Finance Score: -2

Governance Score: 0

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5

Grant maker support: +3

Overall GiG Score: 1

KENNEDY MEMORIAL FUND

The Kennedy Memorial Trust administers the Kennedy Memorial Fund commemorating President John F. Kennedy by maintaining a memorial at Runnymede and awarding scholarships to British graduate students to attend Harvard University and the Massachusetts Institute of Technology. Each year the Trust provides graduate students with tuition fees, health cover, a stipend & travel grant.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £16,879,129 available, equivalent to 252 months of spending and so may not be able to utilise additional funding

Established: 60 years

www.kennedytrust.org.uk

TIM@KENNEDYTRUST.ORG.UK

02072221151

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/04/23	£774	£804	£-30	£0	£16,879	£16,879	251.9	1
30/04/22	£282	£992	£-710	n/a	n/a	n/a	n/a	n/a
30/04/21	£279	£314	£-35	n/a	n/a	n/a	n/a	n/a
30/04/20	£442	£783	£-341	n/a	n/a	n/a	n/a	n/a
30/04/19	£417	£724	£-307	n/a	n/a	n/a	n/a	n/a
30/04/18	£426	£780	£-354	£0	£0	£0	n/a	0
30/04/17	£497	£695	£-197	£0	£0	£0	n/a	0
30/04/16	£348	£685	£-337	£0	£0	£0	n/a	0
30/04/15	£325	£611	£-287	£0	£0	£0	n/a	0
30/04/14	£314	£647	£-333	£0	£0	£0	n/a	0
30/04/13	£346	£587	£-241	£0	£0	£0	n/a	0
30/04/12	£231	£373	£-142	£0	£0	£0	n/a	0
30/04/11	£156	£432	£-276	£0	£0	£0	n/a	0
30/04/10	£160	£388	£-227	£0	£0	£0	n/a	0
30/04/09	£163	£360	£-197	£0	£0	£0	n/a	0
30/04/08	£187	£345	£-158	£0	£0	£0	n/a	0
30/04/07	£833	£426	£407	£97	£9,415	£9,415	265.3	1
30/04/06	£151	£432	£-281	£0	£0	£0	n/a	0
30/04/05	£653	£404	£249	£0	£0	£0	n/a	0
30/04/04	£198	£397	£-199	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 0%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 251.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 10.4

Asset Split ?

Listed activities

Education/Training

How it operates

Makes Grants to Individuals

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

1 employee

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Tuixen Foundation - Core grant to Kennedy Memorial Trust
£25,000	19/07/2022	Kennedy Memorial Trust provides scholarships for British graduates to attend Harvard and MIT.
Tuixen Foundation - Core grant to Kennedy Memorial Trust
£25,000	22/07/2021	Kennedy Memorial Trust provides scholarships for British graduates to attend Harvard and MIT.
Tuixen Foundation - Core grant to Kennedy Memorial Trust
£25,000	05/08/2020	Kennedy Memorial Trust provides scholarships for British graduates to attend Harvard and MIT.
Tuixen Foundation - Core grant to Kennedy Memorial Trust
£25,000	11/07/2019	Kennedy Memorial Trust provides scholarships for British graduates to attend Harvard and MIT.
Tuixen Foundation - Core grant to Kennedy Memorial Trust
£25,000	10/08/2018	Kennedy Memorial Trust provides scholarships for British graduates to attend Harvard and MIT.
Tuixen Foundation - Core grant to Kennedy Memorial Trust
£67,259	07/07/2017	Kennedy Memorial Trust provides scholarships for British graduates to attend Harvard and MIT.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

DR TARIQ BALOCH Appointed: 2023

PROFESSOR GARETH MCKINLEY Appointed: 2022

MATTHEW PHILIP CLIFFORD MBE Appointed: 2019

MOIRA PAUL WALLACE OBE Appointed: 2019

PROF FIONA ELIZABETH MACPHERSON Appointed: 2014

PROFESSOR MAYA RUTH JASANOFF Appointed: 2020

SIR MARK JEREMY WALPORT FMEDSCI (Chair) Appointed: 2015

TILLY ANNE FRANKLIN Appointed: 2020

MARY ANN SIEGHART Appointed: 2016, Other trusteeship: ESMEE FAIRBAIRN FOUNDATION,

STEPHANIE FLANDERS Appointed: 2014, Other trusteeships: THE WINCOTT FOUNDATION, ARTICHOKE TRUST,

Legal constitution

Charity registered in England & Wales on 07/05/1964, number: 234715

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

3 BIRDCAGE WALK
LONDON
SW1H 9JJ

Objectives

1. TO PROVIDE SCHOLARSHIPS TO ENABLE MEN AND WOMEN FROM THE UNITED KINGDOM TO GO AS UNDER-GRADUATES OR GRADUATES TO HARVARD UNIVERSITY, RADCLIFFE COLLEGE OR THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY. 2. TO SECURE AND LAY OUT A SITE ON RUNNYMEDE AS A PLACE TO WHICH THE PUBLIC HAVE ACCESS AND TO PROVIDE FOR ITS MANAGEMENT AND UPKEEP.

Defined Area of Benefit:

UNRESTRICTED

Data Sources