Jerome T Osborne and Georgeanne S Osborne Charitable Trust
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 Osborne Charitable Trust at a glance
In short: Jerome T Osborne and Georgeanne S Osborne Charitable Trust gave $1.7M across 54 grants in 2025 (avg $31K), mostly in Ohio. 52% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,651,000
- +100.1% vs 2024
- Grants made (2025)
- 54
- +100.0% vs 2024
- Average grant
- $30,574
- +0.1% vs 2024
- Median grant
- $22,500
- Total assets
- $39,823,589
- +1.4% vs 2024
- New grantees (estimate)
- 52% first-time grantees (28 of 54, 2025)
- Primary geography
- Ohio (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Jerome T Osborne and Georgeanne S Osborne Charitable Trust
- 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 Osborne Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Andrews Osborne Academy ($212K). Together the top 10 received $842K.
Grant Size Distribution
123 grants across all recorded years
The most common grant size was under $50K: 86 grants of 123 (70%).
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 2025 grant dollars across all 54 itemized grants.
States
Cities
Is Jerome T Osborne and Georgeanne S Osborne Charitable Trust open to new grantees?
52%
first-time grantees, 2025
In 2025, 28 of 54 grantees (52%) were first-time recipients. First grants averaged $18K; repeat grants $45K. How we count
Medians: $10K first-time, $30K repeat.
- 31% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 91% 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 (2023–2025). 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 2025, annual grant giving ranged from $825K (2024) to $2.3M (2023). In 2025 it made 54 grants totaling $1.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Andrews Osborne Academy Willoughby, OH | Heart of the Academy Next Phaseenhancements | $212,000 |
| Lake County Council on Aging Mentor, OH | Aging with dignity: comprehensive support forolder adults in Lake county | $200,000 |
| Forbes House Painsville, OH | General Operating Support | $65,000 |
| Auburn Education Foundation Concord Township, OH | Construction Technology Modernization and Equipment Upgrade | $60,000 |
| Lake County Free Clinic Painesville, OH | Comprehensive Diabetic Pathway for Uninsured Adults. | $55,000 |
| Lake Catholic High School Mentor, OH | Lake Catholic High School Artificial Intelligence (Ai) Lab | $50,000 |
| Stony Glen Camp Madison, OH | Willow Cabin Renovation | $50,000 |
| Fieldstone Farm Therapeutic Riding Center Chagrin Falls, OH | Equine Therapy for Disadvantaged Students | $50,000 |
| United Way of Lake County Inc Mentor, OH | Feed Lake County by Addressing Food Insecurity | $50,000 |
| Ecumenical Shelter Network of Lake County Inc Painesville Township, OH | Pave the Way, Bathtubs and Resurfacing | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $39,823,589 | $1,949,528 | $2,003,852 | $1,651,000 | 54 | $1,794,521 | $1,759,847 | $1,976,065 |
| 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 Osborne Charitable Trust reported a distributable amount of $2.0M for 2025 — 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. Its 2025 filing, the latest on this page, reports 54 grants totaling $1.7 million.
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.
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 Osborne Charitable Trust's 2025 filing lists 8 officers; all 8 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alison Masters
Director
On filings since 2023
40 hrs/week
$45K (2023) → $84K (2025)
Georgeanne O. Gorman
Trustee
On filings since 2023
1 hr/week
$4K (2025)
Jacqueline Osborne Fisher
Trustee
On filings since 2023
1 hr/week
$2K (2025)
Jeremy C. Osborne
Trustee
On filings since 2023
1 hr/week
$3K (2025)
Jerome T. Osborne III
Trustee
On filings since 2023
1 hr/week
$4K (2025)
Maryann Autumn Luzius
Trustee
On filings since 2023
1 hr/week
$4K (2025)
Michael E. Osborne
Trustee
On filings since 2023
1 hr/week
$4K (2025)
Richard M. Osborne Jr.
Trustee
New on the 2025 filing
1 hr/week
$2K (2025)
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $84K, to Alison Masters (Director). 8 officers or directors reported compensation on that filing.
Frequently asked questions about Jerome T Osborne and Georgeanne S Osborne Charitable Trust
How much does Jerome T Osborne and Georgeanne S Osborne Charitable Trust give each year?
Jerome T Osborne and Georgeanne S Osborne Charitable Trust gave $1.7M across 54 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $825K across 27 grants.
What is Jerome T Osborne and Georgeanne S Osborne Charitable Trust's typical grant size?
Jerome T Osborne and Georgeanne S Osborne Charitable Trust's median grant in 2025 was $22,500, and its average grant was $30,574, across 54 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Jerome T Osborne and Georgeanne S Osborne Charitable Trust that year got $18K on average.
Where does Jerome T Osborne and Georgeanne S Osborne Charitable Trust give grants?
Jerome T Osborne and Georgeanne S Osborne Charitable Trust gives mostly in Ohio: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cleveland, OH (11 grants), Mentor, OH (10 grants), Willoughby, OH (3 grants) and Painesville, OH (3 grants).
Does Jerome T Osborne and Georgeanne S Osborne Charitable Trust give general operating support?
Yes: 28% of Jerome T Osborne and Georgeanne S Osborne Charitable Trust's 2025 grants with a stated purpose (15 of 54) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Jerome T Osborne and Georgeanne S Osborne Charitable Trust's largest grantees?
Jerome T Osborne and Georgeanne S Osborne Charitable Trust's largest 2025 grantees include Andrews Osborne Academy ($212,000), Lake County Council on Aging ($200,000) and Forbes House ($65,000), according to its 2025 IRS Form 990-PF. Together they received 29% of its itemized 2025 grant dollars.
How large is Jerome T Osborne and Georgeanne S Osborne Charitable Trust?
Jerome T Osborne and Georgeanne S Osborne Charitable Trust reported $39.8M in total assets on its 2025 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $2.0M (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 Osborne Charitable Trust 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 Osborne Charitable Trust?
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 Osborne Charitable Trust's EIN?
Jerome T Osborne and Georgeanne S Osborne Charitable Trust's EIN (Employer Identification Number) is 92-6385765. IRS Form 990 filing data is available on this page for 2023–2025.
Does Jerome T Osborne and Georgeanne S Osborne Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 4, 2026)
- IRS filings on file for fiscal years 2023–2024
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Cite this profile
Grantable. (2026). Jerome T Osborne and Georgeanne S Osborne Charitable Trust funder profile. GrantGraph. Retrieved November 2, 2026, from https://grantable.co/funders/jerome-t-osborne-and-georgeanne-s-osborne-charitable-trust-morg_2f89f9d784a443468afcc7b75887dcae
BibTeX
@misc{grantable_926385765_2026,
author = {{Grantable}},
title = {{Jerome T Osborne and Georgeanne S Osborne Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/jerome-t-osborne-and-georgeanne-s-osborne-charitable-trust-morg_2f89f9d784a443468afcc7b75887dcae},
note = {Accessed 2026-11-02. 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 Osborne Charitable Trust'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.
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