J Henry Kendall Trust is a private foundation focused on Public, Societal Benefit, based in LOWELL, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 10 grants totaling $117K. Net investment income was $131K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
-1.1% YoY
Annual Giving
$117K
-3.5% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$12K
-3.5% YoY
Under IRS private-foundation payout rules, J Henry Kendall Trust reported a distributable amount of $123K for 2024 — the minimum it must pay out in qualifying distributions.
About J Henry Kendall Trust
Based on IRS filings
J Henry Kendall Trust is a private foundation focused on Public, Societal Benefit, based in LOWELL, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 10 grants totaling $117K. Net investment income was $131K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,675,369 | $1,693,342 | $1,707,807 |
| Revenue | $130,585 | $131,705 | $24,953 |
| Expenses | $148,558 | $146,170 | $169,363 |
| Qualifying Distributions | $117,083 | $121,383 | $139,006 |
| Net Investment Income | $130,585 | $131,705 | $40,372 |
| Distributable Amount | $123,461 | $109,913 | $117,938 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Leominster Superintendent's Office ($63,389), First Church Unitarian Universalist ($31,694), Lauren Soucy ($3,600).
| Recipient | Purpose | Amount |
|---|---|---|
| AMY GOODWIN LEOMINSTER, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $2,600 |
| LEOMINSTER SUPERINTENDENT'S OFFICE LEOMINSTER, MA | FINANCIAL SUPPORT OF LEOMINSTER HIGH SCHOOL | $63,389 |
| FIRST CHURCH UNITARIAN UNIVERSALIST LEOMINSTER, MA | FINANCIAL SUPPORT FOR RELIGIOUS ACTIVITIES | $31,694 |
| GLADYS GUZMAN LEOMINSTER, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $2,400 |
| JESSICA MALDONADO LEOMINSTER, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $2,600 |
| LAUREN SOUCY LEOMINSTER, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $3,600 |
| MARILYN MURPHY LEOMINSTER, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $2,400 |
| ROSEANNE M BOGAN LEOMINSTER, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $3,600 |
| SARAH PAQUETTE LEOMINSTER, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $2,400 |
| SHEILA BISHOP LEOMINSTER, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $2,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ENTERPRISE BANK TRUST CO | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is J Henry Kendall Trust?
J Henry Kendall Trust is a private foundation focused on Public, Societal Benefit, based in LOWELL, MA. It holds $1.7M in total assets as of 2024.
How large is J Henry Kendall Trust?
As of 2024, J Henry Kendall Trust holds $1.7M in total assets with $131K in annual revenue. It awarded 10 grants totaling $117K in 2024.
Where does J Henry Kendall Trust operate?
J Henry Kendall Trust has awarded grants in Massachusetts.
What size grants does J Henry Kendall Trust award?
In 2024, J Henry Kendall Trust awarded 10 grants totaling $117K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is J Henry Kendall Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, J Henry Kendall Trust reported a distributable amount of $123K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is J Henry Kendall Trust's EIN?
J Henry Kendall Trust's EIN (Employer Identification Number) is 04-6035506. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in J Henry Kendall Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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