Funder DirectoryGEORGE W AND LOLITA D KERN
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Private foundation (trust)EIN 611240355Est. 2023-02

GEORGE W AND LOLITA D KERN

WINCHESTER, KY 403920952

Total Assets

$1.3M

FY 2024

Annual Giving

$86K

FY 2024

Grants Made

12

FY 2024

Avg Grant

$7K

FY 2024

Grant Range

$1K–$20K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$58K

Total Expenses

$113K

Qualifying Distributions

$86K

Distributable Amount

$64K

Min. Investment Return

$64K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

12 grants

Grant sizes from minimum $1K through median $6K to maximum $20K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2022 to 2024. Peak $86K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

34 grants

BOWDOIN COLLEGE
$46K
3 grants
COLLEGIATE SCHOOL
$45K
3 grants
GREENWICH ACADEMY
$18K
3 grants
UNIVERSITY OF PENNSYLVANIA
$14K
2 grants
SAYRE SCHOOL
$14K
3 grants
SAINT ANDREWS-SEWANEE SCHOOL
$14K
3 grants
PRINCETON UNIVERSITY SCHOOL OF EDUCATION
$12K
2 grants
GREENWICH COUNTRY DAY SCHOOL
$9K
2 grants

Grant Size Distribution

34 grants

<$10K
28
grants
$10–50K
6
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

New York
$60K
28% of total
Maine
$46K
22% of total
Connecticut
$27K
13% of total
Kentucky
$23K
11% of total
Pennsylvania
$14K
7% of total
Tennessee
$14K
7% of total
New Jersey
$12K
6% of total
Massachusetts
$9K
4% of total
Virginia
$7K
3% of total

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GEORGE W AND LOLITA D KERN — Grants, Financials & Contact | Grantivo