2026-04-09T14:34:12-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 101670008 990PF 2025-01-01 464243193 THE HEFFERNAN FAMILY FOUNDATION HEFF 2126616805 5 INTERNATIONAL DRIVE 115 RYE BROOK NY 105737017 JAMES W HEFFERNAN DIRECTOR 2126616805 2026-04-09 1 MICHAEL R KOENECKE CPA P02100881 2122862600 2026-04-08 2025 2025-03-06 01:10:19Z X 4721312 X 600000 24194 24194 77976 77976 2971506 8701501 2971506 5646 5646 3679322 3079322 0 0 0 14146 0 14146 132751 63701 69050 30606 1765 0 5816 816 0 183319 66282 83196 2874888 2874888 3058207 66282 2958084 621115 3013040 216951 4721312 4721312 200692 3682554 0 0 4100197 4721312 4721312 0 0 X 4100197 4721312 4100197 4721312 4100197 4721312 4100197 621115 0 4721312 0 4721312 PUBLICLY TRADED SECURITIES 8701501 5729995 2971506 2971506 2971506 41881 0 41881 0 41881 4908 0 0 0 4908 X 567 37540 0 0 0 0 0 0 0 0 0 1 1 1 DE 1 0 0 0 0 1 N/A JOHN P HEFFERNAN JR 2126616805 5 INTERNATIONAL DRIVE SUITE 115 RYE BROOK NY 105737017 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN P HEFFERNAN DECEASED 091725 5 INTERNATIONAL DRIVE SUITE 115 RYE BROOK NY 105737017 DIRECTOR, PRESIDENT, TREASURER 1.00 0 0 0 JUNE D HEFFERNAN 5 INTERNATIONAL DRIVE SUITE 115 RYE BROOK NY 105737017 DIRECTOR, VICE PRESIDENT, SECRETARY 1.00 0 0 0 JOHN P HEFFERNAN JR 5 INTERNATIONAL DRIVE SUITE 115 RYE BROOK NY 105737017 DIRECTOR 1.00 0 0 0 JAMES W HEFFERNAN 5 INTERNATIONAL DRIVE SUITE 115 RYE BROOK NY 105737017 DIRECTOR 1.00 0 0 0 NONE 0 JPH MANAGEMENT INC 5 INTERNATIONAL DRIVE SUITE 115 RYE BROOK NY 105737017 FOUNDATION ADMINISTRATION 69050 EAGLE CAPITAL MANAGEMENT LLC 65 EAST 55TH STREET 26TH FLOOR NEW YORK NY 100223364 INVESTMENT MANAGEMENT AND ADVISORY 57376 0 0 5472371 1167402 0 6639773 0 0 6639773 99597 6540176 327009 327009 41881 41881 285128 0 285128 0 285128 2958084 0 2958084 285128 0 0 458102 66440 774078 1117042 467575 2883237 2958084 0 0 0 285128 2672956 0 0 5556193 0 0 0 0 0 0 458102 5098091 66440 774078 1117042 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109013824 N/A PC GENERAL OPERATING SUPPORT 8000 SPECIAL OPERATORS TRANSITION FOUNDATION INC PO BOX 249 NICEVILLE FL 325880249 N/A PC GENERAL OPERATING SUPPORT 25000 ST ANDREW CHURCH 435 ANTON STREET BRIDGEPORT CT 066062120 N/A PC GENERAL OPERATING SUPPORT 5000 ST JOSEPH'S RESIDENCE CARE 30 MONTGOMERY CIRCLE NEW ROCHELLE NY 108044413 N/A PC GENERAL OPERATING SUPPORT 1000 ST THOMAS AQUINAS COLLEGE 125 ROUTE 340 SPARKILL NY 109760001 N/A PC GENERAL OPERATING SUPPORT 45696 STEER FOR STUDENT ATHLETES INC 304 MIDLAND AVENUE PORT CHESTER NY 105734956 N/A PC GENERAL OPERATING SUPPORT 10000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 103063159 N/A PC GENERAL OPERATING SUPPORT 5000 SWIM ACROSS AMERICA 11600 NORTH COMMUNITY HOUSE ROAD SUITE 100 CHARLOTTE NC 282771883 N/A PC GENERAL OPERATING SUPPORT 10000 THE CARDINAL'S ANNUAL STEWARDSHIP APPEAL 488 MADISON AVENUE 3RD FLOOR NEW YORK NY 100225702 N/A PC GENERAL OPERATING SUPPORT 300000 WHITE PLAINS HOSPITAL 40 E POST ROAD WHITE PLAINS NY 106010001 N/A PC GENERAL OPERATING SUPPORT 5000 WINTER WALK INC PO BOX 14 ANDOVER MA 018100001 N/A PC GENERAL OPERATING SUPPORT 250 WOUNDED WARRIORS PROJECT INC 370 7TH AVENUE SUITE 1802 NEW YORK NY 100013918 N/A PC GENERAL OPERATING SUPPORT 3000 2874888 0 14 24194 14 77976 14 5646 18 2971506 0 3079322 0 3079322 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN P HEFFERNAN 115 EVERGREEN AVENUE RYE NY 105802020 600000 X TAX RETURN PREPARATION 14146 0 14146 CATHOLIC ACADEMY OF BRIDGEPORT 63 PEQUONNOCK STREET BRIDGEPORT CT 066043502 CASH 1095921 IONA PREPARATORY SCHOOL 255 WILMOT ROAD NEW ROCHELLE NY 108041225 CASH 1095921 DURING THE YEAR ENDED DECEMBER 31, 2025, THE FOUNDATION MADE A SIGNIFICANT DISPOSITION OF ASSETS CONSTITUTING A "SUBSTANTIAL CONTRACTION" AS DEFINED IN THE INSTRUCTIONS TO FORM 990-PF. THE FOUNDATION DISTRIBUTED $2,191,842, REPRESENTING APPROXIMATELY 35% OF ITS BEGINNING-OF-YEAR ASSETS OF $6,344,573, IN THE FORM OF GRANTS TO QUALIFIED PUBLIC CHARITIES PURSUANT TO A BOARD-APPROVED DISTRIBUTION. THIS DOES NOT CONSTITUTE A TERMINATION UNDER IRC 507(A). THE FOUNDATION CONTINUES TO OPERATE AND IS NOT IN THE PROCESS OF LIQUIDATION, TERMINATION, OR DISSOLUTION. OTHER EXPENSES 5000 0 0 OTHER INVESTMENT EXPENSES 816 816 0 SECURITIES LITIGATION PROCEEDS 5646 5646 5646 FOUNDATION ADMINISTRATION 69050 0 69050 INVESTMENT MANAGEMENT AND ADVISORY 63701 63701 0 FEDERAL EXCISE TAX PAID 28841 0 0 FOREIGN TAXES WITHHELD 1765 1765 0