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US nonprofit · EIN 311425344 · Cincinnati, OHiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 311425344) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 May 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Junior League of Cincinnati Endowment Trust Fund

Donations deductible
Revenue
$64k
year to 31 May 2025
Expenses
$105k
year to 31 May 2025
Total assets
$2.5m
$4k liabilities
Net assets
$2.5m
assets less liabilities
Directors and trustees
6
4.9 years on average
Staff
0
7 volunteers
Chair observed
≥7 yrs
Susan Shelton
Left since last filing
2
33% of the board
How am I connected?

Junior League of Cincinnati Endowment Trust Fund's network

6 people5 organisationsi6 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Susan Shelton ChairChair2018
8 yrs
Deanna SickingTrustee2025
1 yr
Elizabeth BerkowitzTrustee2025
1 yr
Judy DalambakisTrustee2018
8 yrs
Lauren KulikVice Chair2024
2 yrs
Lucinda HeekinTrustee2019
7 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Lucy Lane BroderickAdministrator - Started 5/1since 2021

Pay and hours

year to 31 May 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Lauren KulikVice Chair0.5$0
Susan SheltonChair0.5$0
Deanna SickingTrustee0.5$0
Elizabeth BerkowitzTrustee0.5$0
Judy DalambakisTrustee0.5$0
Lucinda HeekinTrustee0.5$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
Junior League of Cincinnati Endowment Trust Fund
EIN
311425344
Address
3500 Columbia Pkwy, Cincinnati, OH, 45226-2109
State
Ohio
Mission
The Junior League of Cincinnati Endowment Trust Fund is an endowment trust committed to and managed for the exclusive benefit of the Junior League of Cincinnati. To ensure the continuation and stability of its programs and to promote and facilitate those programs. (as filed on the Form 990)
Activity (NTEE)
S810 Community improvement and capacity building
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Community Improvement & Capacity Building
Size band
6 (IRS master file code)
Formed
1994
IRS ruling date
1 May 1996
Status
Code 01 (unconditional exemption)
Form 990 filings on record
8, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedImprove the quality of life in the communityJunior League of Cincinnati

Longest observed on the filings

≥8years on the filingsSusan Shelton
≥8years on the filingsJudy Dalambakis
≥7years on the filingsLucinda Heekin
≥2years on the filingsLauren Kulik

Latest return

year to 31 May 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 May 2025. US dollars, as filed.
Total assets
$2.5m
Total liabilities
$4k
Net assets or fund balances
$2.5m
Contributions and grants received
$4k
Program service revenue
$0
Grants and similar paid out
$85k
Employees
0
Volunteers
7

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$119k$98k$21k

As filed on the IRS Form 990. US dollars.

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Junior League of CincinnatiFunds disbursed to Junior League of Cincinnati in accordance with the stated purpose of this organization's mission.$85k