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EIN 31-6225163

Will Family Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Lebanon
State
Ohio
Year formed
1981
Most recent tax filings
2024-09-01
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
Description
Will Family Trust is a foundation or grantmaking organization in Lebanon, OH whose mission is: Provide financial support to charitable organizations listed in the Trust governing document.
Total revenues
$204,247
2024
Total expenses
$190,505
2024
Total assets
$2,963,283
2024
Num. employees
0
2024

Program areas at Will Family Trust

Support of orgs listed in governing document

Grants made by Will Family Trust

GranteeGrant descriptionAmount
Lebanon Presbyterian ChurchSupport$94,046
Garden Club of Ohio / Lebanon Garden ClubSupport$500
Warren County Historical SocietySupport$500
...and 1 more grant made

Personnel at Will Family Trust

NameTitle
Jacqueline A ManleySenior Vice President

Financials for Will Family Trust

RevenuesFYE 09/2024
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$118,905
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$85,342
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$204,247

Form 990s for Will Family Trust

Fiscal year endingDate received by IRSFormPDF link
2024-092024-10-25990View PDF
2023-092023-11-22990View PDF
2022-092023-01-13990View PDF
2021-092021-12-20990View PDF
2020-092021-08-10990View PDF
...and 10 more Form 990s
Data update history
February 5, 2024
Posted financials
Added Form 990 for fiscal year 2023
June 29, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 20, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 13, 2023
Used new vendors
Identified 1 new vendor, including
April 12, 2022
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
Provides grantsTax deductible donationsNo full-time employees
General information
Address
PO Box 59
Lebanon, OH 45036
Metro area
Cincinnati, OH-KY-IN
County
Warren County, OH
Phone
(513) 932-1414
IRS details
EIN
31-6225163
Fiscal year end
September
Taxreturn type
Form 990
Year formed
1981
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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