Rosemary Ovenden Char Tr #1
Rosemary Ovenden Char Tr #1 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 12 grants totaling $108K. Net investment income was $201K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+3.9% YoY
Annual Giving
$108K
-23.4% YoY
Grant Count
12
+0.0% YoY
Avg Grant Size
$9K
-23.4% YoY
Under IRS private-foundation payout rules, Rosemary Ovenden Char Tr #1 reported a distributable amount of $124K for 2024 — the minimum it must pay out in qualifying distributions.
About Rosemary Ovenden Char Tr #1
Based on IRS filings
Rosemary Ovenden Char Tr #1 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 12 grants totaling $108K. Net investment income was $201K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,256,202 | $2,172,056 | $2,195,377 |
| Revenue | $232,306 | $148,780 | $16,479 |
| Expenses | $148,344 | $171,771 | $157,042 |
| Qualifying Distributions | $114,149 | $146,100 | $129,641 |
| Net Investment Income | $201,010 | $121,030 | $22,201 |
| Distributable Amount | $124,411 | $113,279 | $120,029 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Westminster Presbyterian Church ($14,211), Ohio Living Foundation ($14,211), Young Womens Christian Association ($11,369).
| Recipient | Purpose | Amount |
|---|---|---|
| THE SALVATION ARMY WEST NYACK, NY | ANNUAL FUND | $5,684 |
| REHAB CTR FOR NEUROLOGICAL DEV PIQUA, OH | ANNUAL FUND | $5,684 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION PIQUA, OH | ANNUAL FUND | $11,369 |
| MIAMI COUNTY YMCA PIQUA, OH | ANNUAL FUND | $11,369 |
| WESTMINSTER PRESBYTERIAN CHURCH PIQUA, OH | ANNUAL FUND | $14,211 |
| UNITED WAY OF MIAMI COUNTY INC TROY, OH | ANNUAL FUND | $5,684 |
| LEHMAN HIGH SCHOOL FOUNDATION SIDNEY, OH | ANNUAL FUND | $5,684 |
| CLEAR CREEK FARM PIQUA, OH | ANNUAL FUND | $5,684 |
| FLESH PUBLIC LIBRARY ASSISTANCE PIQUA, OH | ANNUAL FUND | $11,369 |
| PIQUA EDUCATION FOUNDATION PIQUA, OH | ANNUAL FUND | $11,369 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A FDN OFFICE | TRUSTEE | 1 | $34,748 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rosemary Ovenden Char Tr #1?
Rosemary Ovenden Char Tr #1 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $2.3M in total assets as of 2024.
How large is Rosemary Ovenden Char Tr #1?
As of 2024, Rosemary Ovenden Char Tr #1 holds $2.3M in total assets with $232K in annual revenue. It awarded 12 grants totaling $108K in 2024.
Where does Rosemary Ovenden Char Tr #1 operate?
Rosemary Ovenden Char Tr #1 has awarded grants in New York, Ohio.
What size grants does Rosemary Ovenden Char Tr #1 award?
In 2024, Rosemary Ovenden Char Tr #1 awarded 12 grants totaling $108K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Rosemary Ovenden Char Tr #1 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rosemary Ovenden Char Tr #1 reported a distributable amount of $124K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rosemary Ovenden Char Tr #1's EIN?
Rosemary Ovenden Char Tr #1's EIN (Employer Identification Number) is 34-7163404. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Rosemary Ovenden Char Tr #1's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.