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.
Key facts about J Henry Kendall Trust
- EIN
- 04-6035506
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $117,083
- Grants made (2024)
- 10
- Average grant
- $11,708
- Median grant
- $2,600
- New grantees (estimate)
- 10% first-time grantees (1 of 10, 2024)
- Total assets
- $1,675,369
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who J Henry Kendall Trust funds
By grant dollars, the top recipient states for J Henry Kendall Trust's 10 itemized 2024 grants were Massachusetts (100%). The most frequent recipient cities were Leominster, MA (10 grants). None of its 10 grants with a stated purpose were described as general or operating support.
Is J Henry Kendall Trust open to new grantees?
10%
first-time grantees, 2024
In 2024, 1 of 10 grantees (10%) were first-time recipients. First grants averaged $63K; repeat grants $6K. How we count
Medians: $63K first-time, $3K repeat.
- 90% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−4%). Method
- In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with J Henry Kendall Trust
- How to evaluate J Henry Kendall Trust as a funder
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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
Ready to take the next step with J Henry Kendall Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Leominster Superintendent's Office ($63,389), First Church Unitarian Universalist ($31,694), Lauren Soucy ($3,600).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| LAUREN SOUCY Leominster, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $3,600 |
| ROSEANNE M BOGAN Leominster, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $3,600 |
| AMY GOODWIN Leominster, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $2,600 |
| JESSICA MALDONADO Leominster, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $2,600 |
| GLADYS GUZMAN Leominster, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $2,400 |
| MARILYN MURPHY Leominster, MA | FINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | $2,400 |
| 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
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.