Rosemary Ovenden Char Tr #1
Rosemary Ovenden Char Tr #1 is a private foundation based in Cincinnati, Ohio. Its 2025 filing lists grants to charitable organizations, most of them in Ohio, with purposes identified as annual fund support.
Rosemary Ovenden Char Tr #1 at a glance
In short: Rosemary Ovenden Char Tr #1 gave $121K across 12 grants in 2025 (avg $10K), mostly in Ohio. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $121,100
- +12.1% vs 2024
- Grants made (2025)
- 12
- +0.0% vs 2024
- Average grant
- $10,092
- +12.1% vs 2024
- Median grant
- $9,561
- Total assets
- $2,425,237
- +7.5% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 12, 2025; small sample)
- Primary geography
- Ohio (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Rosemary Ovenden Char Tr #1
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: PO Box 630858, Cincinnati, OH 45263-0858
Phone: (513) 534-5310
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rosemary Ovenden Char Tr #1 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Westminster Presbyterian Church ($16K). Together the top 10 received $108K.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 60 grants of 60 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 95% of grant dollars went to recipients in Ohio and 5% went to recipients in New York.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Is Rosemary Ovenden Char Tr #1 open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 12 grantees (0%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $108K (2020) to $141K (2023). In 2025 it made 12 grants totaling $121K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Westminster Presbyterian Church Piqua, OH | Annual Fund | $15,934 |
| Ohio Living Foundation Westerville, OH | Annual Fund | $15,934 |
| Young Womens Christian Association Piqua, OH | Annual Fund | $12,747 |
| Miami County YMCA Piqua, OH | Annual Fund | $12,747 |
| Flesh Public Library Assistance Piqua, OH | Annual Fund | $12,747 |
| Piqua Education Foundation Piqua, OH | Annual Fund | $12,747 |
| The Salvation Army West Nyack, NY | Annual Fund | $6,374 |
| Rehab Ctr for Neurological Dev Piqua, OH | Annual Fund | $6,374 |
| United Way of Miami County Inc Troy, OH | Annual Fund | $6,374 |
| Lehman High School Foundation Sidney, OH | Annual Fund | $6,374 |
Ready to take the next step with Rosemary Ovenden Char Tr #1?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,425,237 | $332,799 | $163,669 | $121,100 | 12 | $128,222 | $301,107 | $129,920 |
| 2024 | $2,256,202 | $232,306 | $148,344 | $108,002 | 12 | $114,149 | $201,010 | $124,411 |
| 2023 | $2,172,056 | $148,780 | $171,771 | $141,000 | 12 | $146,100 | $121,030 | $113,279 |
| 2022 | $2,195,377 | $16,479 | $157,042 | $125,002 | 12 | $129,641 | $22,201 | $120,029 |
| 2021 | $2,336,244 | $240,260 | $147,846 | $119,030 | 12 | $119,818 | $194,103 | $129,911 |
| 2020 | $2,243,414 | $108,289 | $167,649 | $107,850 | 12 | — | $83,388 | $111,848 |
Under IRS private-foundation payout rules, Rosemary Ovenden Char Tr #1 reported a distributable amount of $130K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations including a foundation supporting Ohio Living, a local education foundation, YMCAs, a public library assistance organization, and community and youth-serving organizations.
The grantees describe their own missions in varied terms. Ohio Living Foundation says it partners with donors to support Ohio Living’s people, projects, and programs. Piqua Education Foundation says it provides scholarships to graduates and education grants to staff for the benefit of current students. Miami County YMCA says it puts Christian principles into practice through programs that build healthy spirit, mind, and body. Clear Creek Farm says it provides youth with a safe, structured home environment offering hope and healing.
Grantmaking
In 2025, the foundation gave 12 grants totaling $121,100. Grant amounts ranged from $6,374 to $15,934, with a median grant of $9,560. The largest awards included $15,934 each to Westminster Presbyterian Church and Ohio Living Foundation, and $12,747 each to Young Womens Christian Association, Miami County YMCA, Flesh Public Library Assistance, and Piqua Education Foundation. Each grant was listed for an “annual fund.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Fifth Third Bank N A Fdn Office as trustee.
Rosemary Ovenden Char Tr #1's only listed officer is Fifth Third Bank N A FDN Office, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A FDN Office
Trustee
On filings since 2020
1 hr/week
$23K (2020) → $36K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $36K, to Fifth Third Bank N a Fdn Office (Trustee).
Frequently asked questions about Rosemary Ovenden Char Tr #1
How much does Rosemary Ovenden Char Tr #1 give each year?
Rosemary Ovenden Char Tr #1 gave $121K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $108K across 12 grants.
What is Rosemary Ovenden Char Tr #1's typical grant size?
Rosemary Ovenden Char Tr #1's median grant in 2025 was $9,561, and its average grant was $10,092, across 12 grants on its 2025 IRS Form 990-PF.
Where does Rosemary Ovenden Char Tr #1 give grants?
Rosemary Ovenden Char Tr #1 gives mostly in Ohio: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (5%). The most frequent recipient cities were Piqua, OH (8 grants).
Does Rosemary Ovenden Char Tr #1 give general operating support?
Yes: 100% of Rosemary Ovenden Char Tr #1's 2025 grants with a stated purpose (12 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Rosemary Ovenden Char Tr #1's largest grantees?
Rosemary Ovenden Char Tr #1's largest 2025 grantees include Westminster Presbyterian Church ($15,934), Ohio Living Foundation ($15,934) and Young Womens Christian Association ($12,747), according to its 2025 IRS Form 990-PF. Together they received 37% of its itemized 2025 grant dollars.
How large is Rosemary Ovenden Char Tr #1?
Rosemary Ovenden Char Tr #1 reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $128K in qualifying distributions that year, against a required minimum of $130K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Rosemary Ovenden Char Tr #1 fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations including a foundation supporting Ohio Living, a local education foundation, YMCAs, a public library assistance organization, and community and youth-serving organizations. See mission & focus areas ↑
How do I apply for a grant from Rosemary Ovenden Char Tr #1?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Rosemary Ovenden Char Tr #1 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
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Cite this profile
Grantable. (2026). Rosemary Ovenden Char Tr #1 funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/rosemary-ovenden-char-tr-1-morg_d32d1c0853ee4038a94e037d8966f903
BibTeX
@misc{grantable_347163404_2026,
author = {{Grantable}},
title = {{Rosemary Ovenden Char Tr \#1 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rosemary-ovenden-char-tr-1-morg_d32d1c0853ee4038a94e037d8966f903},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Rosemary Ovenden Char Tr #1's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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