Nonprofit · EIN 74-6334106
JOHN G KENEDY JR CHARITABLE TRUST
Tax-exempt · SAN ANTONIO, TX 78205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $8,173,858 | $8,651,163 | -$477,305 | $159,120,905 | $0 | $159,120,905 |
| April 30, 2024 | 990 | $10,688,986 | $9,540,869 | $1,148,117 | $159,560,755 | $0 | $159,560,755 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $5,979,154
- Royalties
- $2,186,206
- Net gain from sales of assets
- $1,181,244
- Other revenue
- $2,194,704
Expenses
- Grants and similar amounts paid
- $7,330,146
- Compensation of officers, directors and key employees
- $811,577
- Salaries, compensation and benefits (total)
- $811,577
- Professional fundraising fees
- $0
- Accounting fees
- $57,202
- Program services (functional)
- $8,170,324
- Management and general (functional)
- $480,839
Balance sheet and other
- Total assets, start of year
- $159,560,755
- Total assets, end of year
- $159,120,905
- Total liabilities, end of year
- $0
- Net assets, end of year
- $159,120,905
- Land, buildings and equipment
- $600
- Publicly traded securities
- $126,852,419
- Gross receipts
- $20,207,596
- Employees
- 0
- Year formed
- 1986
- State of legal domicile
- TX
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 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FROST BANK TRUSTEE | SHARON SHIRLEY, ADMINISTRATOR Institutional trustee | 40 | $1,027,988 |
990 for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FROST BANK CO-TRUSTEE | SHARON SHIRLEY, ADMINISTRATOR Institutional trustee | 40 | $879,314 |
Address and contacts
- Address (IRS master file)
- 111 W HOUSTON ST, SAN ANTONIO, TX 78205-2114
- In care of
- % FROST FINANCIAL MGMT GROUP
- Principal officer (990 for 2024)
- SHARON SHIRLEY, PO BOX 2950, SAN ANTONIO, TX 78299
- Signed the 990
- SHARON SHIRLEY, ADMINISTRATOR
- Phone
- (210) 220-4436
- Return prepared by
- ERNST & YOUNG US LLP
Mission
UNDER ITEM 16, SECTION 2 OF THE WILL OF ELENA S. KENEDY, THE TRUST WAS CREATED TO BENEFIT THE CATHOLIC DIOCESE OF CORPUS CHRISTI, CONVENT ACADEMY OF THE INCARNATE WORD, SPOHN HOSPITAL, OUR LADY OF THE LAKE UNIVERSITY, AND PAX CHRISTI INSTITUTE. THE PURPOSES INCLUDE RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL WITHIN SECTION 501(C)(3).
Program accomplishments
- SUPPORT OF CHARITABLE ORGANIZATIONS NAMED IN THE ORGANIZING DOCUMENTSExpenses $8,170,324 · grants $7,330,146
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 74-6334106
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1986
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $159,120,905
- Income (IRS master file)
- $20,207,596
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $8,173,858 | $8,651,163 | $159,120,905 | XML |
| 990-T | April 2025 | – | – | – | IRS |
| 990 | April 2024 | $10,688,986 | $9,540,869 | $159,560,755 | XML |
| 990-T | April 2024 | – | – | – | IRS |
| 990 | April 2023 | $11,736,156 | $10,032,884 | $158,412,638 | IRS |
| 990-T | April 2023 | – | – | – | IRS |
| 990 | April 2022 | $16,142,301 | $9,948,057 | $156,709,366 | IRS |
| 990-T | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990-T | April 2021 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | 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 74-6334106).
Questions about JOHN G KENEDY JR CHARITABLE TRUST
- What is the EIN of JOHN G KENEDY JR CHARITABLE TRUST?
- The employer identification number (EIN) of JOHN G KENEDY JR CHARITABLE TRUST is 74-6334106.
- Is JOHN G KENEDY JR CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to JOHN G KENEDY JR CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JOHN G KENEDY JR CHARITABLE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOHN G KENEDY JR CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN G KENEDY JR CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of JOHN G KENEDY JR CHARITABLE TRUST?
- The 990 for the year ended April 30, 2025 names SHARON SHIRLEY.
- Who are the officers and directors of JOHN G KENEDY JR CHARITABLE TRUST?
- The 990 for the year ended April 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,027,988 (FROST BANK TRUSTEE, SHARON SHIRLEY, ADMINISTRATOR).
- How much revenue does JOHN G KENEDY JR CHARITABLE TRUST have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $8,173,858, expenses of $8,651,163 and total assets of $159,120,905 at year end.
Other nonprofits in SAN ANTONIO
- SAN ANTONIO AREA FOUNDATION EIN 74-6065414 · last filed 990 for 2024
- KATE MARMION CHARITABLE FOUNDATION EIN 26-3209975 · last filed 990-PF for 2025
- UNITED WAY OF SAN ANTONIO & BEXAR COUNTY EIN 74-1272381 · last filed 990 for 2025
- IMPETUS FOUNDATION EIN 27-1602489 · last filed 990-PF for 2025
- PETCO LOVE EIN 33-0845930 · last filed 990 for 2025
- HARVEY E NAJIM CHARITABLE FOUNDATION EIN 20-8060391 · last filed 990-PF for 2024
- THE USAA FOUNDATION INC EIN 20-2303140 · last filed 990-PF for 2024
- JOHN G KENEDY JR CHARITABLE TR -SURFACE ESTATE TR EIN 82-6501674 · last filed 990 for 2026
All nonprofits in SAN ANTONIO · Texas · Philanthropy, voluntarism and grantmaking foundations