Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 26-1578446

IMAGO DEI FUND

Tax-exempt · BOSTON, MA 02116

Financials

$15.8M$17.7M2023$45.6M$20.6M2024
Revenue Expenses · by fiscal year end
Financials of IMAGO DEI FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$45,584,597$20,595,623$24,988,974$61,341,889$0$61,341,889
December 31, 2023990-PF$15,774,804$17,730,775-$1,955,971$47,827,875$0$47,827,875
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$20,634,530
Dividends
$1,524,852
Interest
$480,911
Net gain from sales of assets
$22,819,190
Other income
$125,114

Expenses

Grants and similar amounts paid
$15,105,440
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$1,135,671
Disbursements for charitable purposes
$18,713,630
Excise tax on investment income
$338,430

Balance sheet and other

Total assets, start of year
$47,827,875
Total assets, end of year
$61,341,889
Total liabilities, end of year
$0
Net assets, end of year
$61,341,889
Fair market value of assets
$113,110,271
Qualifying distributions
$18,713,630
Net investment income
$24,894,955

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 / weekCompensation
ANDREW S JONES
PO BOX 170025, BOSTON, MA 02117
IMPACT PARTNER
Highest-paid employee
40$179,562
JENNIFER OAKLEY
PO BOX 170025, BOSTON, MA 02117
PROGRAM PARTNER
Highest-paid employee
40$163,510
LEAH B QUESTAD
PO BOX 170025, BOSTON, MA 02117
FOUNATION ADMINISTRA
Highest-paid employee
40$161,569
KRISTIE M OBRIEN-OBERLIES
PO BOX 170025, BOSTON, MA 02117
PROGRAM PARTNER
Highest-paid employee
40$160,478
SHEILA M LEDDY
PO BOX 170025, BOSTON, MA 02117
PROGRAM PARTNER
Highest-paid employee
40$156,750
ROSS M JONES
PO BOX 170025, BOSTON, MA 02117
TRUSTEE3$0
EMILY N JONES
PO BOX 170025, BOSTON, MA 02117
TRUSTEE30$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
ANDREW S JONES
PO BOX 170025, BOSTON, MA 02117
IMPACT PARTNER
Highest-paid employee
40$176,030
KRISTIE M OBRIEN-OBERLIES
PO BOX 170025, BOSTON, MA 02117
PROGRAM PARTNER
Highest-paid employee
40$169,234
JENNIFER OAKLEY
PO BOX 170025, BOSTON, MA 02117
PROGRAM PARTNER
Highest-paid employee
40$157,784
SHEILA M LEDDY
PO BOX 170025, BOSTON, MA 02117
PROGRAM PARTNER
Highest-paid employee
40$149,559
LEAH B QUESTAD
PO BOX 170025, BOSTON, MA 02117
FOUNATION ADMINISTRA
Highest-paid employee
40$107,976
ROSS M JONES
PO BOX 170025, BOSTON, MA 02117
TRUSTEE3$0
EMILY N JONES
PO BOX 170025, BOSTON, MA 02117
TRUSTEE30$0

Address and contacts

Address (IRS master file)
200 CLARENDON ST FL 35, BOSTON, MA 02116-5021
In care of
% BERKSHIRE PARTNERS
Signed the 990-PF
ROSS JONES, TRUSTEE
Phone
(617) 227-0050
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 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
26-1578446
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$61,341,889
Income (IRS master file)
$45,229,781

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$45,584,597$20,595,623$61,341,889XML
990-TDecember 2024–––IRS
990-PFDecember 2023$15,774,804$17,730,775$47,827,875XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 26-1578446).

Questions about IMAGO DEI FUND

What is the EIN of IMAGO DEI FUND?
The employer identification number (EIN) of IMAGO DEI FUND is 26-1578446.
Is IMAGO DEI FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to IMAGO DEI FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does IMAGO DEI FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of IMAGO DEI FUND 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 IMAGO DEI FUND 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 IMAGO DEI FUND?
The 990-PF for the year ended December 31, 2024 lists 7 people; 5 received compensation from the organization, the highest $179,562 (ANDREW S JONES, IMPACT PARTNER).
How much revenue does IMAGO DEI FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $45,584,597, expenses of $20,595,623 and total assets of $61,341,889 at year end.

Other nonprofits in BOSTON

All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations