Margaret J S Kennedy Trust

PORTLAND, ME EIN: 01-6027394

Financial Overview

From 2025 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$41K$61K$82K20212022202320242025
Metric202520242023
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

$0$6K$11K$17K$22K8 grants20216 grants20224 grants20235 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

UNIVERSITY OF MAINE ORONO$3KTHOMAS COLLEGE$3KFLORIDA ATLANTIC UNIVERS…$2KFGCU$2KALFRED UNIVERSITY$2K

Grant Size Distribution

28 grants across all recorded years

28<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Margaret J S Kennedy Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

PORTLAND TRUST COMPANYTRUSTEE$2K

From 2025 filing

NameTitleHoursCompensation
PORTLAND TRUST COMPANYTRUSTEE1$1,841

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

5states

Cities

AlfredAugustaBangorBar HarborBostonCastineFarmingtonFort MyersNorthfieldOronoPanama CitySouth PortlandSt LouisTroyWaterville

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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