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Nonprofit · EIN 23-7042752

KATHERINE MABIS MCKENNA FOUNDATION INC

Tax-exempt · LATROBE, PA 15650

Financials

$6M$4.8M2023$8M$5.3M2024
Revenue Expenses · by fiscal year end
Financials of KATHERINE MABIS MCKENNA FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$8,008,306$5,302,189$2,706,117$99,292,390$0$99,292,390
December 31, 2023990-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.

NameTitleHours / weekCompensationOther / benefits
LINDA MCKENNA BOXX
PO BOX 186, LATROBE, PA 15650
CHAIRMAN40$183,685$41,999
ZAN MCKENNA RICH
PO BOX 186, LATROBE, PA 15650
VICE CHAIRMAN30$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 TRUSTEE40$0$0
NATHAN M BOXX
PO BOX 186, LATROBE, PA 15650
TREASURER0.5$0$0
MARION WARZEL
PO BOX 186, LATROBE, PA 15650
SECRETARY0.5$0$0
PETER M BOXX
PO BOX 186, LATROBE, PA 15650
DIRECTOR0.5$0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationOther / benefits
LINDA MCKENNA BOXX
PO BOX 186, LATROBE, PA 15650
CHAIRMAN40$175,810$40,131
ZAN MCKENNA RICH
PO BOX 186, LATROBE, PA 15650
VICE CHAIRMAN30$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 TRUSTEE40$0$0
NATHAN M BOXX
PO BOX 186, LATROBE, PA 15650
TREASURER0.5$0$0
MARION WARZEL
PO BOX 186, LATROBE, PA 15650
SECRETARY0.5$0$0
PETER M BOXX
PO BOX 186, LATROBE, PA 15650
DIRECTOR0.5$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$8,008,306$5,302,189$99,292,390IRS
990-PFDecember 2023$6,010,252$4,821,800$93,221,473XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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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