Rosemary Ovenden Char Tr #2
Rosemary Ovenden Char Tr #2 is a private foundation based in Cincinnati, Ohio. Its 2023 filing is marked as a final return, indicating that the trust has terminated or is winding down; it therefore appears to have wound down or stopped grantmaking.
Key facts about Rosemary Ovenden Char Tr #2
In short: Rosemary Ovenden Char Tr #2 gave $2.6M across 12 grants in 2023 (avg $215K), mostly in Ohio. 0% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- EIN
- 34-7163405
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $2,574,990
- Grants made (2023)
- 12
- Average grant
- $214,583
- Median grant
- $203,289
- New grantees (estimate)
- 0% first-time grantees (0 of 12, 2023)
- Primary geography
- Ohio (95% of itemized 2023 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$2.6M
+1807.3% YoY
Grant Count
12
+0.0% YoY
Avg Grant Size
$215K
+1807.3% YoY
Under IRS private-foundation payout rules, Rosemary Ovenden Char Tr #2 reported a distributable amount of $115K for 2023 — the minimum it must pay out in qualifying distributions.
Is Rosemary Ovenden Char Tr #2 open to new grantees?
0%
first-time grantees, 2023
In 2023, 0 of 12 grantees (0%) were first-time recipients. How we count
- 100% of 2023 grantees were also funded in 2022. Method
- Giving grew 2138% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2023 grants went to organizations including a church, education and community foundations, a YMCA, a library-support organization, and organizations providing rehabilitation, youth services, and community support.
The grantees describe their work in their own 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 Piqua City Schools students. Miami County YMCA says it puts Christian principles into practice through programs that build healthy spirit, mind, and body for all. Rehabilitation Center for says it offers individualized programs for people with special needs and wellness services for the general community. Piqua Community Foundation says it provides grants to worthwhile organizations and a method of philanthropy for Piqua citizens. Clear Creek Farm says it provides a safe, structured home environment for youth, offering hope and healing.
Grantmaking
In 2023, the trust reported 12 grants totaling $2,574,990. Grants ranged from $135,526 to $338,815, with a median grant of $203,288.
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Geographic Focus
Where this funder awards grants
The 2023 grants were reported as 95% of grant dollars to recipients in Ohio and 5% to recipients in New York. Listed Ohio recipients include organizations in Piqua, Westerville, Troy, and Sidney.
Grant Distribution by State
Share of 2023 grant dollars across all 12 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $101K (2019) to $2.6M (2023). In 2023 it made 12 grants totaling $2.6M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was Westminster Presbyterian Church ($339K). Together the top 10 received $2.3M.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 48 grants of 60 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Westminster Presbyterian Church Piqua, OH | Annual Fund | $338,815 |
| Ohio Living Foundation Westerville, OH | Annual Fund | $338,815 |
| YWCA of Piqua Piqua, OH | Annual Fund | $271,051 |
| Miami County YMCA Piqua, OH | Annual Fund | $271,051 |
| Flesh Public Library Assistance and Dev Fund Piqua, OH | Annual Fund | $271,051 |
| Piqua Education Foundation Piqua, OH | Annual Fund | $271,051 |
| The Salvation Army West Nyack, NY | Project/Program Support | $135,526 |
| Rehabilitation Center for Neurological Development Piqua, OH | General Operating Support | $135,526 |
| United Way of Miami County Inc Troy, OH | Annual Fund | $135,526 |
| Lehman High School Foundation Sidney, OH | Annual Fund | $135,526 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2021 | $2,516,663 | $259,842 | $158,952 | $128,030 |
| 2022 | $2,364,535 | $17,596 | $169,395 | $135,008 |
| 2023 | — | $245,948 | $2,611,233 | $2,574,990 |
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $2,364,535 | $2,516,663 |
| Revenue | $245,948 | $17,596 | $259,842 |
| Expenses | $2,611,233 | $169,395 | $158,952 |
| Qualifying Distributions | $2,581,013 | $139,943 | $128,818 |
| Net Investment Income | $216,990 | $23,962 | $209,046 |
| Distributable Amount | $115,426 | $129,249 | $139,885 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 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)
- IRS filings on file for fiscal years 2019–2023
Leadership & Key People
Leadership team and compensation from IRS filings
Fifth Third Bank NA Fdn Office is listed as trustee on the 2023 filing.
Rosemary Ovenden Char Tr #2's only listed officer is Fifth Third Bank NA FDN Office, Trustee on every filing since 2020 (compensated).
Officers on the 2023 filing
Fifth Third Bank NA FDN Office
Trustee
On filings since 2020
1 hr/week
$25K (2020) → $29K (2023)
Former officers (1)
- Former: Fifth Third Bank Foundaton Office (2019) — Trustee
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $29K, to Fifth Third Bank NA Fdn Office (Trustee).
Contact
Mailing address: PO Box 630858, Cincinnati, OH 45263-0858
Phone: (513) 534-5310
Frequently asked questions about Rosemary Ovenden Char Tr #2
How much does Rosemary Ovenden Char Tr #2 give each year?
Rosemary Ovenden Char Tr #2 gave $2.6M across 12 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $135K across 12 grants.
What is Rosemary Ovenden Char Tr #2's typical grant size?
Rosemary Ovenden Char Tr #2's median grant in 2023 was $203,289, and its average grant was $214,583, across 12 grants on its 2023 IRS Form 990-PF.
Where does Rosemary Ovenden Char Tr #2 give grants?
Rosemary Ovenden Char Tr #2 gives mostly in Ohio: 95% of the grant dollars itemized on its 2023 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 #2 give general operating support?
Yes: 83% of Rosemary Ovenden Char Tr #2's 2023 grants with a stated purpose (10 of 12) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are Rosemary Ovenden Char Tr #2's largest grantees?
Rosemary Ovenden Char Tr #2's largest 2023 grantees include Westminster Presbyterian Church ($338,815), Ohio Living Foundation ($338,815) and YWCA of Piqua ($271,051), according to its 2023 IRS Form 990-PF. Together they received 37% of its itemized 2023 grant dollars.
What does Rosemary Ovenden Char Tr #2 fund?
No mission statement for the trust is provided. Its 2023 grants went to organizations including a church, education and community foundations, a YMCA, a library-support organization, and organizations providing rehabilitation, youth services, and community support. See mission & focus areas ↑
How do I apply for a grant from Rosemary Ovenden Char Tr #2?
The trust 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 ↑
How much is Rosemary Ovenden Char Tr #2 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Rosemary Ovenden Char Tr #2 reported a distributable amount of $115K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rosemary Ovenden Char Tr #2's EIN?
Rosemary Ovenden Char Tr #2's EIN (Employer Identification Number) is 34-7163405. IRS Form 990 filing data is available on this page for 2019–2023.
Does Rosemary Ovenden Char Tr #2 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Rosemary Ovenden Char Tr #2 by hand.
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