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Nonprofiteer
← TR UW OTTO LUEDEKING

Form 990 for tax year 2025

Filed by TR UW OTTO LUEDEKING.

Totals

Total revenue
$1,785,832
Total expenses
$849,719
Contributions and grants received
$0
Grants paid
$716,773
Program service revenue
$0
Investment income
$1,785,832
Other revenue
$0
Total assets, end of year
$13,334,833
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$13,334,833
Program services expenses (Part IX)
$735,293
Management and general expenses
$114,426
Fundraising expenses
$0
Program service expenses (Part III)
$735,293

Program services were 86.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $314,862 · excluded $314,862

  • 7a · Gross sales of assets other than inventory

    securities $5,421,021

  • 7b · Less cost or other basis and sales expenses

    securities $3,950,051

  • 7c · Gain or loss

    securities $1,470,970

  • 7d · Net gain or loss

    total $1,470,970 · excluded $1,470,970

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $716,773 · program services $716,773

  • 5 · Compensation of officers, directors and key employees

    total $123,470 · program services $18,520 · management and general $104,950

  • 11b · Fees: legal

    total $3,199 · management and general $3,199

  • 11c · Fees: accounting

    total $1,500 · management and general $1,500

  • 24a · Other expenses: FOREIGN TAXES

    total $4,562 · management and general $4,562

  • 24b · Other expenses: OHIO CHARITABLE REGISTRATION FEE

    total $200 · management and general $200

  • 24c · Other expenses: INVESTMENT EXPENSES

    total $15 · management and general $15

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3 · end of year $2

  • 2 · Savings and temporary cash investments

    beginning of year $713,989 · end of year $1,058,594

  • 11 · Investments: publicly traded securities

    beginning of year $11,684,907 · end of year $12,276,237

  • 29 · Capital stock, trust principal or current funds

    beginning of year $12,398,899 · end of year $13,334,833

Mission and programs · 2025

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT.

  • DEUTSCHES ROTES KREUZ (RED CROSS)

    Expenses $372,762 · Grants $363,373

  • MAPLE KNOLL COMMUNITIES

    Expenses $62,126 · Grants $60,561

  • THE SALVATION ARMY

    Expenses $41,417 · Grants $40,374

  • Expenses $258,988 · Grants $252,465

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Fifth Third Bank N A

    TRUSTEE

    Total calculated
    $123,470
    From this org
    $123,470
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
29 April 2026
IRS schema version
2025v4.0
Source object
202601319349305985

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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