Kern Foundation Irrevocable Trust
Kern Foundation Irrevocable Trust is a private foundation, based in Durham, NC. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $153K in total assets. In 2024, it awarded 5 grants totaling $4K. Net investment income was $25K.
Kern Foundation Irrevocable Trust at a glance
In short: Kern Foundation Irrevocable Trust gave $4K across 5 grants in 2024 (avg $880), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $4,400
- -53.7% vs 2023
- Grants made (2024)
- 5
- -37.5% vs 2023
- Average grant
- $880
- -25.9% vs 2023
- Median grant
- $900
- Total assets
- $153,268
- +15.1% vs 2023
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Kern Foundation Irrevocable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Raleigh Rescue Mission ($900). Together the top 5 received $4K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
States
Cities
How Kern Foundation Irrevocable Trust gives
- In 2024 it paid out 69% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $4K (2024) to $10K (2022). In 2024 it made 5 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Raleigh Rescue Mission Raleigh, NC | Charitable contribution to support organization | $900 |
| Nourish up Charlotte, NC | Charitable Contribution to support Organization | $900 |
| Urban Promise Charlotte, NC | Charitable Contribution to support Organization | $900 |
| Samaritans Purse Boone, NC | Charitable Contribution to support Organization | $900 |
| Charlotte NC Center for Hope Charlotte, NC | Charitable Contribution to support Organization | $800 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $153,268 | $26,539 | $6,390 | $4,400 | 5 | $4,400 | $25,374 | $6,351 |
| 2023 | $133,120 | $8,461 | $11,217 | $9,500 | 8 | $9,500 | $7,459 | $7,756 |
| 2022 | $174,499 | $-8,593 | $13,452 | $9,600 | 8 | $9,600 | $1,296 | — |
Under IRS private-foundation payout rules, Kern Foundation Irrevocable Trust reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kern Foundation Irrevocable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Susan Campbell
Trustee
On filings since 2022
No compensation reported
Thomas Campbell
Trustee
On filings since 2022
No compensation reported
Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Kern Foundation Irrevocable Trust
How much does Kern Foundation Irrevocable Trust give each year?
Kern Foundation Irrevocable Trust gave $4K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $10K across 8 grants.
What is Kern Foundation Irrevocable Trust's typical grant size?
Kern Foundation Irrevocable Trust's median grant in 2024 was $900, and its average grant was $880, across 5 grants on its 2024 IRS Form 990-PF.
Where does Kern Foundation Irrevocable Trust give grants?
Kern Foundation Irrevocable Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Charlotte, NC (3 grants).
Who are Kern Foundation Irrevocable Trust's largest grantees?
Kern Foundation Irrevocable Trust's largest 2024 grantees include Raleigh Rescue Mission ($900), Nourish up ($900) and Urban Promise ($900), according to its 2024 IRS Form 990-PF. Together they received 61% of its itemized 2024 grant dollars.
How large is Kern Foundation Irrevocable Trust?
Kern Foundation Irrevocable Trust reported $153K in total assets on its 2024 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Kern Foundation Irrevocable Trust's EIN?
Kern Foundation Irrevocable Trust's EIN (Employer Identification Number) is 26-6165374. IRS Form 990 filing data is available on this page for 2022–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
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