STRATEGY STUDIO / PUBLIC DATA EXPLORER

WILLIAM M LUEBBERS TEST TR UW

Cite this

Plain text WILLIAM M LUEBBERS TEST TR UW. Strategy Studio, nonprofit organization profile, tax years 2019–2025. https://strategystudio.org/org/616256124. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). WILLIAM M LUEBBERS TEST TR UW [Nonprofit organization profile; tax years 2019–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/616256124

MLA “WILLIAM M LUEBBERS TEST TR UW.” Strategy Studio, tax years 2019–2025, https://strategystudio.org/org/616256124. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2019–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $86K · expenses $55K · assets $566K

EIN
61-6256124
Address
PO BOX 630858, CINCINNATI, OH 45263-0858
NTEE code
T90
Subsection
501(c)(3)
Ruling year
2019
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Fifth Third Bank N A Institution TRUSTEE2019-2025 $9,558$55,690 482

People by year

2025 · 1 person listed · 1 paid, $10K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A Institution TRUSTEE1 $9,558-- $9,558482
2024 · 1 person listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A Institution TRUSTEE1 $9,305-- $9,305482
2023 · 1 person listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A Institution TRUSTEE1 $8,463-- $8,463482
2022 · 1 person listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A Institution TRUSTEE1 $9,160-- $9,160482
2021 · 1 person listed · 1 paid, $10K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A Institution TRUSTEE1 $10,190-- $10,190482
2020 · 1 person listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK N A Institution TRUSTEE1 $9,014-- $9,014482
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIFTH THIRD BANK Institution TRUSTEE1 $0-- $0482

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 3 grants to organizations · $43K
2024 · 3 grants to organizations · $44K
2023 · 3 grants to organizations · $29K
2022 · 3 grants to organizations · $47K
2021 · 3 grants to organizations · $43K
2020 · 3 grants to organizations · $53K
2019 · 3 grants to organizations · $45K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$86,459$55,234 $566,342$566,342 -- $9,558--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$67,161$55,722 $535,140$535,140 -- $9,305--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$33,706$38,829 $523,653$523,653 -- $8,463--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$10,794$59,112 $528,857$528,857 -- $9,160--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$64,806$54,789 $577,246$577,246 -- $10,190--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$19,551$68,942 $567,109$567,109 -- $9,014--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$168,756$55,684 $616,748$616,748 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ELSIE N HILL TRUST UW 2-27-87OHT90 $128,040$136,687 TRUSTEE$20,658 Same NTEE code T90, revenue within 2x, same state
GERALD L FORD IRREV TROHT90 $70,204$44,055 TRUSTEE$10,002 Same NTEE code T90, revenue within 2x, same state
YODER MEMORIAL TRUST FUND 710401 TAYLOR UNIVERSITYOHT90 $72,177$23,823 TRUSTEE$10,020 Same NTEE code T90, revenue within 2x, same state
MARIAN R MAHAN CHARITABLE TROHT90 $118,969$237,679 TRUSTEE$40,665 Same NTEE code T90, revenue within 2x, same state
CAMBRON MARY I MEMORIAL FD TRUSTOHT90 $54,362$40,401 TRUSTEE$8,059 Same NTEE code T90, revenue within 2x, same state
V ENNIS WRIGHT EDUCATIONAL TRUST FUNDOHT90 $55,163$35,871 TRUSTEE$8,776 Same NTEE code T90, revenue within 2x, same state
F A HAUCK TRUST UA FBO CINTI PARK BONDOHT90 $136,831$88,797 TRUSTEE$11,615 Same NTEE code T90, revenue within 2x, same state
RUTH HARTSELL CAMPBELL TROHT90 $58,902$43,121 TRUSTEE$7,570 Same NTEE code T90, revenue within 2x, same state
C & A REID CHARITABLE TRUST ART VIIOHT90 $52,962$68,984 TRUSTEE$22,543 Same NTEE code T90, revenue within 2x, same state
JOHN E GOERLICH CHARITABLE TRUSTOHT90 $67,162$123,205 BOARD MEMBER$0 Same NTEE code T90, revenue within 2x, same state
FLORENCE E DREW TRUST 10-10-123-0019020OHT90 $70,559$42,746 TRUSTEE$8,147 Same NTEE code T90, revenue within 2x, same state
HENRY AND HELEN JOHNSON SCHOLARSHIP TRUSTOHT90 $144,764$109,917 TRUSTEE$21,873 Same NTEE code T90, revenue within 2x, same state
OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACYOHT90 $129,950$198,490 BOARD MEMBER$516,999 Same NTEE code T90, revenue within 2x, same state
MITCHEL L FROMM FAMILY FOUNDATIONOHT90 $88,029$42,518 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
KENNETH L ARDREY AND DORIS W ARDREY FUNDOHT90 $65,721$34,343 TRUSTEE$6,972 Same NTEE code T90, revenue within 2x, same state
TBTJ FOUNDATIONOHT90 $133,007$2,053 Director$0 Same NTEE code T90, revenue within 2x, same state
THE 513 FUND IMAOHT90 $52,176$192,767 CO-TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
LYDEN FAMILY FOUNDATIONOHT90 $91,008$43,645 CO-TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
THE ZUSMAN FAMILY FOUNDATIONOHT90 $89,250$94,373 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
MARGARET E BAKER FOUNDATIONOHT90 $141,004$233,485 TRUSTEE$27,137 Same NTEE code T90, revenue within 2x, same state
HISS FAM CHARITABLE FD 1995 PFDNOHT90 $106,981$108,181 TRUSTEE$19,588 Same NTEE code T90, revenue within 2x, same state
JOHN L DUNNE & JENIFER R LLOYD FAMILY FOUNDATIONOHT90 $92,774$77,349 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
GEORGE & BETTY SCHAEFER FOUNDATIONOHT90 $86,497$59,625 Trustee$0 Same NTEE code T90, revenue within 2x, same state
GREEK ORTHODOX CATHEDERAL FOUNDATION INCOHT90 $98,861$44,260 CHAIRMAN$0 Same NTEE code T90, revenue within 2x, same state
PETROVAS PROMISE INCOHT90 $68,428$117,941 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
PARK NATIONAL BANK FOUNDATION PARK NATIONAL BANK Private foundation$10,0001 12021–2021 OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY
DAYTON FOUNDATION DEPOSITORY DAF sponsor$6,0001 12024–2024 GREEK ORTHODOX CATHEDERAL FOUNDATION INC
FIRST FEDERAL FOUNDATION Private foundation$5,0003 12023–2025 OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY
AMAZONSMILE FOUNDATION Private foundation$1918 22020–2023 OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY; PEAKED HILL TRUST INC
TEXAS INSTRUMENTS FOUNDATION Private foundation$251 12024–2024 PEAKED HILL TRUST INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $55,234 spent · pay $9,558 · grants $42,710 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $42,710 77.3%
Pay: officers, directors, trustees $9,558 17.3%
Fees: accounting $1,500 2.7%
Taxes $1,466 2.7%
Total$55,234100%

View the filing

2024 · Form 990PF · $55,722 spent · pay $9,305 · grants $44,084 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $44,084 79.1%
Pay: officers, directors, trustees $9,305 16.7%
Fees: accounting $1,470 2.6%
Taxes $863 1.5%
Total$55,722100%

View the filing

2023 · Form 990PF · $38,829 spent · pay $8,463 · grants $28,656 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $28,656 73.8%
Pay: officers, directors, trustees $8,463 21.8%
Fees: accounting $1,410 3.6%
Taxes $300 0.8%
Total$38,829100%

View the filing

2022 · Form 990PF · $59,112 spent · pay $9,160 · grants $47,405 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $47,405 80.2%
Pay: officers, directors, trustees $9,160 15.5%
Taxes $1,372 2.3%
Fees: accounting $1,175 2.0%
Total$59,112100%

View the filing

2021 · Form 990PF · $54,789 spent · pay $10,190 · grants $43,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $43,000 78.5%
Pay: officers, directors, trustees $10,190 18.6%
Fees: accounting $1,175 2.1%
Taxes $424 0.8%
Total$54,789100%

View the filing

2020 · Form 990PF · $68,942 spent · pay $9,014 · grants $53,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $53,000 76.9%
Pay: officers, directors, trustees $9,014 13.1%
Taxes $5,553 8.1%
Fees: accounting $1,375 2.0%
Total$68,942100%

View the filing

2019 · Form 990PF · $55,684 spent · pay $0 · grants $44,720 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $44,720 80.3%
Other expenses $9,383 16.9%
Fees: accounting $1,150 2.1%
Taxes $431 0.8%
Total$55,684100%

View the filing