 1,986
MOLINA HEALTHCARE INC 408 455
MOLSON COORS BEVERAGE CO CL B 1,385 1,322
MONOLITHIC PWR SYSTEMS INC 109 2,436
MUELLER INDUS INC 829 2,536
NATIONAL BANK OF GREECE ADR 670 1,099
NATWEST GROUP PLC ADR 2,053 2,887
NETAPP INC COM 578 614
NETFLIX INC 3,591 6,917
NEWS CORPORATION CL A 638 917
NEXTERA ENERGY INC 4,001 5,592
NISOURCE INC 2,116 2,959
NMI HOLDINGS INC CLASS A 735 1,593
NOBLE CORP NEW A 1,085 911
NOMURA RESH INST LTD ADR 819 996
NOVONESIS (NOVOZYMES) B ADR 1,297 1,233
NU HLDGS LTD ORD SHS CL A 605 627
NVIDIA CORPORATION 15,291 42,522
NXP SEMICONDUCTORS NV 3,071 3,309
OGE ENERGY CORPORATION 576 767
OLLIES BARGAIN OUTLET HLDG INC 485 988
OMNICOM GROUP 510 559
ONESPAWORLD HOLDINGS LTD 1,354 1,378
OSHKOSH CORP 2,174 2,328
PACKAGING CORP AMER 2,964 3,257
PALO ALTO NETWORKS INC 2,437 3,342
PALOMAR HLDGS INC 684 1,654
PARKER HANNIFIN CORP 1,908 6,089
PATHWARD FINANCIAL INC 208 638
PATRICK INDUSTRIES 993 1,268
PATTERSON -UTI ENERGY INC 897 703
PENSKE AUTO GP INC 1,182 1,117
PERRIGO CO LTD 88 97
PETROLEO BRASILEIRO SA 932 881
PJT PARTNERS INC COM CL A 1,403 1,427
PLAINS GP HLDG L P PARTN INT A 966 1,032
PNC FINL SVCS GP 1,500 2,325
POST HOLDINGS INC 337 575
PPG INDUSTRIES INC 1,422 1,410
PRESTIGE CONSMR HEALTHCARE INC 569 655
PROCTER & GAMBLE 3,711 3,875
PROGRESS SOFTWARE 891 736
PROGRESSIVE CORP OHIO 6,267 8,312
PRYSMIAN S P A MILANO ADR 1,470 2,146
PT BK CENT ASIA TBK ADR 1,155 987
QUAKER HOUGHTON 757 640
QUALCOMM INC 3,098 4,025
QUEST DIAGNOSTICS INC 1,638 1,647
R P M INC 4,116 4,238
RAMBUS INC (DEL) 704 630
REINSURANCE GROUP OF AMERICA 2,666 2,868
RELX PLC SPONSORED ADR 974 1,540
ROCHE HOLDINGS ADR 1,045 1,072
ROCKWELL AUTOMATION INC 4,856 7,045
ROLLS ROYCE HOLDINGS PLC 10,276 10,580
RYANAIR HLDGS PLC ADR 1,266 1,353
RYDER SYSTEMS INC 1,663 1,972
S&P GLOBAL INC COM 1,009 1,226
SAFRAN SA 1,144 2,518
SAIA INC 61 469
SALESFORCE INC 7,293 8,094
SAP AG 1,782 3,219
SCHNEIDER ELEC SA UNSP ADR 1,952 2,414
SEA LIMITED ADR 2,861 3,465
SEACOAST BANKING CORPOF FLORI 1,230 1,666
SERVICENOW INC 2,498 2,777
SHINHAN FINANCIAL GROUP CO LTD 1,148 1,428
SHOPIFY INC 10,704 11,236
SHOPRITE HLDGS LTD SPONSORED A 689 821
SIEMENS ENERGY AG ADR 1,934 3,756
SILICON MOTION TECH CORP ADR 798 1,306
SIRIUS XM HOLDINGS INC 928 886
SITIME CORPORATION 724 2,421
SNAP-ON INC 3,927 4,183
SOFTBANK CORP UNSPONS ADR 1,082 1,095
SONY GROUP CORPORATION ADR 3,613 6,221
SS&C TECHNOLOGIES HLDGS INC 574 662
STAG INDL INC COM 514 660
STERIS PLC 5,857 5,717
STERLING INFRASTRUCTURE INC 284 1,653
STRYKER CORP 1,365 1,356
SYNOPSYS INC 2,921 2,727
TAIWAN SMCNDCTR MFG CO LTD ADR 2,211 33,428
TARGA RESOURCES CORP 3,929 4,280
TARSUS PHARMACEUTICALS INC 704 803
TD SYNNEX CORPORATION 686 997
TE CONNECTIVITY LTD NEW 4,468 7,053
TECHTRONIC IND LTD SPONS ADR 682 637
TELEDYNE TECH INC 1,377 2,353
TENCENT HLDGS LTD UNSPON ADR 13,331 21,587
TERRENO RLTY CORP COM 933 952
TERUMO CORP ADR UNSPONS ADR 111 106
TESCO PLC ADR 1,928 2,478
TETRA TECH INC 1,685 2,183
TEXAS INSTRUMENTS 1,707 1,875
TEXAS ROADHOUSE INC CL A 2,450 2,274
THE CAMPBELLS COMPANY 553 516
THE ENSIGN GROUP INC 492 1,890
THE MOSAIC COMPANY 1,633 1,330
TOKYO ELECTRON LTD UNSPON ADR 921 1,681
TOTALENERGIES SE ACT 2,026 2,088
TOTVS SA ADR 676 829
TOWNEBANK VA 926 863
TRACTOR SUPPLY CO 476 450
TRANSMEDICS GROUP INC 531 886
TRIP COM GROUP LTD ADR 392 876
TYSON FOODS INC CL A 1,055 1,095
U HAUL HOLDING COMPANY SER N 1,188 1,020
U S BANCORP COM NEW 1,826 2,622
U S PHYSICAL THERAPY INC 3,042 2,876
UBER TECHNOLOGIES INC 2,438 2,459
UCB SA UNSPON ADR 1,427 2,049
UNILEVER PLC (NEW) ADS 2,620 3,205
UNION PACIFIC CORP 2,801 2,749
UNITED RENTALS INC 783 5,198
UNITED THERAPEUTICS CORP 2,619 3,951
UTZ BRANDS INC CL A 497 413
VALVOLINE INC COM 655 610
VERALTO CORP 6,564 7,161
VERISK ANALYTICS INC COM 3,048 3,156
VERIZON COMMUNICATIONS 2,201 2,135
VESTA REAL ESTATE CORP ADR 916 968
VIATRIS INC 1,009 1,227
VICTORY CAP HLDGS, INC CL-A 4,399 5,037
VISA INC CL A 4,676 6,610
VONTIER CORPORATION 1,593 2,050
WASTE MGMT INC (DELA) 4,079 5,714
WATSCO INC 2,698 2,469
WELLS FARGO & CO NEW 2,110 2,455
WESBANCO 1,374 1,411
WESCO INTL INC 464 649
WESTLAKE CORPORATION 906 868
WINTRUST FIN CORP 825 1,914
WORKDAY INC CL A 2,561 2,341
XCEL ENERGY INC 2,029 2,433
XIAOMI CORP ADR 1,326 1,143
YUM CHINA HLDNGS 864 1,103
ZIMMER BIOMET HLDGS INC COM 1,187 1,048
ZOETIS INC CLASS-A 2,558 2,414
ISHARES MSCI EAFE ETF 1,324 1,327
ISHARES MSCI EMERGING MKTS ETF 948 945
ISHARES RUSSELL 1000 ETF 5,566 5,524
ISHARES RUSSELL 1000 GRW ETF 6,329 6,267
ISHARES RUSSELL 1000 VALUE ETF 1,918 1,904
ISHARES RUSSELL 2000 ETF 2,826 2,784
ISHARES RUSSELL MIDCAP G ETF 2,265 2,239
ISHARES RUSSELL MIDCAP V ETF 2,448 2,430
SPDR S&P 500 ETF TRUST 4,270 4,239
VANGUARD INTL EQUITY INDEX FD 1,265 1,264
VANGUARD MID CAP VALUE ETF 50 49
PIMCO INCOME I2 61,344 64,775
PIONEER FD Y 90,394 133,944

TY 2025 OtherExpensesSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 115 0   115


TY 2025 OtherIncomeSchedule2
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NON-DIVIDEND DISTRIBUTIONS 105 0 105
LEGAL SETTLEMETS 31 31 31
RETURN OF CAPITAL 69 0 69
MONEY MANAGER REBATE 17 17 17


TY 2025 OtherIncreasesSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Description Amount
BASIS ADJUSTMENTS 167


TY 2025 OtherProfessionalFeesSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 20,392 20,392   0


TY 2025 TaxesSchedule
Name:
LEAHY FAMILY FOUNDATION
EIN:
36-4068280
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 723 723   0
FEDERAL TAX 3,726 0   0