KEISER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KEISER FOUNDATION (EIN 27-0858768)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-10
- IRS object ID
- 202531009349101203
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-10T08:45:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270858768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Keiser Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KEIS | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KEISER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,025,338 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,437 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,437 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,904 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $542,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $315,474 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $179,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $341,103 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,936 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,936 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,936 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $136 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,259 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $456,748 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $456,748 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $478,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $467,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $331,994 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,502 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,636 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,636 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,006,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $769,588 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $987,702 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,106,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $807,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,025,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,106,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $807,224 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,106,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $807,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,106,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $807,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,106,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,383 | ExcessRevenueOverExpensesAmt |
| Subtotal | $807,224 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $807,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $542,626 | GrossSalesPriceAmt |
| Cost Or Other Basis | $227,152 | CostOrOtherBasisAmt |
| Gain Or Loss | $315,474 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $315,474 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $315,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,615 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,615 | SubtotalAmt |
| Tax Based On Investment Income | $4,615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,937 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,937 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,678 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Amanda Keiser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Barbara Keiser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| David W Keiser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 10.0 | $0 | $0 | $0 |
| Joseph Keiser | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Stephanie Kraus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,128,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,194,014 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,194,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,176,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,615 | TotalTaxAmt |
| Distributable Before Adj | $54,190 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,190 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,190 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $467,007 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $467,007 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,190 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $70,108 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,618 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,027 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $283,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $550,268 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $467,007 | QualifyingDistributionsAmt |
| Applied To Current Year | $54,190 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $412,817 | RemainingDistriFromCorpusAmt |
| Total Corpus | $963,085 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $70,108 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $892,977 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,618 | ExcessFromYear4Amt |
| Excess From Year3 | $126,027 | ExcessFromYear3Amt |
| Excess From Year2 | $52,255 | ExcessFromYear2Amt |
| Excess From Year1 | $283,260 | ExcessFromYear1Amt |
| Excess From Current Year | $412,817 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David W Keiser | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Achter | |||||||
| 128 Plymouth Street | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $1,200 |
| A Adkins | |||||||
| 69 Derby Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $4,000 |
| A LeBlanc | |||||||
| 146 Pendleton Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $2,908 |
| A Niemelainen | |||||||
| 125 Putnam Avenue | Hamden | CT | 06517 | NONE | I | Hardship Assistance Grant | $1,298 |
| A Perkins | |||||||
| 1370 Quinnipiac Avenue | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $2,190 |
| A Ratchford | |||||||
| 384 Orchard Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $690 |
| A Santiago | |||||||
| 31C Rockview Circle | New Haven | CT | 06515 | NONE | I | Hardship Assistance Grant | $1,748 |
| B Aponte | |||||||
| 436 Middletown Avenue | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $3,200 |
| B Caban | |||||||
| 32 Blue Cliff Terrace | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $2,450 |
| B Garcia | |||||||
| 157 Bassett Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $3,945 |
| C Darden | |||||||
| 30C Glade Street | West Haven | CT | 06516 | NONE | I | Hardship Assistance Grant | $2,396 |
| C Hamilton | |||||||
| 688-690 Dixwell Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $453 |
| C Martone | |||||||
| 119 Main Street | East Haven | CT | 06512 | NONE | I | Hardship Assistance Grant | $720 |
| C Moore | |||||||
| 114 Bristol Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,034 |
| C Ratchford | |||||||
| 39 Del Rio Drive | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $1,569 |
| C Williams | |||||||
| 21 Plaza Terrace A | Hamden | CT | 06514 | NONE | I | Hardship Assistance Grant | $500 |
| D Cousins | |||||||
| 14 Garden Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $2,897 |
| D Dallas | |||||||
| 300 Eastern Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $1,070 |
| D Lindsey | |||||||
| 400 Elm Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $4,000 |
| D Nunez | |||||||
| 49 Union Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $2,359 |
| D Peel | |||||||
| 786 Elm Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $4,000 |
| D Pringle | |||||||
| 585 Dixwell Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $2,025 |
| D Savage | |||||||
| 324 Goodrich Street | Hamden | CT | 06517 | NONE | I | Hardship Assistance Grant | $2,402 |
| E Collins | |||||||
| 315 Eastern Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $3,521 |
| E Kittle | |||||||
| 11 Gorham Avenue | Hamden | CT | 06514 | NONE | I | Hardship Assistance Grant | $803 |
| E Nelson | |||||||
| 51 Charles Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $4,001 |
| F Choquin De Velasquez | |||||||
| 50 Grand Avenue | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $3,171 |
| F Hardy | |||||||
| 5 Daisy Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $2,156 |
| F Wylie | |||||||
| 49 Union Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $960 |
| G Gaskins | |||||||
| 427 Ellsworth Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $2,800 |
| G Santos | |||||||
| 103 Meadowbrook Court | West Haven | CT | 06516 | NONE | I | Hardship Assistance Grant | $801 |
| GETTYSBURG COLLEGE | |||||||
| 300 N WASHINGTON ST CAMPUS BOX 423 | GETTYSBURG | PA | 17325 | N/A | PC | The Keiser Foundation Study Abroad Support Fund | $10,000 |
| I Santiago | |||||||
| 160 Pendleton Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $4,000 |
| J Baker | |||||||
| 38 Anthony Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,975 |
| J Juliano | |||||||
| 456 Lombard Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $2,677 |
| J Morrow | |||||||
| 275 Caroline Street | Derby | CT | 06418 | NONE | I | Hardship Assistance Grant | $2,237 |
| J Sosa | |||||||
| 12 Blue Cliff Terrace | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $3,500 |
| J Stewart | |||||||
| 90 Park Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,856 |
| J Strong | |||||||
| 49 Briarwood Lane | Branford | CT | 06405 | NONE | I | Hardship Assistance Grant | $2,550 |
| J Turner | |||||||
| 49 Union Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $3,956 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND | |||||||
| 70 FARMINGTON AVE | HARTFORD | CT | 06105 | N/A | PC | General & Unrestricted | $5,000 |
| K Botelho Rea | |||||||
| 24 Naugatuck Avenue | Milford | CT | 06460 | NONE | I | Hardship Assistance Grant | $850 |
| K Harvin | |||||||
| 327 Greenwich Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $1,115 |
| K Muhammad | |||||||
| 560 Whalley Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $546 |
| L Chacon | |||||||
| 93 Orange Street | New Haven | CT | 06510 | NONE | I | Hardship Assistance Grant | $3,864 |
| L Conyers | |||||||
| 327 Munson Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $2,884 |
| L Holman | |||||||
| 1400 Ella T Grasso Boulevard | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $2,400 |
| L Martinez Garcia | |||||||
| 534 Howard Ave | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $4,000 |
| L Matthews-Baker | |||||||
| 321 Eastern Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $1,073 |
| L Moore | |||||||
| 115-99 Edgewood Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,160 |
| M Amore | |||||||
| 420 Shelton Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $3,891 |
| M McElya | |||||||
| 8 Jackson Boulevard | New Haven | CT | 06515 | NONE | I | Hardship Assistance Grant | $3,815 |
| M Nieves-Alvarez | |||||||
| 358 Orange Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $4,000 |
| N McIntosh | |||||||
| 170 Shelton Avenue | New Haven | CT | 06515 | NONE | I | Hardship Assistance Grant | $4,000 |
| N Medley | |||||||
| 118 Weybosset Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $1,295 |
| N Umeugo | |||||||
| 35 Victory Drive | New Haven | CT | 06515 | NONE | I | Hardship Assistance Grant | $4,000 |
| O Anthony | |||||||
| 350A Wilmot Road | New Haven | CT | 06515 | NONE | I | Hardship Assistance Grant | $2,882 |
| P Cox | |||||||
| 834 Congress Ave | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $2,800 |
| P Sutton | |||||||
| 49 Union Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $2,573 |
| Q Edwards | |||||||
| 28 Catherine Way | New Haven | CT | 06515 | NONE | I | Hardship Assistance Grant | $3,085 |
| QUINNIPIAC UNIVERSITY | |||||||
| 275 MOUNT CARMEL AVE | HAMDEN | CT | 06518 | N/A | PC | QU School of Nursing Community Engagement Program Fund | $250,000 |
| R Morrell | |||||||
| 134 Diamond Street | New Haven | CT | 06515 | NONE | I | Hardship Assistance Grant | $4,000 |
| R Norton | |||||||
| 113 Washington Terrace | Bridgeport | CT | 06604 | NONE | I | Hardship Assistance Grant | $3,876 |
| R Sanchez-Ramirez | |||||||
| 541 Eastern Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $3,900 |
| R Sutton | |||||||
| 98 Clay Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $750 |
| S Chapman | |||||||
| 49 Union Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $1,442 |
| S Chatman | |||||||
| 160 Hazel Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $1,104 |
| S Grace | |||||||
| 645 Russell Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $1,500 |
| S Ragland | |||||||
| 259 Grand Avenue | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $1,500 |
| S Sherrod | |||||||
| 195 Sherman Avenue | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $686 |
| S Taylor | |||||||
| 559 Sherman Parkway | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $4,000 |
| S Thomas | |||||||
| 448 Eastern Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $4,000 |
| T Bouteiller-Kelley | |||||||
| 112 Elm Street | West Haven | CT | 06516 | NONE | I | Hardship Assistance Grant | $2,106 |
| T Garner | |||||||
| 479 Elm Street | New Haven | CT | 06511 | NONE | I | Hardship Assistance Grant | $3,718 |
| T Smith | |||||||
| 15 Plaza Terrace | Hamden | CT | 06514 | NONE | I | Hardship Assistance Grant | $800 |
| T Walker | |||||||
| 241 Quinnipiac Avenue | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $4,000 |
| V Baldwin | |||||||
| 179 English Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $1,310 |
| V Baldwin | |||||||
| 179 English Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $2,690 |
| V Barros | |||||||
| 6 Catherine Way | New Haven | CT | 06515 | NONE | I | Hardship Assistance Grant | $3,065 |
| V Kotey | |||||||
| 44 Highview Terrace | Hamden | CT | 06514 | NONE | I | Hardship Assistance Grant | $2,050 |
| W Clayton | |||||||
| 204 Greenwich Avenue | New Haven | CT | 06519 | NONE | I | Hardship Assistance Grant | $1,000 |
| W Porter-Gatison | |||||||
| 111 Lenox Street | New Haven | CT | 06513 | NONE | I | Hardship Assistance Grant | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $456,748 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,437 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $153,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $179,533 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,533 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODS & CHEM INC | $9,637 | $11,312 |
| ALPHABET INC CL C | $792 | $6,665 |
| AMAZON COM | $63,248 | $89,950 |
| AMERCO | $7,031 | $8,222 |
| AON PLC CL A | $5,289 | $6,465 |
| APPLE INC | $50,840 | $91,403 |
| BANK OF AMERICA CORP | $28 | $44 |
| BERKSHIRE HATHAWAY INC. CLASS | $6,720 | $15,412 |
| BOOKING HOLDINGS INC | $4,000 | $9,937 |
| BROOKFIELD CORP ORD SHS CL A | $10,022 | $17,235 |
| CENTENE CORP | $10,552 | $10,299 |
| CME GROUP, INC | $6,620 | $7,664 |
| COMCAST CORP | $11,234 | $10,096 |
| COMPASS GROUP PLC ADR | $7,372 | $9,472 |
| CROWDSTRIKE HOLDINGS, INC | $4,239 | $4,448 |
| CYBERARK SOFTWARE LTD | $4,752 | $5,330 |
| DATADOG INC | $4,884 | $7,145 |
| DIAMONDBACK ENERGY INC | $3,662 | $5,406 |
| DONALDSON CO. INC | $6,158 | $5,657 |
| DUTCH BROS INC | $2,884 | $3,719 |
| FIRST CITIZENS BANCSHARES INC | $2,847 | $4,226 |
| FISERV, INC | $10,683 | $19,104 |
| GENTEX CORPORATION | $5,193 | $4,396 |
| GLOBAL X US INFRASTRUCTURE DEV | $5,005 | $6,546 |
| HEINEKEN N V S ADR | $7,294 | $5,661 |
| ISHARES BARCLAYS TIPS BOND FUN | $85,743 | $82,363 |
| JPMORGAN STRATEGIC INCOME OPPO | $155,742 | $153,710 |
| LOCKHEED MARTIN CORP | $5,948 | $7,775 |
| MARKEL CORP | $7,284 | $12,084 |
| MCKESSON CORP | $4,021 | $16,527 |
| MICROSOFT CORP | $1,341 | $13,488 |
| MILLERKNOLL LLC | $1,115 | $1,333 |
| NETFLIX INC | $23,149 | $34,761 |
| NOVARTIS AG ADR | $6,753 | $8,563 |
| NOVO NORDISK A S | $4,752 | $4,817 |
| OCCIDENTAL PETROLEUM CORP | $13,386 | $11,463 |
| ORACLE CORP | $4,841 | $12,665 |
| PARKER HANNIFIN CP | $3,346 | $5,724 |
| ROYAL CARRIBEAN CRUISE | $4,523 | $5,998 |
| SCHLUMBERGER LTD | $5,791 | $5,023 |
| SMITH & NEPHEW PLC ADR | $6,373 | $6,170 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $7,529 | $13,806 |
| SPDR S&P 500 ETF TRUST | $14,888 | $53,333 |
| TERADYNE INC | $7,356 | $5,918 |
| THERMO FISHER SCIENTIFIC INC | $18,154 | $14,566 |
| THORNBURG GLOBAL VALUE FUND CL | $95,701 | $95,058 |
| UNION PACIFIC | $8,459 | $9,122 |
| UNITED RENTALS INC | $4,804 | $4,227 |
| UNITEDHEALTH GROUP INC | $2,107 | $5,059 |
| VERTEX PHARMCTLS INC | $4,459 | $4,832 |
| VERTIV CL A | $5,112 | $6,021 |
| VIKING THERAPEUTICS INC | $2,179 | $1,408 |
| VISA INC | $9,872 | $21,175 |
| WALT DISNEY HOLDINGS CO | $3,874 | $4,899 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $456,748. This amount represents 25% or more of the Foundation's net assets of $1,321,589 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,234 | $10,234 | |
| Bank Charges | $37 | $37 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,936 | Amt |
| Net Investment Income | $8,936 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $2,800 | |
| Foreign Tax Paid | $136 | $136 |
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