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Nonprofit · EIN 46-1606217

ANCONA FAMILY FOUNDATION

Tax-exempt · LAKE FOREST, IL 60045

Financials

$129K$42K2023$132K$56K2024
Revenue Expenses · by fiscal year end
Financials of ANCONA FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$132,053$56,181$75,872$696,348$0$696,348
December 31, 2023990-PF$128,515$42,423$86,092$620,493$0$620,493
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$110,000
Dividends
$20,588
Interest
$2
Net gain from sales of assets
$1,445
Other income
$18

Expenses

Grants and similar amounts paid
$52,000
Disbursements for charitable purposes
$52,000
Excise tax on investment income
$248

Balance sheet and other

Total assets, start of year
$620,493
Total assets, end of year
$696,348
Total liabilities, end of year
$0
Net assets, end of year
$696,348
Fair market value of assets
$880,606
Qualifying distributions
$52,000
Net investment income
$22,035

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
Edgar Ancona
199 N Green Bay Road, Lake Forrest, IL 60045
Director1$0
Nora Ancona
199 N Green Bay Road, Lake Forrest, IL 60045
Director1$0
John Ancona
11 Frontier Rd, Cos Cob, CT 06807
Director1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Edgar Ancona
199 N Green Bay Road, Lake Forrest, IL 60045
Director1$0
Nora Ancona
199 N Green Bay Road, Lake Forrest, IL 60045
Director1$0
John Ancona
11 Frontier Rd, Cos Cob, CT 06807
Director1$0

Address and contacts

Address (IRS master file)
199 N GREEN BAY RD, LAKE FOREST, IL 60045-2137
Signed the 990-PF
Edgar Ancona, President
Phone
(847) 564-6287
Return prepared by
Chu and Waters 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
46-1606217
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$696,348
Income (IRS master file)
$171,552

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$132,053$56,181$696,348XML
990-PFDecember 2023$128,515$42,423$620,493XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 46-1606217).

Questions about ANCONA FAMILY FOUNDATION

What is the EIN of ANCONA FAMILY FOUNDATION?
The employer identification number (EIN) of ANCONA FAMILY FOUNDATION is 46-1606217.
Is ANCONA FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to ANCONA FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANCONA FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ANCONA 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 ANCONA 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 ANCONA FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does ANCONA FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $132,053, expenses of $56,181 and total assets of $696,348 at year end.

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