Nonprofit · EIN 46-4475109
RITA BARBOUR KERN FOUNDATION
Tax-exempt · TOLEDO, OH 43604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,283,231 | $1,522,485 | $760,746 | $20,967,541 | $0 | $20,967,541 |
| December 31, 2024 | 990-PF | $1,310,654 | $1,497,199 | -$186,545 | $19,488,247 | $0 | $19,488,247 |
| December 31, 2023 | 990-PF | $898,612 | $1,284,020 | -$385,408 | $19,674,792 | $0 | $19,674,792 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $544,228
- Interest
- $80,494
- Net gain from sales of assets
- $1,418,424
- Other income
- $240,085
Expenses
- Grants and similar amounts paid
- $1,326,679
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $1,326,679
- Excise tax on investment income
- $29,813
Balance sheet and other
- Total assets, start of year
- $19,488,247
- Total assets, end of year
- $20,967,541
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,967,541
- Fair market value of assets
- $27,818,751
- Qualifying distributions
- $1,326,679
- Net investment income
- $2,283,231
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roger Berkowitz 3000 Galloway Ridge Apt C005, Pittsboro, NC 27231 | Trustee | 1.5 | $7,500 |
| David C Krock 3039 Sugar Ridge Road, Pemberville, OH 43450 | Trustee | 2 | $7,500 |
| Nan L Wallace 337 Hillside Drive, Rossford, OH 43460 | Trustee | 0.5 | $5,000 |
| Nancy E Hibbert 2718 Sandalwood, Toledo, OH 43614 | Trustee | 1 | $5,000 |
| Carolyn M Putney 4343 W Bancroft Street 3B, Toledo, OH 43615 | Trustee | 0.5 | $5,000 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roger Berkowitz 3000 Galloway Ridge Apt C005, Pittsboro, NC 27231 | Trustee | 1.5 | $10,000 |
| David C Krock 3039 Sugar Ridge Road, Pemberville, OH 43450 | Trustee | 2 | $10,000 |
| Nan L Wallace 337 Hillside Drive, Rossford, OH 43460 | Trustee | 0.5 | $7,500 |
| Nancy E Hibbert 2718 Sandalwood, Toledo, OH 43614 | Trustee | 1 | $7,500 |
| Carolyn M Putney 4343 W Bancroft Street 3B, Toledo, OH 43615 | Trustee | 0.5 | $7,500 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roger Berkowitz 3000 Galloway Ridge Apt C005, Pittsboro, NC 27231 | Trustee | 1.5 | $7,500 |
| David C Krock 3039 Sugar Ridge Road, Pemberville, OH 43450 | Trustee | 2 | $7,500 |
| Nan L Wallace 337 Hillside Drive, Rossford, OH 43460 | Trustee | 0.5 | $5,000 |
| Nancy E Hibbert 2718 Sandalwood, Toledo, OH 43614 | Trustee | 1 | $5,000 |
| Carolyn M Putney 4343 W Bancroft Street 3B, Toledo, OH 43615 | Trustee | 0.5 | $5,000 |
Address and contacts
- Address (IRS master file)
- ONE SEAGATE 27, TOLEDO, OH 43604-1558
- In care of
- % DAVID C KROCK
- Signed the 990-PF
- David C Krock, Trustee
- Phone
- (419) 247-1679
- Return prepared by
- Eastman & Smith Ltd
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-4475109
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $20,967,541
- Income (IRS master file)
- $7,522,471
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,283,231 | $1,522,485 | $20,967,541 | IRS |
| 990-PF | December 2024 | $1,310,654 | $1,497,199 | $19,488,247 | IRS |
| 990-PF | December 2023 | $898,612 | $1,284,020 | $19,674,792 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 46-4475109).
Questions about RITA BARBOUR KERN FOUNDATION
- What is the EIN of RITA BARBOUR KERN FOUNDATION?
- The employer identification number (EIN) of RITA BARBOUR KERN FOUNDATION is 46-4475109.
- Is RITA BARBOUR KERN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to RITA BARBOUR KERN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RITA BARBOUR KERN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RITA BARBOUR KERN FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RITA BARBOUR KERN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of RITA BARBOUR KERN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $7,500 (Roger Berkowitz, Trustee).
- How much revenue does RITA BARBOUR KERN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,283,231, expenses of $1,522,485 and total assets of $20,967,541 at year end.
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