Tr Uw Otto Luedeking

Tax-deductible

Cincinnati, OH501(c)(3)Since 1940Foundations & GrantmakersEIN 31-6019731

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Trust assets are invested to provide income to be distributed to the charities named in the governing document.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$123K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $214K a year · 21% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$123K
to officers and key staff · 15% of spending
Top officer’s pay lower than 51% of similar orgs
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
15 mo
of spending, in cash
Looks good: 14.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 1 voting members
Concern: none of 1 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
+11% vs prior year
Spent
$850K
To programs
87%
Net assets
$13.3M
By yearFY2020–FY2025
Revenue
$1.8M
FY2025▲ +11%
Revenue by fiscal year
FY2020$460K
FY2021$1.2M
FY2022$502K
FY2023$588K
FY2024$1.6M
FY2025$1.8M
Expenses
$850K
FY2025▲ +7%
Expenses by fiscal year
FY2020$777K
FY2021$790K
FY2022$894K
FY2023$807K
FY2024$796K
FY2025$850K
Net assets
$13.3M
FY2025▲ +8%
Net assets by fiscal year
FY2020$11.7M
FY2021$12.2M
FY2022$11.8M
FY2023$11.6M
FY2024$12.4M
FY2025$13.3M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $735K Management & general 13% · $114K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $123K paid to officers and key staff.

Part VII, Section A · reportable compensation
$123,470Pt VII · Sec A

Fifth Third Bank N A’s $123K as Trustee is at the 49th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Fifth Third Bank N A$123,470$128,609$123,334$129,218$131,775—
Fifth Third Bank NA—————$107,081

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Tr Uw Otto Luedeking executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Invests assets to generate income for designated charities.

Provided by the organization

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3 programs · $476K · in their own filed words · FY2025
01

Deutsches rotes kreuz (red cross)

$373Kprogram expense
02

Maple knoll communities

$62Kprogram expense
03

The salvation army

$41Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 84 grants · $2.0M · 2020–2025
See all 84 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Investment incomeLn 3$1.8M
Money outPt IX
$850K
Ln 25
Programscol B$735K
Managementcol C$114K
Owns and owesPt X
$13.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$13.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$1.8M
Gains on assetsLn 7$1.5M
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$2
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$12.3M
Total assetsLn 16$13.3M
LiabilitiesLn 26$0
Net assetsLn 32$13.3M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$714K$1.1M
InvestmentsLn 11–13$11.7M$12.3M
Total assetsLn 16$12.4M$13.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$12.4M$13.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$717K$717K
Pay of current officers, directors and key staffLn 5$123K$19K$105K
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$2K$2K
Other expenses (24a–d)Ln 24$5K$5K
Total functional expensesLn 25$850K$735K$114K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.8M$850K$936K$13.3M 990 PDF
FY2024 $1.6M$796K$819K$12.4M 990 PDF
FY2023 $588K$807K−$219K$11.6M 990 PDF
FY2022 $502K$894K−$392K$11.8M 990 PDF
FY2021 $1.2M$790K$456K$12.2M 990 PDF
FY2020 $460K$777K−$317K$11.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $1,785,832 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $314,862$314,862
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,470,970$1,470,970
VIII-12 Total revenueExcluded from tax $1,785,832$1,785,832
Part IX · Statement of functional expenses $849,719 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $716,773$716,773
IX-5 Pay of current officers, directors and key staffPrograms $18,520 · Management $104,950$123,470
IX-11b Legal feesManagement $3,199$3,199
IX-11c Accounting feesManagement $1,500$1,500
IX-24 Other expenses (24a–d)Management $4,777$4,777
IX-25 Total functional expensesPrograms $735,293 · Management $114,426 · Fundraising $0$849,719
Part X · Balance sheet $13,334,833 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $3$2
X-2 Savings and temporary cash investmentsStart of year $713,989$1,058,594
X-11 Publicly traded securitiesStart of year $11,684,907$12,276,237
X-16 Total assetsStart of year $12,398,899$13,334,833
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $12,398,899$13,334,833
X-33 Total liabilities and net assetsStart of year $12,398,899$13,334,833
Part XI · Reconciliation of net assets $13,334,833 net assets at year end
XI-1 Total revenue$1,785,832
XI-2 Total expenses$849,719
XI-3 Revenue less expenses$936,113
XI-4 Net assets at start of year$12,398,899
XI-9 Other changes in net assets−$179
XI-10 Net assets at end of year$13,334,833

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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