Nonprofit · EIN 36-4507175
MAC FIVE FOUNDATION INC
Tax-exempt · LINCOLN, MA 01773
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $34,689,285 | $19,218,608 | $15,470,677 | $103,179,224 | $0 | $103,179,224 |
| December 31, 2024 | 990-PF | $35,408,845 | $16,847,666 | $18,561,179 | $131,096,064 | $0 | $131,096,064 |
| December 31, 2023 | 990-PF | $13,640,081 | $9,463,876 | $4,176,205 | $112,553,449 | $0 | $112,553,449 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,802,692
- Dividends
- $3,219,759
- Interest
- $63,944
- Net gain from sales of assets
- $25,602,890
Expenses
- Grants and similar amounts paid
- $17,722,660
- Compensation of officers, directors and key employees
- $9,000
- Disbursements for charitable purposes
- $17,797,971
- Excise tax on investment income
- $387,128
Balance sheet and other
- Total assets, start of year
- $131,096,064
- Total assets, end of year
- $103,179,224
- Total liabilities, end of year
- $0
- Net assets, end of year
- $103,179,224
- Fair market value of assets
- $199,738,437
- Qualifying distributions
- $17,797,971
- Net investment income
- $28,886,593
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE M ROGERS 16 WESTON ROAD, LINCOLN, MA 017732002 | PRESIDENT/TREASURER | 3 | $6,000 |
| KIMBERLY ROGERS 345 E 64TH STREET APT 10E, MANHATTAN, NY 10065 | DIRECTOR/CLERK | 2 | $3,000 |
| MARCELLA M STEVENS 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| GREGORY T STEVENS 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| JEFFREY M MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| JENNIFER C MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| ALICIA S MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| HOLLY M JAMES 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| JEANNE M CHAMPER 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| MARY E ABBOTT 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| KATHERINE H MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| ANTONIO PIPOLI 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE M ROGERS 16 WESTON ROAD, LINCOLN, MA 017732002 | PRESIDENT/TREASURER | 3 | $6,000 |
| KIMBERLY ROGERS 345 E 64TH STREET APT 10E, MANHATTAN, NY 10065 | DIRECTOR/CLERK | 2 | $3,000 |
| MARCELLA M STEVENS 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| GREGORY T STEVENS 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| JEFFREY M MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| JENNIFER C MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| ALICIA S MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| HOLLY M JAMES 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| JEANNE M CHAMPER 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| MARY E ABBOTT 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| KATHERINE H MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| ANTONIO PIPOLI 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE M ROGERS 16 WESTON ROAD, LINCOLN, MA 017732002 | PRESIDENT/TREASURER | 3 | $6,000 |
| KIMBERLY ROGERS 345 E 64TH STREET APT 10E, MANHATTAN, NY 10065 | DIRECTOR/CLERK | 2 | $3,000 |
| MARCELLA M STEVENS 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| GREGORY T STEVENS 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| JEFFREY M MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| JENNIFER C MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| ALICIA S MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| HOLLY M JAMES 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| JEANNE M CHAMPER 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| MARY E ABBOTT 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| KATHERINE H MCDONNELL 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
| ANTONIO PIPOLI 1034 S BRENTWOOD BLVD 1860, ST LOUIS, MO 63117 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 16 WESTON RD, LINCOLN, MA 01773-2002
- In care of
- % STATE STREET GLOBAL ADVISORS
- Signed the 990-PF
- CATHERINE M ROGERS, PRESIDENT/TREASURER
- Phone
- (314) 862-1040
- Return prepared by
- J & J MANAGEMENT SERVICES INC
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 | 990-PF 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
- 36-4507175
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $103,179,224
- Income (IRS master file)
- $57,163,485
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $34,689,285 | $19,218,608 | $103,179,224 | IRS |
| 990-PF | December 2024 | $35,408,845 | $16,847,666 | $131,096,064 | IRS |
| 990-PF | December 2023 | $13,640,081 | $9,463,876 | $112,553,449 | 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 36-4507175).
Questions about MAC FIVE FOUNDATION INC
- What is the EIN of MAC FIVE FOUNDATION INC?
- The employer identification number (EIN) of MAC FIVE FOUNDATION INC is 36-4507175.
- Is MAC FIVE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to MAC FIVE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAC FIVE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAC FIVE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MAC FIVE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MAC FIVE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 12 people; 2 received compensation from the organization, the highest $6,000 (CATHERINE M ROGERS, PRESIDENT/TREASURER).
- How much revenue does MAC FIVE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,689,285, expenses of $19,218,608 and total assets of $103,179,224 at year end.
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