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Lewis E Kern Res Charitable Tr Ua 070385

Berteau John T & George Seiden Ttee
  • Sarasota, FL
  • Tax-exempt since Dec. 1996
  • EIN: 65-6212721

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
$48.2k (2024)

Expenses
$93k (2024)

Total Assets
$1.08M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 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
$48,191
Expenses
$92,970
Net Income
-$44,779
Net Assets
$1,084,648
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,189
87.5%
Sales of Assets $5,988
12.4%
Other Income $14
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,108
81.9%
Compensation of Officers* $7,529
8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,084,648
Total Liabilities $0
Net Assets $1,084,648
Compensation
Key Employees and Officers Compensation Other
Jeffery T Troiano (Trustee) $7,529 $0
Rebecca Seiden (Trustee) $0 $0

Document Links

990-PF
Filed on May 14, 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
$81,948
Expenses
$96,634
Net Income
-$14,686
Net Assets
$1,129,427
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,060
47.7%
Sales of Assets $42,875
52.3%
Other Income $13
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,278
84.1%
Compensation of Officers* $8,546
8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,129,427
Total Liabilities $0
Net Assets $1,129,427
Compensation
Key Employees and Officers Compensation Other
Jeffery T Troiano (Trustee) $8,546 $0
Rebecca Seiden (Trustee) $0 $0

Document Links

990-PF
Filed on April 9, 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
$50,017
Expenses
$96,381
Net Income
-$46,364
Net Assets
$1,144,113
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,146
68.3%
Sales of Assets $15,855
31.7%
Other Income $16
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,171
84.2%
Compensation of Officers* $8,500
8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,144,113
Total Liabilities $0
Net Assets $1,144,113
Compensation
Key Employees and Officers Compensation Other
Jeffery T Troiano (Trustee) $8,500 $0
Rebecca Seiden (Trustee) $0 $0

Document Links

990-PF
Filed on June 19, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,205
Expenses
$74,025
Net Income
-$20,820
Net Assets
$1,190,477
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,765
65.3%
Sales of Assets $18,432
34.6%
Other Income $8
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,487
84.4%
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 $1,190,477
Total Liabilities $0
Net Assets $1,190,477
Compensation
Key Employees and Officers Compensation Other
John T Berteau (Trustee) $0 $0
Rebecca Seiden (Trustee) $0 $0

Document Links

990-PF
Filed on May 16, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,020
Expenses
$82,220
Net Income
-$45,200
Net Assets
$1,211,296
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,073
81.2%
Sales of Assets $6,947
18.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,820
82.5%
Compensation of Officers* $8,500
10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,211,297
Total Liabilities $1
Net Assets $1,211,296
Compensation
Key Employees and Officers Compensation Other
John T Berteau (Trustee) $8,500 $0
Rebecca Seiden (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 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
$66,567
Expenses
$74,611
Net Income
-$8,044
Net Assets
$1,256,497
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,977
58.6%
Sales of Assets $27,567
41.4%
Other Income $23
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $59,267
79.4%
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 $1,256,497
Total Liabilities $0
Net Assets $1,256,497

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,796
Expenses
$66,534
Net Income
-$9,738
Net Assets
$1,285,716
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,400
2.5%
Interest Revenue $0
Dividends $28,355
49.9%
Sales of Assets $27,041
47.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,195
83.0%
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 $1,285,716
Total Liabilities $0
Net Assets $1,285,716

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$346,621
Expenses
$48,689
Net Income
$297,932
Net Assets
$1,295,454
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $280,245
80.9%
Interest Revenue $0
Dividends $28,217
8.1%
Sales of Assets $37,822
10.9%
Other Income $337
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,329
78.7%
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 $1,295,454
Total Liabilities $0
Net Assets $1,295,454

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,133
Expenses
$59,721
Net Income
$39,412
Net Assets
$997,522
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,702
16.8%
Interest Revenue $0
Dividends $26,617
26.8%
Sales of Assets $55,492
56.0%
Other Income $322
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,034
85.5%
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 $997,522
Total Liabilities $0
Net Assets $997,522

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$236,959
Expenses
$45,055
Net Income
$191,904
Net Assets
$958,110
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $206,412
87.1%
Interest Revenue $0
Dividends $20,455
8.6%
Sales of Assets $9,935
4.2%
Other Income $157
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,159
80.3%
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 $958,110
Total Liabilities $0
Net Assets $958,110

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$126,827
Expenses
$40,107
Net Income
$86,720
Net Assets
$766,206
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $18,050
14.2%
Sales of Assets $108,673
85.7%
Other Income $94
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,237
87.9%
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 $766,206
Total Liabilities $0
Net Assets $766,206

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

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 »

Get the Data

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.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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