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Kendal Fund

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$226k (2024)

Expenses
$149k (2024)

Total Assets
$4.7M (2024)

Total Liabilities
$374k (2024)

Years with multiple filings
Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$226,284
Expenses
$149,057
Net Income
$77,227
Net Assets
$4,326,358
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,316
43.4%
Program Services $0
Investment Income $106,586
47.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,382
9.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,700,173
Total Liabilities $373,815
Net Assets $4,326,358
Compensation
Key Employees and Officers Compensation Related Other
Barbara Freedman (Chair) $0 $0 $0
Jeffrey Harness (Vice Chair) $0 $0 $0
Richard Schramm (Treasurer) $0 $0 $0
Carla Willis (Secretary) $0 $0 $0
Dan Churchill (Member) $0 $0 $0
James Greenwood (Member) $0 $0 $0
Lee Ann Sullivan (Member) $0 $0 $0
Grace Tompos (Member) $0 $0 $0
Tara Quinn (Member Left Dec 2024) $0 $0 $0
Vassar Byrd (President & Ceo Effective Jan 2024) $0 $424,551 $23,179
Amy Harrison (Cfo [Interim Ceo Thru Jan 2024]) $0 $367,691 $54,471

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$451,921
Expenses
$109,231
Net Income
$342,690
Net Assets
$3,950,672
Notable Sources of Revenue Percent of Total Revenue
Contributions $166,535
36.9%
Program Services $0
Investment Income $95,431
21.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $189,955
42.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,321,897
Total Liabilities $371,225
Net Assets $3,950,672
Compensation
Key Employees and Officers Compensation Related Other
Julie Houpt (Chair) $0 $0 $0
Richard Schramm (Treasurer) $0 $0 $0
Barbara Freedman (Secretary) $0 $0 $0
James Greenwood (Member) $0 $0 $0
Jeffrey Harness (Member) $0 $0 $0
Tara Quinn (Member) $0 $0 $0
Grace Tompos (Member) $0 $0 $0
Carla Willis (Member) $0 $0 $0
Sean Kelly (President & Ceo Left Jan 2023) $0 $36,330 $3,419
Amy Harrison (Cfo/Interim Ceo As Of Jan 2023) $0 $441,717 $45,741

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$227,490
Expenses
$151,717
Net Income
$75,773
Net Assets
$3,392,324
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,737
24.5%
Program Services $0
Investment Income $91,733
40.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $80,020
35.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,972,193
Total Liabilities $579,869
Net Assets $3,392,324
Compensation
Key Employees and Officers Compensation Related Other
Julie Houpt (Chair) $0 $0 $0
Richard Schramm (Treasurer) $0 $0 $0
Barbara Freedman (Secretary) $0 $0 $0
James Greenwood (Member) $0 $0 $0
Jeffrey Harness (Member) $0 $0 $0
Tara Quinn (Member) $0 $0 $0
Grace Tompos (Member) $0 $0 $0
Carla Willis (Member) $0 $0 $0
Jenny Campbell (Secretary Left Apr 2022) $0 $0 $0
Sean Kelly (President & Ceo) $0 $642,832 $136,220
Amy Harrison (Chief Financial Officer) $0 $337,947 $90,486

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$226,039
Expenses
$53,099
Net Income
$172,940
Net Assets
$4,177,745
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,200
20.9%
Program Services $0
Investment Income $67,491
29.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $111,348
49.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,128,306
Total Liabilities $950,561
Net Assets $4,177,745
Compensation
Key Employees and Officers Compensation Related Other
Marilyn Richards (Chair) $0 $0 $0
Julie Houpt (Vice Chair) $0 $0 $0
Jenny Campbell (Secretary) $0 $0 $0
James Ingram (Treasurer) $0 $0 $0
Alphonce Brown Jr (Director) $0 $0 $0
Barbara Freedman (Director) $0 $0 $0
James Greenwood (Director) $0 $0 $0
Jeffrey Harness (Director) $0 $0 $0
Tara Quinn (Director) $0 $0 $0
Richard Schramm (Director) $0 $0 $0
Grace Tompos (Director) $0 $0 $0
Carla Willis (Director) $0 $0 $0
Sean Kelly (President & Ceo) $0 $623,815 $130,894
Amy Harrison (Chief Financial Officer) $0 $308,654 $83,548

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$365,031
Expenses
$134,061
Net Income
$230,970
Net Assets
$3,763,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,641
10.9%
Program Services $0
Investment Income $57,102
15.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $268,288
73.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,685,477
Total Liabilities $922,243
Net Assets $3,763,234
Compensation
Key Employees and Officers Compensation Related Other
Marilyn Richards (Chair) $0 $0 $0
Julie Houpt (Vice Chair) $0 $0 $0
Jenny Campbell (Secretary) $0 $0 $0
James Ingram (Treasurer) $0 $0 $0
Barbara Freedman (Director) $0 $0 $0
Jeffrey Harness (Director) $0 $0 $0
Alphonce Brown Jr (Director) $0 $0 $0
Tara Quinn (Director) $0 $0 $0
Richard Schramm (Director) $0 $0 $0
Grace Tompos (Director) $0 $0 $0
Sean Kelly (President & Ceo) $0 $661,744 $135,440
Amy Harrison (Chief Financial Officer) $0 $345,694 $87,932

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$184,155
Expenses
$130,788
Net Income
$53,367
Net Assets
$3,371,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,101
18.0%
Program Services $0
Investment Income $108,885
59.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,169
22.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,298,052
Total Liabilities $926,827
Net Assets $3,371,225
Compensation
Key Employees and Officers Compensation Related Other
Marilyn Richards (Chair) $0 $0 $0
Julie Houpt (Vice Chair) $0 $0 $0
Jenny Campbell (Secretary) $0 $0 $0
James Ingram (Treasurer) $0 $0 $0
Alphonce Brown Jr (Director) $0 $0 $0
Barbara Freedman (Director) $0 $0 $0
Tara Quinn (Director) $0 $0 $0
Richard Schramm (Director) $0 $0 $0
Grace Tompos (Director) $0 $0 $0
Sean Kelly (President & Ceo) $0 $654,229 $132,248
Amy Harrison (Chief Financial Officer) $0 $334,360 $84,268

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,684
Expenses
$235,860
Net Income
$7,824
Net Assets
$2,892,006
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,300
24.3%
Program Services $0
Investment Income $100,719
41.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $83,665
34.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,887,707
Total Liabilities $995,701
Net Assets $2,892,006
Compensation
Key Employees and Officers Compensation Related Other
James Dowell Left June 2018 (Board Chair) $0 $0 $0
Marilyn Richards (Board Vice Chair) $0 $0 $0
James Ingram (Board Treasurer) $0 $0 $0
Alphonce Brown Jr (Board Member) $0 $0 $0
Jenny Campbell (Board Member) $0 $0 $0
Julie Houpt (Board Member) $0 $0 $0
Barbara Freedman (Board Member) $0 $0 $0
Tara Quinn (Board Member) $0 $0 $0
Richard Schramm (Board Member) $0 $0 $0
Grace Tompos (Board Member) $0 $0 $0
Sean Kelly (President) $0 $621,598 $128,586
Amy C Harrison (Chief Financial Officer) $0 $299,920 $80,334

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$187,776
Expenses
$113,064
Net Income
$74,712
Net Assets
$3,230,786
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,898
18.6%
Program Services $0
Investment Income $61,939
33.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $90,939
48.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,376,544
Total Liabilities $1,145,758
Net Assets $3,230,786
Compensation
Key Employees and Officers Compensation Related Other
James Dowell (Board Chair) $0 $0 $0
Marilyn Richards (Board Vice Chair) $0 $0 $0
James Ingram (Board Treasurer) $0 $0 $0
Alphonce Brown Jr (Board Member) $0 $0 $0
Jenny Campbell (Board Member) $0 $0 $0
Carolyn Friedman (Board Secretary) $0 $0 $0
Julie Houpt (Board Member) $0 $0 $0
Sean Kelly (President) $0 $586,978 $120,880
Amy C Harrison (Chief Financial Officer) $0 $285,158 $75,607

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$359,324
Expenses
$44,768
Net Income
$314,556
Net Assets
$2,869,817
Notable Sources of Revenue Percent of Total Revenue
Contributions $115,454
32.1%
Program Services $0
Investment Income $63,814
17.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $180,056
50.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,830,552
Total Liabilities $960,735
Net Assets $2,869,817
Compensation
Key Employees and Officers Compensation Related Other
James Dowell (Board Chair) $0 $0 $0
Marilyn Richards (Board Vice Chair) $0 $0 $0
James Ingram (Board Treasurer) $0 $0 $0
Alphonce Brown Jr (Board Member) $0 $0 $0
Jenny Campbell (Board Member) $0 $0 $0
Carolyn Friedman (Board Member) $0 $0 $0
Julie Houpt (Board Member) $0 $0 $0
Sean Kelly (President) $0 $553,455 $113,149
Amy C Harrison (Chief Financial Officer) $0 $91,733 $14,331
John Diffey (President Through 12/31/15 (Ret. 6/30/16)) $0 $109,166 $26,711

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$267,086
Expenses
$92,539
Net Income
$174,547
Net Assets
$2,650,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,828
27.3%
Program Services $0
Investment Income $52,521
19.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $141,737
53.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,629,539
Total Liabilities $978,677
Net Assets $2,650,862
Compensation
Key Employees and Officers Compensation Related Other
Alphonce Brown Jr (Board Member) $0 $0 $0
Jenny Campbell (Board Member) $0 $0 $0
James Dowell (Board Chair) $0 $0 $0
Kay Edstene (Board Member) $0 $0 $0
Carolyn Friedman (Board Member) $0 $0 $0
Farris Hotchkiss (Board Secretary) $0 $0 $0
Julie Houpt (Board Member) $0 $0 $0
James Ingram (Board Treasurer) $0 $0 $0
Marilyn Richards (Board Vice Chair) $0 $0 $0
John Diffey (President (Retiring 6/30/16)) $0 $564,051 $106,915
Timothy Myers (Cfo Through 6/12/15) $0 $228,661 $49,699

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,635
Expenses
$95,676
Net Income
$147,959
Net Assets
$2,664,643
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,951
14.3%
Program Services $0
Investment Income $49,315
20.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $134,369
55.2%
Net Inventory Sales $0
Other Revenue $25,000
10.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,834,233
Total Liabilities $1,169,590
Net Assets $2,664,643

Document Links

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$162,396
Expenses
$139,466
Net Income
$22,930
Net Assets
$2,606,106
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,187
40.1%
Program Services $0
Investment Income $65,807
40.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $31,402
19.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,809,656
Total Liabilities $1,203,550
Net Assets $2,606,106
Compensation
Key Employees and Officers Compensation Related Other
Alphonce J Brown Jr (Director) $0 $0 $0
James Dowell (Chair) $0 $0 $0
Kay Edstene (Director) $0 $0 $0
Carolyn Friedman (Director) $0 $0 $0
Michael J Hoffmann (Treasurer) $0 $0 $0
Farris Hotchkiss (Secretary) $0 $0 $0
Julie Houpt (Director) $0 $0 $0
James Ingram (Director) $0 $0 $0
Marilyn Richards (Vice Chair) $0 $0 $0
Barrett Whitcomb (Director) $0 $0 $0
John Diffey (President) $0 $521,378 $147,065
Timothy Myers (Chief Financial Officer) $0 $282,401 $105,950

Document Links

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,813
Expenses
$108,414
Net Income
$29,399
Net Assets
$2,439,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,849
32.5%
Program Services $0
Investment Income $67,601
49.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,363
18.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,548,872
Total Liabilities $1,109,300
Net Assets $2,439,572

Document Links

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$155,361
Expenses
$24,770
Net Income
$130,591
Net Assets
$2,301,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $83,449
53.7%
Program Services $0
Investment Income $64,815
41.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,097
4.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,216,412
Total Liabilities $914,788
Net Assets $2,301,624

Document Links

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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