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Nonprofit · EIN 31-1691750

GREAT OAKS EDUCATION FOUNDATION

Tax-exempt · CINCINNATI, OH 45241

Financials

$95K$67K2023$140K$73K2024
Revenue Expenses · by fiscal year end
Financials of GREAT OAKS EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$140,093$73,287$66,806$580,070$0$580,070
June 30, 2024990$94,959$67,129$27,830$513,264$0$513,264
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$136,816
Program service revenue
$0
Investment income
$8,721
Net income from fundraising events
-$5,444
Other revenue
-$5,444

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$4,000
Program services (functional)
$60,053
Management and general (functional)
$13,234

Balance sheet and other

Total assets, start of year
$513,264
Total assets, end of year
$580,070
Total liabilities, end of year
$0
Net assets, end of year
$580,070
Publicly traded securities
$402,306
Net assets without donor restrictions
$487,662
Net assets with donor restrictions
$92,408
Gross receipts
$164,705
Employees
0
Year formed
1999
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANDY MCCOOLTrustee
Trustee or director
0.5$0
JENNIFER ADKINSTrustee
Trustee or director
0.5$0
KATI CLEARYTrustee
Trustee or director
0.5$0
JIM PERDUETrustee
Trustee or director
0.5$0
DESAREE RUNKTrustee
Trustee or director
0.5$0
JULIE WOODWARDTrustee
Trustee or director
0.5$0
REBECCA BECKSTEDTTrustee
Trustee or director
0.5$0
SARAH TAYLORTrustee
Trustee or director
0.5$0
AMY UECKERSecretary
Officer
0.5$0
CHRIS PINELOExecutive Dir.
Officer
0.5$0
JOHN HALPINChairman
Officer
0.5$0
KERRIE BENNINGTreasurer
Officer
0.5$0
TED KIRKPATRICKPresident
Officer
0.5$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
ANDY MCCOOLTrustee
Trustee or director
0.5$0
JENNIFER ADKINSTrustee
Trustee or director
0.5$0
KATI CLEARYTrustee
Trustee or director
0.5$0
JIM PERDUETrustee
Trustee or director
0.5$0
DESAREE RUNKTrustee
Trustee or director
0.5$0
JULIE WOODWARDTrustee
Trustee or director
0.5$0
REBECCA BECKSTEDTTrustee
Trustee or director
0.5$0
SARAH TAYLORTrustee
Trustee or director
0.5$0
AMY UECKERSecretary
Officer
0.5$0
CHRIS PINELOExecutive Dir.
Officer
0.5$0
JOHN HALPINChairman
Officer
0.5$0
KERRIE BENNINGTreasurer
Officer
0.5$0
TED KIRKPATRICKPresident
Officer
0.5$0

Address and contacts

Address (IRS master file)
110 GREAT OAKS DR, CINCINNATI, OH 45241-1573
In care of
% RICHARD NEU
Principal officer (990 for 2024)
KERRIE BENNING, 110 GREAT OAKS DRIVE, CINCINNATI, OH 45241
Signed the 990
KERRIE BENNING, Treasurer
Phone
(513) 612-3645
Return prepared by
Plattenburg & Associates Inc

Mission

TO PROVIDE EDUCATIONAL SCHOLARSHIPS/GRANTS AND FINANCIAL ASSISTANCE TO STUDENTS AT GREAT OAKS CAMPUSES.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDE FINANCIAL ASSISTANCE TO CURRENT GREAT OAKS STUDENTS IN NEED.
    Expenses $46,553
  • AWARDING SCHOLARSHIPS & GRANTS TO ELIGIBLE STUDENTS HELPS STUDENTS FINANCE THEIR EDUCATION. APPROXIMATELY 15 SCHOLARSHIPS/GRANTS WERE PAID DURING THE CURRENT FISCAL YEAR.
    Expenses $13,500

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-1691750
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
2000
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$580,070
Income (IRS master file)
$164,705

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$140,093$73,287$580,070IRS
990June 2024$94,959$67,129$513,264IRS
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 31-1691750).

Questions about GREAT OAKS EDUCATION FOUNDATION

What is the EIN of GREAT OAKS EDUCATION FOUNDATION?
The employer identification number (EIN) of GREAT OAKS EDUCATION FOUNDATION is 31-1691750.
Is GREAT OAKS EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to GREAT OAKS EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GREAT OAKS EDUCATION FOUNDATION 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 GREAT OAKS EDUCATION FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GREAT OAKS EDUCATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of GREAT OAKS EDUCATION FOUNDATION?
The 990 for the year ended June 30, 2025 names KERRIE BENNING.
Who are the officers and directors of GREAT OAKS EDUCATION FOUNDATION?
The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does GREAT OAKS EDUCATION FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $140,093, expenses of $73,287 and total assets of $580,070 at year end.

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