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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Fifth Third Bank N A Institution | TRUSTEE | 2019-2025 | $9,558 | $55,690 | 482 |
People by year
2025 · 1 person listed · 1 paid, $10K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A Institution | TRUSTEE | 1 | $9,558 | - | - | $9,558 | 482 |
2024 · 1 person listed · 1 paid, $9K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A Institution | TRUSTEE | 1 | $9,305 | - | - | $9,305 | 482 |
2023 · 1 person listed · 1 paid, $8K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A Institution | TRUSTEE | 1 | $8,463 | - | - | $8,463 | 482 |
2022 · 1 person listed · 1 paid, $9K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A Institution | TRUSTEE | 1 | $9,160 | - | - | $9,160 | 482 |
2021 · 1 person listed · 1 paid, $10K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A Institution | TRUSTEE | 1 | $10,190 | - | - | $10,190 | 482 |
2020 · 1 person listed · 1 paid, $9K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A Institution | TRUSTEE | 1 | $9,014 | - | - | $9,014 | 482 |
2019 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK Institution | TRUSTEE | 1 | $0 | - | - | $0 | 482 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $86,459 | $55,234 | $566,342 | $566,342 | - | - | $9,558 | - | - |
| 2024 · Form 990PF | ||||||||
| $67,161 | $55,722 | $535,140 | $535,140 | - | - | $9,305 | - | - |
| 2023 · Form 990PF | ||||||||
| $33,706 | $38,829 | $523,653 | $523,653 | - | - | $8,463 | - | - |
| 2022 · Form 990PF | ||||||||
| $10,794 | $59,112 | $528,857 | $528,857 | - | - | $9,160 | - | - |
| 2021 · Form 990PF | ||||||||
| $64,806 | $54,789 | $577,246 | $577,246 | - | - | $10,190 | - | - |
| 2020 · Form 990PF | ||||||||
| $19,551 | $68,942 | $567,109 | $567,109 | - | - | $9,014 | - | - |
| 2019 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ELSIE N HILL TRUST UW 2-27-87 | OH | T90 | $128,040 | $136,687 | TRUSTEE | $20,658 | Same NTEE code T90, revenue within 2x, same state |
| GERALD L FORD IRREV TR | OH | T90 | $70,204 | $44,055 | TRUSTEE | $10,002 | Same NTEE code T90, revenue within 2x, same state |
| YODER MEMORIAL TRUST FUND 710401 TAYLOR UNIVERSITY | OH | T90 | $72,177 | $23,823 | TRUSTEE | $10,020 | Same NTEE code T90, revenue within 2x, same state |
| MARIAN R MAHAN CHARITABLE TR | OH | T90 | $118,969 | $237,679 | TRUSTEE | $40,665 | Same NTEE code T90, revenue within 2x, same state |
| CAMBRON MARY I MEMORIAL FD TRUST | OH | T90 | $54,362 | $40,401 | TRUSTEE | $8,059 | Same NTEE code T90, revenue within 2x, same state |
| V ENNIS WRIGHT EDUCATIONAL TRUST FUND | OH | T90 | $55,163 | $35,871 | TRUSTEE | $8,776 | Same NTEE code T90, revenue within 2x, same state |
| F A HAUCK TRUST UA FBO CINTI PARK BOND | OH | T90 | $136,831 | $88,797 | TRUSTEE | $11,615 | Same NTEE code T90, revenue within 2x, same state |
| RUTH HARTSELL CAMPBELL TR | OH | T90 | $58,902 | $43,121 | TRUSTEE | $7,570 | Same NTEE code T90, revenue within 2x, same state |
| C & A REID CHARITABLE TRUST ART VII | OH | T90 | $52,962 | $68,984 | TRUSTEE | $22,543 | Same NTEE code T90, revenue within 2x, same state |
| JOHN E GOERLICH CHARITABLE TRUST | OH | T90 | $67,162 | $123,205 | BOARD MEMBER | $0 | Same NTEE code T90, revenue within 2x, same state |
| FLORENCE E DREW TRUST 10-10-123-0019020 | OH | T90 | $70,559 | $42,746 | TRUSTEE | $8,147 | Same NTEE code T90, revenue within 2x, same state |
| HENRY AND HELEN JOHNSON SCHOLARSHIP TRUST | OH | T90 | $144,764 | $109,917 | TRUSTEE | $21,873 | Same NTEE code T90, revenue within 2x, same state |
| OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY | OH | T90 | $129,950 | $198,490 | BOARD MEMBER | $516,999 | Same NTEE code T90, revenue within 2x, same state |
| MITCHEL L FROMM FAMILY FOUNDATION | OH | T90 | $88,029 | $42,518 | TRUSTEE | $0 | Same NTEE code T90, revenue within 2x, same state |
| KENNETH L ARDREY AND DORIS W ARDREY FUND | OH | T90 | $65,721 | $34,343 | TRUSTEE | $6,972 | Same NTEE code T90, revenue within 2x, same state |
| TBTJ FOUNDATION | OH | T90 | $133,007 | $2,053 | Director | $0 | Same NTEE code T90, revenue within 2x, same state |
| THE 513 FUND IMA | OH | T90 | $52,176 | $192,767 | CO-TRUSTEE | $0 | Same NTEE code T90, revenue within 2x, same state |
| LYDEN FAMILY FOUNDATION | OH | T90 | $91,008 | $43,645 | CO-TRUSTEE | $0 | Same NTEE code T90, revenue within 2x, same state |
| THE ZUSMAN FAMILY FOUNDATION | OH | T90 | $89,250 | $94,373 | TRUSTEE | $0 | Same NTEE code T90, revenue within 2x, same state |
| MARGARET E BAKER FOUNDATION | OH | T90 | $141,004 | $233,485 | TRUSTEE | $27,137 | Same NTEE code T90, revenue within 2x, same state |
| HISS FAM CHARITABLE FD 1995 PFDN | OH | T90 | $106,981 | $108,181 | TRUSTEE | $19,588 | Same NTEE code T90, revenue within 2x, same state |
| JOHN L DUNNE & JENIFER R LLOYD FAMILY FOUNDATION | OH | T90 | $92,774 | $77,349 | PRESIDENT | $0 | Same NTEE code T90, revenue within 2x, same state |
| GEORGE & BETTY SCHAEFER FOUNDATION | OH | T90 | $86,497 | $59,625 | Trustee | $0 | Same NTEE code T90, revenue within 2x, same state |
| GREEK ORTHODOX CATHEDERAL FOUNDATION INC | OH | T90 | $98,861 | $44,260 | CHAIRMAN | $0 | Same NTEE code T90, revenue within 2x, same state |
| PETROVAS PROMISE INC | OH | T90 | $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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| PARK NATIONAL BANK FOUNDATION PARK NATIONAL BANK | Private foundation | $10,000 | 1 | 1 | 2021–2021 | OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY |
| DAYTON FOUNDATION DEPOSITORY | DAF sponsor | $6,000 | 1 | 1 | 2024–2024 | GREEK ORTHODOX CATHEDERAL FOUNDATION INC |
| FIRST FEDERAL FOUNDATION | Private foundation | $5,000 | 3 | 1 | 2023–2025 | OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY |
| AMAZONSMILE FOUNDATION | Private foundation | $191 | 8 | 2 | 2020–2023 | OHIO BANKERS FOUNDATION FOR FINANCIAL LITERACY; PEAKED HILL TRUST INC |
| TEXAS INSTRUMENTS FOUNDATION | Private foundation | $25 | 1 | 1 | 2024–2024 | 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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $55,234 | 100% |
2024 · Form 990PF · $55,722 spent · pay $9,305 · grants $44,084 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $55,722 | 100% |
2023 · Form 990PF · $38,829 spent · pay $8,463 · grants $28,656 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $38,829 | 100% |
2022 · Form 990PF · $59,112 spent · pay $9,160 · grants $47,405 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $59,112 | 100% |
2021 · Form 990PF · $54,789 spent · pay $10,190 · grants $43,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $54,789 | 100% |
2020 · Form 990PF · $68,942 spent · pay $9,014 · grants $53,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $68,942 | 100% |
2019 · Form 990PF · $55,684 spent · pay $0 · grants $44,720 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $55,684 | 100% |