Henry P Kendall Foundation
Nonprofit profile at a glance
- EIN
- 046029103
- IRS 990-PF coverage
- 2010–2024
- Forms available
- Form 990-PF 2024
- Location
- Marion, MA, USA
- Phone
- 6179512555
- Rating
- 89
- Verdict
- STRONG
- Rating confidence
- Standard
Reported finances
- Revenue
- $3,840,514
- Expenses
- $5,771,350
Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.
Overview
Mission
Henry P Kendall Foundation is a nonprofit. Location: Marion, MA. EIN 046029103. Tax year 2024 Form 990-PF reports $3.8M revenue and $5.8M expenses.
What it reported funding in 2024
The foundation reported 39 grants totaling $3,279,854. The stated grant purposes included unrestricted operating support, strengthen the farm to school prepared produce program, and providing fresh prepared meals to 34 schools, plus 22 other reported purposes.
Operating model
- Revenue model
- Investment-supported. 76% of the foundation's positive operating resources came from recurring investment income.
- Distribution model
- Grant intermediary. The foundation distributed 70% of its reported charitable disbursements as grants.
- Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.
The verdict
STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. A relatively small share of spending goes to grants.
Rating breakdown
- Grant Deployment: 99
- Cost Efficiency: 57
- Transparency: 100
- Compliance: 100
- Endowment Health: 77
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: 98.5%; rating input score 99; 44th percentile among comparable filings
Cost Efficiency
- Grant expense ratio: 56.8%; rating input score 57; 17th percentile among comparable filings
Transparency
- Grant recipient disclosure: Yes; rating input score 100
Compliance
- Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
- Property sale or exchange with a disqualified person: Pass
- Borrowing from or lending to a disqualified person: Pass
- Goods, services, or facilities involving a disqualified person: Pass
- Compensation paid to a disqualified person: Pass
- Assets transferred to a disqualified person: Pass
- Payment to a government official: Pass
- Uncorrected prior self-dealing: Pass
- Prior-year undistributed income: Pass
- Excess business holdings: Pass
- Investments that may jeopardize charitable purposes: Pass
- Uncorrected prior-year jeopardizing investments: Pass
- Attempt to influence legislation: Pass
- Attempt to influence an election: Pass
- Grants to individuals: Pass
- Grants to organizations: Pass
- Spending for a noncharitable purpose: Pass
- Funds received for a personal-benefit contract: Pass
- Premiums paid on a personal-benefit contract: Pass
- Prohibited tax-shelter transaction: Pass
- Filing consistency checks: 10; rating input score 100
Endowment Health
- Endowment-health comparison: 29.54; rating input score 77; 77th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Grants: 100% of grant recipient detail disclosed
- Payout: 98.5% grant deployment rate
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 77th percentile for endowment coverage
- Consistency: 10 of 10 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 47 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Cost Efficiency: Grant expense ratio scored 57/100.