Nonprofit · EIN 38-6071154
IACOCCA FAMILY FOUNDATION
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,254,763 | $1,408,888 | $2,845,875 | $58,585,389 | $875,588 | $57,709,801 |
| December 31, 2023 | 990-PF | $3,566,167 | $1,663,158 | $1,903,009 | $53,636,031 | $1,742,776 | $51,893,255 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,278,129
- Interest
- $15,986
- Net gain from sales of assets
- $2,953,148
- Other income
- $7,500
Expenses
- Grants and similar amounts paid
- $803,345
- Compensation of officers, directors and key employees
- $188,959
- Salaries, compensation and benefits (total)
- $104,423
- Disbursements for charitable purposes
- $2,193,945
- Excise tax on investment income
- $58,446
Balance sheet and other
- Total assets, start of year
- $53,636,031
- Total assets, end of year
- $58,585,389
- Total liabilities, end of year
- $875,588
- Net assets, end of year
- $57,709,801
- Fair market value of assets
- $58,585,389
- Qualifying distributions
- $2,193,945
- Net investment income
- $4,247,263
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 I HENTZ 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | PRESIDENT | 40 | $176,500 | $12,459 |
| EMMA COADY 867 BOYLSTON STREET 6TH FLOOR, BOSTON, MA 021163416 | GRANTS & PROGRAM MAN Highest-paid employee | 40 | $66,923 | $9,753 |
| DESMOND HEATHWOOD 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | TRUSTEE | 1 | $0 | $0 |
| EDWARD BOUSA 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | TREASURER | 1 | $0 | $0 |
| JOHN GERACE 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | TRUSTEE | 1 | $0 | $0 |
| KENNETH ANDERSON 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | TRUSTEE | 1 | $0 | $0 |
| LIA I ASSAD 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | TRUSTEE | 1 | $0 | $0 |
| LOUIS LATAIF 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | SECRETARY | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN I HENTZ 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | PRESIDENT | 40 | $175,280 | $25,123 |
| EMMA COADY 867 BOYLSTON STREET 6TH FLOOR, BOSTON, MA 021163416 | GRANTS & PROGRAM MAN Highest-paid employee | 40 | $50,769 | $10,655 |
| LOUIS LATAIF 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | SECRETARY | 1 | $0 | $0 |
| KENNETH ANDERSON 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | TRUSTEE | 1 | $0 | $0 |
| LIA I ASSAD 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | TRUSTEE | 1 | $0 | $0 |
| EDWARD BOUSA 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | TREASURER | 1 | $0 | $0 |
| JOHN GERACE 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | TRUSTEE | 1 | $0 | $0 |
| DESMOND HEATHWOOD 867 BOYLSTON STREET 16TH FLOOR, BOSTON, MA 021163416 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 867 BOYLSTON ST 6TH FLOOR, BOSTON, MA 02116-2774
- Signed the 990-PF
- KATHRYN I HENTZ, PRESIDENT
- Phone
- (617) 267-7747
- Website
- IACOCCAFOUNDATION.ORG
- Return prepared by
- CLIFTONLARSONALLEN 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
- 38-6071154
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $58,585,389
- Income (IRS master file)
- $8,663,823
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,254,763 | $1,408,888 | $58,585,389 | IRS |
| 990-PF | December 2023 | $3,566,167 | $1,663,158 | $53,636,031 | 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 38-6071154).
Questions about IACOCCA FAMILY FOUNDATION
- What is the EIN of IACOCCA FAMILY FOUNDATION?
- The employer identification number (EIN) of IACOCCA FAMILY FOUNDATION is 38-6071154.
- Is IACOCCA FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to IACOCCA FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IACOCCA FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IACOCCA FAMILY 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 IACOCCA FAMILY 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 IACOCCA FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 2 received compensation from the organization, the highest $176,500 (KATHRYN I HENTZ, PRESIDENT).
- How much revenue does IACOCCA FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,254,763, expenses of $1,408,888 and total assets of $58,585,389 at year end.
Other nonprofits in BOSTON
- BANK OF AMERICA CHARITABLE GIFT FUND EIN 04-6010342 · last filed 990 for 2024
- THE US CHARITABLE GIFT TRUST EIN 31-1663020 · last filed 990 for 2024
- BOSTON FOUNDATION INC EIN 04-2104021 · last filed 990 for 2025
- COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC EIN 04-2103559 · last filed 990 for 2025
- BNY MELLON CHARITABLE GIFT FUND EIN 30-0748315 · last filed 990 for 2024
- THE MELLEN CHARITABLE FOUNDATION INC EIN 85-3945419 · last filed 990-PF for 2024
- BARR FOUNDATION EIN 04-6579815 · last filed 990-PF for 2024
- JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST EIN 20-3959397 · last filed 990 for 2024
All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations