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Rita Barbour Kern Foundation

  • Toledo, OH
  • Tax-exempt since June 2015
  • EIN: 46-4475109

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.31M (2024)

Expenses
$1.5M (2024)

Total Assets
$19.5M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,310,654
Expenses
$1,497,199
Net Income
-$186,545
Net Assets
$19,488,247
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $40,433
3.1%
Dividends $574,590
43.8%
Sales of Assets $558,013
42.6%
Other Income $137,618
10.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,285,000
85.8%
Compensation of Officers* $42,500
2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,488,247
Total Liabilities $0
Net Assets $19,488,247
Compensation
Key Employees and Officers Compensation Other
Roger Berkowitz (Trustee) $10,000 $0
David C Krock (Trustee) $10,000 $0
Nan L Wallace (Trustee) $7,500 $0
Nancy E Hibbert (Trustee) $7,500 $0
Carolyn M Putney (Trustee) $7,500 $0
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Document Links

990-PF
Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$898,612
Expenses
$1,284,020
Net Income
-$385,408
Net Assets
$19,674,792
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,003
0.2%
Dividends $602,251
67.0%
Sales of Assets $215,898
24.0%
Other Income $78,460
8.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,130,000
88.0%
Compensation of Officers* $30,000
2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,674,792
Total Liabilities $0
Net Assets $19,674,792
Compensation
Key Employees and Officers Compensation Other
Roger Berkowitz (Trustee) $7,500 $0
David C Krock (Trustee) $7,500 $0
Nan L Wallace (Trustee) $5,000 $0
Nancy E Hibbert (Trustee) $5,000 $0
Carolyn M Putney (Trustee) $5,000 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$681,114
Expenses
$1,305,552
Net Income
-$624,438
Net Assets
$20,060,200
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11,940
1.8%
Dividends $469,725
69.0%
Sales of Assets $165,786
24.3%
Other Income $33,663
4.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,159,000
88.8%
Compensation of Officers* $30,000
2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,060,200
Total Liabilities $0
Net Assets $20,060,200
Compensation
Key Employees and Officers Compensation Other
Roger Berkowitz (Trustee) $7,500 $0
David C Krock (Trustee) $7,500 $0
Nan L Wallace (Trustee) $5,000 $0
Nancy E Hibbert (Trustee) $5,000 $0
Carolyn M Putney (Trustee) $5,000 $0
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Document Links

990-PF
Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,049,483
Expenses
$1,346,891
Net Income
-$297,408
Net Assets
$20,684,638
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $362
0.0%
Dividends $405,420
38.6%
Sales of Assets $520,459
49.6%
Other Income $123,242
11.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,243,366
92.3%
Compensation of Officers* $30,000
2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,684,638
Total Liabilities $0
Net Assets $20,684,638
Compensation
Key Employees and Officers Compensation Other
Roger Berkowitz (Trustee) $7,500 $0
David C Krock (Trustee) $7,500 $0
Nan L Wallace (Trustee) $5,000 $0
Nancy E Hibbert (Trustee) $5,000 $0
Carolyn M Putney (Trustee) $5,000 $0
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Document Links

990-PF
Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,934,414
Expenses
$1,114,455
Net Income
$16,819,959
Net Assets
$20,982,045
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $17,532,810
97.8%
Interest Revenue $1,663
0.0%
Dividends $492,492
2.7%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,036,101
93.0%
Compensation of Officers* $42,500
3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,982,046
Total Liabilities $1
Net Assets $20,982,045
Compensation
Key Employees and Officers Compensation Other
Nan L Wallace (Trustee) $7,500 $0
Roger Berkowitz (Trustee) $7,500 $0
David C Krock (Trustee) $7,500 $0
Nancy E Hibbert (Trustee) $7,500 $0
Carolyn M Putney (Trustee) $7,500 $0
+ View more people

Document Links

990-PF
Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$168,235
Expenses
$381,328
Net Income
-$213,093
Net Assets
$4,162,086
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $759
0.5%
Dividends $126,384
75.1%
Sales of Assets $41,092
24.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $327,095
85.8%
Compensation of Officers* $30,000
7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,162,087
Total Liabilities $1
Net Assets $4,162,086
Compensation
Key Employees and Officers Compensation Other
Roger Berkowitz (Trustee) $7,500 $0
David C Krock (Trustee) $7,500 $0
Nan L Wallace (Trustee) $5,000 $0
Nancy E Hibbert (Trustee) $5,000 $0
Carolyn M Putney (Trustee) $5,000 $0
+ View more people

Document Links

990-PF
Filed on July 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,011,963
Expenses
$287,081
Net Income
$724,882
Net Assets
$4,375,743
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $850,000
84.0%
Interest Revenue $364
0.0%
Dividends $112,288
11.1%
Sales of Assets $49,311
4.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $235,294
82.0%
Compensation of Officers* $30,000
10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,375,743
Total Liabilities $0
Net Assets $4,375,743
Compensation
Key Employees and Officers Compensation Other
Nan L Wallace (Trustee) $5,000 $0
Roger Berkowitz (Trustee) $5,000 $0
David C Krock (Trustee) $5,000 $0
Nancy E Hibbert (Trustee) $5,000 $0
Carolyn M Putney (Trustee) $5,000 $0
Phyllis B Morton (Trustee) $5,000 $0
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Document Links

990-PF
Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$448,543
Expenses
$271,883
Net Income
$176,660
Net Assets
$3,648,205
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $325,000
72.5%
Interest Revenue $171
0.0%
Dividends $95,609
21.3%
Sales of Assets $27,763
6.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,000
62.5%
Compensation of Officers* $30,000
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,648,205
Total Liabilities $0
Net Assets $3,648,205
Compensation
Key Employees and Officers Compensation Other
Nan L Wallace (Trustee) $5,000 $0
Roger Berkowitz (Trustee) $5,000 $0
David C Krock (Trustee) $5,000 $0
Nancy E Hibbert (Trustee) $5,000 $0
Carolyn M Putney (Trustee) $5,000 $0
Phyllis B Morton (Trustee) $5,000 $0
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Document Links

990-PF
Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,324,877
Expenses
$360,711
Net Income
$964,166
Net Assets
$3,469,239
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $27,869
2.1%
Interest Revenue $11
0.0%
Dividends $61,813
4.7%
Sales of Assets $1,235,184
93.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $295,000
81.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,469,239
Total Liabilities $0
Net Assets $3,469,239
Compensation
Key Employees and Officers Compensation Other
Rita B Kern (Trustee) $0 $0
Roger Berkowitz (Trustee) $0 $0
David C Krock (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$646,248
Expenses
$129,098
Net Income
$517,150
Net Assets
$2,501,193
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $48,209
7.5%
Sales of Assets $598,032
92.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $48,000
37.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,501,193
Total Liabilities $0
Net Assets $2,501,193
Compensation
Key Employees and Officers Compensation Other
Rita B Kern (Trustee) $0 $0
Roger Berkowitz (Trustee) $0 $0
David C Krock (Trustee) $0 $0

Document Links

990-PF
Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,994,565
Expenses
$8,731
Net Income
$1,985,834
Net Assets
$1,984,061
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $875,190
43.9%
Interest Revenue $5
0.0%
Dividends $50,270
2.5%
Sales of Assets $1,069,100
53.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,984,061
Total Liabilities $0
Net Assets $1,984,061

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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