Robert F & Maureen T Okeefe Family

TRUMBULL, CT EIN: 02-0756957

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AnsoniaBridgeportFairfieldGrotonHamdenHyannisLawrenceMiddletownMilfordMillersvilleMonroeNorwalkPlainfieldRockvilleScotch PlainsSouth YarmouthTrumbullVillanovaWaterburyWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$73K$146K$219K$292K20202021202220232024
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

Giving Over Time

Total grant dollars and number of grants per year

$0$33K$67K$100K$133K19 grants202018 grants202117 grants202214 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

ST JOSEPH HIGH SCHOOL$79KFAIRFIELD UNIVERSITY$15KSAINT CATHERINE CENTER F…$10KMERCY LEARNING CENTER$5KFAIRFIELD PREP$5KARC OF NEW LONDON COUNTY$3KMERCY HIGH SCHOOL$500KINGHTS OF COLUMBUS$300

Grant Size Distribution

76 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOSEPH O'KEEFEPRESIDENT2
MARY BUTALAVICE PRESIDENT/TREASURER2
KATHERINE O'KEEFESECRETARY2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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