Rosemary Ovenden Char Tr #2

Foundation · Grantmaker CINCINNATI, OH EIN: 34-7163405

Rosemary Ovenden Char Tr #2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2019 through 2023. In 2023, it awarded 12 grants totaling $2.6M. Net investment income was $217K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$2.6M

+1807.3% YoY

Grant Count

+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.

About Rosemary Ovenden Char Tr #2

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $2.9M (95%)

New York $161K (5%)

States

New York Ohio

Cities

ColumbusPiquaSidneyTroyWest NyackWesterville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 2023

Grant Size Distribution

60 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Westminster Presbyterian Church ($338,815), Ohio Living Foundation ($338,815), Ywca of Piqua ($271,051).

Recipient	Purpose	Amount
THE SALVATION ARMY WEST NYACK, NY	PROJECT/PROGRAM SUPPORT	$135,526
REHABILITATION CENTER FOR PIQUA, OH	GENERAL OPERATING SUPPORT	$135,526
YWCA OF PIQUA PIQUA, OH	ANNUAL FUND	$271,051
MIAMI COUNTY YMCA PIQUA, OH	ANNUAL FUND	$271,051
WESTMINSTER PRESBYTERIAN CHURCH PIQUA, OH	ANNUAL FUND	$338,815
UNITED WAY OF MIAMI COUNTY INC TROY, OH	ANNUAL FUND	$135,526
LEHMAN HIGH SCHOOL FOUNDATION SIDNEY, OH	ANNUAL FUND	$135,526
CLEAR CREEK FARM PIQUA, OH	ANNUAL FUND	$135,526
FLESH PUBLIC LIBRARY ASSISTANCE PIQUA, OH	ANNUAL FUND	$271,051
PIQUA EDUCATION FOUNDATION PIQUA, OH	ANNUAL FUND	$271,051

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
FIFTH THIRD BANK NA FDN OFFICE	TRUSTEE	1	$29,423

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Rosemary Ovenden Char Tr #2?

Rosemary Ovenden Char Tr #2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds — in total assets as of 2023.

Where does Rosemary Ovenden Char Tr #2 operate?

Rosemary Ovenden Char Tr #2 has awarded grants in New York, Ohio.

What size grants does Rosemary Ovenden Char Tr #2 award?

In 2023, Rosemary Ovenden Char Tr #2 awarded 12 grants totaling $2.6M — an average of about $215K per grant, based on its IRS Form 990 filings.

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.