2025-09-22T15:35:59-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990PF 2024-01-01 136083407 JOSEPH P KENNEDY JR FOUNDATION JOSE 2022626898 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 STEVEN M EIDELMAN MANAGER 2022626898 2025-09-22 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z X 13315340 X 115054 327277 329129 2206737 13486355 2206737 22203 1874 2671271 2537740 36750 0 24590 49159 0 49159 30351 0 26351 47956 47956 0 34103 0 0 16172 0 15997 104658 0 117338 319149 47956 233435 323333 100933 642482 47956 334368 2028789 2489784 23460 23472 23472 493582 1122296 1122296 1567 1567 1567 8705 8530095 7908209 7908209 3237797 1798051 1798051 217657 2455754 2455754 0 5991 5991 12511296 13315340 13315340 44887 49158 222400 14338 25398 59225 296956 X 12452071 13018384 12452071 13018384 12511296 13315340 12452071 2028789 72023 14552883 1534499 13018384 PUBLICLY TRADED SECURITIES P 13486355 11279618 2206737 2206737 2206737 34608 0 34608 0 34608 49185 0 0 0 49185 0 14577 14577 0 0 0 0 0 0 0 0 0 0 0 1 1 DC 1 0 0 0 0 1 WWW.JPKF.ORG THE ORGANIZATION 2022626898 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN M EIDELMAN 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 MANAGER 4.00 36750 0 0 TIMOTHY SHRIVER 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 PRESIDENT 1.00 0 0 0 CHRISTOPHER G KENNEDY 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 FINANCE COMMITTEE CHAIR 1.00 0 0 0 EDWARD M KENNEDY JR 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 TRUSTEE 1.00 0 0 0 SOFIA ROSE SHRIVER 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 TRUSTEE 1.00 0 0 0 PATRICK KENNEDY 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 TRUSTEE 1.00 0 0 0 ROSE KENNEDY SCHLOSSBERG 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 TRUSTEE 1.00 0 0 0 ALEXANDRA PENDER 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 TRUSTEE 1.00 0 0 0 KYLE KERR 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 TRUSTEE 1.00 0 0 0 PETER MCKELVEY 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 TRUSTEE 1.00 0 0 0 NONE 0 IRON MOUNTAIN 2 SUN COURT NORCROSS GA 30092 DATA MANAGEMENT 101213 0 0 12394167 761675 1567 13157409 0 0 13157409 197361 12960048 648002 648002 34608 34608 613394 0 613394 0 613394 334368 0 334368 613394 0 0 3160362 3160362 334368 0 0 0 334368 0 279026 279026 2881336 0 0 0 0 0 0 2881336 0 STEVEN M EIDELMAN - CO JOSEPH P KEN 2600 VIRGINIA AVENUE NW 10TH FLOOR WASHINGTON DC 20037 2022626898 APPLICANTS SHOULD SUBMIT A SHORT CONCEPT PAPER OUTLINING PURPOSE, ACTIVITIES AND COST OF PROPOSED PROJECTS. POLICY FELLOWSHIP APPLICANTS SHOULD SUBMIT A LETTER OF INTEREST AND LETTERS OF SUPPORT. ROLLING SHOULD BE PRIMARILY RELATED TO INTELLECTUAL DISABILITIES. NEW AMERICA FOUNDATION 740 15TH STREET NW STE 900 WASHINGTON DC 20005 NONE PUBLIC CHARITY GRANT WILL PROVIDE FINANCIAL SUPPORT FOR A DOMESTIC PUBLIC POLICY FELLOWSHIP. THESE FELLOWS WILL WORK UNDER THE DIRECTION OF THE JOSEPH P. KENNEDY JR. FOUNDATION. FUNDS GRANTED INCLUDE TRAVEL AND OTHER RELATED EXPENSES. 102500 REFUND OF PRIOR YEAR GRANT (UNIVERSITY OF KENTUCKY) 110 ADMINISTRATION DR LEXINGTON KY 40506 NONE GOV PRIOR YEAR GRANT REFUND -1567 100933 DISABILITY RIGHTS FUND 89 SOUTH STREET SUITE 203 BOSTON MA 02111 NONE PUBLIC CHARITY GRANT WILL PROVIDE FINANCIAL SUPPORT FOR AN INTERNATIONAL PUBLIC POLICY FELLOWSHIP. THESE FELLOWS WILL WORK UNDER THE DIRECTION OF THE JOSEPH P. KENNEDY JR. FOUNDATION. FUNDS GRANTED INCLUDE TRAVEL AND OTHER RELATED EXPENSES. 119900 NATIONAL ASSOCIATION OF COUNCILS ON DEVELOPMENTAL DISABILITIES 1825 K STREET NW SUITE 600 WASHINGTON DC 20006 NONE PUBLIC CHARITY GRANT WILL PROVIDE FINANCIAL SUPPORT FOR A DOMESTIC PUBLIC POLICY FELLOWSHIP. THE FELLOW WILL WORK UNDER THE DIRECTION OF THE JOSEPH P. KENNEDY JR. FOUNDATION. 102500 222400 14 327277 15 74 18 2206737 ROYALTIES 15 1800 DEFERRED EXCISE TAX BENEFIT 01 20329 0 2556217 0 2556217 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF CINDY EARTLY 2600 VIRGINIA AVENUE NW 10TH FL WASHINGTON DC 20037 115054 X ACCOUNTING 30351 0 26351 MUTUAL FUNDS - FIXED INCOME 1798051 1798051 MUTUAL FUNDS - EQUITIES 7908209 7908209 INVESTMENT IN K VENTURES FUND I, LP FMV 642401 642401 ALTERNATIVE INVESTMENTS FMV 1813353 1813353 LEGAL 49159 0 49159 DEFERRED FEDERAL EXCISE TAX ASSET 5991 5991 UNREALIZED LOSS ON INVESTMENTS 1534499 INSURANCE 495 0 495 WEB DEVELOPMENT 2950 0 2950 DATA MANAGEMENT 101213 0 113893 OIL & GAS INCOME 74 74 74 ROYALTIES 1800 1800 1800 DEFERRED EXCISE TAX BENEFIT 20329 20329 GAIN FROM EQUITY METHOD INVESTMENT 72023 DEFERRED FEDERAL EXCISE TAX LIABILITY 14338 0 EXCISE TAXES PAYABLE 0 25398 PORTFOLIO MANAGEMENT 47956 47956 0 FEDERAL EXCISE TAX - CURRENT 34103 0 0