Lena a & Paul Addison Trust is a private foundation focused on Education, based in CINCINNATI, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $491K in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $31K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$491K
+0.4% YoY
Annual Giving
$25K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$25K
+0.0% YoY
Under IRS private-foundation payout rules, Lena a & Paul Addison Trust reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
About Lena a & Paul Addison Trust
Based on IRS filings
Lena a & Paul Addison Trust is a private foundation focused on Education, based in CINCINNATI, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $491K in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $31K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $490,548 | $488,729 | $503,908 |
| Revenue | $39,004 | $21,192 | $-31,584 |
| Expenses | $37,197 | $36,278 | $48,135 |
| Qualifying Distributions | $29,399 | $29,272 | $35,827 |
| Net Investment Income | $31,459 | $11,314 | $2,289 |
| Distributable Amount | $25,987 | $23,848 | $25,305 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ohio Foundation of Independent ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| OHIO FOUNDATION OF INDEPENDENT COLUMBUS, OH | SCHOLARSHIP | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $7,759 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $491K in total assets as of 2024.
How large is Lena a & Paul Addison Trust?
As of 2024, Lena a & Paul Addison Trust holds $491K in total assets with $39K in annual revenue. It awarded 1 grants totaling $25K in 2024.
Where does Lena a & Paul Addison Trust operate?
Lena a & Paul Addison Trust has awarded grants in Indiana, Kentucky, Missouri, Ohio.
What size grants does Lena a & Paul Addison Trust award?
In 2024, Lena a & Paul Addison Trust awarded 1 grants totaling $25K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Lena a & Paul Addison Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lena a & Paul Addison Trust reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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