George W and Lolita D Kern is a private foundation focused on Education, based in WINCHESTER, KY. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 12 grants totaling $86K. Net investment income was $46K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.0M
-5.1% YoY
Annual Giving
$86K
+15.7% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$7K
+6.0% YoY
Under IRS private-foundation payout rules, George W and Lolita D Kern reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
About George W and Lolita D Kern
Based on IRS filings
George W and Lolita D Kern is a private foundation focused on Education, based in WINCHESTER, KY. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 12 grants totaling $86K. Net investment income was $46K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,020,450 | $1,074,818 | $1,145,335 |
| Revenue | $58,414 | $31,816 | $41,899 |
| Expenses | $112,782 | $102,333 | $62,470 |
| Qualifying Distributions | $85,600 | $74,000 | $52,750 |
| Net Investment Income | $45,584 | $23,956 | $35,156 |
| Distributable Amount | $63,567 | $60,612 | $59,784 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
34 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Collegiate School ($20,000), Bowdoin College ($16,000), University of Pennsylvania ($11,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BOSTON UNIVERSITY SCHOOL OF EDUCATION BOSTON, MA | SCHOLARSHIPS | $3,000 |
| BOWDOIN COLLEGE BRUNSWICK, ME | SCHOLARSHIPS | $16,000 |
| COLLEGIATE SCHOOL NEW YORK, NY | SCHOLARSHIPS | $20,000 |
| GREENWICH ACADEMY GREENWICH, CT | SCHOLARSHIPS | $6,000 |
| GREENWICH COUNTRY DAY SCHOOL GREENWICH, CT | SCHOLARSHIPS | $5,100 |
| LINDSEY WILSON COLLEGE COLUMBIA, KY | SCHOLARSHIPS | $3,000 |
| NEW YORK UNIVERSITY NYU ARTS & SCIENCES NEW YORK, NY | SCHOLARSHIPS | $1,000 |
| PRINCETON UNIVERSITY SCHOOL OF EDUCATION PRINCETON, NJ | SCHOLARSHIPS | $6,000 |
| SAINT ANDREWS-SEWANEE SCHOOL SAINT ANDREWS, TN | SCHOLARSHIPS | $3,000 |
| SAYRE SCHOOL LEXINGTON, KY | SCHOLARSHIPS | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JANE H MCCREADY | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is George W and Lolita D Kern?
George W and Lolita D Kern is a private foundation focused on Education, based in WINCHESTER, KY. It holds $1.0M in total assets as of 2025.
How large is George W and Lolita D Kern?
As of 2025, George W and Lolita D Kern holds $1.0M in total assets with $58K in annual revenue. It awarded 12 grants totaling $86K in 2025.
Where does George W and Lolita D Kern operate?
George W and Lolita D Kern has awarded grants in Connecticut, Kentucky, Massachusetts, Maine, New Jersey, New York, Pennsylvania, Tennessee, Virginia.
What size grants does George W and Lolita D Kern award?
In 2025, George W and Lolita D Kern awarded 12 grants totaling $86K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is George W and Lolita D Kern required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, George W and Lolita D Kern reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is George W and Lolita D Kern's EIN?
George W and Lolita D Kern's EIN (Employer Identification Number) is 61-1240355. IRS Form 990 filing data is available on this page for 2023–2025.
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Browse active grant opportunities in George W and Lolita D Kern's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.