Kennedy Fellows Association Trust Inc

BALTIMORE, MD EIN: 03-6080173

Kennedy Fellows Association Trust Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BALTIMORE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $852K in total assets. In 2024, it awarded 1 grants totaling $27K. Net investment income was $36K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$852K

+7.4% YoY

Annual Giving

$27K

Grant Count

Avg Grant Size

$27K

Under IRS private-foundation payout rules, Kennedy Fellows Association Trust Inc reported a distributable amount of $92K for 2024 — the minimum it must pay out in qualifying distributions.

About Kennedy Fellows Association Trust Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $33K (100%)

States

Maryland

Cities

Baltimore

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$852,005	$793,262	$646,320
Revenue	$88,052	$148,142	$45,165
Expenses	$29,309	$1,200	$1,200
Qualifying Distributions	$27,000	—	—
Net Investment Income	$36,483	$53,566	$29,237
Distributable Amount	$91,506	$74,926	$59,269

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Kennedy Fellows Association Inc ($27,000).

Recipient	Purpose	Amount
KENNEDY FELLOWS ASSOCIATION INC BALTIMORE, MD	THE ORGANIZATION MENTORS YOUNG AND ASPIRING PHYSICIANS DEDICATED TO ADVANCING KNOWLEDGE REGARDING INDIVIDUALS WITH NEURODEVELOPMENTAL DISABILITIES.	$27,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BRUCE SHAPIRO	CHAIRMAN	—	—
JENNIFER ACCARDO	SECRETARY	—	—
THOMAS CHALLMAN	TREASURER	—	—
AMY NEWMEYER	DIRECTOR	—	—
THOMAS LOCK	DIRECTOR	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Kennedy Fellows Association Trust Inc?

Kennedy Fellows Association Trust Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BALTIMORE, MD. It holds $852K in total assets as of 2024.

How large is Kennedy Fellows Association Trust Inc?

As of 2024, Kennedy Fellows Association Trust Inc holds $852K in total assets with $88K in annual revenue. It awarded 1 grants totaling $27K in 2024.

Where does Kennedy Fellows Association Trust Inc operate?

Kennedy Fellows Association Trust Inc has awarded grants in Maryland.

What size grants does Kennedy Fellows Association Trust Inc award?

In 2024, Kennedy Fellows Association Trust Inc awarded 1 grants totaling $27K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Kennedy Fellows Association Trust Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Kennedy Fellows Association Trust Inc reported a distributable amount of $92K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kennedy Fellows Association Trust Inc's EIN?

Kennedy Fellows Association Trust Inc's EIN (Employer Identification Number) is 03-6080173. IRS Form 990 filing data is available on this page for 2020–2024.