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· Private foundation

George W and Lolita D Kern Educational Assistance Fund

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$86k
Granted FY2025still arriving
12
Grants FY2025still arriving
9
States reached
$20k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2023 to 2025.

Education$212k
02FY2025 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k9 grants · $38k
  • $10k–50k3 grants · $48k
$6,000
Median grant
9
States reached
$1.0M
Total assets
Largest grants
RecipientAmount
COLLEGIATE SCHOOL$20,000
BOWDOIN COLLEGE$16,000
UNIVERSITY OF PENNSYLVANIA$11,500
SAYRE SCHOOL$6,000
GREENWICH ACADEMY$6,000
PRINCETON UNIVERSITY SCHOOL OF EDUCATION$6,000
GREENWICH COUNTRY DAY SCHOOL$5,100
UNIVERSITY OF VIRGINIA SCHOOL OF LAW$5,000
LINDSEY WILSON COLLEGE$3,000
SAINT ANDREWS-SEWANEE SCHOOL$3,000
BOSTON UNIVERSITY SCHOOL OF EDUCATION$3,000
NEW YORK UNIVERSITY NYU ARTS & SCIENCES$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY23–25) land where the poverty rate runs at 13%, against an area that typically sits at 15%. 57% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 15%BOSTON UNIVERSITY: $3k → 16%UNIVERSITY OF PENNSYLVANIA: $12k → 22%THE CHAPIN SCHOOL: $5k → 17%GREENWICH ACADEMY: $6k → 9%UNIVERSITY OF VIRGINIA SCHOOL OF LAW: $5k → 8%SAYRE SCHOOL: $6k → 15%LINDSEY WILSON COLLEGE: $3k → 22%BOWDOIN COLLEGE: $16k → 7%BOSTON UNIVERSITY SCHOOL OF EDUCATION: $3k → 16%UNIVERSITY OF PENNSYLVANIA: $3k → 22%PREP FOR PREP: $5k → 17%GREENWICH ACADEMY: $6k → 9%UNIVERSITY OF VIRGINIA: $2k → 8%SAYRE SCHOOL: $5k → 15%LINDSEY WILSON COLLEGE: $3k → 22%BOWDOIN COLLEGE: $16k → 7%BOSTON UNIVERSITY SCHOOL OF EDUCATION: $3k → 16%THE CHAPIN SCHOOL: $250 → 17%GREENWICH ACADEMY: $6k → 9%SAYRE SCHOOL: $3k → 15%LINDSEY WILSON COLLEGE: $3k → 22%BOWDOIN COLLEGE: $14k → 7%NEW YORK UNIVERSITY NYU ARTS & SCIENCES: $4k → 17%GREENWICH COUNTRY DAY SCHOOL: $5k → 9%NEW YORK UNIVERSITY NYU ARTS & SCIENCES: $1k → 17%GREENWICH COUNTRY DAY SCHOOL: $4k → 9%COLLEGIATE SCHOOL: $20k → 17%COLLEGIATE SCHOOL: $15k → 17%COLLEGIATE SCHOOL: $10k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
NY
MA
PA
NJ
CT
KY
VA
TN
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

92%of every dollar goes to organizations it has funded before.
$183k · 11 repeat orgs$15k to everyone else

Grantees it renews have grown median revenue +19% since the first grant, against +6% for those funded once.

11 repeat relationships: 10 still active in FY2025, 1 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
3

Total granted

$183k
$10k

Median revenue growth · since first grant

+19%
+6%

Still filing today

64%
67%

New vs renewed · share of each year

In FY2025, 93% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’23’24’25
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BC
    Bowdoin College
    3× · 2023–2025 · $46k · revenue +27%
  • GA
    GREENWICH ACADEMY INC
    3× · 2023–2025 · $18k · revenue +19%
  • SS
    SAYRE SCHOOL
    3× · 2023–2025 · $14k · revenue +23%

Funded once

  • PF
    PREP FOR PREP
    one grant, 2024 · $5k · revenue -22%
  • TRUSTEES OF BOSTON UNIVERSITY
    one grant, 2023 · $3k · revenue +6%
  • UO
    UNIVERSITY OF VIRGINIA
    one grant, 2023 · $2k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
2
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
3
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
4
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
5
The President and Trustees of Colby College

to provide a rigorous and transformative liberal arts education that prepares students to become thoughtful, engaged citizens.

Education
6
President and Trustees of Bates College

Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to…

Education
7
Macalester College

Macalester is committed to being a preeminent liberal arts college with an educational program known for its high standards for scholarship and its special emphasis on internationalism, multiculturalism, and service to society.

Education
8
Dean College

Dean college is a private, residential new england college grounded in a culture and tradition that all students deserve the opportunity to discover and exceed their greatest aspirations. a personal and transformative community since 1865,…

Education
9
Pembroke Hill School

A preschool through 12th grade, private, college preparatory school. the school's mission statement is "together, cultivating the best in each for the benefit of all."

Education
10
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
11
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
12
Wellesley College

To provide an excellent liberal arts education for women who will make a difference in the world.

Education
How this is measured
The grantee most central to the portfolio’s shape is Greenwich Academy Inc; the most unlike its peers is Trustees of the University of Pennsylvania. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

10 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 10 of the 16 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
10/10
Grantees still filing
9/10
Grew since first funded

Where the money sits, by cause and then by grantee

Bowdoin College: $46,000 · EducationBowdoin CollegeCOLLEGIATE SCHOOL INC: $45,000 · EducationCOLLEGIATE SCHOOL INCGREENWICH ACADEMY INC: $18,000 · EducationGREENWICH ACADEMY INCSAYRE SCHOOL: $14,000 · EducationSAYRE SCHOOLTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $14,000 · EducationTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIAGREENWICH COUNTRY DAY SCHOOL INC: $9,100 · EducationGREENWICH COUNTRY DAY SCHOOL INCLINDSEY WILSON UNIVERSITY INC: $9,000 · EducationLINDSEY WILSON UNIVERSITY INC+2 more: $10,250 · Education+2 moreSAINT ANDREWS-SEWANEE SCHOOL: $14,000 · OtherSAINT ANDREWS-SEWANEE SCH…PRINCETON UNIVERSITY SCHOOL OF EDUCATION: $12,000 · OtherPRINCETON UNIVERSITY SCHO…BOSTON UNIVERSITY SCHOOL OF EDUCATION: $6,000 · OtherBOSTON UNIVERSITY SCHOOL …UNIVERSITY OF VIRGINIA SCHOOL OF LAW: $5,000 · OtherUNIVERSITY OF VIRGINIA SC…NEW YORK UNIVERSITY NYU ARTS & SCIENCES: $5,000 · OtherNEW YORK UNIVERSITY NYU A…TRUSTEES OF BOSTON UNIVERSITY: $3,000 · OtherTRUSTEES OF BOSTON UNIVER…UNIVERSITY OF VIRGINIA: $2,000 · Other
Education$165,350Other$47,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetBowdoin College: $46,000 over 3y, 0.0% of budgetCOLLEGIATE SCHOOL INC: $45,000 over 3y, 0.0% of budgetGREENWICH ACADEMY INC: $18,000 over 3y, 0.0% of budgetSAYRE SCHOOL: $14,000 over 3y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $14,000 over 2y, 0.0% of budgetGREENWICH COUNTRY DAY SCHOOL INC: $9,100 over 2y, 0.0% of budgetLINDSEY WILSON UNIVERSITY INC: $9,000 over 3y, 0.0% of budgetTHE CHAPIN SCHOOL LTD: $5,250 over 2y, 0.0% of budgetPREP FOR PREP: $5,000 over 1y, 0.0% of budgetTRUSTEES OF BOSTON UNIVERSITY: $3,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Bowdoin College ↗
  • Who funds COLLEGIATE SCHOOL INC ↗
  • Who funds GREENWICH ACADEMY INC ↗
  • Who funds SAYRE SCHOOL ↗
  • Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
  • Who funds GREENWICH COUNTRY DAY SCHOOL INC ↗
  • Who funds LINDSEY WILSON UNIVERSITY INC ↗
  • Who funds THE CHAPIN SCHOOL LTD ↗
  • Who funds PREP FOR PREP ↗
  • Who funds TRUSTEES OF BOSTON UNIVERSITY ↗

How much its grantees rely on government

Each dot is one organization George W and Lolita D Kern Educational Assistance Fund funds: left to right is the share of its income from government, bottom to top the share from George W and Lolita D Kern Educational Assistance Fund. Bigger dots raise more.

2025
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 12%
  • Trustees of Boston University: 12% of income from government
no gov moneyreceives it· size = income
2get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 16 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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