Nonprofit · EIN 04-2294937
NORFOLK CHARITABLE TRUST
Also known as ANDREW W KENDALL EX
Tax-exempt · MARION, MA 02738
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $676,950 | $590,138 | $86,812 | $13,140,639 | $2,563 | $13,138,076 |
| December 31, 2024 | 990-PF | $474,950 | $587,991 | -$113,041 | $11,929,711 | $2,890 | $11,926,821 |
| December 31, 2023 | 990-PF | $219,214 | $483,055 | -$263,841 | $11,184,743 | $1,074 | $11,183,669 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $297,834
- Interest
- $16
- Net gain from sales of assets
- $378,096
- Other income
- $1,004
Expenses
- Grants and similar amounts paid
- $500,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $516,062
- Excise tax on investment income
- $8,563
Balance sheet and other
- Total assets, start of year
- $11,929,711
- Total assets, end of year
- $13,140,639
- Total liabilities, end of year
- $2,563
- Net assets, end of year
- $13,138,076
- Fair market value of assets
- $13,140,639
- Qualifying distributions
- $516,062
- Net investment income
- $690,104
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN P KENDALL PO BOX 70, MARION, MA 02738 | TRUSTEE | 2 | $0 |
| PHOEBE S WINDER C/O K L GATES ONE LINCOLN ST, BOSTON, MA 02111 | TRUSTEE | 2 | $0 |
| ANDREW W KENDALL PO BOX 70, MARION, MA 02738 | TRUSTEE | 6 | $0 |
| KENNETH MEYERS 216 WAGNER ROAD, NORTHFIELD, IL 60093 | TRUSTEE | 2 | $0 |
| TORE C NELSON 305 KINDERTON MANOR COURT, DULUTH, GA 30097 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN P KENDALL PO BOX 52200, BOSTON, MA 02205 | TRUSTEE | 2 | $0 |
| PHOEBE S WINDER C/O K L GATES ONE LINCOLN ST, BOSTON, MA 02111 | TRUSTEE | 2 | $0 |
| ANDREW W KENDALL PO BOX 52200, BOSTON, MA 02205 | TRUSTEE | 6 | $0 |
| KENNETH MEYERS 216 WAGNER ROAD, NORTHFIELD, IL 60093 | TRUSTEE | 2 | $0 |
| TORE C NELSON 305 KINDERTON MANOR COURT, DULUTH, GA 30097 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN P KENDALL PO BOX 52200, BOSTON, MA 02205 | TRUSTEE | 2 | $0 |
| PHOEBE S WINDER C/O K L GATES ONE LINCOLN ST, BOSTON, MA 02111 | TRUSTEE | 2 | $0 |
| ANDREW W KENDALL PO BOX 52200, BOSTON, MA 02205 | TRUSTEE | 6 | $0 |
| KENNETH MEYERS 216 WAGNER ROAD, NORTHFIELD, IL 60093 | TRUSTEE | 2 | $0 |
| TORE C NELSON 305 KINDERTON MANOR COURT, DULUTH, GA 30097 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 70, MARION, MA 02738-0002
- In care of
- % FANEUIL HALL ASSOC
- Signed the 990-PF
- ANDREW W KENDALL, TRUSTEE
- Phone
- (617) 951-2555
- Website
- WWW.NCT-ARCHIVE.ORG
- Return prepared by
- DARMODY MERLINO & CO LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2294937
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $13,140,639
- Income (IRS master file)
- $954,185
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $676,950 | $590,138 | $13,140,639 | IRS |
| 990-PF | December 2024 | $474,950 | $587,991 | $11,929,711 | IRS |
| 990-PF | December 2023 | $219,214 | $483,055 | $11,184,743 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2294937).
Questions about NORFOLK CHARITABLE TRUST
- What is the EIN of NORFOLK CHARITABLE TRUST?
- The employer identification number (EIN) of NORFOLK CHARITABLE TRUST is 04-2294937.
- Is NORFOLK CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to NORFOLK CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NORFOLK CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NORFOLK CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORFOLK CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of NORFOLK CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does NORFOLK CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $676,950, expenses of $590,138 and total assets of $13,140,639 at year end.
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