2024-11-22T11:49:54-06:00 2023-12-31 341310124 REA & ASSOCIATES INC 7201 CENTER STREET MENTOR OH 44060 990PF 2023-01-01 926385765 JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TRUST JERO 4409512977 7954 REYNOLDS ROAD MENTOR OH 44060 JEROME T OSBORNE III TRUSTEE 4409512977 2024-11-22 1 1 RAYMOND G ONDERISIN CPA P00837838 4402660077 2023 2024-10-15 13:58:12Z X X 37366781 X 37230162 825335 825335 21250 21250 31184 26061 32269 32269 32269 1684981 0 39825181 878854 45141 11285 33856 30165 30165 0 641 641 0 80020 53689 26331 29092 7273 21819 5792 1119 3358 29168 26455 2713 12412 8604 1764 441 1323 93697 92907 790 327892 232579 90190 2299387 2299387 2627279 232579 2389577 37197902 646275 20497153 20497153 52432 0 0 52432 52432 0 10001600 10170479 2480010 32718 2447292 2447292 0 4197840 4197840 10189 8604 0 1585 1585 0 37197902 37366781 0 0 X 0 0 0 0 0 37197902 0 37197902 0 37197902 0 37197902 0 37197902 0 37197902 CARSAN ACQUISITIONS K-1 1231 GAIN P 32269 32269 32269 32269 8983 0 8983 0 8983 0 0 13000 0 13000 522 3495 3495 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 1 1 0 1 HTTPS://OSBORNETRUST.ORG/ THE FOUNDATION 4409512977 7954 REYNOLDS ROAD MENTOR OH 44060 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL E OSBORNE 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 GEORGEANNE O GORMAN 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 JACQUELINE OSBORNE FISHER 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 JEROME T OSBORNE III 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 JEREMY C OSBORNE 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 MARYANN AUTUMN LUZIUS 7954 REYNOLDS ROAD MENTOR OH 44060 TRUSTEE 1.00 0 0 0 ALISON MASTERS 7954 REYNOLDS ROAD MENTOR OH 44060 DIRECTOR 40.00 45141 0 0 NONE 0 NONE 0 0 9520766 20178806 6699529 36399101 0 0 36399101 545987 35853114 1792656 1792656 8983 8983 1783673 0 1783673 0 1783673 2389577 0 2389577 1783673 0 0 0 2389577 0 0 0 1783673 605904 0 0 605904 0 0 0 0 0 0 0 605904 605904 X THE JEROME T OSBORNE AND GEORGEANNE 7954 REYNOLDS ROAD MENTOR OH 44060 4404973460 INFO@OSBORNETRUST.ORG ALL GRANT APPLICATIONS MUST BE SUBMITTED ONLINE AT HTTPS://OSBORNETRUST.ORG/GRANT-APPLICATION/. ITEMS NEEDED TO SUBMIT GRANT: - CURRENT YEAR AND PRIOR YEAR EXPENSES AND REVENUE (PORTRAIT FORM) - STRATEGIC PLAN - AUDITED FINANCIALS (IF AVAILABLE) - CURRENT YEAR CAPITAL BUDGET (IF AVAILABLE) - LIST OF CURRENT TRUSTEES (IF AVAILABLE) - ANNUAL REPORT (IF AVAILABLE) SEPTEMBER 1, 2023 MUST BE BASED IN AND PROVIDING SERVICES IN GREATER CLEVELAND OHIO. MUST QUALIFY AS ONE OF THE FOLLOWING ENTITIES ELIGIBLE FOR APPLICATION: - NONPROFIT OR COMMUNITY ORGANIZATION HODING A CURRENT TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE - RECOGNIZED GOVERNMENTAL ENTITIES INCLUDING STATE, COUNTY, OR CITY AGENCIES SUCH AS HEALTH DEPARTMENTS. - EDUCATIONAL FACITLITIES, SUCH AS K-12 PUBLIC, PRIVATE, OR CHARTER SCHOOLS OR SCHOOL DISTRICTS AND HIGHER EDUCATION INSTITUTIONS. CHAGRIN RIVER WATERSHED PARTNERS INC C/O HEATHER ELMER EXECUTIVE DIRECTOR PO BOX 229 WILLOUGHBY OH 44096 PC GENERAL OPERATING SUPPORT 200000 FORBES HOUSE PO BOX 702 PAINSVILLE OH 44077 PC GENERAL OPERATING SUPPORT 164387 ANDREWS OSBORNE ACADEMY 38588 MENTOR AVENUE WILLOUGHBY OH 44094 PC GENERAL OPERATING SUPPORT 150000 LAKE COUNTY COUNCIL ON AGING JOSEPH TOMSICK CEO 8520 EAST AVENUE MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 150000 PRESTONS H O P E PO BOX 510 CHAGRIN FALLS OH 44022 PC GENERAL OPERATING SUPPORT 150000 LAKELAND FOUNDATION 7700 CLOCKTOWER DRIVE KIRTLAND OH 44094 PC GENERAL OPERATING SUPPORT 150000 FINE ARTS ASSOCIATION C/O PAM PALERMO 38660 MENTOR AVENUE WILLOUGHBY OH 44094 PC GENERAL OPERATING SUPPORT 100000 AUBURN EDUCATION FOUNDATION 8221 AUBURN ROAD CONCORD TOWNSHIP OH 44077 PC GENERAL OPERATING SUPPORT 100000 HANNAHS HOME 8525 LAKESHORE BLVD 1516 MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 100000 UNITED WAY OF LAKE COUNTY INC 9285 PROGRESS PARKWAY MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 75000 LAKE COUNTY FREE CLINIC 462 CHARDON STREET PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 70000 CLEVELAND FOUNDATION PO BOX 77051 CLEVELAND OH 44194 PC GENERAL OPERATING SUPPORT 60000 FIELDSTONE FARM THERAPEUTIC RIDING CENTER C/O MAUREEN FOSTER 16497 SNYDER ROAD CHAGRIN FALLS OH 44023 PC GENERAL OPERATING SUPPORT 50000 LAKE-GEAUGA HABITAT FOR HUMANITY INC C/O MICHAEL BARB 100 PARKER COURT SUITE 6 CHARDON OH 44024 PC GENERAL OPERATING SUPPORT 50000 LAKE HUMANE SOCIETY 7564 TYLER BLVD BLDG E MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 50000 TRUE FREEDOM ENTERPRISES C/O DAVID WESSEL 2005 CYPRESS AVENUE CLEVELAND OH 44109 PC GENERAL OPERATING SUPPORT 50000 SCLERODERMA RESEARCH FOUNDATION 220 MONTGOMERY STREET SUITE 484 SAN FRANCISCO CA 94104 PC GENERAL OPERATING SUPPORT 50000 YMCA 933 MENTOR AVENUE PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 50000 HERSHEY MONTESSORI 10229 PROUTY ROAD CONCORD TOWNSHIP OH 44077 PC GENERAL OPERATING SUPPORT 50000 GREATER CLEVELAND FOOD BANK INC 15500 S WATERLOO ROAD CLEVELAND OH 44110 PC GENERAL OPERATING SUPPORT 50000 DDC CLINIC FOR SPECIAL NEEDS CHILDREN C/O ELI MILLER 14567 MADISON ROAD MIDDLEFIELD OH 44062 PC GENERAL OPERATING SUPPORT 40000 HOPEWELL 147 BELL STREET 303 CHAGRIN FALLS OH 44022 PC GENERAL OPERATING SUPPORT 40000 ST GABRIEL CATHOLIC CHURCH 9925 JOHNNYCAKE RIDGE ROAD CONCORD TOWNSHIP OH 44060 PC OPERATING FUND 36000 DEEPWOOD FOUNDATION 8121 DEEPWOOD BLVD MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 35000 SUB ZERO MISSION 1760 NORTH RIDGE ROAD PAINESVILLE TOWNSHIP OH 44077 PC GENERAL OPERATING SUPPORT 30000 LEARNING ABOUT BUSINESS INC 391 WASHINGTON STREET PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 30000 WOMENSAFE INC 12041 RAVENNA ROAD CHARDON OH 44024 PC GENERAL OPERATING SUPPORT 25000 K9 HEROES 4 HEROES 400 APPLETREE CT PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 25000 NAMI GREATER CLEVELAND 2012 WEST 25TH STREET 705 CLEVELAND OH 44113 PC GENERAL OPERATING SUPPORT 20000 LAKE GEAUGA RECOVERY CENTERS INC 9083 MENTOR AVENUE MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 20000 SUSAN G KOMEN NORTHEAST OHIO 13770 NOEL ROAD SUITE 801889 DALLAS TX 75380 PC GENERAL OPERATING SUPPORT 20000 ST HUBERT'S EPISCOPAL CHURCH 8870 BALDWIN RD MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 20000 PLAY2LEARN CONNECTION PO BOX 361 MENTOR OH 44061 PC GENERAL OPERATING SUPPORT 20000 ECUMENICAL SHELTER NETWORK OF LAKE COUNTY INC C/O TERRI ZMINA 25 FREEDOM ROAD PAINESVILLE TOWNSHIP OH 44077 PC GENERAL OPERATING SUPPORT 10000 EFFECTIVE LEADERSHIP ACADEMY C/O ALYSE NEVIL 4480 RICHMOND ROAD WARRENSVILLE HEIGHTS OH 44128 PC GENERAL OPERATING SUPPORT 10000 SKIDMARK CLE DBA MOTOGO C/O MOLLY VAUGHAN 4806 HAMILTON AVE CLEVELAND OH 44114 PC GENERAL OPERATING SUPPORT 10000 HOLA OHIO 265 N STATE STREET PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 10000 FRATERNAL ORDER OF POLICE LODGE 116 116 PO BOX 5222 WILLOWICK OH 44095 PC GENERAL OPERATING SUPPORT 10000 MENTOR PUBLIC LIBRARY C/O CORY BLACKLEDGE 8215 MENTOR AVENUE MENTOR OH 44060 PC GENERAL OPERATING SUPPORT 5000 IANS LEGACY FOUNDATION 1495 WHITE ASH DRIVE PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 5000 THE BACKPACK FUND 7171 SOWUL DRIVE PAINESVILLE OH 44077 PC GENERAL OPERATING SUPPORT 5000 GEAUGA YMCA 12460 BASS LAKE ROAD CHARDON OH 44024 PC GENERAL OPERATING SUPPORT 4000 2299387 0 14 825335 14 21250 16 26061 1684981 32269 0 872646 1717250 2589896 7 INCOME EXCLUDED PERSUANT TO NOTICE 2004-35 0 0 0 0 0 0 0 0 0 0 X X 1 JEROME T OSBORNE ESTATE 60 SOUTH PARK PLACE PAINESVILLE OH 44077 37230162 X ACCOUNTING FEES 29092 7273 21819 SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PAGE 4, PART VI-A, LINE LL NAME OF CONTROLLED ENTITY: MENTOR LUMBER & SUPPLY COEMPLOYER ID NO: 34-0396150ADDRESS: 7180 N. CENTER STREET, MENTOR, OHIO 44060EXCESS BUSINESS HOLDING: NO MENTOR LUMBER 8667037 8667037 BARCLAYS PLC 21996 20488 DUKE ENERGY 24508 25230 ENBRIDGE INC. 16846 16173 FERRELL GAS PTR 7446 7030 FNB CORP PA 245644 237037 GOODYEAR TIRE 13916 17542 JPMORGAN CHASE 901528 1069759 KINDER MORGAN 64828 67032 MIDDLEFIELD BK 36430 41757 PNC FINANCIAL SVC 1421 1394 INVESTMENT IN KIRTLAND HILLS LLC AT COST 1050000 1050000 INVESTMENT IN OSBORNE FARMS LLC AT COST 3147840 3147840 LEGAL FEES 80020 53689 26331 INSURANCE - INVESTMENT 46267 46267 0 OFFICE EXPENSE 1054 264 790 KIRTLAND HILLS LLC INVESTMENT 46376 46376 0 ESTATE INCOME PURSUANT TO 2004-35 1684981 0 1684981 OTHER PROFESSIONAL FEES 4477 1119 3358 MANAGEMENT FEE 1315 0 0 JEROME T OSBORNE AND GEORGEANNE S OSBORNE CHARITABLE TRUST 7954 REYNOLDS ROAD MENTOR OH 44060 PAYROLL TAXES - DIRECTOR 3617 904 2713 PAYROLL TAXES - INVESTMENT 1430 1430 0 REAL ESTATE TAXES - INVESTMENT 23974 23974 0 FOREIGN TAXES ON DIVIDEND INCOME 147 147 0