Robert F & Maureen T Okeefe Family

Private foundation · Grantmaker Trumbull, CT EIN: 02-0756957

Robert F & Maureen T Okeefe Family is a private foundation, based in Trumbull, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 8 grants totaling $118K. Net investment income was $59K.

Key facts about Robert F & Maureen T Okeefe Family

In short: Robert F & Maureen T Okeefe Family gave $118K across 8 grants in 2024 (avg $15K), mostly in Connecticut. Source: 2024 IRS Form 990-PF.

EIN
02-0756957
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$117,550
Grants made (2024)
8
Average grant
$14,694
Median grant
$5,000
Total assets
$1,771,580
Primary geography
Connecticut (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

-0.9% YoY

Annual Giving

$118K

+4.8% YoY

Grant Count

8

-42.9% YoY

Avg Grant Size

$15K

+83.4% YoY

Under IRS private-foundation payout rules, Robert F & Maureen T Okeefe Family reported a distributable amount of $87K for 2024 — the minimum it must pay out in qualifying distributions.

How Robert F & Maureen T Okeefe Family gives

  • Giving held roughly steady from 2021 to 2024 (−12%). Method
  • In 2024 it paid out 136% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2024 grant dollars across all 8 itemized grants.

Cities

BridgeportFairfieldTrumbullGrotonScotch PlainsAnsoniaHamdenHyannisMiddletownSouth YarmouthMilfordVillanovaLawrenceMillersvilleMonroeNorwalkPlainfieldRockvilleWaterburyWorcester

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K19 grants2020 18 grants2021 17 grants2022 14 grants2023 8 grants2024

From 2020 to 2024, annual grant giving ranged from $76K (2020) to $133K (2021). In 2024 it made 8 grants totaling $118K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Fairfield University: $15KFairfield University$15KSaint Catherine Center for Special Needs: $10KSaint Catherine Center forSpecial Needs$10KMercy Learning Center: $5KMercy Learning Center$5KFairfield Prep: $5KFairfield Prep$5KArc of New London County: $3KArc of New London County$3KMercy High School: $500Mercy High School$500Kinghts of Columbus: $300Kinghts of Columbus$300

The largest 2024 recipient was Fairfield University ($15K). Together the top 7 received $39K.

Organizations only. It also paid 1 individual scholarship ($78,750), which are not listed by name.

Grant Size Distribution

76 grants across all recorded years

75<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 75 grants of 76 (99%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$78,750
Fairfield University Fairfield, CTScholarships$15,000
Saint Catherine Center for Special Needs Fairfield, CTGeneral Aid$10,000
Mercy Learning Center Bridgeport, CTGeneral Aid$5,000
Fairfield Prep Fairfield, CTGeneral Aid$5,000
Arc of New London County Groton, CTSponsorship$3,000
Mercy High School Middletown, CTSponsorship$500
Kinghts of Columbus Trumbull, CTGeneral Aid$300

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,771,580$1,788,100$1,775,521
Revenue$134,541$137,552$161,479
Expenses$120,302$114,001$112,455
Qualifying Distributions$118,150$112,150$109,300
Net Investment Income$58,741$61,502$112,829
Distributable Amount$86,835$95,138$116,038

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Robert F & Maureen T Okeefe Family is led by Joseph O'Keefe, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Joseph O'Keefe

    President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Katherine O'Keefe

    Secretary

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Mary Butala

    Vice President & Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Robert F & Maureen T Okeefe Family

How much does Robert F & Maureen T Okeefe Family give each year?

Robert F & Maureen T Okeefe Family gave $118K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $112K across 14 grants.

What is Robert F & Maureen T Okeefe Family's typical grant size?

Robert F & Maureen T Okeefe Family's median grant in 2024 was $5,000, and its average grant was $14,694, across 8 grants on its 2024 IRS Form 990-PF.

Where does Robert F & Maureen T Okeefe Family give grants?

Robert F & Maureen T Okeefe Family gives mostly in Connecticut: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fairfield, CT (3 grants).

Does Robert F & Maureen T Okeefe Family give general operating support?

Yes: 50% of Robert F & Maureen T Okeefe Family's 2024 grants with a stated purpose (4 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Robert F & Maureen T Okeefe Family's largest grantees?

Robert F & Maureen T Okeefe Family's largest 2024 grantees include Fairfield University ($15,000), Saint Catherine Center for Special Needs ($10,000) and Mercy Learning Center ($5,000), according to its 2024 IRS Form 990-PF. It also paid 1 individual scholarship ($78,750), which are not listed by name. Together they received 26% of its itemized 2024 grant dollars.

How large is Robert F & Maureen T Okeefe Family?

Robert F & Maureen T Okeefe Family reported $1.8M in total assets on its 2024 IRS Form 990-PF. It paid out $118K in qualifying distributions that year, against a required minimum of $87K (roughly 5% of its investment assets).

What is Robert F & Maureen T Okeefe Family's EIN?

Robert F & Maureen T Okeefe Family's EIN (Employer Identification Number) is 02-0756957. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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