2025-10-01T14:19:44-05:00 2024-12-31 341310124 REA & ASSOCIATES INC 6300 ROCKSIDE RD CLEVELAND OH 44131 990PF 2024-01-01 926385765 JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TRUST JERO 4409512977 7954 REYNOLDS ROAD MENTOR OH 44060 JEROME T OSBORNE III TRUSTEE 4409512977 2025-10-01 1 1 MELISSA A ORENICH CPA P01302117 2165732330 2025-10-01 2024 2025-03-06 01:10:19Z X 39261948 X 1482672 1048290 1048290 46645 46645 36229 36229 -29621 0 2613836 1131164 52920 13230 39690 29202 29202 0 75088 41718 33370 57309 14327 42982 7622 7622 0 80578 58065 4008 4833 4154 27722 26872 850 32221 28198 1450 367495 223388 122350 825000 825000 1192495 223388 947350 1421341 907776 20497153 20545124 20545124 49522 0 52432 49522 49522 9994154 12015776 12015776 2451100 36872 2447292 2414228 2414228 4205286 4236392 4236392 10189 9283 1585 906 906 37197902 39261948 39261948 2835 0 2835 X 0 0 0 0 37197902 39259113 37197902 39259113 37197902 39261948 37197902 1421341 639870 39259113 0 39259113 12618 0 12618 0 12618 8796 0 0 0 8796 X 99 3921 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 1 0 1 HTTPS://OSBORNETRUST.ORG/ THE FOUNDATION 4409512977 7954 REYNOLDS ROAD MENTOR OH 44060 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL E OSBORNE 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 GEORGEANNE O GORMAN 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 JACQUELINE OSBORNE FISHER 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 JEROME T OSBORNE III 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 JEREMY C OSBORNE 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 MARYANN AUTUMN LUZIUS 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 ALISON MASTERS 7954 REYNOLDS ROAD MENTOR OH 44060 DIRECTOR 40.00 52920 0 0 NONE 0 NONE 0 0 9852743 20753099 6671663 37277505 0 0 37277505 559163 36718342 1835917 1835917 12618 12618 1823299 0 1823299 0 1823299 947350 0 947350 1823299 0 0 605904 605904 947350 0 0 0 947350 0 605904 605904 0 0 0 0 0 270045 0 0 0 X THE JEROME T OSBORNE AND GEORGEANNE 7954 REYNOLDS ROAD MENTOR OH 44060 4404973460 INFO@OSBORNETRUST.ORG ALL GRANT APPLICATIONS MUST BE SUBMITTED ONLINE AT HTTPS://OSBORNETRUST.ORG/GRANT-APPLICATION/. ITEMS NEEDED TO SUBMIT GRANT: - CURRENT YEAR AND PRIOR YEAR EXPENSES AND REVENUE (PORTRAIT FORM) - STRATEGIC PLAN - AUDITED FINANCIALS (IF AVAILABLE) - CURRENT YEAR CAPITAL BUDGET (IF AVAILABLE) - LIST OF CURRENT TRUSTEES (IF AVAILABLE) - ANNUAL REPORT (IF AVAILABLE) SEPTEMBER 1 MUST BE BASED IN AND PROVIDING SERVICES IN GREATER CLEVELAND OHIO. MUST QUALIFY AS ONE OF THE FOLLOWING ENTITIES ELIGIBLE FOR APPLICATION: - NONPROFIT OR COMMUNITY ORGANIZATION HOLDING A CURRENT TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE - RECOGNIZED GOVERNMENTAL ENTITIES INCLUDING STATE, COUNTY, OR CITY AGENCIES SUCH AS HEALTH DEPARTMENTS. - EDUCATIONAL FACILITIES, SUCH AS K-12 PUBLIC, PRIVATE, OR CHARTER SCHOOLS OR SCHOOL DISTRICTS AND HIGHER EDUCATION INSTITUTIONS. PARISH OF ST BEDE THE VENERABLE 9114 LAKESHORE BLVD MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 5000 PLAY2LEARN CONNECTION PO BOX 361 MENTOR OH 44061 PC GENERAL OPERATING SUPPORT 10000 HERSHEY MONTESSORI 10229 PROUTY ROAD CONCORD TOWNSHIP OH 44077 PC GENERAL OPERATING SUPPORT 10000 LAKE METROPARKS 11211 SPEAR ROAD CONCORD OH 44077 PC GENERAL OPERATING SUPPORT 10000 SAINT JOHN SCHOOL 7911 DEPOT ROAD ASHTABULA OH 44004 PC GENERAL OPERATING SUPPORT 10000 DEEPWOOD FOUNDATION 8121 DEEPWOOD BLVD MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 10000 LEARNING ABOUT BUSINESS INC 391 WASHINGTON STREET PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 10000 ST GABRIELS SCHOOL 9935 JOHNNYCAKE RIDGE ROAD MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 13000 LAKE HUMANE SOCIETY 7564 TYLER BLVD BLDG E MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 15000 ECUMENICAL SHELTER NETWORK OF LAKE COUNTY INC C/O TERRI ZMINA 25 FREEDOM ROAD PAINESVILLE TOWNSHIP OH 44077 PC GENERAL OPERATING SUPPORT 15000 TRUE FREEDOM ENTERPRISES C/O DAVID WESSEL 2005 CYPRESS AVENUE CLEVELAND OH 44109 PC GENERAL OPERATING SUPPORT 15000 BIRTHRIGHT LAKE INC 7237 INDUSTRIAL PARK BLVD MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 20000 LAKE COUNTY FREE CLINIC 462 CHARDON STREET PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 20000 HOPEWELL 147 BELL STREET 303 CHAGRIN FALLS OH 44022 PC GENERAL OPERATING SUPPORT 20000 HANNAHS HOME 8525 LAKESHORE BLVD 1516 MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 25000 TUNNELS TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC GENERAL OPERATING SUPPORT 25000 WOMENSAFE INC 12041 RAVENNA ROAD CHARDON OH 44024 PC GENERAL OPERATING SUPPORT 25000 UNITED WAY OF LAKE COUNTY INC 9285 PROGRESS PARKWAY MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 25000 YMCA 933 MENTOR AVENUE PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 25000 FINE ARTS ASSOCIATION C/O PAM PALERMO 38660 MENTOR AVENUE WILLOUGHBY OH 44094 PC GENERAL OPERATING SUPPORT 25000 SANTA'S HIDEAWAY HOLLOW 15400 BUNDYSBURG MIDDLEFIELD OH 44062 PC GENERAL OPERATING SUPPORT 47000 EXTENDED HOUSING 270 E MAIN STREET SUITE 300 PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 50000 LAKE-GEAUGA HABITAT FOR HUMANITY INC C/O MICHAEL BARB 100 PARKER COURT SUITE 6 CHARDON OH 44024 PC GENERAL OPERATING SUPPORT 50000 FIELDSTONE FARM THERAPEUTIC RIDING CENTER C/O MAUREEN FOSTER 16497 SNYDER ROAD CHAGRIN FALLS OH 44023 PC GENERAL OPERATING SUPPORT 50000 SUB ZERO MISSION 1760 NORTH RIDGE ROAD PAINESVILLE TOWNSHIP OH 44077 PC GENERAL OPERATING SUPPORT 50000 LAKE COUNTY COUNCIL ON AGING JOSEPH TOMSICK CEO 8520 EAST AVENUE MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 110000 ANDREWS OSBORNE ACADEMY 38588 MENTOR AVENUE WILLOUGHBY OH 44094 PC GENERAL OPERATING SUPPORT 135000 825000 0 14 1048290 14 46645 16 27703 -57324 0 1122638 -57324 1065314 5 INVESTMENTS EXPENSES INCURRED TO MAINTAIN INVESTMENT RENTAL PROPERTIES 0 0 0 0 0 0 0 0 0 0 X X 1 JEROME T OSBORNE ESTATE 60 SOUTH PARK PLACE PAINESVILLE OH 44077 1480019 X ACCOUNTING FEES 57309 14327 42982 SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PAGE 4, PART VI-A, LINE LL NAME OF CONTROLLED ENTITY: MENTOR LUMBER & SUPPLY COEMPLOYER ID NO: 34-0396150ADDRESS: 7180 N. CENTER STREET, MENTOR, OHIO 44060EXCESS BUSINESS HOLDING: YESTHE STOCK WAS ACQUIRED OTHER THAN BY PURCHASE, THE TRUST IS WITHIN THE FIVE-YEAR DISPOSITION PERIOD UNDER SECTION 4943(C)(6), AND THE HOLDINGS ARE NOT SUBJECT TO THE EXCISE TAX. NOTE RECEIVABLE FROM UNRELATED PARTY FORM 990-PF, PAGE 2, PART II, LINE 7 BORROWERS NAME: JOSEPH AND JUDY VIRGILIOORIGINAL AMOUNT: $68,000BALANCE DUE: $49,522DATE OF NOTE: APRIL 18, 2017MATURITY DATE: MARCH 1, 2024REPAYMENT TERMS: EIGHTY THREE (83) INSTALLMENTS OF $412.07 PER MONTH WITH A FINAL LUMP SUM DUE ON OR BEFORE MARCH 1, 2024INTEREST RATE: 4% PER ANNUMSECURITY PROVIDED: PROPERTY ADDRESS 5562 FRANCIS STREET, MENTOR, OHIO 44060PURPOSE OF LOAN: LAND PURCHASE AGREEMENT BARCLAYS PLC 34554 34554 DUKE ENERGY 28012 28012 ENBRIDGE INC. 19051 19051 FNB CORP PA 254423 254423 GOODYEAR TIRE 11025 11025 JPMORGAN CHASE 1507536 1507536 KINDER MORGAN 104120 104120 MENTOR LUMBER 10019134 10019134 MIDDLEFIELD BK 36185 36185 PNC FINANCIAL SVC 1736 1736 FERRELL GAS PTR AT COST 7345 7345 INVESTMENT IN KH SMLLC AT COST 1076293 1076293 INVESTMENT IN OF SMLLC AT COST 3152754 3152754 LEGAL FEES 75088 41718 33370 INSURANCE 27148 27148 0 OFFICE EXPENSE 1913 543 1450 K-1 CARSAN ACQUISITIONS 1 LLC - ORDINARY LOSS 300 300 0 K-1 SHAMROCK BUSINESS CENTER, LTD - ORDINARY LOSS 207 207 0 ESTATE EXPENSES PURSUANT TO 2004-35 2653 0 0 UNREALIZED GAIN/(LOSS) 499901 PY ADJUSTMENT TO FMV 139969 OTHER PROFESSIONAL FEES 5450 5450 0 MANAGEMENT FEE 2172 2172 0 PAYROLL TAXES 5344 1336 4008 REAL ESTATE TAXES - INVESTMENT 52695 52695 0 FOREIGN TAXES ON DIVIDEND INCOME 300 300 0 FEDERAL EXCISE TAXES 18505 0 0 PAYROLL TAXES 3734 3734 0