Jerome T Osborne and Georgeanne S
The Jerome T. Osborne and Georgeanne S. Osborne Charitable Trust is a private foundation based in Mentor, Ohio. It supports charitable organizations serving Greater Cleveland, including work in education, human services, the arts, animal care, mental health, substance use, medical needs, veterans’ programs, and food instability.
Jerome T Osborne and Georgeanne S at a glance
In short: Jerome T Osborne and Georgeanne S gave $825K across 27 grants in 2024 (avg $31K), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $825,000
- -64.1% vs 2023
- Grants made (2024)
- 27
- -35.7% vs 2023
- Average grant
- $30,556
- -44.2% vs 2023
- Median grant
- $20,000
- Total assets
- $39,261,948
- +5.5% vs 2023
- Primary geography
- Ohio (97% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Jerome T Osborne and Georgeanne S
- Accepts unsolicited proposals
- No
- How to Apply
-
The 2024 filing states that the foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Its website, however, provides an online application process and invites eligible organizations to apply. The website says applicants must be based in and provide services in Greater Cleveland, and qualify as a 501(c)(3) nonprofit or community organization, a recognized governmental entity, or an educational facility. It requests current- and prior-year operating expenses and revenue, audited financials, a current-year capital budget if available, and a list of current trustees; the filing also lists a strategic plan and annual report, if available. The website’s stated August 1, 2026 application deadline has passed; it says trustees decide awards by year-end and checks are mailed before December 31.
- Contact
Application contact: The Jerome T Osborne And Georgeanne
Mailing address: 7954 Reynolds Road, Mentor, OH 44060
Phone: (440) 497-3460
Email: info@osbornetrust.org
Website: https://osbornetrust.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Jerome T Osborne and Georgeanne S funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Andrews Osborne Academy ($135K). Together the top 10 received $567K.
Grant Size Distribution
69 grants across all recorded years
The most common grant size was under $50K: 43 grants of 69 (62%).
Geographic Focus
Where this funder awards grants
The website identifies Greater Cleveland as the trust’s service area and names Lake, Geauga, and Cuyahoga Counties in its 2023 funding announcement. In 2024, 97% of grant dollars went to recipients in Ohio and 3% to recipients in New York.
Grant Distribution by State
Share of 2024 grant dollars across all 27 itemized grants.
States
Cities
How Jerome T Osborne and Georgeanne S gives
- 70% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 52% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $825K (2024) to $2.3M (2023). In 2024 it made 27 grants totaling $825K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Andrews Osborne Academy Willoughby, OH | General Operating Support | $135,000 |
| Lake County Council on Aging Mentor, OH | General Operating Support | $110,000 |
| Extended Housing Painesville, OH | General Operating Support | $50,000 |
| Lake-Geauga Habitat for Humanity Inc Chardon, OH | General Operating Support | $50,000 |
| Fieldstone Farm Therapeutic Riding Center Chagrin Falls, OH | General Operating Support | $50,000 |
| Sub Zero Mission Painesville Township, OH | General Operating Support | $50,000 |
| Santa's Hideaway Hollow Middlefield, OH | General Operating Support | $47,000 |
| Hannahs Home Mentor, OH | General Operating Support | $25,000 |
| Tunnels to Towers Foundation Staten Island, NY | General Operating Support | $25,000 |
| Womensafe Inc Chardon, OH | General Operating Support | $25,000 |
Ready to take the next step with Jerome T Osborne and Georgeanne S?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $39,261,948 | $2,613,836 | $1,192,495 | $825,000 | 27 | $947,350 | $907,776 | $1,823,299 |
| 2023 | $37,197,902 | $39,825,181 | $2,627,279 | $2,299,387 | 42 | $2,389,577 | $646,275 | $1,783,673 |
Under IRS private-foundation payout rules, Jerome T Osborne and Georgeanne S reported a distributable amount of $1.8M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The trust’s stated mission is to provide impactful giving to Greater Cleveland charitable organizations serving the community. Its stated areas include academic and vocational education; human services; cultural organizations and the arts; care and programs for domestic and wild animals; mental health, substance abuse, and medical needs for children and adults; veterans’ programs; and food instability.
Its 2024 grants illustrate support for a range of organizations. Andrews Osborne Academy says it prepares students for higher education and leadership in an international community. Lake County Council on Aging describes services including education, nutrition, case management, in-home assistance, and community outreach for older adults and their support systems. Extended Housing says it works to prevent and end homelessness for Lake County individuals with serious mental illness. Other recipients’ stated missions include therapeutic services through horses, affordable homebuilding, maternity support, domestic-violence shelter and services, and funding local human-service needs.
Grantmaking
In 2024, the trust reported 27 grants totaling $825,000. Awards ranged from $5,000 to $135,000, with a median of $20,000. The largest listed grants were $135,000 to Andrews Osborne Academy and $110,000 to Lake County Council on Aging. The trust also awarded $50,000 each to Extended Housing, Lake-Geauga Habitat for Humanity, Fieldstone Farm Therapeutic Riding Center, and Sub Zero Mission. These listed grants were for general operating support.
The trust reported 42 grants totaling $2,299,387 in 2023. Its website also lists organizations funded in 2025, but does not provide award amounts on that page. Its 2024 filing, the latest on this page, reports 27 grants totaling $825,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Michael E. Osborne, Georgeanne O. Gorman, Jacqueline Osborne Fisher, Jerome T. Osborne III, Jeremy C. Osborne, and Maryann Autumn Luzius as trustees, and Alison Masters as director. The trust’s website identifies Sunny Masters as its administrator in a 2023 announcement.
Jerome T Osborne and Georgeanne S's 2024 filing lists 7 officers; 1 of 7 officers listed in 2024 is compensated.
Officers on the 2024 filing
Alison Masters
Director
On filings since 2023
40 hrs/week
$45K (2023) → $53K (2024)
Georgeanne O. Gorman
Trustee
On filings since 2023
1 hr/week
No compensation reported
Jacqueline Osborne Fisher
Trustee
On filings since 2023
1 hr/week
No compensation reported
Jeremy C. Osborne
Trustee
On filings since 2023
1 hr/week
No compensation reported
Jerome T. Osborne III
Trustee
On filings since 2023
1 hr/week
No compensation reported
Maryann Autumn Luzius
Trustee
On filings since 2023
1 hr/week
No compensation reported
Michael E. Osborne
Trustee
On filings since 2023
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $53K, to Alison Masters (Director).
Frequently asked questions about Jerome T Osborne and Georgeanne S
How much does Jerome T Osborne and Georgeanne S give each year?
Jerome T Osborne and Georgeanne S gave $825K across 27 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.3M across 42 grants.
What is Jerome T Osborne and Georgeanne S's typical grant size?
Jerome T Osborne and Georgeanne S's median grant in 2024 was $20,000, and its average grant was $30,556, across 27 grants on its 2024 IRS Form 990-PF.
Where does Jerome T Osborne and Georgeanne S give grants?
Jerome T Osborne and Georgeanne S gives mostly in Ohio: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mentor, OH (9 grants), Painesville, OH (4 grants), Willoughby, OH (2 grants) and Chardon, OH (2 grants).
Does Jerome T Osborne and Georgeanne S give general operating support?
Yes: 100% of Jerome T Osborne and Georgeanne S's 2024 grants with a stated purpose (27 of 27) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Jerome T Osborne and Georgeanne S's largest grantees?
Jerome T Osborne and Georgeanne S's largest 2024 grantees include Andrews Osborne Academy ($135,000), Lake County Council on Aging ($110,000) and Extended Housing ($50,000), according to its 2024 IRS Form 990-PF. Together they received 36% of its itemized 2024 grant dollars.
How large is Jerome T Osborne and Georgeanne S?
Jerome T Osborne and Georgeanne S reported $39.3M in total assets on its 2024 IRS Form 990-PF. It paid out $947K in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Jerome T Osborne and Georgeanne S fund?
The trust’s stated mission is to provide impactful giving to Greater Cleveland charitable organizations serving the community. See mission & focus areas ↑
How do I apply for a grant from Jerome T Osborne and Georgeanne S?
The 2024 filing states that the foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Jerome T Osborne and Georgeanne S's EIN?
Jerome T Osborne and Georgeanne S's EIN (Employer Identification Number) is 92-6385765. IRS Form 990 filing data is available on this page for 2023–2024.
Does Jerome T Osborne and Georgeanne S accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
Other open foundation grants in Ohio
Ohio Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Jerome T Osborne and Georgeanne S's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
United Way of Lake County Inc
Mentor, OH
United Way of Lake County funds nonprofit programs in education, financial security, health, and basic needs in Lake County, Ohio. Its 2025 grants ranged from $5,435 to $135,000, with a median of $25,350. It accepted Letters of Intent for the 2025–2026 program year; the stated deadline has passed.
Assets
$4.6M
Grants
22
Total Given
$947K
Barnard Family Foundation Elaine T Barnard Trustee
Willoughby, OH
Assets
—
Grants
6
Total Given
$11K
The Swagelok Foundation
Solon, OH
The Swagelok Foundation supports a broad range of charitable, community, education, and public organizations in places where Swagelok associates live and work, primarily in Ohio. In 2025 it made 222 grants totaling about $1.37 million, ranging from $20 to $201,000, with a median grant of $1,905. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$10.4M
Grants
222
Total Given
$1.4M
The Cleveland Foundation
Cleveland, OH
The Cleveland Foundation funds education, human services, neighborhoods and housing, health, arts and culture, the environment, economic development, and other community priorities, primarily through grants to nonprofits in Cuyahoga, Lake and Geauga counties. Its 2024 grants ranged from about $5,000 to $17.5 million, with a median of about $30,700. It accepts applications year-round through its standard grant process, with deadlines determining which cycle an application enters.
Assets
$3.3B
Grants
1,016
Total Given
$184.2M
Avery Dennison Foundation
Azusa, CA
The Avery Dennison Foundation funds education access, environmental sustainability, and secure livelihoods, with a focus on high-need communities worldwide; nearly 90% of supported projects are outside the United States. Its website says grants typically range from $50,000 to $100,000, but it does not accept unsolicited requests and funds only preselected organizations.
Assets
$27.0M
Grants
62
Total Given
$3.7M
More similar funders
More Funders in Ohio
Cite this profile
Grantable. (2026). Jerome T Osborne and Georgeanne S funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/jerome-t-osborne-and-georgeanne-s-morg_2f89f9d784a443468afcc7b75887dcae
BibTeX
@misc{grantable_926385765_2026,
author = {{Grantable}},
title = {{Jerome T Osborne and Georgeanne S funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/jerome-t-osborne-and-georgeanne-s-morg_2f89f9d784a443468afcc7b75887dcae},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Jerome T Osborne and Georgeanne S's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Jerome T Osborne and Georgeanne S down — hundreds of funders to go?