Lewis E Kern Charitable Residuary Trust
Lewis E Kern Charitable Residuary Trust is a private foundation, based in Sarasota, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 9 grants totaling $75K. Net investment income was $25K.
Lewis E Kern Charitable Residuary Trust at a glance
In short: Lewis E Kern Charitable Residuary Trust gave $75K across 9 grants in 2025 (avg $8K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $75,000
- +7.1% vs 2024
- Grants made (2025)
- 9
- +12.5% vs 2024
- Average grant
- $8,333
- -4.8% vs 2024
- Median grant
- $10,000
- Total assets
- $1,026,315
- -5.4% vs 2024
- Primary geography
- Florida (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lewis E Kern Charitable Residuary Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Team Gleason Foundation ($12K). Together the top 9 received $75K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Lewis E Kern Charitable Residuary Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $60K (2021) to $75K (2025). In 2025 it made 9 grants totaling $75K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Team Gleason Foundation New Orleans, LA | General | $12,000 |
| All Faiths Food Bank Sarasota, FL | General | $10,000 |
| Boys & Girls Club of Sarasota and Desoto Counties Sarasota, FL | General | $10,000 |
| Habitat for Humanity Sarasota, FL | General | $10,000 |
| Tiffany Strong Scholarship Foundation Bossier City, LA | General | $10,000 |
| Community Foundation of Sarasota County Sarasota, FL | General | $7,500 |
| Holy Angels Shreveport, LA | General | $7,500 |
| Humane Society of NW Louisiana Shreveport, LA | General | $4,000 |
| Robinson's Rescue Shreveport, LA | General | $4,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,026,315 | $38,610 | $96,943 | $75,000 | 9 | $81,200 | $25,103 | $73,965 |
| 2024 | $1,084,648 | $48,191 | $92,970 | $70,000 | 8 | $76,108 | $32,609 | $70,866 |
| 2023 | $1,129,427 | $81,948 | $96,634 | $75,000 | 9 | $81,278 | $67,092 | $65,235 |
| 2022 | $1,144,113 | $50,017 | $96,381 | $75,000 | 8 | $81,171 | $35,044 | $68,539 |
| 2021 | $1,190,477 | $53,205 | $74,025 | $60,000 | 7 | $62,487 | $41,667 | $75,953 |
| 2020 | $1,211,297 | $37,020 | $82,220 | $62,000 | 6 | — | $22,620 | $65,450 |
Under IRS private-foundation payout rules, Lewis E Kern Charitable Residuary Trust reported a distributable amount of $74K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lewis E Kern Charitable Residuary Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jeffery T. Troiano
Trustee
On filings since 2022
1 hr/week
$9K (2022) → $8K (2025)
Rebecca Seiden
Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: John T. Berteau (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Jeffery T Troiano (Trustee).
Frequently asked questions about Lewis E Kern Charitable Residuary Trust
How much does Lewis E Kern Charitable Residuary Trust give each year?
Lewis E Kern Charitable Residuary Trust gave $75K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 8 grants.
What is Lewis E Kern Charitable Residuary Trust's typical grant size?
Lewis E Kern Charitable Residuary Trust's median grant in 2025 was $10,000, and its average grant was $8,333, across 9 grants on its 2025 IRS Form 990-PF.
Where does Lewis E Kern Charitable Residuary Trust give grants?
Lewis E Kern Charitable Residuary Trust gives mostly in Florida: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Louisiana (50%). The most frequent recipient cities were Sarasota, FL (4 grants) and Shreveport, LA (3 grants).
Does Lewis E Kern Charitable Residuary Trust give general operating support?
Yes: 100% of Lewis E Kern Charitable Residuary Trust's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lewis E Kern Charitable Residuary Trust's largest grantees?
Lewis E Kern Charitable Residuary Trust's largest 2025 grantees include Team Gleason Foundation ($12,000), All Faiths Food Bank ($10,000) and Boys & Girls Club of Sarasota and Desoto Counties ($10,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Lewis E Kern Charitable Residuary Trust?
Lewis E Kern Charitable Residuary Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $81K in qualifying distributions that year, against a required minimum of $74K (roughly 5% of its investment assets).
What is Lewis E Kern Charitable Residuary Trust's EIN?
Lewis E Kern Charitable Residuary Trust's EIN (Employer Identification Number) is 65-6212721. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 19, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Lewis E Kern Charitable Residuary Trust funds
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