Robert F & Maureen T Okeefe Family
Robert F & Maureen T Okeefe Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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.
About Robert F & Maureen T Okeefe Family
Based on IRS filings
Robert F & Maureen T Okeefe Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
76 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Joseph High School ($78,750), Fairfield University ($15,000), Saint Catherine Center for Special Needs ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ARC OF NEW LONDON COUNTY GROTON, CT | SPONSORSHIP | $3,000 |
| FAIRFIELD UNIVERSITY FAIRFIELD, CT | SCHOLARSHIPS | $15,000 |
| MERCY LEARNING CENTER BRIDGEPORT, CT | GENERAL AID | $5,000 |
| SAINT CATHERINE CENTER FOR SPECIAL NEEDS FAIRFIELD, CT | GENERAL AID | $10,000 |
| ST JOSEPH HIGH SCHOOL TRUMBULL, CT | SCHOLARSHIPS | $78,750 |
| FAIRFIELD PREP FAIRFIELD, CT | GENERAL AID | $5,000 |
| MERCY HIGH SCHOOL MIDDLETOWN, CT | SPONSORSHIP | $500 |
| KINGHTS OF COLUMBUS TRUMBULL, CT | GENERAL AID | $300 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH O'KEEFE | PRESIDENT | 2 | — |
| MARY BUTALA | VICE PRESIDENT/TREASURER | 2 | — |
| KATHERINE O'KEEFE | SECRETARY | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert F & Maureen T Okeefe Family?
Robert F & Maureen T Okeefe Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TRUMBULL, CT. It holds $1.8M in total assets as of 2024.
How large is Robert F & Maureen T Okeefe Family?
As of 2024, Robert F & Maureen T Okeefe Family holds $1.8M in total assets with $135K in annual revenue. It awarded 8 grants totaling $118K in 2024.
Where does Robert F & Maureen T Okeefe Family operate?
Robert F & Maureen T Okeefe Family has awarded grants in Connecticut, Massachusetts, Maryland, New Jersey, Pennsylvania.
What size grants does Robert F & Maureen T Okeefe Family award?
In 2024, Robert F & Maureen T Okeefe Family awarded 8 grants totaling $118K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Robert F & Maureen T Okeefe Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert F & Maureen T Okeefe Family reported a distributable amount of $87K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.