Civic Intelligence

Anna Fox Kennedy Trust

990 • Fiscal year 2024 • EIN 37-6264615

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 25, 2025

Organization ProfileN/A
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-10%

Higher net margin than 29% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$20,502

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

-0.8%

Faster asset growth than 48% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2024 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,107,655

Down $9,442 (-0.8%) from 2023

Net Assets

Down

$1,107,655

Down $9,442 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin29th percentile

Revenue

Up

$87,846

Up $15,682 (+22%) from 2023

Expenses

Down

$96,974

Down $5,114 (-5.0%) from 2023

Net Income

Up

-$9,128

Up $20,796 (+69%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,274,810Liabilities 2011: $0Net Assets 2011: $1,274,8102011Assets 2012: $1,279,530Liabilities 2012: $0Net Assets 2012: $1,279,5302012Assets 2013: $1,355,959Liabilities 2013: $0Net Assets 2013: $1,355,9592013Assets 2014: $1,391,061Liabilities 2014: $0Net Assets 2014: $1,391,0612014Assets 2015: $1,331,233Liabilities 2015: $0Net Assets 2015: $1,331,2332015Assets 2016: $1,252,607Liabilities 2016: $0Net Assets 2016: $1,252,6072016Assets 2017: $1,225,719Liabilities 2017: $0Net Assets 2017: $1,225,7192017Assets 2018: $1,205,762Liabilities 2018: $0Net Assets 2018: $1,205,7622018Assets 2019: $1,222,350Liabilities 2019: $0Net Assets 2019: $1,222,3502019Assets 2020: $1,220,044Liabilities 2020: $0Net Assets 2020: $1,220,0442020Assets 2021: $1,195,259Liabilities 2021: $0Net Assets 2021: $1,195,2592021Assets 2022: $1,147,506Liabilities 2022: $0Net Assets 2022: $1,147,5062022Assets 2023: $1,117,097Liabilities 2023: $0Net Assets 2023: $1,117,0972023Assets 2024: $1,107,655Liabilities 2024: $0Net Assets 2024: $1,107,6552024

Highlighted filing

2024

Assets$1,107,655
Liabilities$0
Net Assets$1,107,655
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $89,198Expenses 2011: $85,481Net Income 2011: $3,7172011Revenue 2012: $95,551Expenses 2012: $86,938Net Income 2012: $8,6132012Revenue 2013: $165,633Expenses 2013: $89,851Net Income 2013: $75,7822013Revenue 2014: $132,410Expenses 2014: $94,633Net Income 2014: $37,7772014Revenue 2015: $32,976Expenses 2015: $95,658Net Income 2015: -$62,6822015Revenue 2016: $15,747Expenses 2016: $93,692Net Income 2016: -$77,9452016Revenue 2017: $70,154Expenses 2017: $93,396Net Income 2017: -$23,2422017Revenue 2018: $70,166Expenses 2018: $90,529Net Income 2018: -$20,3632018Revenue 2019: $104,989Expenses 2019: $88,237Net Income 2019: $16,7522019Revenue 2020: $87,730Expenses 2020: $90,138Net Income 2020: -$2,4082020Revenue 2021: $67,014Expenses 2021: $92,083Net Income 2021: -$25,0692021Revenue 2022: $51,027Expenses 2022: $98,776Net Income 2022: -$47,7492022Revenue 2023: $72,164Expenses 2023: $102,088Net Income 2023: -$29,9242023Revenue 2024: $87,846Expenses 2024: $96,974Net Income 2024: -$9,1282024

Highlighted filing

2024

Revenue$87,846
Expenses$96,974
Net Income-$9,128
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Gross Receipts
$345,971
Mission and Program Overview

Mission

Net income is to be paid 1/2 to rossville united methodist church of rossville, il, and 1/2 to st james united methodist church of danville il

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,117,097$1,107,655▼ $9,442
Investments in Publicly Traded Securities$1,083,374$1,068,080▼ $15,294
Savings and Temporary Cash Investments$33,723$39,575▲ $5,852
Total Assets$1,117,097$1,107,655▼ $9,442
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,117,097$1,107,655▼ $9,442
Total Liabilities and Net Assets / Fund Balance$1,117,097$1,107,655▼ $9,442
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
-Trustee$20,502$20,502
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$87,846
Other Revenue
$0
Change in Net Assets
$-9,128
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$74,227
Salaries, Compensation, and Employee Benefits$20,502
Other Expenses$2,245
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$74,227--$74,227
Current Officers, Directors, Trustees, and Key Employees-$20,502-$20,502
Fees for Services Accounting-$1,200-$1,200
Fees for Services Other-$1,044-$1,044
Fees for Service Investment Mgmnt Fees-$1-$1
Total Functional Expenses$74,227$22,747$0$96,974
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rossville United Methodist ChurchRossville, IL501(c)(3)To Support the Rossville United Methodist Church$37,113
St James United Methodist ChurchDanville, IL501(c)(3)To Support the St. James United Methodist Church$37,113
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The entity is a trust and no committees have been given authority to act on behalf of the trustee.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee, as sole member of the governing body, prepares the form 990. Senior tax department staff reviews the return for accuracy in content and calculations prior to filing with the irs.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Regions bank trustee fees are based on published fee schedules.”

Form 990, Page 6, Part VI, Line 19

“The trustee makes the annual tax return and documentation available upon written request. Paper copies will be provided.”

Filing and Contact Details

Filer

Filer Name
Anna Fox Kennedy Trust
EIN
37-6264615
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Lines 12, 13, and 14

“While the anna kennedy fox tua does not have a conflict of interest policy, a written whistleblower policy, or a written document retention & destruction policy, regions bank, the corporate trustee, does have all of the above policies. All bank policies are monitored by the bank's management.”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj (-$179), cy purchase of accrued interest (-$43), py purchase of accrued interest ($15), cy pending sales (-$36), py pending sales ($15), roc on cy sales (-$153), cost basis adj ($67)”

Raw XML Appendix310 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0312123
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0258125
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/OtherChangesInNetAssetsAmt0-314
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IRS990/OtherRevenueMiscGrp/Desc0cash in lieu of shares
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE ST. JAMES UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT THE ROSSVILLE UNITED METHODIST CHURCH
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROSSVILLE UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0370662571
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST DISTRIBUTES THE ENTIRE NET INCOME TO ONLY ST JAMES UNITED METHODIST CHURCH AND ROSSVILLE UNITED METHODIST CHURCH AS DIRECTED IN THE TRUST DOCUMENT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THE ANNA KENNEDY FOX TUA DOES NOT HAVE A CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION & DESTRUCTION POLICY, REGIONS BANK, THE CORPORATE TRUSTEE, DOES HAVE ALL OF THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATE TRUSTEE, AS SOLE MEMBER OF THE GOVERNING BODY, PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGIONS BANK TRUSTEE FEES ARE BASED ON PUBLISHED FEE SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MUTUAL FUND TIMING ADJ (-$179), CY PURCHASE OF ACCRUED INTEREST (-$43), PY PURCHASE OF ACCRUED INTEREST ($15), CY PENDING SALES (-$36), PY PENDING SALES ($15), ROC ON CY SALES (-$153), COST BASIS ADJ ($67)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINES 12, 13, AND 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01117097
IRS990/TotalAssetsEOYAmt01107655
IRS990/TotalAssetsGrp/BOYAmt01117097
IRS990/TotalAssetsGrp/EOYAmt01107655
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022747
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt074227
IRS990/TotalFunctionalExpensesGrp/TotalAmt096974
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01117097
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01107655
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt074226
IRS990/TotalReportableCompFromOrgAmt020502
IRS990/TotalRevenueGrp/ExclusionAmt087846
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087846
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01117097
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01107655
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058203141
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA FOX KENNEDY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0376264615
ReturnHeader/Filer/PhoneNum02058203141
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11647
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T09:01:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,107,655
Liabilities
$0
Net assets
$1,107,655
Revenue
$87,846
Expenses
$96,974
Net income
-$9,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.10$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.07$0.10$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.05$0.10$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.07$0.09$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.09$0.09$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.10$0.09$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.07$0.09$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.07$0.09$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.02$0.09$0.08
2015Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.03$0.10$0.06
2014Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.13$0.09$0.04
2013Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.17$0.09$0.08
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.10$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.09$0.09$0.00