Lewis E Kern Charitable Residuary Trust
Lewis E Kern Charitable Residuary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 8 grants totaling $70K. Net investment income was $33K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
-4.0% YoY
Annual Giving
$70K
-6.7% YoY
Grant Count
8
-11.1% YoY
Avg Grant Size
$9K
+5.0% YoY
About Lewis E Kern Charitable Residuary Trust
Based on IRS filings
Lewis E Kern Charitable Residuary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 8 grants totaling $70K. Net investment income was $33K.
Focus Areas
Ready to take the next step with Lewis E Kern Charitable Residuary Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,084,648 | $1,129,427 | $1,144,113 |
| Revenue | $48,191 | $81,948 | $50,017 |
| Expenses | $92,970 | $96,634 | $96,381 |
| Qualifying Distributions | $76,108 | $81,278 | $81,171 |
| Net Investment Income | $32,609 | $67,092 | $35,044 |
| Distributable Amount | $70,866 | $65,235 | $68,539 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REBECCA SEIDEN | TRUSTEE | 1 | — |
| JEFFERY T TROIANO | TRUSTEE | 1 | $7,529 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
The Shore Lane Family Foundation Inc
BOCA GRANDE, FL
Assets
$335
Grants
20
Total Given
$430K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Lewis E Kern Charitable Residuary Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities