Nonprofit · EIN 04-3017940
LYNCH FOUNDATION
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $31,959,328 | $11,135,719 | $20,823,609 | $146,827,858 | $316,316 | $146,511,542 |
| December 31, 2023 | 990-PF | $6,237,818 | $9,990,132 | -$3,752,314 | $130,010,432 | $331,215 | $129,679,217 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,069,648
- Net gain from sales of assets
- $31,037,196
- Other income
- -$147,516
Expenses
- Grants and similar amounts paid
- $8,250,254
- Compensation of officers, directors and key employees
- $784,039
- Salaries, compensation and benefits (total)
- $129,616
- Disbursements for charitable purposes
- $9,802,783
- Excise tax on investment income
- $425,707
Balance sheet and other
- Total assets, start of year
- $130,010,432
- Total assets, end of year
- $146,827,858
- Total liabilities, end of year
- $316,316
- Net assets, end of year
- $146,511,542
- Fair market value of assets
- $146,827,858
- Qualifying distributions
- $9,802,783
- Net investment income
- $31,959,328
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN M EVERETT 109 STATE ST STE 404, BOSTON, MA 02109 | EXECUTIVE DIRECTOR | 40 | $592,385 | $69,810 |
| VICTORIA PRUDDEN 109 STATE ST STE 404, BOSTON, MA 02109 | CHIEF OPERATIONS OFFICER | 40 | $178,154 | $40,530 |
| ASHLEY MEANY 109 STATE ST STE 404, BOSTON, MA 02109 | TRADING & INVESTMENT Highest-paid employee | 20 | $95,866 | $36,496 |
| TIMOTHY JUREVIC 109 STATE ST STE 404, BOSTON, MA 02109 | TRADING & INVESTMENT Highest-paid employee | 10 | $33,750 | $26,886 |
| RICHARD SPILLANE 109 STATE ST STE 404, BOSTON, MA 02109 | TREASURER | 1 | $0 | $0 |
| RALPH C SWEETLAND MD 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
| PETER S LYNCH 109 STATE ST STE 404, BOSTON, MA 02109 | PRESIDENT AND CHAIRMAN | 1 | $0 | $0 |
| NANCY COOLIDGE 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
| MARY WITKOWSKI 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
| MARIE-CLAUDE TANNY 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
| JOHN REGAN 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
| ELIZABETH DE MONTRICHARD 109 STATE ST STE 404, BOSTON, MA 02109 | SECRETARY | 1 | $0 | $0 |
| ANNE LUKOWSKI 109 STATE ST STE 404, BOSTON, MA 02109 | VICE PRESIDENT | 1 | $0 | $0 |
| AMANDA FERNANDEZ 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN M EVERETT 109 STATE ST STE 404, BOSTON, MA 02109 | EXECUTIVE DIRECTOR | 40 | $543,000 | $89,682 |
| KATHRYN EVERETT 109 STATE ST STE 404, BOSTON, MA 02109 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $543,000 | $89,682 |
| VICTORIA PRUDDEN 109 STATE ST STE 404, BOSTON, MA 02109 | CHIEF OPERATIONS OFF Highest-paid employee | 40 | $159,725 | $40,480 |
| ASHLEY MEANY 109 STATE ST STE 404, BOSTON, MA 02109 | TRADING & INVESTMENT Highest-paid employee | 20 | $87,324 | $52,316 |
| PETER S LYNCH 109 STATE ST STE 404, BOSTON, MA 02109 | PRESIDENT AND CHAIRMAN | 1 | $0 | $0 |
| RICHARD SPILLANE 109 STATE ST STE 404, BOSTON, MA 02109 | TREASURER | 1 | $0 | $0 |
| ELIZABETH DE MONTRICHARD 109 STATE ST STE 404, BOSTON, MA 02109 | SECRETARY | 1 | $0 | $0 |
| ANNE LUKOWSKI 109 STATE ST STE 404, BOSTON, MA 02109 | VICE PRESIDENT | 1 | $0 | $0 |
| RALPH C SWEETLAND MD 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
| MARY WITKOWSKI 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
| JOHN REGAN 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
| NANCY COOLIDGE 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
| AMANDA FERNANDEZ 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
| MARIE-CLAUDE TANNY 109 STATE ST STE 404, BOSTON, MA 02109 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 109 STATE ST STE 404, BOSTON, MA 02109-2909
- Signed the 990-PF
- KATHRYN EVERETT, EXECUTIVE DIRECTOR
- Phone
- (617) 639-1280
- Website
- WWW.THELYNCHFOUNDATION.COM
- Return prepared by
- MP PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3017940
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $146,827,858
- Income (IRS master file)
- $214,137,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $31,959,328 | $11,135,719 | $146,827,858 | XML |
| 990-PF | December 2023 | $6,237,818 | $9,990,132 | $130,010,432 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3017940).
Questions about LYNCH FOUNDATION
- What is the EIN of LYNCH FOUNDATION?
- The employer identification number (EIN) of LYNCH FOUNDATION is 04-3017940.
- Is LYNCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to LYNCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LYNCH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LYNCH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LYNCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LYNCH FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 14 people; 4 received compensation from the organization, the highest $592,385 (KATHRYN M EVERETT, EXECUTIVE DIRECTOR).
- How much revenue does LYNCH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $31,959,328, expenses of $11,135,719 and total assets of $146,827,858 at year end.
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