Rita Barbour Kern Foundation

990PF • Fiscal year 2023 • EIN 46-4475109

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile

One Seagate 27Toledo, OH 43604

(419) 247-1679

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

-43%

Higher net margin than 13% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

$7,500

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

-1.9%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

32%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets19th percentile

Assets

Down

$19,674,792

Down $385,408 (-1.9%) from 2022

Net Assets

Down

$19,674,792

Down $385,408 (-1.9%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue18th percentile Net Margin13th percentile

Revenue

$898,612

Up $217,498 (+32%) from 2022

Expenses

Down

$1,284,020

Down $21,532 (-1.6%) from 2022

Net Income

-$385,408

Up $239,030 (+38%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2023

Assets$19,674,792

Liabilities$1

Net Assets$19,674,792

Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue$898,612

Expenses$1,284,020

Net Income-$385,408

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 14, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay25th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Roger Berkowitz	Trustee	-	$7,500	-	$7,500
David C Krock	Trustee	-	$7,500	-	$7,500
Nan L Wallace	Trustee	-	$5,000	-	$5,000
Nancy E Hibbert	Trustee	-	$5,000	-	$5,000
Carolyn M Putney	Trustee	-	$5,000	-	$5,000

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: 2024-05-14
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 Appendix341 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.

Path	#	Value
ExplnOfNonFilingWithAGStmt/ExplanationTxt	0	In lieu of furnishing a copy of FORM 990-PF, the Foundation files an annual charitable report with the office of the Ohio Attorney General under the Ohio Charitable Trust Act.
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt	0	602251
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	215898
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	2003
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt	0	78460
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	898612
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	898612
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	215898
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	10000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	30000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	1130000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	1130000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	602251
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	602251
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-385408
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	4993695
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	2003
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	2003
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	4982
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	28469
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	215898
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	788079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	78460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	78460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	79377
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	79377
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	16029
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	16029
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	1130000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	110533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	1284020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	898612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	898612
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	110533
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	154020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	247804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	2584416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	1015082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	325820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	4	604675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	31550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	201549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	29341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	-6068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	-40474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	31550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	201549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	29341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	-6068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	-40474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	279354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	2785965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	1044423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	319752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	564201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Publicly traded securities 3006-0474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Publicly traded securities 4385-8047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	Publically traded securities 4779-6442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	Publicly traded securities 6227-2635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	Publicly traded securities 7771-7287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	215898
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-385408
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	19674792
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	20060200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	19674792
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	1147091
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	1147091
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	1147091
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	1158045
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	10954
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	10954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	8934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	19888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	10954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	8934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	10954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	10954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	19888
IRS990PF/FMVAssetsEOYAmt	0	24409539
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	20060200
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	19674792
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	5733909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	4262012
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	11700380
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	10929043
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	19861824
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	-8769
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	-5984
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	57994
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	2634680
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	4489721
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	4489721
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	20060200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	19674792
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	24409539
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	20060200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	19674792
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	20060200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	19674792
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	23513612
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	2106679
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	21406933
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	352704
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	1158045
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	23160908
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	23513612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	5000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	7500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	7500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	5000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	4	5000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Nan L Wallace
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Roger Berkowitz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	David C Krock
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Nancy E Hibbert
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	Carolyn M Putney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	337 Hillside Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	3000 Galloway Ridge Apt C005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	3039 Sugar Ridge Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	2718 Sandalwood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	4	4343 W Bancroft Street 3B
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Pittsboro
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Pemberville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	Toledo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	4	Toledo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	4	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	43460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	27231
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	43450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	43614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	4	43615
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	1130000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	1130000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
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	575000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5000
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	1130000
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	1130000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1147091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	17091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	31758
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	17091
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	14667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	14667
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1130000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	14667
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	31758
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 04/28/2023
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	1	LEGAL FEES PAID 10/06/2023
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	1	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	10896
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	1	17573
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1907
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	1	3075
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	-8769
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Differences tax/cash reporting
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	Other assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	-5984
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	57994
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	SCHWAB FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	145
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	78460
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	78460
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	20161
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	38293
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	20923
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Fourth Quarter Schwab Advisory
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	Second Quarter Schwab Advisory
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	Third Quarter Schwab Advisory
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	20161
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	38293
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	20923
TaxesSchedule/TaxesDetail/Amt	0	11449
TaxesSchedule/TaxesDetail/Amt	1	1041
TaxesSchedule/TaxesDetail/Amt	2	212
TaxesSchedule/TaxesDetail/Amt	3	3327
TaxesSchedule/TaxesDetail/CategoryTxt	0	2023 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	11449
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1041
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	212
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	3327
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	David C Krock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-14
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	2024-05-14T07:44:09-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	David C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Krock
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,674,792
Liabilities: $1
Net assets: $19,674,792
Revenue: $898,612
Expenses: $1,284,020
Net income: -$385,408

	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