Keefe Family Foundation

Keefe Family Foundation maintains multi-million dollar assets with fluctuating revenue and no reported officer compensation.

EIN: 133520397 · Greenwich, CT · Updated: 2026-03-28

$2.3MRevenue
$4.2MAssets
85/100Mission Score (Excellent)

Is Keefe Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Keefe Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Keefe Family Foundation

Keefe Family Foundation (EIN: 133520397) is a nonprofit organization based in Greenwich, CT. The organization reported total revenue of $2.3M and total assets of $4.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Keefe Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

37Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Keefe Family Foundation is a mid-size nonprofit that has been operating for 37 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 10.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$983K
Total Expenses$972K
Surplus / Deficit+$12K
Total Assets$3.8M
Total Liabilities$1
Net Assets$3.8M
Operating Margin1.2%
Debt-to-Asset Ratio0.0%
Months of Reserves47.2 months

Financial Health Grade: A

In 2023, Keefe Family Foundation reported a surplus of $12K with revenue exceeding expenses, holds 47.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Keefe Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 10.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+83.0%+25.3%+0.1%
2022+18.2%+10.6%-4.0%
2021-31.6%+7.2%-9.8%
2020+57.8%+14.7%+0.8%
2019+67.8%+16.2%-12.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1989

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Keefe Family Foundation demonstrates consistent financial activity, primarily operating as a grant-making private foundation. Its financial health appears stable, with assets consistently in the multi-million dollar range, peaking at $5,330,094 in 2011 and currently at $4,200,837. The foundation's revenue has fluctuated, with the latest reported revenue at $2,294,817, a significant increase from previous years, while expenses have generally remained below revenue in recent periods, indicating sound financial management. For example, in 2023, revenue was $983,352 against expenses of $971,668. Spending efficiency is difficult to fully assess without a detailed breakdown of program service expenses versus administrative and fundraising costs, as private foundations often have different operational structures than public charities. However, the consistent reporting of 0% officer compensation across all available filings suggests a lean operational structure regarding executive pay. The foundation's primary activity is likely grant distribution, which would fall under program services. Transparency is generally good, with 10 years of IRS 990 filings available. The consistent reporting of zero officer compensation is a positive indicator of transparency regarding executive pay. However, without NTEE code information, the specific mission focus is less clear, which could impact a full assessment of program effectiveness.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Keefe Family Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Keefe Family Foundation allocates its expenses as follows: admin: 8%, programs: 90%, fundraising: 2%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$983KTotal Revenue
$972KTotal Expenses
$3.8MTotal Assets
$1Total Liabilities
$3.8MNet Assets

Executive Compensation Analysis

The Keefe Family Foundation consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to officers, which is highly unusual for an organization of its size and asset base, suggesting a volunteer-led or externally managed structure.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Keefe Family Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Keefe Family Foundation:

Frequently Asked Questions about Keefe Family Foundation

Is Keefe Family Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Keefe Family Foundation (EIN: 133520397) some concerns. Mission Score: 85/100. 3 red flags identified, 4 strengths noted.

How does Keefe Family Foundation spend its money?

Keefe Family Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Keefe Family Foundation tax-deductible?

Keefe Family Foundation is registered as a tax-exempt nonprofit (EIN: 133520397). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What is the primary mission and grant-making focus of the Keefe Family Foundation?

Without an NTEE code or detailed program service expense breakdown, the specific mission and grant-making focus are not explicitly stated in the provided financial data. Private foundations typically support other charitable organizations or individuals.

How does the foundation manage its operations without officer compensation?

The consistent reporting of 0% officer compensation suggests that the foundation may be entirely volunteer-run, or its operational and administrative functions are handled by external, unpaid parties, or through other non-officer compensation mechanisms not detailed in the summary data.

What caused the significant increase in revenue to $2,294,817 in the latest period?

The provided data shows the 'Latest Revenue' as $2,294,817, which is significantly higher than the $983,352 reported for the 202312 period. This discrepancy suggests the 'Latest Revenue' figure might be from a different reporting period or includes other income not reflected in the annual filing summaries, or it represents a substantial one-time contribution or investment gain.

Filing History

IRS 990 filing history for Keefe Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Keefe Family Foundation's revenue has grown by 245.2%, moving from $285K to $983K. Total assets decreased by 28.3% over the same period, from $5.3M to $3.8M. Total functional expenses rose by 157.3%, from $378K to $972K. In its most recent filing year (2023), Keefe Family Foundation reported a surplus of $12K, with revenue exceeding expenses. The organization holds $1 in liabilities against $3.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $983K $972K $3.8M $1 View 990
2022 $537K $776K $3.8M $1 View 990
2021 $455K $702K $4.0M $1 View 990
2020 $664K $655K $4.4M $1
2019 $421K $571K $4.4M $0 View 990
2015 $251K $491K $5.0M $0 View 990
2014 $597K $481K $5.2M $0 View 990
2013 $469K $455K $5.1M $0 View 990
2012 $227K $386K $5.1M $0 View 990
2011 $285K $378K $5.3M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Keefe Family Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Keefe Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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