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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
2023-09-01
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
$102,160
2023
Total expenses
$247,871
2023
Total assets
$2,949,541
2023
Num. employees
0
2023

Program areas at Will Family Trust

Support of orgs listed in governing document

Grants made by Will Family Trust

GranteeGrant descriptionAmount
Lebanon Presbyterian ChurchSupport$132,895
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 ManleySenior Vice President

Financials for Will Family Trust

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$98,899
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$3,261
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$102,160

Form 990s for Will Family Trust

Fiscal year endingDate received by IRSFormPDF link
2022-092023-01-13990View PDF
2021-092021-12-20990View PDF
2020-092021-08-10990View PDF
2019-092021-03-09990OView PDF
2018-092019-04-15990OView PDF
...and 8 more Form 990s
Data update history
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
April 1, 2022
Posted financials
Added Form 990 for fiscal year 2020
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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