The Frances R Luther Charitable Trust

Cincinnati, OH
Tax-exempt since Aug. 2000
EIN: 31-6646985

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.69M (2024)

Expenses

$3.64M (2024)

Total Assets

$53.1M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$4,685,301

Expenses

$3,640,565

Net Income

$1,044,736

Net Assets

$53,081,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,493,122	31.9%
Sales of Assets	$3,192,179	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,133,543	86.1%
Compensation of Officers*	$550,718	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$53,081,479
Total Liabilities	$0
Net Assets	$53,081,479

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Co Trustee)	$550,718	$0

990-PF

Filed on April 25, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$17,500,984

Expenses

$3,063,420

Net Income

$14,437,564

Net Assets

$52,040,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,340,686	7.7%
Sales of Assets	$16,160,298	92.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,491,306	81.3%
Compensation of Officers*	$416,042	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$52,040,463
Total Liabilities	$0
Net Assets	$52,040,463

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Co Trustee)	$416,042	$0

990-PF

Filed on April 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$9,074,924

Expenses

$3,496,357

Net Income

$5,578,567

Net Assets

$37,820,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,289,718	14.2%
Sales of Assets	$7,785,206	85.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,030,940	86.7%
Compensation of Officers*	$365,035	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,820,154
Total Liabilities	$0
Net Assets	$37,820,154

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Co Trustee)	$361,826	$0
Narley L Haley Until Feb 2022 (Co Trustee)	$3,209	$0

990-PF

Filed on May 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$3,844,987

Expenses

$2,863,551

Net Income

$981,436

Net Assets

$32,044,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,026,784	26.7%
Sales of Assets	$2,818,203	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,579,194	90.1%
Compensation of Officers*	$382,535	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,044,378
Total Liabilities	$0
Net Assets	$32,044,378

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Co Trustee)	$364,304	$0
Narley L Haley (Co Trustee)	$18,231	$0

990-PF

Filed on Oct. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$2,813,620

Expenses

$2,799,482

Net Income

$14,138

Net Assets

$31,079,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,100,320	39.1%
Sales of Assets	$1,713,300	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,507,680	89.6%
Compensation of Officers*	$314,936	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,079,015
Total Liabilities	$1
Net Assets	$31,079,014

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Co Trustee)	$299,938	$0
Narley L Haley (Co Trustee)	$14,998	$0

990-PF

Filed on Sept. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,853,107

Expenses

$2,009,872

Net Income

-$156,765

Net Assets

$31,075,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64,359	3.5%
Dividends	$1,132,814	61.1%
Sales of Assets	$655,934	35.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,768,813	88.0%
Compensation of Officers*	$14,323	0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,075,871
Total Liabilities	$1
Net Assets	$31,075,870

Compensation

Key Employees and Officers	Compensation	Other
Narley L Haley (Co Trustee)	$14,323	$0
Fifth Third Bank (Co Trustee)	$0	$0

990-PF

Filed on June 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$597,458

Expenses

$2,533,524

Net Income

-$1,936,066

Net Assets

$34,397,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$155,767	26.1%
Dividends	$1,036,964	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,311,658	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,397,281
Total Liabilities	$0
Net Assets	$34,397,281

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,546,930

Expenses

$2,228,507

Net Income

-$681,577

Net Assets

$36,340,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53,036	3.4%
Dividends	$1,107,967	71.6%
Sales of Assets	$385,927	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,012,603	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,340,959
Total Liabilities	$0
Net Assets	$36,340,959

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,164,725

Expenses

$2,109,240

Net Income

-$944,515

Net Assets

$37,030,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$179,281	15.4%
Dividends	$974,006	83.6%
Sales of Assets	$11,438	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,918,228	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,030,252
Total Liabilities	$0
Net Assets	$37,030,252

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,181,013

Expenses

$2,005,475

Net Income

-$824,462

Net Assets

$37,974,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$109,983	9.3%
Dividends	$1,001,155	84.8%
Sales of Assets	$69,875	5.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,829,918	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,974,258
Total Liabilities	$0
Net Assets	$37,974,258

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,068,884

Expenses

$1,888,502

Net Income

-$819,618

Net Assets

$38,813,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$282	0.0%
Dividends	$960,640	89.9%
Sales of Assets	$107,962	10.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,714,466	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,813,370
Total Liabilities	$0
Net Assets	$38,813,370

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated September 25, 2025

The Frances R Luther Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.69M (2024)

Expenses $3.64M (2024)

Total Assets $53.1M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$4.69M (2024)

Expenses

$3.64M (2024)

Total Assets

$53.1M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001