2024-08-08T18:05:21-05:00 2023-12-31 223002474 SEAN M DUFFY CPA CFP 533 SOUTH AVENUE WEST WESTFIELD NJ 07090 990PF 2023-01-01 020756957 ROBERT F & MAUREEN T OKEEFE FAMILY FOUNDATION ROBE 2032616711 4750 MADISON AVENUE TRUMBULL CT 06611 MARY BUTALA VICE PRESIDENT/TREASURER 2032616711 2024-08-07 1 0 SEAN M DUFFY CPA CFP P00547791 9088894604 X 2023 2024-08-08 14:25:15Z X 2451566 X 76050 24 24 24 49436 49436 49436 12042 152889 12042 137552 61502 49460 0 0 0 0 1200 0 0 0 54 0 0 0 597 0 0 0 1851 0 0 0 112150 112150 114001 0 0 112150 23551 61502 49460 351386 272024 272024 1413163 1516076 2179542 1764549 1788100 2451566 0 0 X 0 0 0 0 1764549 1788100 1764549 1788100 1764549 1788100 1764549 23551 0 1788100 0 1788100 B.F. EDWARDS P 33 3 30 30 UBS P 152856 140844 12012 12012 12042 0 855 0 855 0 855 0 0 0 0 0 X 50 905 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A MARY BUTALA 2036716711 4750 MADISON AVENUE TRUMBULL CT 06611 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH O'KEEFE 35 WILD ROSE TERRACE SOUTH YARMOUTH MA 02664 PRESIDENT 2.00 0 0 0 MARY BUTALA 83 RIDING RIDGE RD MONROE CT 06468 VICE PRESIDENT/TREASURER 2.00 0 0 0 KATHERINE O'KEEFE 21 BRIDAL PATH TRAIL MONROE CT 06468 SECRETARY 2.00 0 0 0 NONE 0 NONE 0 0 1833987 115106 0 1949093 0 0 1949093 29236 1919857 95993 95993 855 855 95138 0 95138 0 95138 112150 0 112150 95138 24005 0 0 112150 24005 0 0 88145 0 0 0 0 0 0 0 0 6993 0 0 0 X ASSUMPTION SCHOOL 51 N CLIFF STREET ANSONIA CT 06401 N/A NC SCHOLARSHIPS 10000 CARDINAL SHEEHAN CENTER 1494 MAIN STREET BRIDGEPORT CT 06604 N/A NC SPONSORSHIP 400 FAIRFIELD UNIVERSITY 1073 NORTH BENSON ROAD FAIRFIELD CT 06824 N/A NC SCHOLARSHIPS 15000 MERCY LEARNING CENTER 637 PARK AVENUE BRIDGEPORT CT 06604 N/A NC GENERAL AID 6600 SAINT CATHERINE CENTER FOR SPECIAL NEEDS 760 TAHMORE DRIVE FAIRFIELD CT 06825 N/A NC GENERAL AID 10000 ST JOHN PAUL II HIGH SCHOOL 120 HIGH SCHOOL ROAD HYANNIS MA 02601 N/A NC GENERAL AID 30000 ST JOSEPH HIGH SCHOOL 2320 HUNTINGTON TURNPIKE TRUMBULL CT 06611 N/A NC SCHOLARSHIPS 28500 ARC OF NEW LONDON COUNTY 54 SACRED HEART DRIVE GROTON CT 06340 N/A NC SPONSORSHIP 3000 ST PIUS X SCHOOL 321 WOOD ROAD SOUTH YARMOUTH MA 02664 N/A NC GENERAL AID 1050 UNION CATHOLIC HIGH SCHOOL 1600 MARTINE AVENUE SCOTCH PLAINS NJ 07076 N/A NC GENERAL AID 5000 LIONS CLUB 60 QUALITY STREET TRUMBULL CT 06611 N/A NC GENERAL AID 550 IRELAND'S GREAT HUNGER MUSEUM 3011 WHITNEY AVENUE HAMDEN CT 06518 N/A NC GENERAL AID 300 GREATER BRIDGEPORT ST PATRICKS DAY PARADE COMMITTEE PO BOX 9211 BRIDGEPORT CT 06611 N/A NC SPONSORSHIP 1500 SAINT RAPHAEL CHURCH 26 BROADWAY MILFORD CT 06460 N/A NC SPONSORSHIP 250 112150 0 24 49436 12042 0 0 61502 61502 3 INCOME FUNDS CONTRIBUTIONS MADE BY THE FOUNDATION 4 INCOME FUNDS CONTRIBUTIONS MADE BY THE FOUNDATION 8 INCOME FUNDS CONTRIBUTIONS MADE BY THE FOUNDATION 0 0 0 0 0 0 0 0 0 0 X X 1 MAUREEN O'KEEFE 4750 MADISON AVENUE TRUMBULL CT 06611 74000 X 2 JOSEPH O'KEEFE 35 WILD ROSE TERRACE SO YARMOUTH MA 02644 1250 X 3 JIM FLEMING 4750 MADISON AVENUE TRUMBULL CT 06611 200 X 4 AMY MORETTI 39 RICHARDS DRIVE MONROE CT 06468 250 X 5 CAITLIN BUTALA 83 RIDING RIDGE ROAD MONROE CT 06468 250 X 6 NOREEN BUTALA 83 RIDING RIDGE ROAD MONROE CT 06468 100 X DUFFY FINANCIAL SERVICES 1200 0 0 0 UBS A/C# UN 30740 24 AT COST 774902 875427 BF EDWARDS A/C # EBR 118846 AT COST 741174 1304115 BANK FEES 97 0 0 0 OFFICE EXPENSE 500 0 0 0 FEDERAL TAXES PAID 54 0 0 0