REA-OKEEFE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- REA-OKEEFE FAMILY FOUNDATION (EIN 81-4768944)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-28
- IRS object ID
- 202601489349100800
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-28T09:54:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814768944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA-O'KEEFE FAMILY FOUNDATION #0771334 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REA- | BusinessNameControlTxt |
| Phone | 5086477499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 517 HAMMOND STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNE M O'KEEFE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5086477499 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,816,373 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,697,665 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $438 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $438 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $237,456 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $248,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $764,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,599,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $764,509 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,700,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,013,756 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,617 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,872 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,872 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $550,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $550,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $638,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $568,872 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,061,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $958,639 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,413 | CashBOYAmt |
| Cash EOY | $259,580 | CashEOYAmt |
| Cash EOYFMV | $259,580 | CashEOYFMVAmt |
| US Government Obligations BOY | $210,825 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $340,825 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $340,825 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,402,987 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,119,721 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,762,068 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,200,702 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,687,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,453,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,923,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,407,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,816,373 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,923,927 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,407,957 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,923,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,407,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,923,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,407,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,923,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,061,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,985,006 | SubtotalAmt |
| Other Decreases | $577,049 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,407,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB | 2025-01-02 | 2025-12-31 | $634,243 | $632,460 | $1,783 | $1,783 | |
| CHARLES SCHWAB | 2024-01-02 | 2025-12-31 | $2,925,274 | $2,202,863 | $722,411 | $722,411 | |
| CHARLES SCHWAB | 2023-12-06 | 2025-05-16 | $10 | $9 | $1 | $1 | |
| CAPITAL GAINS DIVIDENDS | $40,314 | $40,314 | $40,314 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $764,509 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,994 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,994 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,669 | OverpaymentAmt |
| Applied To ES Tax | $13,669 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEANNE M O'KEEFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086477499 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 517 HAMMOND STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEANNE M O'KEEFE | ||||||||
| 517 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANIEL J REA JR | ||||||||
| 517 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SCHWAB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SCHWAB WAY | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT/CUSTODIAL | ServiceTypeTxt |
| Compensation | $71,136 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,898,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $614,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,512,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,512,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,280,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $764,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $764,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,325 | TotalTaxAmt |
| Distributable Before Adj | $750,680 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $750,680 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $750,680 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $568,872 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $568,872 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $750,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $546,461 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $568,872 | QualifyingDistributionsAmt |
| Applied To Year1 | $546,461 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $728,269 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEANNE M O'KEEFE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 517 HAMMOND STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5086477499 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING ORGANIZATION AND PROPOSED USE OF FUNDS REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PAYMENTS ARE TO BE MADE TO CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC AND LITERARY PURPOSE DESCRIBED IN THE ORGANIZATIONS'S GOVERNING INSTRUMENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARVARD UNIVERSITY | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL FUND | $200,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL FUND | $25,000 |
| I2LEARNING FOUNDATION | |||||||
| 76 DINGLE RIDGE ROAD | BREWSTER | NY | 10509 | NONE | PC | GENERAL FUND | $100,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 021155000 | NONE | PC | GENERAL FUND | $50,000 |
| THE JOEY FUND | |||||||
| 55 CAMBRIDGE PARKWAY | CAMBRIDGE | MA | 02141 | NONE | PC | GENERAL FUND | $25,000 |
| UMASS FOUNDATION | |||||||
| 100 CARLSON AVENUE BUILDING 12 | NEWTON | MA | 02459 | NONE | PC | DAN REA ENDOWED SCHOLARSHIP | $100,000 |
| THE METROWEST YMCA | |||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | NONE | PC | GENERAL FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $550,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $438 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237,456 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $764,509 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,002,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,002,403 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JEANNE O'KEEFE | |||||||
| 1 | 517 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | $350,000 | Yes (X) | |
| DANIEL J REA JR | |||||||
| 2 | 517 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | $350,000 | Yes (X) | |
| JEANNE O'KEEFE | |||||||
| 3 | 517 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | $498,833 | Yes (X) | |
| DANIEL J REA JR | |||||||
| 4 | 517 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | $498,832 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 16,572.50 SHS DFA INTERNATIONAL SMALL CAP VALUE | $498,833 | 2025-11-03 |
| 4 | 16,572.50 SHS DFA INTERNATIONAL SMALL CAP VALUE | $498,832 | 2025-11-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $75,117 | $73,420 |
| ABBVIE INC | $170,776 | $230,775 |
| AIR PRODUCTS & CHEMICALS | $148,275 | $125,486 |
| ALPHABET INC | $240,022 | $787,821 |
| AMAZON.COM INC | $367,793 | $610,519 |
| AMERICAN ELECTRIC POWER CO | $123,370 | $160,050 |
| AMERICAN EXPRESS CO | $100,085 | $163,148 |
| ANALOG DEVISES INC | $87,115 | $138,583 |
| APPLE INC | $448,961 | $788,394 |
| APPLIED MATERIALS | $85,562 | $177,066 |
| ARISTA NETWORKS INC | $88,906 | $116,355 |
| BANK OF AMERICA CORP | $154,848 | $164,285 |
| BLACKROCK INC | $138,408 | $192,661 |
| BOSTON SCIENTIFIC CO | $78,018 | $122,525 |
| BROADCOM INC | $109,876 | $605,675 |
| CONOCOPHILLIPS | $50,335 | $48,584 |
| DANAHER CORP | $106,634 | $112,171 |
| EATON CORPORATION PLC | $105,513 | $168,810 |
| ECOLAB INC | $175,848 | $180,614 |
| ELI LILLY AND CO | $315,993 | $426,648 |
| EMERSON ELECTRIC CO | $143,380 | $190,586 |
| EXXON MOBIL CORP | $168,175 | $170,040 |
| HARTFORD FINL SVC GP | $110,017 | $185,203 |
| INTERCONTINENTAL EXCHANGE | $98,996 | $99,281 |
| IQVIA HOLDINGS INC | $91,472 | $91,967 |
| JP MORGAN CHASE & CO | $177,050 | $383,442 |
| KINDER MORGAN INC | $56,611 | $58,911 |
| LOWES CIS INC | $112,540 | $123,956 |
| MARRIOT INTL INC | $63,096 | $117,271 |
| MCDONALDS CORP | $151,607 | $150,370 |
| META PLATFORMS INC | $86,251 | $414,537 |
| MICROSOFT CORP | $561,582 | $882,607 |
| NETFLIX INC | $419,441 | $457,736 |
| NEXTERA ENERGY INC | $173,464 | $185,286 |
| NVIDIA CORP | $336,445 | $1,044,773 |
| ORACLE CORP | $137,263 | $254,163 |
| PALO ALTO NETWORKS | $105,465 | $170,938 |
| PARKER-HANNIFIN CORP | $139,303 | $192,492 |
| PNC FINL SERVICES | $144,939 | $166,984 |
| PROCTOR & GAMBLE CO | $73,363 | $63,200 |
| PULTEGROUP INC | $90,431 | $102,368 |
| ROYALTY PHARMA PLC | $98,141 | $98,957 |
| S&P GLOBAL INC | $104,244 | $122,286 |
| SEAGATE TECHNOLOGY | $58,709 | $58,107 |
| SERVICE NOW INC | $101,924 | $136,339 |
| SYSCO CORP | $94,263 | $87,323 |
| TRANSDIGM GROUP INC | $65,379 | $66,493 |
| VERALTO CORP | $108,204 | $106,266 |
| VERISK ANALYTICS INC | $76,116 | $78,739 |
| VISA INC | $275,140 | $384,027 |
| WALMART INC | $160,064 | $353,170 |
| WASTE MGMT INC DEL | $145,645 | $150,062 |
| AMERICAN TOWER CORP | $85,097 | $78,129 |
| PROLOGIS INC | $134,449 | $142,469 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $340,825 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $340,825 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAUSEWAY INTERNATIONAL | AT COST | $467,850 | $579,867 |
| FIDELITY ADVISOR FOCUSED | AT COST | $193,016 | $194,022 |
| PRINCIPAL MIDCAP INSTITUT | AT COST | $88,732 | $82,971 |
| COLUMBIA EM CORE | AT COST | $197,489 | $263,840 |
| DIMENSIONL US LARGE CAP | AT COST | $265,571 | $330,571 |
| INVESCO S AND P MIDCAP | AT COST | $534,238 | $565,666 |
| ISHARES MSCI EMERGING | AT COST | $234,309 | $251,545 |
| ISHARES MSCI INTL QUALITY | AT COST | $476,792 | $601,258 |
| SPDR MSCI ACWI EX-US | AT COST | $195,396 | $270,047 |
| VANGUARD FTSE DEVELOPED | AT COST | $433,548 | $592,341 |
| VANGUARD INTL DIVIDEND | AT COST | $405,402 | $485,142 |
| WISDOMTREE EMRG MKTS | AT COST | $195,488 | $236,630 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DFA INTERNATIONAL SMALL CAP VALUE BOOK VALUE VS COST ADJUSTMENT | $577,045 |
| BASIS ADJUSTMENT - WHFIT HOLDINGS | $3 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE - FORM PC | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORS FEE | $71,136 | $53,352 | $17,784 |
| NUTTER, MCCLENNEN & FISH, LLP -CUSTODY FEES | $353 | $265 | $88 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JEANNE M O'KEEFE | |||
| 517 HAMMOND STREET | CHESTNUT HILL | MA | 02467 |
| DANIEL J REA JR | |||
| 517 HAMMOND STREET | CHESTNUT HILL | MA | 02467 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNITED STATES TREASURY - 2024 EXTENSION | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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