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Nonprofit · EIN 13-7202044

JEROME P & CAROL B KENNEY TRUST

Also known as KENNEY JEROME P ET AL TTEE

Tax-exempt · PENNINGTON, NJ 08534

Financials

$30K$25K2023$45K$35K2024$46K$40K2025
Revenue Expenses · by fiscal year end
Financials of JEROME P & CAROL B KENNEY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$46,447$40,458$5,989$583,479$0$583,479
December 31, 2024990-PF$45,400$35,274$10,126$575,490$0$575,490
December 31, 2023990-PF$29,857$25,492$4,365$565,364$0$565,364
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,000
Dividends
$20,786
Interest
$298
Net gain from sales of assets
$21,363

Expenses

Grants and similar amounts paid
$32,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$34,100
Excise tax on investment income
$503

Balance sheet and other

Total assets, start of year
$575,490
Total assets, end of year
$583,479
Total liabilities, end of year
$0
Net assets, end of year
$583,479
Fair market value of assets
$760,662
Qualifying distributions
$34,100
Net investment income
$42,447

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.

NameTitleHours / weekCompensation
CAROL B KENNEY
1136 FIFTH AVE APT 13A, NEW YORK, NY 10128
TRUSTEE1$0
E BLAIR KENNEY
C/O ML-FOS PO BOX 1560, PENNINGTON, NJ 08534
TRUSTEE0.5$0
KRISTEN B KENNEY
C/O ML-FOS PO BOX 1560, PENNINGTON, NJ 08534
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
CAROL B KENNEY
1136 FIFTH AVE APT 13A, NEW YORK, NY 10128
TRUSTEE1$0
E BLAIR KENNEY
C/O ML-FOS PO BOX 1560, PENNINGTON, NJ 08534
TRUSTEE0.5$0
KRISTEN B KENNEY
C/O ML-FOS PO BOX 1560, PENNINGTON, NJ 08534
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CAROL B KENNEY
1136 FIFTH AVE APT 13A, NEW YORK, NY 10128
TRUSTEE1$0
E BLAIR KENNEY
C/O ML-FOS PO BOX 1560, PENNINGTON, NJ 08534
TRUSTEE0.5$0
KRISTEN B KENNEY
C/O ML-FOS PO BOX 1560, PENNINGTON, NJ 08534
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 1560, PENNINGTON, NJ 08534-0746
In care of
% CAROL B KENNEY
Signed the 990-PF
Carol B Kenney, TRUSTEE
Phone
(212) 382-8621
Return prepared by
Merrill Lynch Pierce Fenner & Smith

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7202044
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$583,479
Income (IRS master file)
$126,083

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$46,447$40,458$583,479IRS
990-PFDecember 2024$45,400$35,274$575,490IRS
990-PFDecember 2023$29,857$25,492$565,364XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 13-7202044).

Questions about JEROME P & CAROL B KENNEY TRUST

What is the EIN of JEROME P & CAROL B KENNEY TRUST?
The employer identification number (EIN) of JEROME P & CAROL B KENNEY TRUST is 13-7202044.
Is JEROME P & CAROL B KENNEY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to JEROME P & CAROL B KENNEY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEROME P & CAROL B KENNEY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JEROME P & CAROL B KENNEY TRUST 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 JEROME P & CAROL B KENNEY TRUST 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 JEROME P & CAROL B KENNEY TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JEROME P & CAROL B KENNEY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $46,447, expenses of $40,458 and total assets of $583,479 at year end.

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