Also known as: C/O ENTERPRISE BANK & TRUST CO
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J Henry Kendall Trust is a private trust based in LOWELL, MA. The foundation received its IRS ruling in 2009. The principal officer is Enterprise Bank & Trust Co Ttee. It holds total assets of $1.6M. Annual income is reported at $187K. Total assets have decreased from $2.2M in 2011 to $1.7M in 2023. The foundation is governed by 1 officer or trustee. City of leominster - financial support of leominster high school. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Massachusetts. According to available records, J Henry Kendall Trust has made 30 grants totaling $382K, with a median grant of $3K. The foundation has distributed between $121K and $139K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $139K distributed across 10 grants. Individual grants have ranged from $2K to $77K, with an average award of $13K. The foundation has supported 10 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
J Henry Kendall Trust reported 30 individual grants totaling $382,423 between 2020 and 2023 across its IRS Form 990-PF filings, with a median grant of $2,596. Half of those grants fell between $2,400 and $3,747. Its largest single grant in the record was $77,225. Its most recent available filing, for fiscal year 2023, reports $146,170 in total giving.
Grantmaking is concentrated in MA, which received 30 of the 30 grants on record (100 percent). Of its 10 distinct grantees, 100 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were City Of Leominster ($210,570) and First Church Unitarian Universalist ($105,285).
Computed from 30 individual grant records (2020–2023) in this foundation's IRS Form 990-PF Part XV filings. Source: IRS 990-PF.
Smallest Grant
$2K
Median Grant
$2K
Average Grant
$12K
Largest Grant
$67K
Based on 10 grants from the most recent 990-PF filing.
City of leominster - financial support of leominster high school
Expenses: $67K
First church unitarian univeralist - financial support for religious activities
Expenses: $33K
Lauren soucy - financial aid and support of indigent unmarried elderly women
Expenses: $4K
Roseanne bogan - financial aid and support of indigent unmarried elderly woman
Expenses: $4K
City of leominster - financial support of leominster high school. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in MA.
J Henry Kendall Trust has distributed a total of $382K across 30 grants. The median grant size is $3K, with an average of $13K. Individual grants have ranged from $2K to $77K.
J Henry Kendall Trust typically selects its grantees rather than accepting unsolicited proposals.
J Henry Kendall Trust is headquartered in LOWELL, MA.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Enterprise Bank Trust Co | TRUSTEE | $0 | $0 | N/A |
Total Giving
$146K
Total Assets
$1.7M
Fair Market Value
$2.4M
Net Worth
$1.7M
Grants Paid
$121K
Contributions
N/A
Net Investment Income
$132K
Distribution Amount
$110K
Total: N/A
Total Grants
30
Total Giving
$382K
Average Grant
$13K
Median Grant
$3K
Unique Recipients
10
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| City Of LeominsterFINANCIAL SUPPORT OF LEOMINSTER HIGH SCHOOL | Leominster, MA | $66K | 2023 |
| First Church Unitarian UniversalistFINANCIAL SUPPORT FOR RELIGIOUS ACTIVITIES | Leominster, MA | $33K | 2023 |
| Lauren SoucyFINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | Leominster, MA | $4K | 2023 |
| Roseanne M BoganFINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | Leominster, MA | $4K | 2023 |
| Jessica MaldonadoFINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | Leominster, MA | $3K | 2023 |
| Sheila BishopFINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | Leominster, MA | $2K | 2023 |
| Gladys GuzmanFINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | Leominster, MA | $2K | 2023 |
| Marilyn MurphyFINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | Leominster, MA | $2K | 2023 |
| Sarah PaquetteFINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | Leominster, MA | $2K | 2023 |
| Amy GoodwinFINANCIAL AID AND SUPPORT OF INDIGENT UNMARRIED ELDERLY WOMEN | Leominster, MA | $2K | 2023 |