Nonprofit · EIN 65-6212721
LEWIS E KERN RES CHARITABLE TR UA 070385
Also known as BERTEAU JOHN T & GEORGE SEIDEN TTEE
Tax-exempt · SARASOTA, FL 34236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $38,610 | $96,943 | -$58,333 | $1,026,315 | $0 | $1,026,315 |
| December 31, 2024 | 990-PF | $48,191 | $92,970 | -$44,779 | $1,084,648 | $0 | $1,084,648 |
| December 31, 2023 | 990-PF | $81,948 | $96,634 | -$14,686 | $1,129,427 | $0 | $1,129,427 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $40,837
- Net gain from sales of assets
- -$2,236
- Other income
- $9
Expenses
- Grants and similar amounts paid
- $75,000
- Compensation of officers, directors and key employees
- $7,500
- Disbursements for charitable purposes
- $81,200
- Excise tax on investment income
- $349
Balance sheet and other
- Total assets, start of year
- $1,084,648
- Total assets, end of year
- $1,026,315
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,026,315
- Fair market value of assets
- $1,567,851
- Qualifying distributions
- $81,200
- Net investment income
- $40,846
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 |
|---|---|---|---|
| JEFFERY T TROIANO 50 CENTRAL AVENUE 8TH FLOOR, SARASOTA, FL 34236 | TRUSTEE | 1 | $7,500 |
| REBECCA SEIDEN 245 PRESTON ST, SHREVEPORT, LA 71105 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERY T TROIANO 50 CENTRAL AVENUE 8TH FLOOR, SARASOTA, FL 34236 | TRUSTEE | 1 | $7,529 |
| REBECCA SEIDEN 245 PRESTON ST, SHREVEPORT, LA 71105 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERY T TROIANO 50 CENTRAL AVENUE 8TH FLOOR, SARASOTA, FL 34236 | TRUSTEE | 1 | $8,546 |
| REBECCA SEIDEN 245 PRESTON ST, SHREVEPORT, LA 71105 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 50 CENTRAL AVENUE 8TH FLOOR, SARASOTA, FL 34236-5746
- Signed the 990-PF
- JEFFERY T TROIANO, TRUSTEE
- Phone
- (941) 366-4800
- Return prepared by
- KERKERING BARBERIO & CO
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
- 65-6212721
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,026,315
- Income (IRS master file)
- $233,708
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $38,610 | $96,943 | $1,026,315 | XML |
| 990-PF | December 2024 | $48,191 | $92,970 | $1,084,648 | IRS |
| 990-PF | December 2023 | $81,948 | $96,634 | $1,129,427 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 65-6212721).
Questions about LEWIS E KERN RES CHARITABLE TR UA 070385
- What is the EIN of LEWIS E KERN RES CHARITABLE TR UA 070385?
- The employer identification number (EIN) of LEWIS E KERN RES CHARITABLE TR UA 070385 is 65-6212721.
- Is LEWIS E KERN RES CHARITABLE TR UA 070385 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to LEWIS E KERN RES CHARITABLE TR UA 070385 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEWIS E KERN RES CHARITABLE TR UA 070385 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEWIS E KERN RES CHARITABLE TR UA 070385 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 LEWIS E KERN RES CHARITABLE TR UA 070385 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 LEWIS E KERN RES CHARITABLE TR UA 070385?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $7,500 (JEFFERY T TROIANO, TRUSTEE).
- How much revenue does LEWIS E KERN RES CHARITABLE TR UA 070385 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,610, expenses of $96,943 and total assets of $1,026,315 at year end.
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All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations