Nonprofit · EIN 92-6385765
JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TR
Also known as JEROME T OSBORNE III TTEE
Tax-exempt · MENTOR, OH 44060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,949,528 | $2,003,852 | -$54,324 | $39,823,589 | $5,670 | $39,817,919 |
| December 31, 2024 | 990-PF | $2,613,836 | $1,192,495 | $1,421,341 | $39,261,948 | $2,835 | $39,259,113 |
| December 31, 2023 | 990-PF | $39,825,181 | $2,627,279 | $37,197,902 | $37,197,902 | $0 | $37,197,902 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,042,144
- Interest
- $869,865
- Net rental income
- $12,089
- Net gain from sales of assets
- $3,500
Expenses
- Grants and similar amounts paid
- $1,651,000
- Compensation of officers, directors and key employees
- $107,300
- Disbursements for charitable purposes
- $1,794,521
- Excise tax on investment income
- $24,462
Balance sheet and other
- Total assets, start of year
- $39,261,948
- Total assets, end of year
- $39,823,589
- Total liabilities, end of year
- $5,670
- Net assets, end of year
- $39,817,919
- Fair market value of assets
- $39,823,589
- Qualifying distributions
- $1,794,521
- Net investment income
- $1,949,528
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALISON MASTERS 7954 REYNOLDS ROAD, MENTOR, OH 44060 | DIRECTOR | 40 | $84,300 |
| MICHAEL E OSBORNE 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $4,000 |
| GEORGEANNE O GORMAN 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $4,000 |
| JEROME T OSBORNE III 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $4,000 |
| MARYANN AUTUMN LUZIUS 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $4,000 |
| JEREMY C OSBORNE 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $3,000 |
| JACQUELINE OSBORNE FISHER 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $2,000 |
| RICHARD M OSBORNE JR 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $2,000 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALISON MASTERS 7954 REYNOLDS ROAD, MENTOR, OH 44060 | DIRECTOR | 40 | $52,920 |
| MICHAEL E OSBORNE 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
| GEORGEANNE O GORMAN 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
| JACQUELINE OSBORNE FISHER 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
| JEROME T OSBORNE III 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
| JEREMY C OSBORNE 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
| MARYANN AUTUMN LUZIUS 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALISON MASTERS 7954 REYNOLDS ROAD, MENTOR, OH 44060 | DIRECTOR | 40 | $45,141 |
| MICHAEL E OSBORNE 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
| GEORGEANNE O GORMAN 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
| JACQUELINE OSBORNE FISHER 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
| JEROME T OSBORNE III 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
| JEREMY C OSBORNE 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
| MARYANN AUTUMN LUZIUS 7954 REYNOLDS ROAD, MENTOR, OH 44060 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7594 REYNOLDS ROAD, MENTOR, OH 44060-0000
- Signed the 990-PF
- JEROME T OSBORNE III, TRUSTEE
- Phone
- (440) 951-2977
- Website
- HTTPS://OSBORNETRUST.ORG/
- Return prepared by
- REA & ASSOCIATES INC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 92-6385765
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $39,823,589
- Income (IRS master file)
- $1,949,528
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,949,528 | $2,003,852 | $39,823,589 | XML |
| 990-PF | December 2024 | $2,613,836 | $1,192,495 | $39,261,948 | XML |
| 990-PF | December 2023 | $39,825,181 | $2,627,279 | $37,197,902 | XML |
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 92-6385765).
Questions about JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TR
- What is the EIN of JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TR?
- The employer identification number (EIN) of JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TR is 92-6385765.
- Is JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEROME T OSBORNE AND GEORGEANNE S OSBORNE 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 JEROME T OSBORNE AND GEORGEANNE S OSBORNE 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 JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 8 received compensation from the organization, the highest $84,300 (ALISON MASTERS, DIRECTOR).
- How much revenue does JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,949,528, expenses of $2,003,852 and total assets of $39,823,589 at year end.
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