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
EIN: 98-6001394
Year formed: 1964

Mission

TO PRESERVE AN APPROPRIATE BRITISH MEMORIAL TO PRESIDENT JOHN F. KENNEDY, PERPETUATING THE MEMORY OF HIS OUTLOOK AND ACHIEVEMENTS.
 20172016201520142013
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
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
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 
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   
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
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  
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
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
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
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  
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    
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
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
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   
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
Thomas, Annie
TitleSECRETARYSECRETARYSECRETARYSECRETARYSECRETARY
Name of key/compensated personAnnie ThomasAnnie ThomasAnnie ThomasANNIE THOMASANNIE THOMAS
Position of compensated person
Current officerTrueTrueTrueTrueTrue
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
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   
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
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
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 & expense
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, current year$886,419.00$561,316.00$1,590,027.00$643,238.00$567,927.00
Program service revenue, current year$0.00$0.00$0.00$0.00$0.00
Investment income, current year$496,423.00$289,108.00$1,325,973.00$407,641.00$347,844.00
Total revenue from grants, etc., current year$351,885.00$220,460.00$264,054.00$235,597.00$220,083.00
Total unrelated business revenue    $0.00
Other revenue, current year$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 expenses, current year$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  
Total functional expenses: legal fees$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, end of year$18,390,268.00$17,476,472.00$18,489,901.00$17,897,013.00$16,232,070.00
Total assets, beginning of current year$17,476,472.00$18,489,901.00$17,897,013.00$16,232,070.00$15,523,853.00
Total liabilities, end of year$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, end of year$18,356,859.00$17,377,888.00$18,433,870.00$17,859,275.00$16,180,574.00
Net assets, beginning of current 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, end of year$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
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, end of year$0.00$0.00$0.00  
Gross receipts$1,952,726.00$1,374,174.00$13,861,204.00$2,479,668.00$1,583,249.00
Revenue less expenses, current year-$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 invest$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, end of year$0.00$0.00$0.00  
Total net assets or fund balances, end of year$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
Cash accounting    True
Accrual accountingTrueTrueTrueTrue 
Financial sheets were auditedTrueTrueTrueTrueTrue
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
Return type: 990, 990EZ, or 990PF990990990990990
IRS schema version2016v3.12015v3.02014v6.02013v4.02012v2.1
Filing identifier201820759349300537201740659349300709201620749349300532201540709349300714201400669349300615
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