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
THE O'GRADY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 140 EAST 81ST STREET 5C
  Room/suite
City or town
NEW YORK
State or province
NY
Country  
ZIP or foreign postal code
10028
A Employer identification number

06-1383651
B Telephone number (see instructions)

2127442713
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)$4,682,490J 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 1,005 1,005  
4 Dividends and interest from securities... 96,583 96,583  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 41,344
b Gross sales price for all assets on line 6a 354,962
7 Capital gain net income (from Part IV, line 2)... 41,344
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
1,594 0  
12 Total. Add lines 1 through 11........ 140,526 138,932  
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)......... Click to see attachment
List of Attached Documents:
// Content
3,181 0   3,181
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,595 8,798   8,797
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,570 11,785   11,785
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,145 2,145   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 861 0   861
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,169 93   10,076
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,521 22,821   34,700
25 Contributions, gifts, grants paid....... 244,259 244,259
26 Total expenses and disbursements. Add lines 24 and 25 ................ 307,780 22,821   278,959
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -167,254
b Net investment income (if negative, enter -0-) 116,111
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.............      
2 Savings and temporary cash investments......... 298,111 176,777 176,777
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) 252,892 Click to see attachment
List of Attached Documents:
// Content
73,773 		79,266
b Investments—corporate stock (attach schedule)....... 1,961,055 Click to see attachment
List of Attached Documents:
// Content
2,095,305 		4,173,548
c Investments—corporate bonds (attach schedule)....... 193,395 Click to see attachment
List of Attached Documents:
// Content
193,395 		199,033
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 49,517 Click to see attachment
List of Attached Documents:
// Content
48,466 		48,466
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
5,400 		Click to see attachment
List of Attached Documents:
// Content
5,400 		Click to see attachment
List of Attached Documents:
// Content
5,400
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,760,370 2,593,116 4,682,490
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...........    
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 2,760,370 2,593,116
29 Total net assets or fund balances (see instructions)..... 2,760,370 2,593,116
30 Total liabilities and net assets/fund balances (see instructions). 2,760,370 2,593,116
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
2,760,370
2
Enter amount from Part I, line 27a .....................
2
-167,254
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,593,116
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
2,593,116
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 ABBVIE INC P 2023-05-09 2025-08-01
b ABBVIE INC P 2023-05-09 2025-08-22
c AMERICAN TOWER CORP REIT P 2025-04-17 2025-08-01
d AVALONBAY COMMUNITIES P 2025-04-17 2025-08-01
e BROADCOM INC P 2023-05-09 2025-02-21
BLACKROCK INC COM NEW P 2023-06-05 2025-08-01
BLACKROCK INC COM NEW P 2023-06-05 2025-08-22
CITIGROUP INC NEW P 2023-05-09 2025-08-01
CITIGROUP INC NEW P 2023-05-09 2025-08-22
COMCAST CORP NEW CL A P 2024-06-06 2025-08-01
COMCAST CORP NEW CL A P 2024-06-06 2025-08-22
COMCAST CORP NEW CL A P 2024-06-06 2025-11-05
COMCAST CORP NEW CL A P 2024-06-07 2025-11-05
CONOCOPHILLIPS P 2025-07-17 2025-08-01
CONOCOPHILLIPS P 2025-07-17 2025-08-22
CISCO SYSTEM INC P 2012-05-30 2025-08-01
CISCO SYSTEM INC P 2012-05-30 2025-08-22
CHEVRON CORPORATION P 2023-05-09 2025-08-01
DUKE ENERGY CORP P 2023-05-09 2025-08-01
DUKE ENERGY CORP P 2023-05-09 2025-08-22
EMERSON ELECTRIC CO P 2023-05-09 2025-05-23
EQUINIX INC P 2025-04-17 2025-08-01
ENTERGY CORP NEW P 2023-05-09 2025-08-01
ENTERGY CORP NEW P 2023-05-09 2025-08-22
FASTENAL CO P 2025-02-21 2025-08-01
FASTENAL CO P 2025-02-21 2025-08-22
GENUINE PARTS CO COM P 2018-01-08 2025-08-01
GARMIN LTD P 2023-05-09 2025-02-21
GARMIN LTD P 2023-05-09 2025-04-16
HOME DEPOT INC P 2018-01-08 2025-08-01
HOME DEPOT INC P 2018-01-08 2025-08-22
HEWLETT PACKARD P 2024-07-18 2025-08-01
HEWLETT PACKARD P 2024-07-18 2025-08-22
JOHNSON & JOHNSON P 2011-02-10 2025-08-01
JOHNSON & JOHNSON P 2011-02-10 2025-08-22
JPMORGAN CHASE & CO P 2012-06-08 2025-08-01
JPMORGAN CHASE & CO P 2012-06-08 2025-08-22
COCA COLA COMPANY P 2023-05-09 2025-08-01
COCA COLA COMPANY P 2023-05-09 2025-08-22
LOCKHEED MARTIN CORP P 2018-01-08 2025-08-01
MONDELEZ INTL P 2023-05-09 2025-08-01
MEDTRONIC PLC P 2023-05-09 2025-08-01
MEDTRONIC PLC P 2023-05-09 2025-08-22
MERCK & CO INC NEW P 2018-02-23 2025-08-01
MORGAN STANLEY & CO P 2024-11-26 2025-08-01
MORGAN STANLEY & CO P 2024-11-26 2025-08-22
OMNICOM GROUP P 2023-05-09 2025-08-01
PAYCHEX INC P 2023-05-09 2025-08-01
PAYCHEX INC P 2023-05-09 2025-08-22
PEPSICO INCORPORATED P 2018-01-08 2025-08-01
PFIZER INCORPORATED P 2023-05-09 2025-08-01
PROCTER & GAMBLE CO P 2018-01-08 2025-08-01
PACKAGING CORP OF AMER P 2023-05-09 2025-08-01
PACKAGING CORP OF AMER P 2023-05-09 2025-08-22
PNC FINANCIAL SERVICES P 2023-05-09 2025-08-01
PNC FINANCIAL SERVICES P 2023-05-09 2025-08-22
QUALCOMM INC P 2023-05-09 2025-08-01
QUALCOMM INC P 2023-05-09 2025-08-22
SOUTHERN COMPANY P 2023-05-09 2025-08-01
SOUTHERN COMPANY P 2023-05-09 2025-08-22
STAG INDUSTRIAL INC P 2023-05-09 2025-08-01
STAG INDUSTRIAL INC P 2023-05-09 2025-08-22
TARGET CORP P 2024-06-07 2025-08-01
TEX INSTRUMENTS INC P 2023-05-09 2025-08-01
TEX INSTRUMENTS INC P 2023-05-09 2025-08-22
UNITED PARCEL SERVICE-B P 2018-01-08 2025-02-03
VERIZON COMMUNICATIONS P 2023-05-09 2025-08-01
VERIZON COMMUNICATIONS P 2023-05-09 2025-08-22
WELLTOWER INC P 2023-05-09 2025-07-17
WILLIAMS COMPANIES P 2024-11-15 2025-08-01
WILLIAMS COMPANIES P 2024-11-15 2025-08-22
WATSCO INC P 2025-05-23 2025-08-01
ESSENTIAL UTILS INC P 2025-07-17 2025-08-01
ESSENTIAL UTILS INC P 2025-07-17 2025-08-22
ESSENTIAL UTILS INC P 2025-07-17 2025-11-05
EXXON MOBIL CORP P 2023-05-09 2025-08-01
APPLE INC P 2018-01-09 2025-08-01
ABBVIE INC P 2022-11-23 2025-08-01
ADOBE SYSTEMS INC P 2018-09-10 2025-12-02
APPLIED MATERIALS INC P 2022-11-23 2025-08-01
CADENCE DESIGN SYS INC P 2022-09-12 2025-08-01
CORPAY INC P 2022-03-07 2025-08-01
COPART INC P 2022-11-23 2025-08-01
SALESFORCE INC P 2018-09-10 2025-08-01
CROWDSTRIKE HLDGS INC P 2020-02-10 2025-08-01
DROPBOX INC CL A P 2020-06-29 2025-08-01
DATADOG INC CL A P 2022-09-19 2025-08-01
EOG RESOURCES INC P 2022-01-10 2025-08-01
EXPEDITORS INTL WASH INC P 2021-06-28 2025-08-01
FISERV INC P 2022-11-23 2025-08-01
FISERV INC P 2022-11-23 2025-12-02
FORTINET INC P 2019-08-05 2025-08-01
HOME DEPOT INC P 2016-04-04 2025-08-01
HP INC P 2022-11-23 2025-08-01
HP INC P 2022-11-23 2025-12-02
HP INC P 2021-10-04 2025-12-02
HERSHEY COMPANY P 2022-11-23 2025-08-01
HERSHEY COMPANY P 2022-11-23 2025-08-22
HUNT J B TRANS SVC INC P 2021-06-14 2025-08-01
HUNT J B TRANS SVC INC P 2021-06-14 2025-08-22
KEYSIGHT TECHS INC P 2021-03-01 2025-08-01
KLA CORP P 2018-01-09 2025-08-01
LOCKHEED MARTIN CORP P 2022-11-23 2025-08-01
LOCKHEED MARTIN CORP P 2022-11-23 2025-12-02
CHENIERE ENERGY INC NEW P 2022-05-23 2025-08-01
LAM RESH CORP NEW P 2020-09-21 2025-08-01
LULULEMON ATHLETICA INC P 2019-09-03 2025-08-01
LULULEMON ATHLETICA INC P 2019-09-03 2025-12-02
LIVE NATION ENTRTNMNT P 2022-11-23 2025-08-01
MCKESSON CORPORATION P 2021-07-19 2025-08-01
META PLATFORMS INC A P 2015-03-04 2025-08-01
MOLINA HEALTHCARE INC P 2022-11-23 2025-08-01
MOLINA HEALTHCARE INC P 2022-11-23 2025-08-22
MICROSOFT CORP P 2016-10-11 2025-08-01
NETFLIX.COM INC P 2018-10-22 2025-08-01
OCCIDENTAL PETE CORP P 2022-11-23 2025-08-01
OCCIDENTAL PETE CORP P 2022-11-23 2025-08-22
OCCIDENTAL PETE CORP P 2022-06-27 2025-08-22
PULTE GROUP INC P 2021-09-20 2025-08-01
PARKER HANNIFIN CORP P 2022-11-23 2025-08-01
QUALCOMM INC P 2020-06-29 2025-08-01
STARBUCKS CORP P 2021-10-04 2025-08-01
STARBUCKS CORP P 2021-10-04 2025-08-22
STARBUCKS CORP P 2022-11-23 2025-08-22
SYNOPSYS CORP P 2022-03-28 2025-08-01
TJX COS INC NEW P 2020-05-11 2025-08-01
TEX INSTRUMENTS INC P 2018-01-09 2025-08-01
ULTA BEAUTY INC P 2022-08-23 2025-08-01
UNITEDHEALTH GROUP P 2019-05-20 2025-08-01
UNITED RENTALS INC P 2022-11-23 2025-08-01
WILLIAMS SONOMA INC P 2021-07-19 2025-08-01
INVESCO S&P SMALLCAP P 2018-01-09 2025-08-07
UNILEVER - CIL P 2025-12-09 2025-12-09
95K UST NOTE P 2023-04-04 2025-02-18
90K UST NOTE P 2023-04-04 2025-09-30
5K FED HERMES P 2025-11-03 2025-11-07
5K FED HERMES P 2025-11-03 2025-12-02
ISHS EDGE MSCI P 2018-01-08 2025-10-31
JPM EQUITY P 2022-03-07 2025-10-31
JPM ULTRASHORT P 2020-08-13 2025-10-31
JPM ULTRASHORT P 2020-09-10 2025-10-31
ISHS EDGE MSCI P 2022-03-07 2025-10-31
CAPITAL GAINS DIVIDENDS P    
(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 391   295 96
b 415   295 120
c 425   442 -17
d 183   203 -20
e 20,933   5,829 15,104
1,094   677 417
1,147   677 470
457   233 224
473   233 240
229   275 -46
240   275 -35
5,138   7,352 -2,214
330   471 -141
279   276 3
290   276 14
336   82 254
338   82 256
302   320 -18
369   295 74
371   295 76
8,991   6,460 2,531
774   790 -16
360   214 146
356   214 142
362   297 65
401   297 104
254   196 58
8,568   3,953 4,615
4,605   2,497 2,108
373   192 181
410   192 218
259   271 -12
269   250 19
333   122 211
357   122 235
581   67 514
587   67 520
275   254 21
280   254 26
419   329 90
195   234 -39
269   271 -2
276   271 5
157   104 53
418   391 27
443   391 52
214   277 -63
281   215 66
281   215 66
279   236 43
140   232 -92
302   184 118
380   268 112
429   268 161
371   233 138
399   233 166
445   319 126
478   319 159
285   224 61
283   224 59
239   246 -7
257   246 11
199   292 -93
360   326 34
417   326 91
4,156   4,772 -616
258   226 32
267   226 41
13,048   6,396 6,652
301   278 23
287   278 9
437   454 -17
266   262 4
276   262 14
7,386   6,959 427
219   220 -1
408   87 321
196   160 36
323   263 60
180   108 72
357   175 182
314   219 95
91   65 26
253   149 104
451   63 388
80   63 17
136   91 45
116   97 19
114   126 -12
136   102 34
1,839   2,964 -1,125
196   32 164
373   135 238
73   89 -16
175   207 -32
2,982   3,352 -370
190   232 -42
2,702   3,474 -772
140   164 -24
1,658   1,808 -150
159   143 16
886   109 777
419   481 -62
3,092   3,367 -275
239   130 109
191   61 130
196   180 16
1,825   1,803 22
294   136 158
697   189 508
755   80 675
155   317 -162
1,935   3,492 -1,557
524   57 467
1,167   323 844
43   71 -28
92   142 -50
1,145   1,496 -351
232   94 138
709   308 401
148   88 60
86   112 -26
1,877   2,347 -470
626   699 -73
622   323 299
126   48 78
180   110 70
511   400 111
242   243 -1
853   360 493
188   76 112
15,884   16,198 -314
21     21
90,794   90,794 0
88,325   88,325 0
5,000   5,000 0
5,000   5,000 0
2,995   2,882 113
4,554   4,722 -168
2,031   2,033 -2
1,472   1,473 -1
2,987   2,382 605
4,950     4,950
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       96
b       120
c       -17
d       -20
e       15,104
      417
      470
      224
      240
      -46
      -35
      -2,214
      -141
      3
      14
      254
      256
      -18
      74
      76
      2,531
      -16
      146
      142
      65
      104
      58
      4,615
      2,108
      181
      218
      -12
      19
      211
      235
      514
      520
      21
      26
      90
      -39
      -2
      5
      53
      27
      52
      -63
      66
      66
      43
      -92
      118
      112
      161
      138
      166
      126
      159
      61
      59
      -7
      11
      -93
      34
      91
      -616
      32
      41
      6,652
      23
      9
      -17
      4
      14
      427
      -1
      321
      36
      60
      72
      182
      95
      26
      104
      388
      17
      45
      19
      -12
      34
      -1,125
      164
      238
      -16
      -32
      -370
      -42
      -772
      -24
      -150
      16
      777
      -62
      -275
      109
      130
      16
      22
      158
      508
      675
      -162
      -1,557
      467
      844
      -28
      -50
      -351
      138
      401
      60
      -26
      -470
      -73
      299
      78
      70
      111
      -1
      493
      112
      -314
      21
      0
      0
      0
      0
      113
      -168
      -2
      -1
      605
      4,950
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 41,344
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 1,614
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 1,614
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 1,614
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,515
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 7,515
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 5,901
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax5,901 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)
CT
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 addressWWW.THEOGRADYFOUNDATION.ORG
14
The books are in care ofKATHLEEN O'GRADY PRESIDENT Telephone no. (212) 744-2713

Located at140 EAST 81ST STREET APT 5CNEW YORKNY ZIP+410028
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
KATHLEEN C O'GRADY DIR., PRESIDENT
1.00 		0 0 0
140 EAST 81ST STREET APT 5C
NEW YORK,NY10028
ANNE E LUPICA ESQ DIR., SEC./TREAS.
0.00 		0 0 0
115 E COUNTRY CLUB DRIVE
PHOENIX,AZ85014
JACQUELINE BECKLEY DIRECTOR
0.00 		0 0 0
3 ROSEWOOD LANE
DENVILLE,NJ07834
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
4,325,405
b
Average of monthly cash balances.......................
1b
272,905
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,598,310
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
4,598,310
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
68,975
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,529,335
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
226,467
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
226,467
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,614
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,614
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
224,853
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
224,853
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
224,853
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
278,959
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
278,959
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 7 224,853
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...... 109,321
b From 2021...... 257,585
c From 2022...... 259,184
d From 2023...... 132,280
e From 2024...... 241,399
f Total of lines 3a through e ........ 999,769
4Qualifying distributions for 2025 from Part
XI, line 4: $ 278,959
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..... 224,853
e Remaining amount distributed out of corpus 54,106
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 1,053,875
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) ... 		109,321
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		944,554
10 Analysis of line 9:
a Excess from 2021 .... 257,585
b Excess from 2022 .... 259,184
c Excess from 2023 .... 132,280
d Excess from 2024 .... 241,399
e Excess from 2025 .... 54,106
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).)
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 e-mail address of the person to whom applications should be addressed:
MS KATHLEEN O'GRADY PRESIDENT THE O
140 EAST 81ST STREET APT 5C
NEW YORK,NY10028
(212) 744-2713
bThe form in which applications should be submitted and information and materials they should include:
A LETTER OF INQUIRY NO MORE THAN TWO PAGES ADDRESSED TO THE PRESIDENT. A COPY OF THE IRS LETTER DETERMINING 501 (C) (3) TAX STATUS AND THE MOST RECENT 990 TAX RETURN MUST ACCOMPANY THE LETTER.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOUNDATION WILL MAKE CONTRIBUTIONS TO PRESELECTED ORGANIZATIONS. FOUNDATION WILL ALSO CONSIDER GRANT REQUESTS FROM ORGANIZATIONS IN THE FIELDS OF ART AND EDUCATION. PROJECT SPECIFIC GRANTS ARE PREFERRED.
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

ACLU FOUNDATION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		NONE   GENERAL OPERATING SUPPORT 2,588

ALDRICH CONTEMPORARY ART MUSEUM

258 MAIN STREET
RIDGEFIELD,CT06877 		NONE   GENERAL OPERATING SUPPORT 7,500

AMERICAN ASSOCIATION OF THE NATIONAL THEATER

247 W 30TH STREET 8F
NEW YORK,NY10001 		NONE   GENERAL OPERATING SUPPORT 5,225

ATLANTIC THEATER COMPANY

76 NINTH AVENUE SUITE 313
NEW YORK,NY10011 		NONE   GENERAL OPERATING SUPPORT 1,040

BRATTLEBORO MUSEUM & ART CENTER

10 VERNON STREET
BRATTLEBORO,VT05301 		NONE   GENERAL OPERATING SUPPORT 3,000

BRENNAN CENTER FOR JUSTICE

120 BROADWAY STE 1750
NEW YORK,NY10271 		NONE   GENERAL OPERATING SUPPORT 1,250

BROOKLYN MUSEUM

200 EASTERN PARKWAY
BROOKLYN,NY11238 		NONE   GENERAL OPERATING SUPPORT 2,500

CARNEGIE HALL

57TH STREET AND 7TH AVENUE
NEW YORK,NY10019 		NONE   GENERAL OPERATING SUPPORT 600

CENTRAL PARK CONSERVANCY

14 EAST 60TH STREET
NEW YORK,NY10022 		NONE   GENERAL OPERATING SUPPORT 2,000

CONVENT HOUSE NEW YORK

460 W 41ST STREET
NEW YORK,NY10036 		NONE   GENERAL OPERATING SUPPORT 1,993

CREATIVE CAPITAL

15 MAIDEN LANE 18TH FLOOR
NEW YORK,NY10038 		NONE   GENERAL OPERATING SUPPORT 10,667

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		NONE   GENERAL OPERATING SUPPORT 1,500

EAST ISLIP SEPTO

1 CRAIG B GARIEPY AVENUE
ISLIP TERRACE,NY11752 		NONE   GENERAL OPERATING SUPPORT 1,500

ELEVATOR REPAIR SERVICE THEATER

47 GREAT JONES STREET
NEW YORK,NY10012 		NONE   GENERAL OPERATING SUPPORT 1,029

ENTERTAINMENT COMMUNITY

729 SEVENTH AVENUE 10TH FLOOR
NEW YORK,NY10019 		NONE   GENERAL OPERATING SUPPORT 1,812

FOOD BANK OF NYC

39 BROADWAY
NEW YORK,NY10006 		NONE   GENERAL OPERATING SUPPORT 1,563

HEART

PO BOX 738
MAMARONECK,NY10543 		NONE   GENERAL OPERATING SUPPORT 2,067

INDEPENDENT CURATORS INTERNATIONAL

401 BROADWAY 1620
NEW YORK,NY10013 		NONE   GENERAL OPERATING SUPPORT 2,575

LINCOLN CENTER

150 WEST 65TH STREET
NEW YORK,NY10023 		NONE   GENERAL OPERATING SUPPORT 6,500

MCC THEATER

511 W 52ND STREET
NEW YORK,NY10019 		NONE   GENERAL OPERATING SUPPORT 1,000

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		NONE   GENERAL OPERATING SUPPORT 5,500

MORGAN LIBRARY & MUSEUM

225 MADISON AVENUE
NEW YORK,NY10016 		NONE   GENERAL OPERATING SUPPORT 10,000

MTC THEATER

311 WEST 43RD STREET 8TH FLOOR
NEW YORK,NY10036 		NONE   GENERAL OPERATING SUPPORT 3,000

MUSEUM OF MODERN ART

11 W 53RD STREET
NEW YORK,NY10019 		NONE   GENERAL OPERATING SUPPORT 5,500

NEW MUSEUM

235 BOWERY
NEW YORK,NY10002 		NONE   GENERAL OPERATING SUPPORT 32,500

NEW YORK PUBLIC RADIO

160 VARICK STREET
NEW YORK,NY10013 		NONE   GENERAL OPERATING SUPPORT 2,700

NEW YORK THEATER

79 EAST 4TH STREET
NEW YORK,NY10003 		NONE   GENERAL OPERATING SUPPORT 1,750

NO KID HUNGRY

1030 15TH STREET NW STE 1100 W
WASHINGTON,DC20005 		NONE   GENERAL OPERATING SUPPORT 1,500

NUEVO TANGO ARTS

543 MAIN STREET
NEW YORK,NY10044 		NONE   GENERAL OPERATING SUPPORT 3,010

NY FOUNDATION FOR THE ARTS

155 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		NONE   GENERAL OPERATING SUPPORT 16,000

NY PUBLIC LIBRARY

270 MADISON AVENUE 12TH FLOOR
NEW YORK,NY10016 		NONE   GENERAL OPERATING SUPPORT 525

OPERA SARATOGA

19 ROOSEVELT DRIVE STE 215
SARATOGA SPRINGS,NY12866 		NONE   GENERAL OPERATING SUPPORT 750

PEOPLE FOR THE AMERICAN WAY

1101 15TH ST NW STE 600
WASHINGTON,DC20005 		NONE   GENERAL OPERATING SUPPORT 1,076

PLANNED PARENTHOOD

123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038 		NONE   GENERAL OPERATING SUPPORT 2,581

PLAYWRIGHTS HORIZONS

416 W 42ND STREET
NEW YORK,NY10036 		NONE   GENERAL OPERATING SUPPORT 2,500

PRO PUBLICA

155 AVENUE OF THE AMERICAS 13TH
FLOOR
NEW YORK,NY10013 		NONE   GENERAL OPERATING SUPPORT 3,105

RIVER VALLEY ARTS CENTER

9 S MEISER AVENUE
WAPPINGERS FALLS,NY12590 		NONE   GENERAL OPERATING SUPPORT 15,000

SECOND STAGE THEATER

1501 BROADWAY
NEW YORK,NY10036 		NONE   GENERAL OPERATING SUPPORT 1,300

SIGNATURE THEATER COMPANY

480 W 42ND STREET
NEW YORK,NY10036 		NONE   GENERAL OPERATING SUPPORT 1,750

THE BRIGID ALLIANCE

PO BOX 58
NEW YORK,NY10024 		NONE   GENERAL OPERATING SUPPORT 10,800

THE FEMINIST INSTITUTE

1220 PARK AVE SR7
NEW YORK,NY10128 		NONE   GENERAL OPERATING SUPPORT 15,000

THE MOTHER JONES INVESTIGATIVE FUND

PO BOX 584
SAN FRANCISCO,CA94104 		NONE   GENERAL OPERATING SUPPORT 1,000

THE NEW YORK POPS

39 BROADWAY STE 1150
NEW YORK,NY10006 		NONE   GENERAL OPERATING SUPPORT 515

THE PARK AVENUE ARMORY

643 PARK AVENUE
NEW YORK,NY10065 		NONE   GENERAL OPERATING SUPPORT 2,500

THE PLAY COMPANY

321 W 44 STREET 801
NEW YORK,NY10036 		NONE   GENERAL OPERATING SUPPORT 2,575

THE PUBLIC THEATER

425 LAFAYETTE STREET
NEW YORK,NY10003 		NONE   GENERAL OPERATING SUPPORT 4,000

THE SALVATION ARMY

615 SLATERS LANE
ALEXANDRIA,VA22314 		NONE   GENERAL OPERATING SUPPORT 521

UNIVERSITY OF CALIFORNIA DAVIS

1 SHIELDS AVENUE
DAVIS,CA95616 		NONE   GENERAL OPERATING SUPPORT 2,500

VOTERIDERS

171 PIER AVENUE 313
SANTA MONICA,CA90405 		NONE   GENERAL OPERATING SUPPORT 10,325

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT
NEW YORK,NY10014 		NONE   GENERAL OPERATING SUPPORT 25,000

WORLD CENTERAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE   GENERAL OPERATING SUPPORT 1,567
Total ................................. 3a 244,259
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 ........... 		    14 1,005  
4 Dividends and interest from securities ....     14 96,583  
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 .....     01 1,594  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 41,344  
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) .. 0 140,526 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
140,526
(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:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 17,595 8,798   8,797

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Name of Bond End of Year Book Value End of Year Fair Market Value
AMGEN 2.6% 8/19/26 100K 95,655 99,224
ROPER TECH 3.8% 12/15/26 100K 97,740 99,809

TY 2025 InvestmentsCorpStockSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Name of Stock End of Year Book Value End of Year Fair Market Value
UNILEVER 31,624 87,178
ADBE 4,620 57,398
APD 17,212 61,755
ALB 86,165 99,008
ADI 14,013 128,820
AMAT 8,110 122,070
ADSK 14,944 76,963
BRKB 18,018 180,954
DVN 18,333 25,641
DEO 64,372 51,762
DOV 16,294 97,620
EXAS 9,199 15,234
GE 45,964 184,818
GEHC 41,105 41,010
GILD 26,680 49,096
HXL 16,335 22,170
HRL 21,604 37,920
JNJ 32,553 103,475
JCI 38,244 119,750
LIN 40,862 106,597
MICC 1,707 4,755
MDT 68,102 86,454
MRK 24,779 78,945
MTD 37,607 41,826
MSFT 7,657 152,340
NSRGY 15,057 49,390
NVS 31,736 68,935
PAYX 26,436 95,353
PYPL 41,562 52,542
PG 25,461 58,041
RTX 85,329 183,400
SNY 49,284 58,152
SHEL 45,337 51,436
TDY 35,496 45,966
TRMB 26,433 62,680
USB 31,092 32,016
VPL 26,960 45,200
VRSK 25,204 111,845
WY 31,021 23,690
FRBXX 193,121 193,121
USMV 33,568 42,466
EEMV 39,539 40,409
JPST 48,576 48,364
JEPI 66,253 65,998
NFFFX 35,132 38,850
NEZYX 49,344 57,448
UTIXX 2,023 2,023
ABBV 5,743 8,911
AMT 6,633 5,267
AVB 5,074 4,533
BLK 3,386 5,352
CVX 5,890 5,639
CSCO 2,319 10,861
C 6,109 15,286
KO 6,099 6,711
COP 6,810 6,927
DUK 5,886 7,033
ETR 6,104 10,537
EQIX 6,320 6,129
XOM 6,275 6,859
FAST 8,098 8,748
GPC 3,432 4,304
HPE 7,171 8,263
HD 3,650 6,538
JNJ 2,025 7,243
JPM 1,410 13,533
LMT 3,940 5,804
MDT 6,081 6,532
MRK 2,811 5,684
MDLZ 6,395 4,468
MS 7,952 10,829
OMC 6,277 5,491
PKG 5,744 8,868
PAYX 6,121 6,394
PEP 3,535 4,306
PFE 6,477 4,283
PNC 6,052 10,854
PG 2,927 5,589
QCOM 6,279 10,092
SO 6,267 7,325
STAG 6,245 6,543
SBUX 7,202 7,411
TGT 2,547 3,715
TXN 5,546 5,899
VZ 6,248 6,761
WSO 6,809 5,054
WMB 7,810 8,416
XMLV 12,616 17,338
IWN 6,661 10,148
IJR 14,128 21,753
IWR 14,244 25,704
DON 11,434 16,512
DCCIX 28,758 37,655
PCBIX 21,044 31,566
ABBV 4,461 9,368
AAPL 2,971 18,487
AMAT 1,942 4,626
CDNS 3,660 6,564
LNG 2,461 3,693
CPRT 3,235 4,032
CPAY 6,718 9,630
CRWD 1,073 7,969
DDOG 4,661 7,207
DBX 3,305 4,365
EOG 2,330 2,520
EXPD 4,372 5,811
FTNT 1,684 8,417
HD 2,558 6,538
KEYS 2,438 3,454
KLAC 1,414 15,796
LRCX 1,904 10,613
LYV 4,016 8,408
MCK 3,213 13,945
META 1,440 12,542
MSFT 2,113 17,894
NFLX 4,503 14,064
PH 3,691 10,548
PHM 3,468 8,677
QCOM 3,500 6,842
CRM 1,940 3,444
SNPS 3,877 5,637
TXN 2,429 3,817
TJX 2,593 8,295
ULTA 2,797 4,235
URI 3,244 7,284
UNH 2,672 3,631
WSM 1,971 4,643

TY 2025 InvestmentsGovtObligationsSch
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
US Government Securities - End of Year Book Value:

73,773
US Government Securities - End of Year Fair Market Value:

79,266
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 InvestmentsOtherSchedule2
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
RIDGEWOOD ENERGY O FUND FMV 5,539 5,539
RIDGEWOOD ENERGY V FUND FMV 4,678 4,678
RIDGEWOOD ENERGY X FUND FMV 21,075 21,075
RIDGEWOOD ENERGY Y FUND FMV 17,174 17,174

TY 2025 LegalFeesSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,181 0   3,181


TY 2025 OtherAssetsSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM KATHLEEN O'GRADY 5,400 5,400 5,400


TY 2025 OtherExpensesSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 696 0   696
ASSOCIATION EXPENSE 6,125 0   6,125
INSURANCE 3,005 0   3,005
OTHER EXPENSES UBS 93 93   0
NYS FILING FEE 250 0   250


TY 2025 OtherIncomeSchedule2
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
THRU RIDGEWOOD ENERGY Y FUND 1,219 0 1,219
THRU RIDGEWOOD ENERGY X FUND 263 0 263
THRU RIDGEWOOD ENERGY O FUND 345 0 345
THRU RIDGEWOOD ENERGY V FUND -233 0 -233


TY 2025 OtherProfessionalFeesSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 23,570 11,785   11,785


TY 2025 TaxesSchedule
Name:
THE O'GRADY FOUNDATION INC
EIN:
06-1383651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 2,027 2,027   0
FOREIGN FEES 118 118   0
FEDERAL EXCISE TAX 6,000 0   0