At Kennedy & Co we are more than numbers.
Our dedication to community involvement is one of our priorities.

What is the Kennedy & Co Foundation?
Kennedy & Co Chartered Accountants have established the Kennedy & Co Foundation as the firm’s way to give back to the community in a more formalized manner. Since Kennedy & Co was founded in 1995 by Mr. Robert Kennedy, the firm has been passionate about supporting the community through the provision of pro bono accounting and audit services together with other support via monetary donations. The Partners and staff of Kennedy & Co are committed to being responsible leaders by investing increasing amounts of time, money and skills in community projects.

The Foundation will focus on a small number of strong partnerships, enabling us to have a greater impact within specific organisations and make our efforts more effective in the community. The key elements of our partnerships will be volunteerism involving people from all levels of the firm, pro bono work and donations.

What do Kennedy & Co Chartered Accountants get from the Foundation?
In addition to the pleasure of increased involvement with our community, Kennedy & Co Partners and staff will gain an enhanced understanding of those people in our community in need and how we can assist in ways which go beyond monetary donations.

What is the Foundation’s focus?
As a firm with a market leading female ratio who understand the importance of family, the Kennedy & Co Foundation will focus on supporting families and empowering women across South Australia, in their time of need. The Foundation will do this by raising and distributing funds, together with providing staff to assist with volunteering tasks and specific projects.

The Foundation aims to improve and protect the quality of life of South Australians by providing support to charitable organisations with strengths in women’s issues and family and community support. We are currently forging a major partnership in support of the women of Catherine House.

How is the Foundation structured?
The Foundation is governed by its trustee, Kennedy & Co Foundation Pty Ltd. The company has a board of directors, currently numbered at seven. As a company, it is subject to Australian Corporations law, with appropriate regulations for the appointment and removal of board members.

Who are the Directors?
The directors of the Trustee are: five senior partners of Kennedy & Co Chartered Accountants, namely Mr Paul Jorgensen, Mrs Antoinette Tatarelli, Mrs Kathy Mazzachi, Mr Dom Cosentino and Mr John Falzarano;
Ms Katrina Webb OAM and Mr Peter Koulizos.

For more information regarding the Kennedy & Co Foundation, please contact Antoinette Tatarelli or Nicole Peterson.

Which organisations are eligible for donations?
Under the terms of the Deed of The Kennedy & Co Foundation and the taxation laws, the Kennedy & Co Foundation can only make donations to charitable organisations with BOTH Deductible Gift Recipient (DGR) Item 1 and Tax Concession Charity (TCC) status. TCC status was formerly called Income Tax Exempt Charity (ITEC) status.

How can I apply for a funding grant?
Your eligible organisation may apply for a funding grant by completing the ‘Application for Support’ form, an example of which is included in this document. All grant applications will be considered at our quarterly board meetings.

Does 100% of my money go to Charity?
Kennedy & Co Chartered Accountants absorbs all administrative costs for the Foundation, and as such, 100% of your donation will go to charity.

How does donating to the Foundation give additional benefit to the Charity?
The Kennedy & Co Foundation in conjunction with Kennedy & Co will not only make monetary donations to projects but will also offer a partnership with the organisations to provide volunteering, pro bono services and mentoring advice.

Is my Kennedy & Co Foundation donation tax deductible?
Yes, donations of $2 or more are fully tax deductible.

Can I donate online?
At this stage donations are not able to be made online. This position may be subject to review.

How can I help the Kennedy & Co Foundation?
You can help the Kennedy & Co Foundation:

• By making a tax deductible donation;
• By volunteering your time or skills to one of our charitable partners;
• By spreading the word among family, friends, colleagues and others.
  
• By considering the Foundation in your will and making a bequest;
• By considering implementing a workplace giving program for your staff