Jefferies Kendall Foundation Inc
Jefferies Kendall Foundation Inc is a private foundation focused on Education, based in Morganton, NC. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $149K in total assets. In 2023, it awarded 4 grants totaling $7K.
Jefferies Kendall Foundation Inc at a glance
In short: Jefferies Kendall Foundation Inc gave $7K across 4 grants in 2023 (avg $2K), mostly in North Carolina. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $7,200
- +0.0% vs 2022
- Grants made (2023)
- 4
- +33.3% vs 2022
- Average grant
- $1,800
- -25.0% vs 2022
- Median grant
- $1,550
- Total assets
- $149,393
- +4.7% vs 2022
- Primary geography
- North Carolina (71% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Jefferies Kendall Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2023
The largest 2023 recipient was First United Methodist Church ($4K). Together the top 4 received $7K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 4 itemized grants.
Cities
How Jefferies Kendall Foundation Inc gives
- Giving fell 64% from 2020 to 2023. Method
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $7K (2022) to $20K (2020). In 2023 it made 4 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First United Methodist Church Morganton, NC | Mission Work | $3,500 |
| High Point YMCA High Point, NC | Scholarship | $1,600 |
| ALSAC St Judes Memphis, TN | Research Hospital | $1,500 |
| Toys for Tots Triangle, VA | Toys for Tots | $600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | $149,393 | $11,853 | $7,571 | $7,200 | 4 | $7,200 | — | — |
| 2022 | $142,639 | $9,859 | $7,393 | $7,200 | 3 | $7,200 | — | — |
| 2021 | $138,904 | $7,358 | $8,634 | $8,480 | 1 | $8,634 | $1,605 | $77 |
| 2020 | $134,425 | $15,796 | $20,036 | $20,000 | 1 | — | $8,991 | — |
Leadership & Key People
Officers and directors from IRS filings
Jefferies Kendall Foundation Inc is led by Glenn Mauney, President since 2023 (on filings since 2020); none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
Glenn Mauney
President
Secretary → Secretary Treasurer, 2021
Secretary Treasurer → President, 2023
On filings since 2020
2 hrs/week
No compensation reported
Sara Mauney
Vice President
On filings since 2020
2 hrs/week
No compensation reported
Former officers (2)
- Former: Sarah J Kendall (2020–2022) — President
- Former: William Kendall (2020) — Treasurer
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jefferies Kendall Foundation Inc
How much does Jefferies Kendall Foundation Inc give each year?
Jefferies Kendall Foundation Inc gave $7K across 4 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $7K across 3 grants.
What is Jefferies Kendall Foundation Inc's typical grant size?
Jefferies Kendall Foundation Inc's median grant in 2023 was $1,550, and its average grant was $1,800, across 4 grants on its 2023 IRS Form 990-PF.
Where does Jefferies Kendall Foundation Inc give grants?
Jefferies Kendall Foundation Inc gives mostly in North Carolina: 71% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (21%) and Virginia (8%).
Does Jefferies Kendall Foundation Inc give general operating support?
Not in 2023: none of the 4 grants with a stated purpose on Jefferies Kendall Foundation Inc's 2023 IRS Form 990-PF were described as general or operating support.
How large is Jefferies Kendall Foundation Inc?
Jefferies Kendall Foundation Inc reported $149K in total assets on its 2023 IRS Form 990-PF. Its revenue that year was $12K.
What is Jefferies Kendall Foundation Inc?
Jefferies Kendall Foundation Inc is a private foundation focused on Education, based in Morganton, NC. It holds $149K in total assets as of 2023.
What is Jefferies Kendall Foundation Inc's EIN?
Jefferies Kendall Foundation Inc's EIN (Employer Identification Number) is 57-1154374. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Live grants for the work Jefferies Kendall Foundation Inc funds
Education Open opportunities, soonest deadline first.
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Browse active grant opportunities in Jefferies Kendall Foundation Inc's focus areas in our free grants database
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