Nonprofit · EIN 23-7042752
KATHERINE MABIS MCKENNA FOUNDATION INC
Tax-exempt · LATROBE, PA 15650
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,008,306 | $5,302,189 | $2,706,117 | $99,292,390 | $0 | $99,292,390 |
| December 31, 2023 | 990-PF | $6,010,252 | $4,821,800 | $1,188,452 | $93,221,473 | $0 | $93,221,473 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,948,691
- Net gain from sales of assets
- $6,059,615
Expenses
- Grants and similar amounts paid
- $4,378,000
- Compensation of officers, directors and key employees
- $247,703
- Salaries, compensation and benefits (total)
- $57,566
- Disbursements for charitable purposes
- $4,846,678
- Excise tax on investment income
- $105,666
Balance sheet and other
- Total assets, start of year
- $93,221,473
- Total assets, end of year
- $99,292,390
- Total liabilities, end of year
- $0
- Net assets, end of year
- $99,292,390
- Fair market value of assets
- $99,292,390
- Qualifying distributions
- $4,846,678
- Net investment income
- $8,033,262
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 |
|---|---|---|---|---|
| LINDA MCKENNA BOXX PO BOX 186, LATROBE, PA 15650 | CHAIRMAN | 40 | $183,685 | $41,999 |
| ZAN MCKENNA RICH PO BOX 186, LATROBE, PA 15650 | VICE CHAIRMAN | 30 | $64,018 | $30,032 |
| MICHELE M GORNICK PO BOX 186, LATROBE, PA 15650 | PROGRAM ASSOCIATE Highest-paid employee | 26 | $57,566 | $17,564 |
| BNY MELLON STATEMENT 7 PO BOX 185, PITTSBURGH, PA 15230 | CORPORATE TRUSTEE | 40 | $0 | $0 |
| NATHAN M BOXX PO BOX 186, LATROBE, PA 15650 | TREASURER | 0.5 | $0 | $0 |
| MARION WARZEL PO BOX 186, LATROBE, PA 15650 | SECRETARY | 0.5 | $0 | $0 |
| PETER M BOXX PO BOX 186, LATROBE, PA 15650 | DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDA MCKENNA BOXX PO BOX 186, LATROBE, PA 15650 | CHAIRMAN | 40 | $175,810 | $40,131 |
| ZAN MCKENNA RICH PO BOX 186, LATROBE, PA 15650 | VICE CHAIRMAN | 30 | $60,970 | $28,647 |
| MICHELE M GORNICK PO BOX 186, LATROBE, PA 15650 | PROGRAM ASSOCIATE Highest-paid employee | 26 | $54,824 | $16,755 |
| BNY MELLON STATEMENT 6 PO BOX 185, PITTSBURGH, PA 15230 | CORPORATE TRUSTEE | 40 | $0 | $0 |
| NATHAN M BOXX PO BOX 186, LATROBE, PA 15650 | TREASURER | 0.5 | $0 | $0 |
| MARION WARZEL PO BOX 186, LATROBE, PA 15650 | SECRETARY | 0.5 | $0 | $0 |
| PETER M BOXX PO BOX 186, LATROBE, PA 15650 | DIRECTOR | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 816 LIGONIER ST, LATROBE, PA 15650-1800
- Signed the 990-PF
- LINDA M BOXX, DIRECTOR
- Phone
- (724) 537-6900
- Return prepared by
- SISTERSON & CO LLP
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
- 23-7042752
- 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
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $99,292,390
- Income (IRS master file)
- $41,124,400
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,008,306 | $5,302,189 | $99,292,390 | IRS |
| 990-PF | December 2023 | $6,010,252 | $4,821,800 | $93,221,473 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 23-7042752).
Questions about KATHERINE MABIS MCKENNA FOUNDATION INC
- What is the EIN of KATHERINE MABIS MCKENNA FOUNDATION INC?
- The employer identification number (EIN) of KATHERINE MABIS MCKENNA FOUNDATION INC is 23-7042752.
- Is KATHERINE MABIS MCKENNA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to KATHERINE MABIS MCKENNA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHERINE MABIS MCKENNA FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHERINE MABIS MCKENNA FOUNDATION INC 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 KATHERINE MABIS MCKENNA FOUNDATION INC 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 KATHERINE MABIS MCKENNA FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 3 received compensation from the organization, the highest $183,685 (LINDA MCKENNA BOXX, CHAIRMAN).
- How much revenue does KATHERINE MABIS MCKENNA FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,008,306, expenses of $5,302,189 and total assets of $99,292,390 at year end.
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