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Nonprofit · EIN 61-6640886

GEORGIA E LAURIE CHARITABLE TR

Tax-exempt · CLEVELAND, OH 44114

Financials

$273K$866K2023$480K$874K2024$550K$867K2025
Revenue Expenses · by fiscal year end
Financials of GEORGIA E LAURIE CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$549,895$867,387-$317,492$6,297,481$0$6,297,481
December 31, 2024990-PF$480,283$874,446-$394,163$6,614,866$0$6,614,866
December 31, 2023990-PF$273,311$866,416-$593,105$7,008,544$0$7,008,543
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$231,408
Net gain from sales of assets
$318,487

Expenses

Grants and similar amounts paid
$774,594
Compensation of officers, directors and key employees
$41,334
Disbursements for charitable purposes
$816,128
Excise tax on investment income
$7,058

Balance sheet and other

Total assets, start of year
$6,614,866
Total assets, end of year
$6,297,481
Total liabilities, end of year
$0
Net assets, end of year
$6,297,481
Fair market value of assets
$7,995,652
Qualifying distributions
$816,128
Net investment income
$549,895

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WESTERN RESERVE TRUST COMPANY
600 SUPERIOR AVE E 1701, CLEVELAND, OH 44114
TRUSTEE1$41,334
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WESTERN RESERVE TRUST COMPANY
600 SUPERIOR AVE E 1701, CLEVELAND, OH 44114
TRUSTEE1$41,974
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WESTERN RESERVE TRUST COMPANY
600 SUPERIOR AVE E, CLEVELAND, OH 44114
TRUSTEE0$40,694

Address and contacts

Address (IRS master file)
600 SUPERIOR AVE E 1701, CLEVELAND, OH 44114-0000
In care of
% WESTERN RESERVE TRUST COMPAN
Signed the 990-PF
WESTERN RESERVE TRUST COMPANY, TRUSTEE
Phone
(216) 382-2000
Return prepared by
WESTERN RESERVE TRUST COMPANY

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-6640886
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,297,481
Income (IRS master file)
$1,287,344

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$549,895$867,387$6,297,481IRS
990-PFDecember 2024$480,283$874,446$6,614,866IRS
990-PFDecember 2023$273,311$866,416$7,008,544IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 61-6640886).

Questions about GEORGIA E LAURIE CHARITABLE TR

What is the EIN of GEORGIA E LAURIE CHARITABLE TR?
The employer identification number (EIN) of GEORGIA E LAURIE CHARITABLE TR is 61-6640886.
Is GEORGIA E LAURIE CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to GEORGIA E LAURIE CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GEORGIA E LAURIE CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGIA E LAURIE CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GEORGIA E LAURIE CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of GEORGIA E LAURIE CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $41,334 (WESTERN RESERVE TRUST COMPANY, TRUSTEE).
How much revenue does GEORGIA E LAURIE CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $549,895, expenses of $867,387 and total assets of $6,297,481 at year end.

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