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.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$149K
+4.7% YoY
Annual Giving
$7K
+0.0% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$2K
-25.0% YoY
About Jefferies Kendall Foundation Inc
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $149,393 | $142,639 | $138,904 |
| Revenue | $11,853 | $9,859 | $7,358 |
| Expenses | $7,571 | $7,393 | $8,634 |
| Qualifying Distributions | $7,200 | $7,200 | $8,634 |
| Net Investment Income | — | — | $1,605 |
| Distributable Amount | — | — | $77 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2023
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include First United Methodist Church ($3,500), High Point YMCA ($1,600), ALSAC St Judes ($1,500).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Glenn Mauney | President | 2 | — |
| Sara Mauney | Vice President | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How large is Jefferies Kendall Foundation Inc?
As of 2023, Jefferies Kendall Foundation Inc holds $149K in total assets with $12K in annual revenue. It awarded 4 grants totaling $7K in 2023.
Where does Jefferies Kendall Foundation Inc operate?
Jefferies Kendall Foundation Inc has awarded grants in North Carolina, Tennessee, Texas, Virginia.
What size grants does Jefferies Kendall Foundation Inc award?
In 2023, Jefferies Kendall Foundation Inc awarded 4 grants totaling $7K — an average of about $2K per grant, based on its IRS Form 990 filings.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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