Rita Barbour Kern Foundation

EIN 46-4475109 • Toledo, OH

Pub. 78 Eligible

One Seagate 27Toledo, OH 43604

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2022

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2022

-92%

Higher net margin than 5% of similar nonprofits.

$10M-$25M nonprofits • Source year 2022

$7,500

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2021

-3.0%

Faster asset growth than 21% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2021 to 2022

-35%

Faster revenue growth than 9% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets19th percentile

Assets

Down

$19,488,247

Down $186,545 (-0.9%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

Down

$19,488,247

Down $186,545 (-0.9%) from 2023

Operations

Liabilities / Revenue18th percentile Net Margin5th percentile

Revenue

$1,310,654

Up $412,042 (+46%) from 2023

Expenses

$1,497,199

Up $213,179 (+17%) from 2023

Net Income

-$186,545

Up $198,863 (+52%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$19,488,247

Liabilities$0

Net Assets$19,488,247

Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$1,310,654

Expenses$1,497,199

Net Income-$186,545

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,488,247
Liabilities: $0
Net assets: $19,488,247
Revenue: $1,310,654
Expenses: $1,497,199
Net income: -$186,545

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$19.5	$0.00	$19.5	$1.31	$1.50	$0.19
2023Detailed filing. Detailed filing data is available for this year.	$19.7	$0.00	$19.7	$0.90	$1.28	$0.39
2022Detailed filing. Detailed filing data is available for this year.	$20.1	$0.00	$20.1	$0.68	$1.31	$0.62
2021Detailed filing. Detailed filing data is available for this year.	$20.7	$0.00	$20.7	$1.05	$1.35	$0.30
2020Detailed filing. Detailed filing data is available for this year.	$21.0	$0.00	$21.0	$17.9	$1.11	$16.8
2019Detailed filing. Detailed filing data is available for this year.	$4.16	$0.00	$4.16	$0.17	$0.38	$0.21
2018Detailed filing. Detailed filing data is available for this year.	$4.38	$0.00	$4.38	$1.01	$0.29	$0.72
2017Detailed filing. Detailed filing data is available for this year.	$3.65	$0.00	$3.65	$0.45	$0.27	$0.18
2016Detailed filing. Detailed filing data is available for this year.	$3.47	$0.00	$3.47	$1.32	$0.36	$0.96
2015Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50	$0.65	$0.13	$0.52
2014Summary only. Only limited summary data is available for this year.	$1.98	$0.00		$1.99	$0.01	$1.99

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 13, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay65th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Roger Berkowitz	Trustee	-	$10,000	-	$10,000
David C Krock	Trustee	-	$10,000	-	$10,000
Nan L Wallace	Trustee	-	$7,500	-	$7,500
Nancy E Hibbert	Trustee	-	$7,500	-	$7,500
Carolyn M Putney	Trustee	-	$7,500	-	$7,500

Filing and Contact Details

Filer

Filer Name: Rita Barbour Kern Foundation
EIN: 46-4475109
Phone: 4192471679
Address: One Seagate 27, Toledo, OH 43604

Signing Officer

Name: David C Krock
Title: Trustee
Signed: 2025-05-13
Discuss with paid preparer: Yes

Preparer

Firm: Eastman & Smith Ltd
Address: PO Box 10032, Toledo, OH 43699
Preparer: David C Krock
Phone: 4192416000

Raw XML Appendix343 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	One Seagate 27th Floor
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Toledo
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	43604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	David C Krock
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4192471679
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A no direct charitable activities
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	730000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	540000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Gift to qualified charitable organization pursuant to the terms of the Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Gift to qualified charitable organization pursuant to the terms of the Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Gift to qualified charitable organizatio pursuant to the terms of the Foundation.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Toledo Museum of Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Toledo Orchestra Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Dorset Village Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2445 Monroe Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1838 Parkwood Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	P O Box 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Dorset
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	43620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	43697
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	05251
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1285000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1246237
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1246237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	14667
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	14667
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	38763
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	38763
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1285000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	38763
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	53430
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	14667
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	1	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES PAID 05/22/2024
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	1	LEGAL FEES PAID 12/29/2024
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	1	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	17100
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	1	25139
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	2993
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	1	4399
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	-5984
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Differences tax/cash reporting
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	-7953
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	clearstead
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Misc expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	25000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	669
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	669
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	137618
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	137618
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	3	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	21830
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	21935
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	20369
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	3	20346
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	First Quarter Schwab Advisory
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	Fourth Quarter Schwab Advisory
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	Second Quarter Schwab Advisory
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	3	Third Quarter Schwab Advisory
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	3	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	21830
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	21935
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	20369
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	3	20346
TaxesSchedule/TaxesDetail/Amt	0	12500
TaxesSchedule/TaxesDetail/Amt	1	817
TaxesSchedule/TaxesDetail/Amt	2	221
TaxesSchedule/TaxesDetail/Amt	3	3773
TaxesSchedule/TaxesDetail/CategoryTxt	0	2024 FORM 990 ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt	1	Schwab Act No 4385-8047 foreign tax w/h
TaxesSchedule/TaxesDetail/CategoryTxt	2	Schwab Act No. 7771-7287 foreign tax w/h
TaxesSchedule/TaxesDetail/CategoryTxt	3	Schwab Act. No 4779-6442 foreign tax w/h
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	12500
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	817
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	221
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	3773
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	David C Krock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Rita Barbour Kern Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	RITA
ReturnHeader/Filer/EIN	0	464475109
ReturnHeader/Filer/PhoneNum	0	4192471679
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	One Seagate 27
ReturnHeader/Filer/USAddress/CityNm	0	Toledo
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	43604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	344404967
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Eastman & Smith Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO Box 10032
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Toledo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	43699
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4192416000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	David C Krock
ReturnHeader/ReturnTs	0	2025-05-13T08:25:48-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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