Nonprofit · EIN 31-6225163
WILL FAMILY TRUST
Tax-exempt · LEBANON, OH 45036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $991,255 | $202,449 | $788,806 | $3,752,089 | $0 | $3,752,089 |
| September 30, 2024 | 990 | $204,247 | $190,505 | $13,742 | $2,963,283 | $0 | $2,963,283 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $991,255
- Net gain from sales of assets
- $867,983
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $151,652
- Compensation of officers, directors and key employees
- $21,085
- Salaries, compensation and benefits (total)
- $21,085
- Professional fundraising fees
- $0
- Legal fees
- $812
- Program services (functional)
- $151,852
- Management and general (functional)
- $50,597
Balance sheet and other
- Total assets, start of year
- $2,963,283
- Total assets, end of year
- $3,752,089
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,752,089
- Publicly traded securities
- $2,847,060
- Gross receipts
- $2,885,730
- Employees
- 0
- Year formed
- 1981
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LCNB NATIONAL BANK | TRUSTEE Institutional trustee | 4 | $21,085 |
990 for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LCNB NATIONAL BANK | TRUSTEE Institutional trustee | 4 | $19,897 |
Address and contacts
- Address (IRS master file)
- PO BOX 59, LEBANON, OH 45036-0059
- In care of
- % MANLEY
- Principal officer (990 for 2024)
- JACQUELINE A MANLEY SVP, PO BOX 59, LEBANON, OH 45036
- Signed the 990
- JACQUELINE A MANLEY, SVP
- Phone
- (513) 932-1414
- Return prepared by
- LCNB NATIONAL BANK
Mission
PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS LISTED IN TRUST GOVERNING DOCUMENT.
Program accomplishments
- SUPPORT OF ORGANIZATIONS LISTED IN GOVERNING DOCUMENTgrants $151,652
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 31-6225163
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1982
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $3,752,089
- Income (IRS master file)
- $2,885,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $991,255 | $202,449 | $3,752,089 | XML |
| 990 | September 2024 | $204,247 | $190,505 | $2,963,283 | XML |
| 990 | September 2023 | $102,160 | $247,871 | $2,949,541 | IRS |
| 990 | September 2022 | $233,264 | $165,934 | $3,095,252 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | 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 31-6225163).
Questions about WILL FAMILY TRUST
- What is the EIN of WILL FAMILY TRUST?
- The employer identification number (EIN) of WILL FAMILY TRUST is 31-6225163.
- Is WILL FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to WILL FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WILL FAMILY TRUST 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 WILL FAMILY TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILL FAMILY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of WILL FAMILY TRUST?
- The 990 for the year ended September 30, 2025 names JACQUELINE A MANLEY SVP.
- Who are the officers and directors of WILL FAMILY TRUST?
- The 990 for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,085 (LCNB NATIONAL BANK, TRUSTEE).
- How much revenue does WILL FAMILY TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $991,255, expenses of $202,449 and total assets of $3,752,089 at year end.
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