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, with interests that include education, human services, the arts, animal care, mental health, medical needs, veterans’ programs, and food instability.
Key facts about Jerome T Osborne and Georgeanne S
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.
- EIN
- 92-6385765
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $825,000
- Grants made (2024)
- 27
- Average grant
- $30,556
- Median grant
- $20,000
- Total assets
- $39,261,948
- Primary geography
- Ohio (97% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The 2024 filing states that the foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
- Deadline
- The website lists August 1, 2026, as the application deadline, with award decisions by year-end 2026.
Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$39.3M
+5.5% YoY
Annual Giving
$825K
-64.1% YoY
Grant Count
27
-35.7% YoY
Avg Grant Size
$31K
-44.2% YoY
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.
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.
Mission & Focus Areas
The trust’s stated mission is to provide impactful giving to Greater Cleveland charitable organizations serving the community. Its stated interests include academic and vocational education; human services; arts and cultural organizations; care and programs for domestic and wild animals; mental health, substance-abuse, and medical needs for children and adults; veterans’ programs; and food instability. The trust says it values enterprising initiative, good work that benefits society, and organizations that are kind, humble, and generous.
Examples of supported organizations illustrate the range of its giving. Andrews Osborne Academy says its mission is to prepare students for higher education and empower them to become leaders committed to service. Lake County Council on Aging describes providing education, nutrition, case management, in-home assistance, and community outreach to support aging adults and their support systems. Extended Housing says it works to prevent and end homelessness for Lake County individuals with serious mental illness. Other 2024 grantees describe work in affordable housing, maternity support, domestic-violence services, and access to healthcare.
Grantmaking
In 2024, the trust reported 27 grants totaling $825,000. Awards ranged from $5,000 to $135,000, with a median grant of $20,000. The listed grants were predominantly for general operating support. The largest awards were $135,000 to Andrews Osborne Academy and $110,000 to Lake County Council on Aging. Extended Housing, Lake-Geauga Habitat for Humanity, Fieldstone Farm Therapeutic Riding Center, and Sub Zero Mission each received $50,000. Other listed awards included $47,000 to Santa’s Hideaway Hollow and $25,000 each to Hannah’s Home, Tunnels to Towers Foundation, WomenSafe, United Way of Lake County, and YMCA.
Review Cycle
The website lists August 1, 2026, as the application deadline, with award decisions by year-end 2026. That deadline has passed.
How to Apply
for eligible organizations. 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. The filing lists materials including current- and prior-year expenses and revenue, a strategic plan, and—if available—audited financials, a current-year capital budget, a list of current trustees, and an annual report. The website lists current- and prior-year operating expenses and revenue, audited financials, a current-year capital budget if available, and a list of current trustees among materials to gather.
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Geographic Focus
Where this funder awards grants
The trust’s stated application criteria require organizations to be based in and provide services in Greater Cleveland, Ohio. Its 2024 filing data show that 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
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $39,261,948 | $2,613,836 | $1,192,495 | $825,000 across 27 grants |
| 2023 | $37,197,902 | $39,825,181 | $2,627,279 | $2,299,387 across 42 grants |
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $39,261,948 | $37,197,902 |
| Revenue | $2,613,836 | $39,825,181 |
| Expenses | $1,192,495 | $2,627,279 |
| Qualifying Distributions | $947,350 | $2,389,577 |
| Net Investment Income | $907,776 | $646,275 |
| Distributable Amount | $1,823,299 | $1,783,673 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
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.
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).
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
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 makes contributions only to preselected charitable organizations and does not accept unsolicited requests. 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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Jerome T Osborne and Georgeanne S by hand.
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