Margaret J S Kennedy Trust
Margaret J S Kennedy Trust is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $344K in total assets. In 2025, it awarded 5 grants totaling $11K. Net investment income was $24K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$344K
+3.2% YoY
Annual Giving
$11K
-47.5% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$2K
-47.5% YoY
Under IRS private-foundation payout rules, Margaret J S Kennedy Trust reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
About Margaret J S Kennedy Trust
Based on IRS filings
Margaret J S Kennedy Trust is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $344K in total assets. In 2025, it awarded 5 grants totaling $11K. Net investment income was $24K.
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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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $344,318 | $333,655 | $342,865 |
| Revenue | $29,346 | $13,907 | $-7,062 |
| Expenses | $18,683 | $26,414 | $30,950 |
| Qualifying Distributions | $13,704 | $22,940 | $24,883 |
| Net Investment Income | $24,367 | $8,458 | $3,945 |
| Distributable Amount | $19,920 | $18,227 | $17,677 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include University of Maine Orono ($3,000), Thomas College ($3,000), Florida Atlantic University ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF MAINE ORONO ORONO, ME | SCHOLARSHIP | $3,000 |
| FLORIDA ATLANTIC UNIVERSITY ST LOUIS, MO | SCHOLARSHIP | $1,500 |
| THOMAS COLLEGE WATERVILLE, ME | SCHOLARSHIP | $3,000 |
| FGCU FORT MYERS, FL | SCHOLARSHIP | $1,500 |
| ALFRED UNIVERSITY ALFRED, NY | SCHOLARSHIP | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PORTLAND TRUST COMPANY | TRUSTEE | 1 | $1,841 |
Frequently Asked Questions
How large is Margaret J S Kennedy Trust?
As of 2025, Margaret J S Kennedy Trust holds $344K in total assets with $29K in annual revenue. It awarded 5 grants totaling $11K in 2025.
Where does Margaret J S Kennedy Trust operate?
Margaret J S Kennedy Trust has awarded grants in Florida, Massachusetts, Maine, Missouri, New York.
What size grants does Margaret J S Kennedy Trust award?
In 2025, Margaret J S Kennedy Trust awarded 5 grants totaling $11K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Margaret J S Kennedy Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Margaret J S Kennedy Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Margaret J S Kennedy Trust's EIN?
Margaret J S Kennedy Trust's EIN (Employer Identification Number) is 01-6027394. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Margaret J S Kennedy 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.