Nonprofit · EIN 31-1425344
JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND
Tax-exempt · CINCINNATI, OH 45226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $63,555 | $104,698 | -$41,143 | $2,532,688 | $3,844 | $2,528,844 |
| May 31, 2024 | 990 | $119,032 | $98,440 | $20,592 | $2,385,458 | $3,769 | $2,381,689 |
| May 31, 2023 | 990 | $55,274 | $89,392 | -$34,118 | $2,028,265 | $4,938 | $2,023,327 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $4,275
- Program service revenue
- $0
- Investment income
- $59,280
- Net gain from sales of assets
- $7,511
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $85,021
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,200
- Program services (functional)
- $85,021
- Management and general (functional)
- $19,677
Balance sheet and other
- Total assets, start of year
- $2,385,458
- Total assets, end of year
- $2,532,688
- Total liabilities, end of year
- $3,844
- Net assets, end of year
- $2,528,844
- Publicly traded securities
- $2,448,118
- Net assets without donor restrictions
- $2,325,107
- Net assets with donor restrictions
- $203,737
- Gross receipts
- $63,555
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1994
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Kulik | Vice Chair Trustee or director, Officer | 0.5 | $0 |
| Susan Shelton | Chair Trustee or director, Officer | 0.5 | $0 |
| Deanna Sicking | Trustee Trustee or director | 0.5 | $0 |
| Elizabeth Berkowitz | Trustee Trustee or director | 0.5 | $0 |
| Judy Dalambakis | Trustee Trustee or director | 0.5 | $0 |
| Lucinda Heekin | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended May 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Albright | Chair Trustee or director, Officer | 0.5 | $0 |
| Susan Shelton | Trustee Trustee or director | 0.5 | $0 |
| Judy Dalambakis | Trustee Trustee or director | 0.5 | $0 |
| Lucinda Heekin | Trustee Trustee or director | 0.5 | $0 |
| Tara Noland | Trustee Trustee or director | 0.5 | $0 |
| Lauren Kulik | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended May 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Albright | Chair Trustee or director, Officer | 0.5 | $0 |
| Valerie Newell | Trustee Trustee or director | 0.5 | $0 |
| Susan Shelton | Trustee Trustee or director | 0.5 | $0 |
| Judy Dalambakis | Trustee Trustee or director | 0.5 | $0 |
| Lucinda Heekin | Trustee Trustee or director | 0.5 | $0 |
| Tara Noland | Trustee Trustee or director | 0.5 | $0 |
| Kei Lawson | Trustee Trustee or director | 0.5 | $0 |
| Rosemary Walsh | Trustee Trustee or director | 0.5 | $0 |
| Lauren Gonzalez | Trustee Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 3500 COLUMBIA PKWY, CINCINNATI, OH 45226-2109
- In care of
- % RUTH I ROUNDING
- Principal officer (990 for 2024)
- Susan Shelton, 3500 Columbia Parkway, Cincinnati, OH 452262109
- Signed the 990
- Susan Shelton, Chair
- Phone
- (513) 871-9339
- Return prepared by
- Barnes Dennig & Co LTD
Mission
The Junior League of Cincinnati Endowment Trust Fund is an endowment trust committed to and managed for the exclusive benefit of the Junior League of Cincinnati. To ensure the continuation and stability of its programs and to promote and facilitate those programs.
Program accomplishments
- Manages an endowment fund for the exclusive benefit of the Junior League of Cincinnati in order to ensure the continuation and stability of its programs and to promote and facilitate those programs.Expenses $85,021 · grants $85,021
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1425344
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S810)
- Assets (IRS master file)
- $2,532,688
- Income (IRS master file)
- $63,555
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $63,555 | $104,698 | $2,532,688 | XML |
| 990 | May 2024 | $119,032 | $98,440 | $2,385,458 | XML |
| 990 | May 2023 | $55,274 | $89,392 | $2,028,265 | XML |
| 990 | May 2022 | $95,011 | $81,385 | $2,093,113 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1425344).
Questions about JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND
- What is the EIN of JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND?
- The employer identification number (EIN) of JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND is 31-1425344.
- Is JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND?
- The 990 for the year ended May 31, 2025 names Susan Shelton.
- Who are the officers and directors of JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND?
- The 990 for the year ended May 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does JUNIOR LEAGUE OF CINCINNATI ENDOWMENT TRUST FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $63,555, expenses of $104,698 and total assets of $2,532,688 at year end.
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