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
Henry and Sara Sheehan Foundation
 
% Constance L Witkowski
Number and street (or P.O. box number if mail is not delivered to street address) 310 N Kensington Avenue
  Room/suite
City or town
La Grange Park
State or province
IL
Country  
ZIP or foreign postal code
605261870
A Employer identification number

45-4126770
B Telephone number (see instructions)

7085791308
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)$4,498,322J 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 6 6  
4 Dividends and interest from securities... 115,504    
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 287,287
b Gross sales price for all assets on line 6a 769,323
7 Capital gain net income (from Part IV, line 2)... 287,287
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
872    
12 Total. Add lines 1 through 11........ 403,669 287,293  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,000 12,000   60,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
271     271
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,357 2,000 1,000 5,357
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,317     8,317
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,743 7,118   4,625
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,372     5,372
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
60,600 38,500 5,530 16,570
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 166,660 59,618 6,530 100,512
25 Contributions, gifts, grants paid....... 145,000 145,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 311,660 59,618 6,530 245,512
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 92,009
b Net investment income (if negative, enter -0-) 227,675
c Adjusted net income (if negative, enter -0-)... 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............. 9,822 13,039 13,039
2 Savings and temporary cash investments......... 25,055 116,525 116,525
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.......... 4,276 3,590 3,590
10a Investments—U.S. and state government obligations (attach schedule) 270,652 Click to see attachment
List of Attached Documents:
// Content
274,772 		277,001
b Investments—corporate stock (attach schedule)....... 1,052,692 Click to see attachment
List of Attached Documents:
// Content
913,594 		2,609,133
c Investments—corporate bonds (attach schedule)....... 1,310,668 Click to see attachment
List of Attached Documents:
// Content
1,442,311 		1,464,265
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,384 Click to see attachment
List of Attached Documents:
// Content
14,769 		14,769
14 Land, buildings, and equipment: basis 13,333
Less: accumulated depreciation (attach schedule) 13,333      
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,686,549 2,778,600 4,498,322
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 ) Click to see attachment
List of Attached Documents:
// Content
3,063 		3,105
23 Total liabilities (add lines 17 through 22)......... 3,063 3,105
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........... 2,683,486 2,775,495
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)..... 2,683,486 2,775,495
30 Total liabilities and net assets/fund balances (see instructions). 2,686,549 2,778,600
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
2,683,486
2
Enter amount from Part I, line 27a .....................
2
92,009
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,775,495
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,775,495
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 ALPHABET INC CL A COM P 1900-01-01 2025-10-02
b ALPHABET INC CL A COM P 1900-01-01 2025-11-03
c ALPHABET INC CL A COM P 2013-07-02 2025-12-23
d AMAZONCOM INC COM P 2015-03-03 2025-01-03
e AMERIPRISE FINANCIAL INC COM P 2019-04-24 2025-01-03
APPLE COMPUTER INC COM P 1900-01-01 2025-07-01
APPLE COMPUTER INC COM P 2013-04-12 2025-07-09
BANK OF NY MELLON CORP 1600 0424 P 2021-03-12 2025-04-24
COMCAST CORP 3375 08152025 P 2019-12-18 2025-06-05
EATON CORP PLC ORD P 2017-02-21 2025-07-09
EATON CORP PLC ORD P 2017-02-21 2025-10-02
FISERV INC COM P 2024-04-02 2025-10-02
FISERV INC COM P 1900-01-03 2025-11-03
FRANKLIN RESOURCES INC 2850 0330 P 2020-02-12 2025-03-30
LAM RESEARCH CORP COM P 2017-08-23 2025-10-02
LAM RESEARCH CORP COM P 2017-08-23 2025-11-03
LAM RESEARCH CORP COM P 2017-07-10 2025-12-23
MASTERCARD INC CL A COM P 1900-01-03 2025-07-09
MFS MID CAP GROWTH FUND - R6 P 2019-07-24 2025-07-02
MICROSOFT CORP COM P 2015-04-10 2025-01-03
MICROSOFT CORP COM P 2015-04-10 2025-07-01
NVIDIA CORP COM P 2023-10-13 2025-01-03
NVIDIA CORP COM P 2023-10-13 2025-07-01
PEPSICO INC COM P 1900-01-03 2025-07-01
PEPSICO INC COM P 2016-02-12 2025-07-09
SHELL INTERNATIONAL FIN 3250 0511 P 2019-12-18 2025-05-11
T ROWE PRICE BLUE CHIP GROWTH FD - P 2017-07-10 2025-01-03
TRUIST FIN CORP 400 05012025 P 2019-12-17 2025-05-01
UNITEDHEALTH GROUP INC COM P 1900-01-03 2025-06-13
VERALTO CORP COM P 1900-01-03 2025-10-02
WASATCH CORE GROWTH FUND -INS P 2019-07-24 2025-07-02
WASATCH CORE GROWTH FUND -INS P 2019-07-24 2025-12-23
(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 19,524   4,672 14,852
b 14,042   2,366 11,676
c 15,655   1,104 14,551
d 30,208   2,591 27,617
e 13,311   3,608 9,703
41,644   3,330 38,314
21,035   1,537 19,498
50,000   50,000  
50,000   50,000  
7,527   1,341 6,186
7,525   1,277 6,248
18,174   22,763 -4,589
26,344   51,240 -24,896
50,000   50,000  
36,615   4,036 32,579
27,159   2,744 24,415
22,918   1,935 20,983
16,898   5,043 11,855
30,000   19,555 10,445
4,231   417 3,814
9,852   833 9,019
10,852   3,452 7,400
21,166   6,305 14,861
13,493   10,338 3,155
13,467   9,825 3,642
50,000   50,000  
4,000   1,848 2,152
50,000   50,000  
23,591   13,276 10,315
9,793   1,515 8,278
30,000   25,626 4,374
30,299   29,459 840
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       14,852
b       11,676
c       14,551
d       27,617
e       9,703
      38,314
      19,498
       
       
      6,186
      6,248
      -4,589
      -24,896
       
      32,579
      24,415
      20,983
      11,855
      10,445
      3,814
      9,019
      7,400
      14,861
      3,155
      3,642
       
      2,152
       
      10,315
      8,278
      4,374
      840
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 2 287,287
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 3,165
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 3,165
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 3,165
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,100
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 65
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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 addresshttpsarascholarship.org
14
The books are in care ofCONSTANCE L WITKOWSKI Telephone no. (708) 579-1308

Located at310 N Kensington AvenueLa Grange ParkIL ZIP+460526
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
 
No
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
Joseph S WitkowskiClick to see attachment
List of Attached Documents:
// Content
President
3.00 		200 0 0
310 N Kensington Avenue
La Grange Park,IL605261870
Linda BykowskiClick to see attachment
List of Attached Documents:
// Content
Director
1.00 		200 0 0
816 Regner Road
McHenry,IL60051
Linda Burke FORMER DIRClick to see attachment
List of Attached Documents:
// Content
Director
1.00 		0 0 2,093
123 Acacia Drive Unit 102
La Grange,IL605259097
Catherine DicksonClick to see attachment
List of Attached Documents:
// Content
Secretary
1.00 		200 0 0
6710 Virginia Parkway STE 215PMB119
McKinney,TX750714779
Constance L WitkowskiClick to see attachment
List of Attached Documents:
// Content
Exec Director
7.00 		72,000 0 0
310 N Kensington Avenue
La Grange Park,IL60526
Patti HankinsClick to see attachment
List of Attached Documents:
// Content
Treasurer
0.00 		200 0 3,150
727 W Madison St Apt 2902
Chicago,IL606612574
Susan KutchtaClick to see attachment
List of Attached Documents:
// Content
Former Director
0.00 		200 0 0
28572 Windmere Court
Lake Bluff,IL60044
Megan HankinsClick to see attachment
List of Attached Documents:
// Content
Consultant
0.00 		0 0 165
727 W Madison St Apt 2902
Chicago,IL606612574
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 Administration of scholarship awards program 100,512
2 Recipient scholarship awards issued 145,000
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
4,299,245
b
Average of monthly cash balances.......................
1b
77,959
c
Fair market value of all other assets (see instructions)................
1c
3,590
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,380,794
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
4,380,794
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
65,712
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,315,082
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
215,754
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
215,754
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,165
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,165
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
212,589
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
212,589
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
212,589
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
245,512
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
245,512
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 7 212,589
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 19,885
e From 2024...... 47,183
f Total of lines 3a through e ........ 67,068
4Qualifying distributions for 2025 from Part
XI, line 4: $ 245,512
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 212,589
e Remaining amount distributed out of corpus 32,923
5 Excess distributions carryover applied to 2025.    
(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 99,991
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		99,991
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 19,885
d Excess from 2024 .... 47,183
e Excess from 2025 .... 32,923
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).)
NONE
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.
NONE
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:
CONSTANCE L WITKOWSKI EXEC DIR
310 N Kensington Avenue
La Grange Park,IL60526
(708) 579-1308
clwitkowski@yahoo.com
bThe form in which applications should be submitted and information and materials they should include:
Completed Sara Scholarship Application formCopy of Official High School Transcript including Fall semester grades from senior yearApplicants personal essayCopy of applicants Student Aid Report SAR including the Expected Family Contribution EFCLetter of RecommendationIn order to qualify for the Sara Scholarship you must first file a Free Application For Student Aid FAFSA
cAny submission deadlines:
April 30 2025
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Recipient must be female college bound high school senior GPA of at least 33 on a 40 scale financial need involvement with golf
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
Gianna Nilvo


1010 Alegria Road NW
Los Lunas,NM87031 		None   Scholarship 2,500
Alyse Thomas


189 Summertree Drive
Chesterton,IN46304 		None   Scholarship 2,500
Macy Hawkins


1233 Wedgewood Drive
Woodway,TX76712 		None   Scholarship 2,500
Carli Frigon


34 Pleasant Street
Jackman,ME04945 		None   Scholarship 2,500
Claire Martins


15235 150th Street
Luana,IA52156 		None   Scholarship 2,500
Leya Edwards-Headen


14934 Abendego Road
Charlotte,NC28213 		None   Scholarship 2,500
Ellie Ramey


110 N Deerfield Drive
Princeton,KY42445 		None   Scholarship 2,500
Beata Blood


14 Cormorant Circle
Daytona Beach,FL32119 		None   Scholarship 2,500
Corah Clemmer


364 Windshire Drive
Windsor,CO80550 		None   Scholarship 2,500
Lauren Briggs


117 Crestview Drive
Burlington,IA52601 		None   Scholarship 2,500
LaMia Garth


250 Horton Street
Detroit,MI48202 		None   Scholarship 2,500
Kaylee Daley


12080 Bardwell Drive
Chesterland,OH44026 		None   Scholarship 2,500
Aitana Allen-Perez


10230 Wateridge Circle Unit 186
San Diego,CA92121 		None   Scholarship 2,500
Kaylee Campbell


715 W 23rd St Apt 1027
Austin,TX78705 		None   Scholarship 2,500
Cheney Canada


577 South State Road 19
Akron,IN46910 		None   Scholarship 2,500
Bella Duesing


105 Cheval Blvd
Brownsboro,AL35741 		None   Scholarship 2,500
Nia Elkouby


PO Box 4839
Inglewood,CA90309 		None   Scholarship 2,500
Isabel Gabel


316 N Richmond Ave
Westmont,IL60559 		None   Scholarship 2,500
Alexa Garvin


109 West 6th Street PO Box 564
Wilton,IA52778 		None   Scholarship 2,500
Katrina Machetta


PO Box 680486
Houston,TX77268 		None   Scholarship 2,500
Lauren Pickel


912 South School Street
Cuba City,WI53807 		None   Scholarship 2,500
Magdalyn Poole


2101 Oak Grove Road
Landrum,SC29356 		None   Scholarship 2,500
Kelly Sanchez


9628 Sugar Pines Ct
Fort Lauderdale,FL33328 		None   Scholarship 2,500
Rylie Spaulding


907 NE 4th Street
Wagoner,OK74467 		None   Scholarship 2,500
Cybil Stillson


1301 McCormick Drive
Nappanee,IN46550 		None   Scholarship 2,500
Kendell Young


2628 E Teakwood Pl
Chandler,AZ85249 		None   Scholarship 2,500
Kierra Oyler


632 Spanish Fields Dr
Spanish Fork,UT84660 		None   Scholarship 2,500
Jessica Reardon


10139 S Bell Avenue
Chicago,IL60643 		None   Scholarship 2,500
Cabrini Brandi


1817 Prescott Drive
Stevens Point,WI54482 		None   Scholarship 2,500
Natalya Cobb


2417 Green Forrest Dr
Decatur,GA30032 		None   Scholarship 2,500
Sophie Compston


11 Giacamo Way
Uxbridge,MA01569 		None   Scholarship 2,500
Genevieve Gruba


13047 54th St SE
Enderlin,ND58027 		None   Scholarship 2,500
Grace Czech


1461 West Blood Road
East Aurora,NY14052 		None   Scholarship 2,500
Samantha Lawrence


10533 Hampton Place
Newburgh,IN47630 		None   Scholarship 2,500
Malia Loo


100 Ashton Avenue
Millbrae,CA94030 		None   Scholarship 2,500
Madylin McCommons


419 Wood Street
Elwood City,PA16117 		None   Scholarship 2,500
Violet Myers


5603 NE 23rd Avenue
Portland,OR97211 		None   Scholarship 2,500
Grace Sun


13513 Silver Ivy Lane
San Diego,CA92129 		None   Scholarship 2,500
Madison Wong


1847 Audubon Pond Way
Allen,TX75013 		None   Scholarship 2,500
Hayden Trost


4351 Ridgewood LN S
Billings,MT59106 		None   Scholarship 2,500
Annelise Yanez


38350 Via Luisa
Temecula,CA92592 		None   Scholarship 2,500
Miya Carey


309 N Hyde Street
Atkinson,NE68713 		None   Scholarship 2,500
Madeline Her


236 Graves Avenue
Sacramento,CA95838 		None   Scholarship 2,500
Taegan Bach


720 E 8th Street
Chadron,NE69337 		None   Scholarship 2,500
Jaelyn Feller


1016 Tana Lane
Menasha,WI54952 		None   Scholarship 2,500
Lola Feit


405 Airport Avenue
Wisconsin Rapids,WI54494 		None   Scholarship 2,500
Emily Fung


5506 Eastwind Dr
Sarasota,FL34233 		None   Scholarship 2,500
Allison Humke


5306 Duvall Place Northwest
Rochester,MN55901 		None   Scholarship 2,500
Shelby James


514 Shenandoan Drive
Hendersonville,TN37077 		None   Scholarship 2,500
Alissa Lai


9822 Brockway St
South El Monte,CA91733 		None   Scholarship 2,500
Samantha Lentz


210 11th Avenue SE
Minot,ND58701 		None   Scholarship 2,500
Teagan Mann


104 Birchwood Drive
Summerville,SC29483 		None   Scholarship 2,500
Presley McLain


455 Foothill Drive
Fillmore,CA93015 		None   Scholarship 2,500
Taylor Page


41930 N 170 East Road
Rankin,IL60960 		None   Scholarship 2,500
Kaitlyn Smith


600 B F Klein Ranch Road
Mountain Home,TX78058 		None   Scholarship 2,500
Melony Su


375 Eddy St Apt 37
San Francisco,CA94102 		None   Scholarship 2,500
Rachel Walden


PO Box 247
Cotton Center,TX79021 		None   Scholarship 2,500
Eden Wehner


7330 W SR 256
Madison,IN47250 		None   Scholarship 2,500
Total ................................. 3a 145,000
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 ........... 		900001   14 6  
4 Dividends and interest from securities .... 900001   14 115,504  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		900001   18 287,287  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOther reimbursements 		    01 872  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   403,669  
13Total. Add line 12, columns (b), (d), and (e)..................
13
403,669
(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:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Stein Certified Public Account 8,357 2,000 1,000 5,357

TY 2025 CompensationExplanation
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Person Name Explanation
Joseph S Witkowski Board stipend
Linda Bykowski Board stipend
Linda Burke Former Dir Scholarship review service
Catherine Dickson Board stipend
Constance L Witkowski Salary
Patti Hankins Board stipend and scholarship review service
Susan Kutchta Board stipend
Megan Hankins Scholarship review service

TY 2025 CompensationExplanation
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Person Name Explanation
Joseph S Witkowski Board stipend
Linda Bykowski Board stipend
Linda Burke Former Dir Scholarship review service
Catherine Dickson Board stipend
Constance L Witkowski Salary
Patti Hankins Board stipend and scholarship review service
Susan Kutchta Board stipend
Megan Hankins Scholarship review service

TY 2025 CompensationExplanation
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Person Name Explanation
Joseph S Witkowski Board stipend
Linda Bykowski Board stipend
Linda Burke Former Dir Scholarship review service
Catherine Dickson Board stipend
Constance L Witkowski Salary
Patti Hankins Board stipend and scholarship review service
Susan Kutchta Board stipend
Megan Hankins Scholarship review service

TY 2025 CompensationExplanation
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Person Name Explanation
Joseph S Witkowski Board stipend
Linda Bykowski Board stipend
Linda Burke Former Dir Scholarship review service
Catherine Dickson Board stipend
Constance L Witkowski Salary
Patti Hankins Board stipend and scholarship review service
Susan Kutchta Board stipend
Megan Hankins Scholarship review service

TY 2025 CompensationExplanation
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Person Name Explanation
Joseph S Witkowski Board stipend
Linda Bykowski Board stipend
Linda Burke Former Dir Scholarship review service
Catherine Dickson Board stipend
Constance L Witkowski Salary
Patti Hankins Board stipend and scholarship review service
Susan Kutchta Board stipend
Megan Hankins Scholarship review service

TY 2025 CompensationExplanation
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Person Name Explanation
Joseph S Witkowski Board stipend
Linda Bykowski Board stipend
Linda Burke Former Dir Scholarship review service
Catherine Dickson Board stipend
Constance L Witkowski Salary
Patti Hankins Board stipend and scholarship review service
Susan Kutchta Board stipend
Megan Hankins Scholarship review service

TY 2025 CompensationExplanation
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Person Name Explanation
Joseph S Witkowski Board stipend
Linda Bykowski Board stipend
Linda Burke Former Dir Scholarship review service
Catherine Dickson Board stipend
Constance L Witkowski Salary
Patti Hankins Board stipend and scholarship review service
Susan Kutchta Board stipend
Megan Hankins Scholarship review service

TY 2025 CompensationExplanation
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Person Name Explanation
Joseph S Witkowski Board stipend
Linda Bykowski Board stipend
Linda Burke Former Dir Scholarship review service
Catherine Dickson Board stipend
Constance L Witkowski Salary
Patti Hankins Board stipend and scholarship review service
Susan Kutchta Board stipend
Megan Hankins Scholarship review service

TY 2025 InvestmentsCorpBondsSchedule
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Name of Bond End of Year Book Value End of Year Fair Market Value
Bank of America 3.24% 10.21.27 49,316 49,535
Enterprise Prod 2.8% 1.31.2030 44,990 47,499
Amazon.Com 2.100 05/12/2031 44,377 45,171
Bristol-Myers 5.900 11/15/2033 53,304 54,635
Comcast Corp 3.375% 08.15.25 0 0
Cisco Systems 4.95% 02.26.31 50,544 51,854
Cummins Inc 5.150 02/20/2034 50,101 51,761
Exxon Mobil Corp 3.29% 3.19.27 51,510 49,785
Apple Inc 1.65% 05.11.2030 48,212 45,465
Franklin Res 2.85% 03.30.25 0 0
Bank of NY Mellon 1.60% 04.24. 0 0
Meta Platforms 3.85% 05.15.32 46,667 48,503
Merck 1.70% 06.10.27 49,875 48,689
Truist Fin 4.00% 05.01.25 0 0
Oracle Corp 2.65% 04.15.2026 49,569 49,589
Bank of Nova Scotia 2.70% 50,186 49,623
PNC Financial 3.45% 04.23.29 48,051 49,177
Marsh & McLennan 5.15% 3.15.34 50,490 51,646
Microsoft Corp 2.4% 08.08.26 49,413 49,623
Eli Lilly & Co 4.600 08/14/34 48,007 50,145
Pepsico 4.80% 07.17.34 49,571 51,051
Royal Bank 3.625% 05.04.27 49,758 49,943
Chas Schwab 4.00% 02/01/2029 54,461 50,200
Shell Intl 3.25% 05.11.25 0 0
Metlife Inc 5.300 12/15/2034 50,599 51,998
Vanguard ST Inv Grade 407,647 421,482
Target Corp 2.650 09/15/2030 45,663 46,891

TY 2025 InvestmentsCorpStockSchedule
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Name of Stock End of Year Book Value End of Year Fair Market Value
Eaton Corp PLC Ord 150000 7,228 47,777
AmazonCom Inc Com 764000 14,665 176,346
Apple Inc Com 300000 4,586 81,558
Boston Scientific Corp Com 525 40,256 50,059
Chevron Corp 225 shares 16,966 34,292
Fiserv Inc 544 shares 0 0
Danaher Corp 275 shares 11,253 62,953
Alphabet Inc Cl A Com 580000 9,567 181,540
Ameriprise Financial Inc Com 2 31,271 122,585
Nvidia Corp 1000 shares 46,024 186,500
Veralto Corp 92 shares 0 0
Meta Platforms Inc Cl A Com 50 34,739 33,005
Netflix Inc Com 200000 23,195 18,752
Nextera Energy Inc Com 645000 49,853 51,781
Illinois Tool Works Inc 100 8,703 24,630
Lily Eli & Co 45 shares 40,194 48,361
Lam Research Corp Com 870000 12,522 148,927
JP Morgan Chase 400 sh 25,002 128,888
Lowes Cos Inc Com 200000 15,550 48,232
Phillip Morris Intl Inc 275 25,099 44,110
Proctor & Gamble 250 shares 19,786 35,828
Mastercard Inc Cl A Com 17000 20,721 97,050
MFS Mid Cap 2646795 shares 58,132 75,275
McDonalds 175 shares 21,894 53,485
Mondelez Intl 350 shares 15,879 18,841
Spdr S&P Dividend ETF 920 sh 87,700 128,027
T Rowe Price Blue Chip Growth 82,941 218,605
Servicenow Inc 110 sh 16,113 84,255
Stryker Corp 125 shares 23,702 43,934
Thermo Fisher Scien 75 shares 21,897 43,459
United Healthcare 75 sh 0 0
Union Pac Corp150 sh 19,099 34,698
Vanguard Small-Cap Growth Ind 35,000 34,566
Pepsico 200 shares 0 0
Phillips 66 275 shares 21,962 35,486
Microsoft Corp 300 shares 11,983 145,086
Wasatch Core Gr 727188 shares 0 0
RTX Corp 383 shares 40,112 70,242

TY 2025 InvestmentsGovtObligationsSch
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
US Government Securities - End of Year Book Value:

139,021
US Government Securities - End of Year Fair Market Value:

139,028
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsGovtObligationsSch
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
US Government Securities - End of Year Book Value:

139,021
US Government Securities - End of Year Fair Market Value:

139,028
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsGovtObligationsSch
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
US Government Securities - End of Year Book Value:

139,021
US Government Securities - End of Year Fair Market Value:

139,028
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Accrued income- Equities Investment   1,230 1,230
Accrued income- Fixed Income   13,299 13,299
Accrued income-Cash   240 240

TY 2025 LandEtcSchedule2
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and equipment 1,073 0 1,073 0
Website development 7,094 0 7,094 0
Website Update 5,166 0 5,166 0


TY 2025 LegalFeesSchedule
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Hoogendoorn & Talbot LLP 271 0 0 271


TY 2025 OtherExpensesSchedule
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment management fees 43,530 38,000 5,530 0
Promotion 1,600 0 0 1,600
Advertising 10,150 0 0 10,150
Fees and licenses 15 0 0 15
Insurance 4,260 500 0 3,760
Supplies 1,045 0 0 1,045


TY 2025 OtherIncomeSchedule2
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other income 872 0 0


TY 2025 OtherLiabilitiesSchedule
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Description Beginning of Year - Book Value End of Year - Book Value
Payroll tax withholding 3,063 3,105


TY 2025 OtherProfessionalFeesSchedule
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Contracted services 6,878 0 0 6,878
Web design services 439 0 0 439
Board stipends 1,000 0 0 1,000


TY 2025 TaxesSchedule
Name:
Henry and Sara Sheehan Foundation
EIN:
45-4126770
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Payroll taxes 5,550 925 0 4,625
Excise tax 6,193 6,193 0 0