2026-09-04T09:16:48-05:00 2025-12-31 341310124 REA & ASSOCIATES INC 5400 FRANTZ RD SUITE 200 DUBLIN OH 43016 990PF 2025-01-01 926385765 JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TRUST JERO 4409512977 7954 REYNOLDS ROAD MENTOR OH 44060 JEROME T OSBORNE III TRUSTEE 4409512977 2026-08-19 1 MELISSA DUNKLE CPA P01380769 6148898725 2026-08-19 2025 X 39823589 X X 869865 869865 1042144 1042144 34019 34019 12089 3500 3500 3500 1949528 1949528 107300 31575 73725 66993 53989 13004 54571 13643 40928 2076 2076 0 67104 44234 5899 4833 4154 15700 15700 0 34275 24310 9965 352852 189681 143521 1651000 1651000 2003852 189681 1794521 -54324 1759847 20545124 20568801 20568801 49522 0 0 1996642 2600551 2600551 2451100 41026 2414228 2410074 2410074 14255526 14243936 14243936 10189 9962 906 227 227 39261948 39823589 39823589 2835 5670 2835 5670 X 0 0 0 0 39259113 39817919 39259113 39817919 39261948 39823589 39259113 -54324 613130 39817919 0 39817919 SALE OF LAND P 3500 3500 3500 3500 24462 0 24462 0 24462 12800 0 18000 0 30800 X 130 6208 6208 0 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 4000 0 0 GEORGEANNE O GORMAN 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 4000 0 0 JACQUELINE OSBORNE FISHER 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 2000 0 0 JEROME T OSBORNE III 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 4000 0 0 JEREMY C OSBORNE 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 3000 0 0 MARYANN AUTUMN LUZIUS 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 4000 0 0 ALISON MASTERS 7954 REYNOLDS ROAD MENTOR OH 44060 DIRECTOR 40.00 84300 0 0 RICHARD M OSBORNE JR 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 2000 0 0 NONE 0 NONE 0 0 12403990 21537371 6678481 40619842 0 0 40619842 609298 40010544 2000527 2000527 24462 24462 1976065 0 1976065 0 1976065 1794521 0 1794521 1976065 270045 0 0 1794521 270045 0 0 1524476 0 0 0 0 0 0 0 0 451589 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. WAGS4KIDS 112 EAST CENTER STREET BEREA OH 44017 PC GENERAL OPERATING SUPPORT 45000 NORTH COAST COMMUNITY HOMES INC 14221 BROADWAY AVE CLEVELAND OH 44125 PC EXPAND RESIDENTIAL SERVICES PROGRAM FOR LAKE COUNTY RESIDENTS 25000 LEADERSHIP LAKE COUNTY 8804 MENTOR AVE MENTOR OH 44060 PC FUND CAPACITY TO EXPAND AND DIVERSIFY REVENUE STREAMS 5000 ESC OF WESTERN RESERVE 8221 AUBURN ROAD PAINEVILLE OH 44077 PC EDUCATIONAL SERVICE CENTER OF THE WESTERN RESERVE 6000 RESCUE VILLAGE 15463 CHILLICOTHE ROAD NOVELTY OH 44072 PC CARING FOR RESCUED ANIMALS IN NORTHEAST OHIO 10000 CYPRESS HOSPICE 2 BEREA COMMONS SUITE 1 BEREA OH 44017 PC GENERAL OPERATING SUPPORT 5000 JUVENILE DIABETES RESEARCH FOUNDATION 4041 W SYLVANIA AVENUE LL6 TOLEDO OH 43623 PC GENERAL OPERATING SUPPORT 5000 AMERICAN ZAGREB JUNIOR TAMBURITZA 688 STEVENS BLVD EASTLAKE OH 44095 PC CROATIAN FESTIVAL 2026: TO ENHANCE CULTURAL ACCESS FOR YOUTH IN GREATER CLEVELAND BY SUPPORTING THEIR ATTENDANCE AND PARTICIPATION IN A CROATIAN FESTIVAL, ENRICHING COMMUNITY ARTS ENGAGEMENT THROUGH TRADITIONAL MUSIC, DANCE, FOOD, AND HERITAGE. 10000 BLOSSOM HILL 7080 ENGLE ROAD MIDDLEBURG HEIGHTS OH 44130 PC CULTIVATING CONNECTION: INDOOR SENSORY GARDEN FOR INDIVIDUALS WITH DISABILITIES 10000 THE SALVATION ARMY C/O MICHELLE KOCEVAR 2507 E22ND STREET CLEVELAND OH 44115 PC EMERGENCY SOCIAL SERVICES 25000 SIMPLE GIFTS FOUNDATION PO BOX 4196 DUBLIN OH 43016 PC GENERAL OPERATING SUPPORT 25000 CLEVELAND MUSEUM OF NATURAL HISTORY 1 WADE OVAL DR CLEVELAND OH 44106 PC GENERAL OPERATING SUPPORT 15000 ED KEATING CENTER 1980 BROOKPARK RD CLEVELAND OH 44109 PC GENERAL OPERATING SUPPORT 25000 HARRIET TUBMAN MINISTRIES PO BOX 43 BURTON OH 44021 PC GENERAL OPERATING SUPPORT 10000 FAMILY PRIDE OF NORTHEAST OHIO INC 521 FIFTH AVENUE SUITE A CHARDON OH 44024 PC BRIDGING THE GAP: INCREASING MENTAL HEALTH CARE ACCESS FOR LAKE COUNTY RESIDENTS 10000 SANTAS HIDEAWAY HOLLOW 15400 BUNDYSBURG MIDDLEFIELD OH 44062 PC GENERAL OPERATING SUPPORT 25000 CAMP HO MITA KODA FOUNDATION 14040 AUBURN RD NEWBURY TWP OH 44065 PC MEDICAL PROGRAM ENHANCEMENTS FOR YOUTH WITH TYPE 1 DIABETES 20000 FRIENDS OF RECOVERY NE OHIO PO 226 WILLOUGHBY OH 44094 PC SUPPORT OF PAYROLL FOR NEW STAFF POSITIONS TO MEET NEED 10000 CHILD CARE RESOURCE CENTER OF CUYAHOGA COUNTY 6001 EUCLID AVENUE SUITE 200 CLEVELAND OH 44103 PC STARTING POINT GENERAL OPERATING SUPPORT {CHILD CARE RESOURCE CENTER OF CUYAHOGA COUNTY) 5000 UNIVERSITY HOSPITALS SEIDMAN CANCER CENTER PO BOX 94554 CLEVELAND OH 44101 PC RESNICK -UH CANCER CNTR 5000 CROSS OUTREACH MINISTRY ST JOHN BAPTIST CHURCH C/O 241 W JACKSON ST PAINEVILLE OH 44077 PC MEALS FOR STUDENT ATHLETES 10000 LAKE CATHOLIC HIGH SCHOOL 6733 REYNOLDS ROAD MENTOR OH 44060 PC LAKE CATHOLIC HIGH SCHOOL ARTIFICIAL INTELLIGENCE (AI) LAB 50000 STONY GLEN CAMP 5300 W LOVELAND RD MADISON OH 44057 PC WILLOW CABIN RENOVATION 50000 BLOOM AT PPRC 20700 SOUTHGATE PARK BLVD MAPLE HEIGHTS OH 44137 PC INTEGRATING MENTAL WELLNESS INTO MATERNAL CARE 5000 ST BEDE THE VENERABLE 9114 LAKE SHORE BLVD MENTOR OH 44060 PC HELPING HANDS MINISTRY 20000 HBA CHARITABLE AND EDUCATION FOUNDATION 6140 WEST CREEK ROAD INDEPENDENCE OH 44131 PC JOB PLACEMENT IN THE CONSTRUCTION TRADES 25000 STELLA MARIS 1320 WASHINTON AVE CLEVELAND OH 44113 PC GENERAL OPERATING SUPPORT 25000 HOSPICE OF THE WESTERN RESERVE PO BOX 72101 CLEVELAND OH 44192 PC GENERAL OPERATING SUPPORT 5000 GREATER CLEVELAND FOOD BANK INC 13815 COIT ROAD CLEVELAND OH 44110 PC FUNDS WILL SUPPORT THE GREATER CLEVELAND FOOD BANKS HUNGER RELIEF EFFORTS IN LAKE COUNTY, WHICH INCLUDE FOOD BANK-OPERATED PROGRAMS AND INITIATIVES AS WELL AS FOOD DISTRIBUTION THROUGH PANTRIES. 30000 THE BACKPACK FUND 7171 SOWUL DRIVE PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 30000 SUB ZERO MISSION 1760 NORTH RIDGE ROAD PAINESVILLE TOWNSHIP OH 44077 PC GENERAL OPERATING SUPPORT 20000 ST GABRIELS SCHOOL 9935 JOHNNYCAKE RIDGE ROAD MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 30000 FIELDSTONE FARM THERAPEUTIC RIDING CENTER C/O MAUREEN FOSTER 16497 SNYDER ROAD CHAGRIN FALLS OH 44023 PC EQUINE THERAPY FOR DISADVANTAGED STUDENTS 50000 FORBES HOUSE PO BOX 702 PAINSVILLE OH 44077 PC GENERAL OPERATING SUPPORT 65000 UNITED WAY OF LAKE COUNTY INC 9285 PROGRESS PARKWAY MENTOR OH 44060 PC FEED LAKE COUNTY BY ADDRESSING FOOD INSECURITY 50000 FINE ARTS ASSOCIATION C/O PAM PALERMO 38660 MENTOR AVENUE WILLOUGHBY OH 44094 PC GALLERY 360+ 37000 LAKE COUNTY YMCA 933 MENTOR AVENUE PAINESVILLE OH 44077 PC ADAPTIVE AQUATICS PROGRAM 29000 AUBURN EDUCATION FOUNDATION 8221 AUBURN ROAD CONCORD TOWNSHIP OH 44077 PC CONSTRUCTION TECHNOLOGY MODERNIZATION AND EQUIPMENT UPGRADE 60000 LAKE COUNTY COUNCIL ON AGING JOSEPH TOMSICK CEO 8520 EAST AVENUE MENTOR OH 44060 PC AGING WITH DIGNITY: COMPREHENSIVE SUPPORT FOROLDER ADULTS IN LAKE COUNTY 200000 HERSHEY MONTESSORI 10229 PROUTY ROAD CONCORD TOWNSHIP OH 44077 PC HERSHEY MONTESSORI SCHOOLS PRODUCTION & EXCHANGE PROGRAM (FORMERLYMICROECONOMY) 25000 ANDREWS OSBORNE ACADEMY 38588 MENTOR AVENUE WILLOUGHBY OH 44094 PC HEART OF THE ACADEMY NEXT PHASEENHANCEMENTS 212000 SAINT JOHN SCHOOL 7911 DEPOT ROAD ASHTABULA OH 44004 PC THE 3L PROJECT LIBRARY, LITERACY &LEARNING 10000 SUSAN G KOMEN NORTHEAST OHIO 13770 NOEL ROAD SUITE 801889 DALLAS TX 75380 PC PATIENT NAVIGATION AND SUPPORT, NEO 10000 ECUMENICAL SHELTER NETWORK OF LAKE COUNTY INC C/O TERRI ZMINA 25 FREEDOM ROAD PAINESVILLE TOWNSHIP OH 44077 PC PAVE THE WAY, BATHTUBS AND RESURFACING 50000 TRUE FREEDOM ENTERPRISES C/O DAVID WESSEL 2005 CYPRESS AVENUE CLEVELAND OH 44109 PC PRISONER REENTRY 20000 EFFECTIVE LEADERSHIP ACADEMY C/O ALYSE NEVIL 4480 RICHMOND ROAD WARRENSVILLE HEIGHTS OH 44128 PC RIVERSIDE SCHOOL DISTRICT PATHWAYS TO SUCCESS PROGRAM 10000 SKIDMARK CLE DBA MOTOGO C/O MOLLY VAUGHAN 4806 HAMILTON AVE CLEVELAND OH 44114 PC STEM EDUCATION IN GREATER CLEVELAND SCHOOLS 20000 HANNAHS HOME 8525 LAKESHORE BLVD 1516 MENTOR OH 44060 PC HANNAH'S HARBOR: A JOB SKILLS TRAINING PROGRAM 37000 LAKE COUNTY FREE CLINIC 462 CHARDON STREET PAINESVILLE OH 44077 PC COMPREHENSIVE DIABETIC PATHWAY FOR UNINSURED ADULTS. 55000 DDC CLINIC FOR SPECIAL NEEDS CHILDREN C/O ELI MILLER 14567 MADISON ROAD MIDDLEFIELD OH 44062 PC COMPASSIONATE CARE; FAMILY HEART CENTER; DIAGNOSTICS AND RESEARCH (AMISH CHILDREN) 10000 LAKE HUMANE SOCIETY 7564 TYLER BLVD BLDG E MENTOR OH 44060 PC CAT SHOWROOM IMPROVEMENT PROJECT 25000 BIRTHRIGHT LAKE INC 7237 INDUSTRIAL PARK BLVD MENTOR OH 44060 PC CARING ESSENTIALS: HEALTH & HYGIENE FOR MOMS AND LITTLE ONES 50000 LAKELAND FOUNDATION 7700 CLOCKTOWER DRIVE KIRTLAND OH 44094 PC OSBORNE FAMILY BASIC POLICE ACADEMY ENDOWED SCHOLARSHIP 10000 PLAY2LEARN CONNECTION PO BOX 361 MENTOR OH 44061 PC THERAPEUTIC PLAY GROUPS 20000 1651000 0 14 869865 14 1042144 16 27789 -15700 3500 0 1939798 -12200 1927598 5 INVESTMENTS EXPENSES INCURRED TO MAINTAIN INVESTMENT RENTAL PROPERTIES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 54571 13643 40928 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 66170 66170 DUKE ENERGY 30475 30475 ENBRIDGE INC. 21476 21476 FNB CORP PA 294359 294359 GOODYEAR TIRE 10731 10731 JPMORGAN CHASE 2026442 2026442 KINDER MORGAN 104462 104462 MIDDLEFIELD BK 44557 44557 PNC FINANCIAL SVC 1879 1879 MENTOR LUMBER AT COST 10019134 10019134 FERRELL GAS PTR AT COST 17020 17020 INVESTMENT IN KH SMLLC AT COST 1075986 1075986 INVESTMENT IN OF SMLLC AT COST 3131796 3131796 LEGAL FEES 66993 53989 13004 INSURANCE 22199 22199 0 OFFICE EXPENSE 5969 1492 4477 K-1 CARSAN ACQUISITIONS 1 LLC - ORDINARY LOSS 312 312 0 K-1 SHAMROCK BUSINESS CENTER, LTD - ORDINARY LOSS 307 307 0 WEBSITE EXPENSES 5488 0 5488 UNREALIZED GAIN/(LOSS) 613130 MANAGEMENT FEE 2076 2076 0 PAYROLL TAXES 7866 1967 5899 REAL ESTATE TAXES - INVESTMENT 41964 41964 0 FOREIGN TAXES ON DIVIDEND INCOME 303 303 0 FEDERAL EXCISE TAXES 16971 0 0