Nonprofit · EIN 04-6035506
J HENRY KENDALL TR
Tax-exempt · LOWELL, MA 01852
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $83,046 | $161,509 | -$78,463 | $1,596,906 | $0 | $1,596,906 |
| December 31, 2024 | 990-PF | $130,585 | $148,558 | -$17,973 | $1,675,369 | $0 | $1,675,369 |
| December 31, 2023 | 990-PF | $131,705 | $146,170 | -$14,465 | $1,693,342 | $0 | $1,693,342 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $64,420
- Net gain from sales of assets
- $18,626
Expenses
- Grants and similar amounts paid
- $123,450
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $131,618
- Excise tax on investment income
- $809
Balance sheet and other
- Total assets, start of year
- $1,675,369
- Total assets, end of year
- $1,596,906
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,596,906
- Fair market value of assets
- $2,853,912
- Qualifying distributions
- $131,618
- Net investment income
- $83,046
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROCKLAND TRUST COMPANY 222 MERRIMACK STREET, LOWELL, MA 01852 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ENTERPRISE BANK TRUST CO 222 MERRIMACK STREET, LOWELL, MA 01852 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ENTERPRISE BANK TRUST CO 222 MERRIMACK STREET, LOWELL, MA 01852 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 222 MERRIMACK STREET, LOWELL, MA 01852-5913
- In care of
- % ENTERPRISE BANK & TRUST CO TTEE
- Signed the 990-PF
- RACHELLE PACKARD, FINANCIAL ADVISOR/AVP
- Phone
- (857) 524-1786
- Return prepared by
- LITMANGERSON ASSOCIATES LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6035506
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public and societal benefit (W12)
- Assets (IRS master file)
- $1,596,906
- Income (IRS master file)
- $186,844
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $83,046 | $161,509 | $1,596,906 | XML |
| 990-PF | December 2024 | $130,585 | $148,558 | $1,675,369 | XML |
| 990-PF | December 2023 | $131,705 | $146,170 | $1,693,342 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6035506).
Questions about J HENRY KENDALL TR
- What is the EIN of J HENRY KENDALL TR?
- The employer identification number (EIN) of J HENRY KENDALL TR is 04-6035506.
- Is J HENRY KENDALL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to J HENRY KENDALL TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J HENRY KENDALL TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J HENRY KENDALL TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J HENRY KENDALL TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of J HENRY KENDALL TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does J HENRY KENDALL TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $83,046, expenses of $161,509 and total assets of $1,596,906 at year end.
Other nonprofits in LOWELL
- LOWELL FIREFIGHTERS CREDIT UNION EIN 04-1558025 · last filed 990 for 2024
- HOPE DOVE INC EIN 90-0172281 · last filed 990-N for 2025
- LOWELL ATHLETICS AND ACTIVITIES FOUNDATION EIN 86-1207823 · last filed 990-EZ for 2025
- DEPARTMENT OF MASSACHUSETTS VFW AUXILIARY EIN 26-4349249 · last filed 990-N for 2025
- THE LOWELL GENERAL HOSPITAL EIN 04-2103590 · last filed 990 for 2025
- COMMUNITY TEAMWORK INC EIN 04-2382027 · last filed 990 for 2025
- JEANNE DARC CREDIT UNION EIN 04-1231965 · last filed 990 for 2024
- CIRCLE HEALTH PHYSICIANS INC EIN 27-3902914 · last filed 990 for 2025
All nonprofits in LOWELL · Massachusetts · Public and societal benefit