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Nonprofit · EIN 39-1923558

THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC

Tax-exempt · WAUKESHA, WI 53189

Financials

$170.2M$80.7M2023$52.9M$97.3M2024
Revenue Expenses · by fiscal year end
Financials of THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$52,929,251$97,266,071-$44,336,820$836,952,772$0$836,952,772
December 31, 2023990-PF$170,205,304$80,667,943$89,537,361$841,791,534$0$841,791,534
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$8,684,791
Net gain from sales of assets
$37,290,453
Other income
$6,954,007

Expenses

Grants and similar amounts paid
$66,528,519
Compensation of officers, directors and key employees
$1,644,107
Salaries, compensation and benefits (total)
$2,381,201
Disbursements for charitable purposes
$92,388,093
Excise tax on investment income
$818,804

Balance sheet and other

Total assets, start of year
$841,791,534
Total assets, end of year
$836,952,772
Total liabilities, end of year
$0
Net assets, end of year
$836,952,772
Fair market value of assets
$836,952,772
Qualifying distributions
$92,388,093
Net investment income
$63,317,361

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
RAHN JAMES C
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR & PRESIDENT40$753,419$92,344
SENSKE MICHAEL W
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
CFO & TREASURER40$467,836$88,296
BODE KYLE R
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
VICE PRESIDENT40$409,852$87,093
STAWSKI CHRISTOPHER
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
PROGRAM DIRECTOR
Highest-paid employee
40$229,608$72,073
MELTON DOUG
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
PROGRAM DIRECTOR
Highest-paid employee
40$219,639$69,355
WILKEN KAREN
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
PROGRAM DIRECTOR
Highest-paid employee
40$195,177$64,148
RAMIREZ KELLY
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
PROGRAM DIRECTOR
Highest-paid employee
40$156,731$55,524
ZWISLER STASIA
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
PROGRAM DIRECTOR
Highest-paid employee
40$152,177$67,685
HANSON GAIL
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$3,000$0
GRABER RICHARD
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$2,000$0
PIERSON WARREN
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$2,000$0
RAMIREZ AUSTIN
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$2,000$0
ROELL STEVEN
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$2,000$0
TABAT DAWN
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$2,000$0
PETERSON MARCIA
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR & CHAIRMAN OF THE BOARD10$0$0
990-PF for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensationOther / benefits
RAHN JAMES C
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR & PRESIDENT40$711,404$84,339
BODE KYLE R
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
VICE PRESIDENT40$379,817$80,819
SENSKE MICHAEL W
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
CFO & TREASURER40$362,454$85,739
STAWSKI CHRISTOPHER
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
PROGRAM DIRECTOR
Highest-paid employee
40$219,325$66,986
MELTON DOUG
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
PROGRAM DIRECTOR
Highest-paid employee
40$210,142$63,872
WILKEN KAREN
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
PROGRAM DIRECTOR
Highest-paid employee
40$186,696$63,741
ZWISLER STASIA
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
PROGRAM DIRECTOR
Highest-paid employee
40$178,812$66,569
PURVIS ELIZABETH
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
PROGRAM DIRECTOR
Highest-paid employee
40$160,242$51,351
HANSON GAIL
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$3,000$0
TABAT DAWN
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$3,000$0
GRABER RICHARD
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$2,000$0
PIERSON WARREN
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$2,000$0
ROELL STEVEN
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$2,000$0
RAMIREZ AUSTIN
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR1$1,500$0
PETERSON MARCIA
W305 S4239 BROOKHILL ROAD, WAUKESHA, WI 53189
DIRECTOR & CHAIRMAN OF THE BOARD10$0$0

Address and contacts

Address (IRS master file)
W305S4239 BROOKHILL RD, WAUKESHA, WI 53189-9126
Signed the 990-PF
JAMES C RAHN, PRESIDENT
Phone
(262) 968-6838
Return prepared by
BAKER TILLY ADVISORY GROUP LP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-1923558
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$836,952,772
Income (IRS master file)
$203,685,328

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$52,929,251$97,266,071$836,952,772IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$170,205,304$80,667,943$841,791,534XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1923558).

Questions about THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC

What is the EIN of THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC?
The employer identification number (EIN) of THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC is 39-1923558.
Is THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 15 people; 14 received compensation from the organization, the highest $753,419 (RAHN JAMES C, DIRECTOR & PRESIDENT).
How much revenue does THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $52,929,251, expenses of $97,266,071 and total assets of $836,952,772 at year end.

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