Henry P Kendall Foundation Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Henry P Kendall Foundation Trust is a 501(c)(3) organization based in Marion, Massachusetts, registered in 1959, with $3,840,514 in FY2024 revenue. CharityIndex grades it D.
Po Box 70, Marion, MA, 02738 EIN 04-6029103 Since 1959
Revenue (FY2024)
$3.8M
▲ 89.0% vs prior year
Expenses (FY2024)
$5.8M
Net assets
$96.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Henry P Kendall Foundation Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating201 mo reserves · -50% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Henry P Kendall Foundation Trust: 201 mo reserves · -50% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Henry P Kendall Foundation Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Henry P Kendall Foundation Trust: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 70, Marion, MA, 02738
- City
- Marion
- State
- Massachusetts
- Category
- —
- Subcategory
- —
- Website
- …
Financial trends
Revenue declined from $5.1M (FY2013) to $3.8M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $90KNet assets $96.8M
Operating margin
-50.3%
Spent more than it raised in the latest fiscal year.
Total assets
$96.9M
Total liabilities
$90K
Net assets
$96.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $3,840,514▲89.0% | $5,771,350▼1.6% | $96,810,589▲5.3% | $96,901,010▲5.4% | 990PF |
| 2023 | $2,031,788▼87.8% | $5,864,998▼7.8% | $91,930,598▲7.1% | $91,972,668▲7.1% | 990PF |
| 2022 | $16,619,397▲146% | $6,361,333▲18.7% | $85,799,959▼20.4% | $85,868,743▼20.4% | 990PF |
| 2021 | $6,744,904▲274% | $5,358,232▲17.6% | $107,829,055▲8.0% | $107,859,767▲8.0% | 990PF |
| 2020 | $1,803,297▼47.6% | $4,555,179▼22.2% | $99,847,875▲5.9% | $99,878,743▲5.9% | 990PF |
| 2019 | $3,439,837▼36.0% | $5,852,620▲4.3% | $94,296,419▲11.2% | $94,326,986▲11.2% | 990PF |
| 2018 | $5,378,296▲19.5% | $5,611,882▲19.5% | $84,798,247▼12.1% | $84,829,524▼12.1% | 990PF |
| 2017 | $4,500,510▲211% | $4,695,266▼2.2% | $96,466,722▲10.5% | $96,497,310▲10.5% | 990PF |
| 2016 | $1,447,873▲183% | $4,800,671▼1.6% | $87,282,580▲1.9% | $87,313,885▲1.9% | 990PF |
| 2015 | -$1,742,703▼108% | $4,877,626▲1.0% | $85,658,144▼11.5% | $85,690,815▼11.5% | 990PF |
| 2014 | $20,798,712▲308% | $4,830,781▲9.2% | $96,819,344▲13.2% | $96,820,803▲12.5% | 990PF |
| 2013 | $5,095,509 | $4,423,106▼5.9% | $85,534,840▲7.2% | $86,092,855▲7.9% | 990PF |
| 2012 | — | $4,699,279▲54.0% | $79,781,976▲6.1% | $79,815,633▲6.2% | 990PF |
| 2011 | — | $3,050,999▲155% | $75,179,133▼5.0% | $75,184,159▼5.0% | 990PF |
| 2010 | — | $1,195,086 | $79,102,788 | $79,102,919 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Henry P Kendall Foundation Trust a legitimate nonprofit?
- Yes. Henry P Kendall Foundation Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 04-6029103, based in Marion, Massachusetts. Donations are tax-deductible.
- What is Henry P Kendall Foundation Trust's EIN?
- Henry P Kendall Foundation Trust's Employer Identification Number (EIN) is 04-6029103.
- How much revenue does Henry P Kendall Foundation Trust report?
- Henry P Kendall Foundation Trust reported $3,840,514 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Henry P Kendall Foundation Trust have?
- CharityIndex grades Henry P Kendall Foundation Trust D, based on financial health (reserves and operating margin).
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Data for Henry P Kendall Foundation Trust (EIN 04-6029103) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.