KENNEDY MEMORIAL TRUST

Address
3 BIRDCAGE WALK
LONDON, Westminster SW1H 9JJ
UK
Contact
Website: http://www.kennedytrust.org.uk
Phone: +1 (207) 222-1151
Nonprofit
NTEE: T99 - Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.
EIN: 98-6001394

Mission

TO PRESERVE AN APPROPRIATE BRITISH MEMORIAL TO PRESIDENT JOHN F. KENNEDY, PERPETUATING THE MEMORY OF HIS OUTLOOK AND ACHIEVEMENTS.
 20172016201520142013
Basic features of the organization
Year of formation1964
Subsection code03
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$105,000.00$116,120.00$119,129.00$118,969.00$106,490.00
Sum of reportable (W2/1099) compensation$93,773.00$103,440.00$105,966.00$106,409.00$94,722.00
Number of employees00000
Number of people compensated >$100k01110
Number of volunteers11111180
Number of highly compensated contractors0000 
Personnel
Alexander, Daniel
Title  TrusteeTRUSTEETRUSTEE
Name of key/compensated person  DANIEL ALEXANDER QCDANIEL ALEXANDER QCDANIEL ALEXANDER QC
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  0.00.000.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.0  
Badger, Tony
TitleCHAIRMAN(RETIRED 30 JUNE 2016)Trustee, CHAIRMANTrustee, CHAIRMANTRUSTEE, CHAIRMANTRUSTEE, CHAIRMAN
Name of key/compensated personProf Tony BadgerProf Tony BadgerProf Tony BadgerPROF TONY BADGERPROF TONY BADGER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.00.00.00.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0  
Barzum, Matthew
Title  TrusteeTRUSTEE 
Name of key/compensated person  Matthew W BarzumMATTHEW W BARZUM 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  0.00.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Average hours per week working for related orgs  0.0  
Barzun, Matthew
TitleTRUSTEE (RETIRED 18 JAN 2017)TRUSTEE   
Name of key/compensated personUS AMBASSADOR MATTHEW W BARZUNUS AMBASSADOR MATTHEW W BARZUN   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org0.00.0   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.00.0   
Englander, Peter
TitleTrusteeTrusteeTrusteeTRUSTEETRUSTEE
Name of key/compensated personDr Peter EnglanderDr Peter EnglanderDr Peter EnglanderDR PETER ENGLANDERDR PETER ENGLANDER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.00.00.00.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0  
Flanders, Stephanie
TitleTrusteeTrusteeTrustee (appointed 1 oct 2014)  
Name of key/compensated personSTEPHANIE FLANDERSSTEPHANIE FLANDERSSTEPHANIE FLANDERS  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.00.00.0  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.00.00.0  
Grimond, Johnny
TitleTrustee (RETIRED 30 JUNE 2016)Operating TrusteeOperating TrusteeTRUSTEETRUSTEE
Name of key/compensated personJohnny GrimondJohnny GrimondJohnny GrimondJOHNNY GRIMONDJOHNNY GRIMOND
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.00.00.00.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0  
Khaw, Kay-Tee
Title  Trustee (retired 31 July 2014)TRUSTEETRUSTEE
Name of key/compensated person  PROF KAY-TEE KHAWPROF KAY-TEE KHAWPROF KAY-TEE KHAW
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  0.00.000.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.0  
Lester, Richard
Title    TRUSTEE, RETIRED 08/31/12
Name of key/compensated person    PROF RICHARD LESTER
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
MacPhenson, Fiona
Title TrusteeTrustee (appointed 1 oct 2014)  
Name of key/compensated person PROF FIONA MACPHENSONPROF FIONA MACPHENSON  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 0.00.0  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs 0.00.0  
MacPherson, Fiona
TitleTrustee    
Name of key/compensated personPROF FIONA MACPHERSON    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org0.0    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.0    
Manning, Susan
Title    TRUSTEE,DECEASED 01/15/13
Name of key/compensated person    PROF SUSAN MANNING
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Saich, Anthony
TitleTRusteeTRusteeTRusteeTRUSTEETRUSTEE
Name of key/compensated personPROF ANTHONY SAICHPROF ANTHONY SAICHPROF ANTHONY SAICHPROF ANTHONY SAICHPROF ANTHONY SAICH
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.00.00.00.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0  
Sieghart, Mary
TitleTRUSTEE (APPOINTED 1 JUL 2016)TRUSTEE(APPOINTED 01 JAN 2016)   
Name of key/compensated personMARY ANN SIEGHARTMARY ANN SIEGHART   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org0.00.0   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.00.0   
Susman, Louis
Title    TRUSTEE, RETIRED 4/3/13
Name of key/compensated person    HON LOUIS B SUSMAN
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Thomas, Annie
TitleSECRETARYSECRETARYSECRETARYSECRETARYSECRETARY
Name of key/compensated personAnnie ThomasAnnie ThomasAnnie ThomasANNIE THOMASANNIE THOMAS
Position of compensated person
Average hours per week working for org40.040.040.040.0040.00
Reportable compensation from org$93,773.00$103,440.00$105,966.00$106,409.00$94,722.00
Other comp, non-reportable, from org and related orgs$11,227.00$12,680.00$13,163.00$12,560.00$11,768.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0  
Walport, Mark
TitleCHAIRMAN(APPOINTED 1 JUL 2016)TRUSTEE(APPONITED 06 JUL 2015)   
Name of key/compensated personPROF SIR MARK WALPORTPROF SIR MARK WALPORT   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org0.00.0   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.00.0   
Weale, Martin
TitleTrusteeTrusteeTrusteeTRUSTEETRUSTEE
Name of key/compensated personDR MARTIN WEALE CBEDR MARTIN WEALE CBEDR MARTIN WEALE CBEDR MARTIN WEALE CBEDR MARTIN WEALE CBE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.00.00.00.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0  
Whittle, Andrew
TitleTRusteeTRusteeTRusteeTRUSTEETRUSTEE
Name of key/compensated personPROF ANDREW WHITTLEPROF ANDREW WHITTLEPROF ANDREW WHITTLEPROF ANDREW WHITTLEPROF ANDREW WHITTLE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.00.00.00.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00.00.0  
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO ADMINISTER THE KENNEDY MEMORIAL FUND SET UP TO COMMEMORATE PRESIDENT JOHN F KENNEDY.TO ADMINISTER THE KENNEDY MEMORIAL FUND SET UP TO COMMEMORATE PRESIDENT JOHN F KENNEDY.TO ADMINISTER THE KENNEDY MEMORIAL FUND TO COMMEMORATE PRESIDENT JOHN F KENNEDY.TO ADMINISTER THE KENNEDY MEMORIAL FUND TO COMMEMORATE PRESIDENT JOHN F KENNEDY.TO ADMINISTER THE KENNEDY MEMORIAL FUND TO COMMEMORATE PRESIDENT JOHN F KENNEDY.
Program service expenses, total$866,312.00$993,646.00$943,757.00$905,816.00$829,950.00
Programs, including revenue & expenses
ADMINISTER A MEMORIAL IN LANDSCAPE AND STONE SITUATED AT RUNNYMEDE, SURREY.
Program expenses$7,447.00$10,283.00$13,732.00$21,510.00$8,184.00
Program revenue$0.00$0.00$0.00  
Grants and allocations made$0.00$0.00$13,732.00  
Program descriptionADMINISTER A MEMORIAL IN LANDSCAPE AND STONE SITUATED AT RUNNYMEDE, SURREY.ADMINISTER A MEMORIAL IN LANDSCAPE AND STONE SITUATED AT RUNNYMEDE, SURREY.ADMINISTER A MEMORIAL IN LANDSCAPE AND STONE SITUATED AT RUNNYMEDE, SURREY.ADMINISTER A MEMORIAL IN LANDSCAPE AND STONE SITUATED AT RUNNYMEDE, SURREY.ADMINISTER A MEMORIAL IN LANDSCAPE AND STONE SITUATED AT RUNNYMEDE, SURREY.
AWARD SCHOLARSHIPS EACH YEAR TO BRITISH GRADUATE STUDENTS TO ATTEND HARVARD UNIVERSITY AND THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY.
Program expenses$858,865.00$983,363.00$930,025.00$884,306.00$821,766.00
Program revenue$0.00$0.00$0.00  
Grants and allocations made$718,008.00$817,015.00$769,547.00$682,099.00$666,951.00
Program descriptionAWARD SCHOLARSHIPS EACH YEAR TO BRITISH GRADUATE STUDENTS TO ATTEND HARVARD UNIVERSITY AND THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY.AWARD SCHOLARSHIPS EACH YEAR TO BRITISH GRADUATE STUDENTS TO ATTEND HARVARD UNIVERSITY AND THE MASSACHUESETTS INSTITUTE OF TECHNOLOGY.AWARD SCHOLARSHIPS EACH YEAR TO BRITISH GRADUATE STUDENTS TO ATTEND HARVARD UNIVERSITY AND THE MASSACHUESETTS INSTITUTE OF TECHNOLOGY.AWARD SCHOLARSHIPS EACH YEAR TO BRITISH GRADUATE STUDENTS TO ATTEND HARVARD UNIVERSITY AND THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY.AWARD SCHOLARSHIPS EACH YEAR TO BRITISH GRADUATE STUDENTS TO ATTEND HARVARD UNIVERSITY AND THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY.
Financial data
Revenue
Total revenue$886,419.00$561,316.00$1,590,027.00$643,238.00$567,927.00
Revenue from contributions (total)$351,885.00$220,460.00$264,054.00$235,597.00$220,083.00
Investment income, current yr$496,423.00$289,108.00$1,325,973.00$407,641.00$347,844.00
Total revenue from grants, etc., current yr$351,885.00$220,460.00$264,054.00$235,597.00$220,083.00
Total unrelated business revenue    $0.00
Other revenue, current yr$38,111.00$51,748.00$0.00$0.00$0.00
Net unrelated business taxable revenue   $0.00$0.00
Program service revenue (total)$0.00$0.00$0.00  
Sources of contributions
Revenue from all other contributions$351,885.00$220,460.00$264,054.00$235,597.00$220,083.00
Other types of revenue
Royalties (total)$0.00$0.00$0.00  
Miscellaneous revenue (total)$38,111.00$51,748.00$0.00  
Net revenue from gaming (total)$0.00$0.00$0.00  
Investment income$295,727.00$301,550.00$255,772.00$306,728.00$326,107.00
Net rental income$0.00$0.00$0.00  
Net income from fundraising events$0.00$0.00$0.00  
Net inventory sales (total)$0.00$0.00$0.00  
Expense categories (totals)
Total functional expenses: sum of all$942,568.00$1,078,264.00$979,048.00$1,037,422.00$925,969.00
Total functional expenses: program service $866,312.00$993,646.00$943,757.00$905,816.00$829,950.00
Total functional expenses: management and general$58,107.00$57,363.00$5,018.00$97,780.00$67,530.00
Total functional expenses: fundraising$18,149.00$27,255.00$30,273.00$33,826.00$28,489.00
Fees for services
Lobbying fees (total)$0.00$0.00$0.00  
Legal fees (total)$4,043.00$2,856.00$7,206.00$705.00$7,579.00
Fundraising service fees (total)$18,149.00$27,255.00$30,273.00$33,826.00$28,489.00
General management fees (total)$0.00$0.00$0.00  
Investment management fees (total)$38,111.00$42,703.00$5,894.00$8,784.00$22,908.00
Assets and liabilities
Total assets$18,390,268.00$17,476,472.00$18,489,901.00$17,897,013.00$16,232,070.00
Total assets, beginning of year$17,476,472.00$18,489,901.00$17,897,013.00$16,232,070.00$15,523,853.00
Total liabilities$33,409.00$98,584.00$56,031.00$37,738.00$51,496.00
Total liabilities, beginning of year$98,584.00$56,031.00$37,738.00$51,496.00$24,182.00
Pledges & accounts receivable, net$0.00$0.00$0.00  
Loans & receivables from key persons$0.00$0.00$0.00  
Net assets$18,356,859.00$17,377,888.00$18,433,870.00$17,859,275.00$16,180,574.00
Net assets, beginning of year$17,377,888.00$18,433,870.00$17,859,275.00$16,180,574.00$15,499,671.00
Other liabilities$0.00$0.00$0.00  
Bond liabilities$0.00$0.00$0.00  
Intangible assets$0.00$0.00$0.00  
Other assets$0.00$0.00$0.00  
Investments: other securities$0.00$0.00$0.00  
Investments: publicly traded securities$17,898,370.00$16,864,149.00$17,966,313.00$17,409,842.00$15,742,926.00
Cash: non-interest bearing$391,093.00$503,786.00$349,314.00$276,223.00$248,368.00
Cash: non-interest bearing, beginning of year$503,786.00$349,314.00$276,223.00$248,368.00$316,347.00
Investments -- program-related$0.00$0.00$0.00  
Escrow or custodial account liability$0.00$0.00$0.00  
Loans and other payables to key persons$0.00$0.00$0.00  
Grants payable$0.00$0.00$0.00  
Inventories for sale or use$0.00$0.00$0.00  
Other financial variables
Revenue less expenses-$56,149.00-$516,948.00$610,979.00-$394,184.00-$358,042.00
Advertising (total)$13,196.00$5,948.00$3,322.00$4,098.00$7,800.00
Savings & temp cash investment$273.00$16.00$580.00$45,120.00$123,510.00
Accounts receivable, net$8,408.00$4,414.00$63,795.00$45,164.00$4,770.00
Prepaid expenses & deferred charges$0.00$0.00$0.00  
Accounts payable & accrued expenses$33,409.00$98,584.00$56,031.00$37,738.00$51,496.00
Deferred revenue$0.00$0.00$0.00  
Unsecured notes & loans to unrelated parties$0.00$0.00$0.00  
Secured mortgages and notes payable$0.00$0.00$0.00  
Total net assets or fund balances$18,356,859.00$17,377,888.00$18,433,870.00$17,859,275.00$16,180,574.00
Depreciation, depletion, amortization$119.00$279.00$460.00$1,285.00$965.00
Payment to affiliates$0.00$0.00$0.00  
Governance and accountability
Number of voting members8101088
Number of independent voting members8101088
Financial sheets were auditedTrueTrueTrueTrueTrue
Cash accounting    True
Accrual accountingTrueTrueTrueTrue 
Tax year start date2016-05-012015-05-012014-05-012013-05-012012-05-01
Tax year end date2017-04-012016-04-012015-04-012014-04-012013-04-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
IRS schema version2016v3.12015v3.02014v6.02013v4.02012v2.1
Filing identifier201820759349300537201740659349300709201620749349300532201540709349300714201400669349300615
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