Will Family Trust

Analysis

Will Family Trust is a registered charity in United States, based in Lebanon, OH. It received its IRS tax-exemption ruling in March 1982, 44 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending September 2024, Will Family Trust reported income of $204k and spending of $191k, spending 93% of its income. Across the 5 years on record, from September 2020 to September 2024, income grew from $154k to $204k (+32%), an average of +7.2% a year. The sharpest change came in the year to September 2024, when income rose by 100%. Over the whole period it spent 84% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Will Family Trust sits at the 58th percentile: it is larger than about 58% of them. Against every charity in United States with reported income it ranks in the 54th percentile, and in the 54th percentile within OH. Charities of a similar size with the same main cause include Enzo & Me Pediatric Cancer Foundation ($204k), Sertoma Inc ($204k) and Greater Greenfield Community Foundation ($204k).

Compensation of current officers, directors and key employees was $20k (10% of expenses). At year end it held assets of $3.0m against liabilities of $0, net assets of $3.0m.