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.
 201720162015
Basic features of the organization
Year of formation1964
Subsection501(c)(3)
Organization typeTrust
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$105,000.00$116,120.00$119,129.00
Sum of reportable (W2/1099) compensation$93,773.00$103,440.00$105,966.00
Number of employees000
Number of people compensated >$100k011
Number of volunteers111111
Number of highly compensated contractors000
Personnel
Alexander, Daniel
Title  Trustee
Name of key/compensated person  DANIEL ALEXANDER QC
Average hours per week working for org  0.0
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.0
Badger, Tony
TitleCHAIRMAN(RETIRED 30 JUNE 2016)Trustee, CHAIRMANTrustee, CHAIRMAN
Name of key/compensated personProf Tony BadgerProf Tony BadgerProf Tony Badger
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
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
Barzum, Matthew
Title  Trustee
Name of key/compensated person  Matthew W Barzum
Average hours per week working for org  0.0
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $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 
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 
PositionIndividual trustee or directorIndividual trustee or director 
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
TitleTrusteeTrusteeTrustee
Name of key/compensated personDr Peter EnglanderDr Peter EnglanderDr Peter Englander
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
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
Flanders, Stephanie
TitleTrusteeTrusteeTrustee (appointed 1 oct 2014)
Name of key/compensated personSTEPHANIE FLANDERSSTEPHANIE FLANDERSSTEPHANIE FLANDERS
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
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 Trustee
Name of key/compensated personJohnny GrimondJohnny GrimondJohnny Grimond
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
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
Khaw, Kay-Tee
Title  Trustee (retired 31 July 2014)
Name of key/compensated person  PROF KAY-TEE KHAW
Average hours per week working for org  0.0
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.0
MacPhenson, Fiona
Title TrusteeTrustee (appointed 1 oct 2014)
Name of key/compensated person PROF FIONA MACPHENSONPROF FIONA MACPHENSON
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
Position Individual trustee or directorIndividual trustee or director
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  
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  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0.0  
Saich, Anthony
TitleTRusteeTRusteeTRustee
Name of key/compensated personPROF ANTHONY SAICHPROF ANTHONY SAICHPROF ANTHONY SAICH
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
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
Sieghart, Mary
TitleTRUSTEE (APPOINTED 1 JUL 2016)TRUSTEE(APPOINTED 01 JAN 2016) 
Name of key/compensated personMARY ANN SIEGHARTMARY ANN SIEGHART 
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 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs0.00.0 
Thomas, Annie
TitleSECRETARYSECRETARYSECRETARY
Name of key/compensated personAnnie ThomasAnnie ThomasAnnie Thomas
Average hours per week working for org40.040.040.0
Reportable compensation from org$93,773.00$103,440.00$105,966.00
Other comp, non-reportable, from org and related orgs$11,227.00$12,680.00$13,163.00
PositionOfficerOfficerOfficer
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
Walport, Mark
TitleCHAIRMAN(APPOINTED 1 JUL 2016)TRUSTEE(APPONITED 06 JUL 2015) 
Name of key/compensated personPROF SIR MARK WALPORTPROF SIR MARK WALPORT 
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 
PositionIndividual trustee or directorIndividual trustee or director 
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
TitleTrusteeTrusteeTrustee
Name of key/compensated personDR MARTIN WEALE CBEDR MARTIN WEALE CBEDR MARTIN WEALE CBE
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
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
Whittle, Andrew
TitleTRusteeTRusteeTRustee
Name of key/compensated personPROF ANDREW WHITTLEPROF ANDREW WHITTLEPROF ANDREW WHITTLE
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
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
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.
Program expenses (total)$866,312.00$993,646.00$943,757.00
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
Grants and allocations made$0.00$0.00$13,732.00
Program revenue$0.00$0.00$0.00
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.
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
Grants and allocations made$718,008.00$817,015.00$769,547.00
Program revenue$0.00$0.00$0.00
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.
Financial data
Expense categories (totals)
Sum (total functional expenses)$942,568.00$1,078,264.00$979,048.00
Program services (total functional expenses)$866,312.00$993,646.00$943,757.00
Management & general (total functional expenses)$58,107.00$57,363.00$5,018.00
Fundraising (total functional expenses)$18,149.00$27,255.00$30,273.00
Revenue
Total revenue$886,419.00$561,316.00$1,590,027.00
Program service revenue (total)$0.00$0.00$0.00
Revenue from contributions (total)$351,885.00$220,460.00$264,054.00
Investment income$496,423.00$289,108.00$1,325,973.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr$38,111.00$51,748.00$0.00
Total revenue from grants, etc., current yr$351,885.00$220,460.00$264,054.00
Gross receipts$1,952,726.00$1,374,174.00$13,861,204.00
Sources of contributions
Revenue from all other contributions$351,885.00$220,460.00$264,054.00
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
Income from dividends, interest, and similar investments$295,727.00$301,550.00$255,772.00
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
Fees for services
Lobbying fees (total)$0.00$0.00$0.00
Legal fees (total)$4,043.00$2,856.00$7,206.00
Fundraising service fees (total)$18,149.00$27,255.00$30,273.00
General management fees (total)$0.00$0.00$0.00
Investment management fees (total)$38,111.00$42,703.00$5,894.00
Accounting service fees (total)$17,105.00$18,657.00$18,838.00
Assets and liabilities
Total assets$18,390,268.00$17,476,472.00$18,489,901.00
Total assets, beginning of year$17,476,472.00$18,489,901.00$17,897,013.00
Total liabilities$33,409.00$98,584.00$56,031.00
Total liabilities, beginning of year$98,584.00$56,031.00$37,738.00
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
Net assets, beginning of year$17,377,888.00$18,433,870.00$17,859,275.00
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
Cash: non-interest bearing$391,093.00$503,786.00$349,314.00
Cash: non-interest bearing, beginning of year$503,786.00$349,314.00$276,223.00
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
Advertising (total)$13,196.00$5,948.00$3,322.00
Savings & temp cash investment$273.00$16.00$580.00
Accounts receivable, net$8,408.00$4,414.00$63,795.00
Prepaid expenses & deferred charges$0.00$0.00$0.00
Accounts payable & accrued expenses$33,409.00$98,584.00$56,031.00
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
Depreciation, depletion, amortization$119.00$279.00$460.00
Payment to affiliates$0.00$0.00$0.00
Governance and accountability
Number of voting members81010
Number of independent voting members81010
Financial sheets auditedTrueTrueTrue
Tax year start date2016-05-012015-05-012014-05-01
Tax year end date2017-04-302016-04-302015-04-30
Accounting methodCashCashCash
Metadata about the filing
E-return type990990990
Date e-filing submitted2018-04-132017-08-112016-07-21
IRS schema version2016v3.12015v3.02014v6.0
Filing identifier201820759349300537201740659349300709201620749349300532
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