Lena a & Paul Addison Trust
Lena a & Paul Addison Trust is a private foundation focused on Education, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $517K in total assets. In 2025, it awarded 1 grant totaling $27K. Net investment income was $59K.
Lena a & Paul Addison Trust at a glance
In short: Lena a & Paul Addison Trust gave $27K across 1 grant in 2025 (avg $27K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $27,000
- +8.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $27,000
- +8.0% vs 2024
- Median grant
- $27,000
- Total assets
- $516,670
- +5.3% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lena a & Paul Addison Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Ohio Foundation of Independent ($27K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Lena a & Paul Addison Trust gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $24K (2019) to $31K (2022). In 2025 it made 1 grant totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ohio Foundation of Independent Columbus, OH | Scholarship | $27,000 |
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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 | $516,670 | $67,467 | $41,321 | $27,000 | 1 | $32,583 | $59,415 | $26,658 |
| 2024 | $490,548 | $39,004 | $37,197 | $25,000 | 1 | $29,399 | $31,459 | $25,987 |
| 2023 | $488,729 | $21,192 | $36,278 | $25,000 | 1 | $29,272 | $11,314 | $23,848 |
| 2022 | $503,908 | $-31,584 | $48,135 | $31,000 | 1 | $35,827 | $2,289 | $25,305 |
| 2021 | $583,672 | $220,883 | $44,489 | $30,000 | 1 | $33,588 | $211,211 | $26,224 |
| 2020 | $407,404 | $67,185 | $36,040 | $27,000 | 3 | — | $58,624 | $24,994 |
| 2019 | $376,659 | $14,200 | $32,931 | $24,000 | 2 | — | $5,878 | $25,589 |
Under IRS private-foundation payout rules, Lena a & Paul Addison Trust reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lena a & Paul Addison Trust's only listed officer is Fifth Third Bank N A, Trustee since 2022 (on filings since 2020) (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
Co-Trustee → Trustee, 2022
On filings since 2020
1 hr/week
$8K (2020) → $9K (2025)
Former officers (2)
- Former: Bamberger Foreman Oswald Hann LLP (2019) — Co-Trustee
- Former: Fifth Third Bank (2019) — Co-Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $9K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Lena a & Paul Addison Trust
How much does Lena a & Paul Addison Trust give each year?
Lena a & Paul Addison Trust gave $27K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 1 grant.
How large is Lena a & Paul Addison Trust?
Lena a & Paul Addison Trust reported $517K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).
What is Lena a & Paul Addison Trust?
Lena a & Paul Addison Trust is a private foundation focused on Education, based in Cincinnati, OH. It holds $517K in total assets as of 2025.
Where does Lena a & Paul Addison Trust operate?
Lena a & Paul Addison Trust has awarded grants in Indiana, Kentucky, Missouri, Ohio.
What is Lena a & Paul Addison Trust's EIN?
Lena a & Paul Addison Trust's EIN (Employer Identification Number) is 35-6639866. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 4, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
Live grants for the work Lena a & Paul Addison Trust funds
Education Open opportunities, soonest deadline first.
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