Nonprofit · EIN 35-6561029
THE LOUISE AND LANE OSBORN MEMORIAL TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $192,868 | $130,457 | $62,411 | $1,600,685 | $0 | $1,600,685 |
| July 31, 2024 | 990-PF | $101,347 | $142,698 | -$41,351 | $1,538,281 | $0 | $1,538,281 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $41,578
- Net gain from sales of assets
- $151,290
Expenses
- Grants and similar amounts paid
- $95,000
- Compensation of officers, directors and key employees
- $28,371
- Disbursements for charitable purposes
- $104,335
- Excise tax on investment income
- $2,337
Balance sheet and other
- Total assets, start of year
- $1,538,281
- Total assets, end of year
- $1,600,685
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,600,685
- Fair market value of assets
- $2,008,672
- Qualifying distributions
- $104,335
- Net investment income
- $192,823
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-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $28,371 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $26,411 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % CITIZENS NATL BK EVANSVILLE TTEE
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6561029
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,600,685
- Income (IRS master file)
- $755,878
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $192,868 | $130,457 | $1,600,685 | XML |
| 990-PF | July 2024 | $101,347 | $142,698 | $1,538,281 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 35-6561029).
Questions about THE LOUISE AND LANE OSBORN MEMORIAL TRUST
- What is the EIN of THE LOUISE AND LANE OSBORN MEMORIAL TRUST?
- The employer identification number (EIN) of THE LOUISE AND LANE OSBORN MEMORIAL TRUST is 35-6561029.
- Is THE LOUISE AND LANE OSBORN MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to THE LOUISE AND LANE OSBORN MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LOUISE AND LANE OSBORN MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LOUISE AND LANE OSBORN MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LOUISE AND LANE OSBORN MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of THE LOUISE AND LANE OSBORN MEMORIAL TRUST?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $28,371 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does THE LOUISE AND LANE OSBORN MEMORIAL TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $192,868, expenses of $130,457 and total assets of $1,600,685 at year end.
Other nonprofits in CINCINNATI
- CHILDRENS HOSPITAL MEDICAL CENTER EIN 31-0833936 · last filed 990 for 2025
- UC HEALTHCARE SYSTEM EIN 27-3850988 · last filed 990 for 2025
- BON SECOURS RICHMOND HEALTH SYSTEM EIN 52-1988421 · last filed 990 for 2023
- CHRIST HOSPITAL EIN 31-0538525 · last filed 990 for 2025
- KROGER CO HEALTH AND WELFARE BENEFIT TR FOR COLLECTIVELY-BARGAI EIN 31-1444123 · last filed 990 for 2024
- BETHESDA HOSPITAL INC EIN 31-0537122 · last filed 990 for 2025
- THE GOOD SAMARITAN HOSPITAL OF CINCINNATI OHIO DTD 01251995 EIN 31-0537486 · last filed 990 for 2025
- SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN EIN 47-1277622 · last filed 990 for 2024