Robert F & Maureen T Okeefe Family
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.
Robert F & Maureen T Okeefe Family at a glance
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.
- Annual giving (2024)
- $117,550
- +4.8% vs 2023
- Grants made (2024)
- 8
- -42.9% vs 2023
- Average grant
- $14,694
- +83.4% vs 2023
- Median grant
- $5,000
- Total assets
- $1,771,580
- -0.9% vs 2023
- Primary geography
- Connecticut (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Robert F & Maureen T Okeefe Family funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
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
The most common grant size was under $50K: 75 grants of 76 (99%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $76K (2020) to $133K (2021). In 2024 it made 8 grants totaling $118K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $78,750 |
| Fairfield University Fairfield, CT | Scholarships | $15,000 |
| Saint Catherine Center for Special Needs Fairfield, CT | General Aid | $10,000 |
| Mercy Learning Center Bridgeport, CT | General Aid | $5,000 |
| Fairfield Prep Fairfield, CT | General Aid | $5,000 |
| Arc of New London County Groton, CT | Sponsorship | $3,000 |
| Mercy High School Middletown, CT | Sponsorship | $500 |
| Kinghts of Columbus Trumbull, CT | General Aid | $300 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,771,580 | $134,541 | $120,302 | $117,550 | 8 | $118,150 | $58,741 | $86,835 |
| 2023 | $1,788,100 | $137,552 | $114,001 | $112,150 | 14 | $112,150 | $61,502 | $95,138 |
| 2022 | $1,775,521 | $161,479 | $112,455 | $109,300 | 17 | $109,300 | $112,829 | $116,038 |
| 2021 | $1,726,497 | $216,146 | $138,667 | $133,450 | 18 | $133,450 | $118,479 | $118,917 |
| 2020 | $1,649,018 | $265,022 | $80,489 | $75,850 | 19 | — | $127,343 | $107,498 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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