The Rockwern Charitable Foundation
The Rockwern Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MASON, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $12.6M in total assets. In 2024, it awarded 12 grants totaling $593K. Net investment income was $306K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.6M
-2.8% YoY
Annual Giving
$593K
-8.4% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$49K
-16.0% YoY
Under IRS private-foundation payout rules, The Rockwern Charitable Foundation reported a distributable amount of $691K for 2024 — the minimum it must pay out in qualifying distributions.
About The Rockwern Charitable Foundation
Based on IRS filings
The Rockwern Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MASON, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $12.6M in total assets. In 2024, it awarded 12 grants totaling $593K. Net investment income was $306K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,645,768 | $13,011,451 | $13,603,389 |
| Revenue | $417,770 | $268,587 | $1,013,777 |
| Expenses | $812,643 | $841,073 | $905,386 |
| Qualifying Distributions | $684,815 | $731,939 | $764,286 |
| Net Investment Income | $305,592 | $199,095 | $913,570 |
| Distributable Amount | $691,255 | $660,503 | $771,805 |
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
55 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cet ($125,000), Jewish Family Service ($120,000), Jewish Federation of Cincinnati ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CAMP LIVINGSTON CINCINNATI, OH | GENERAL OPERATING | $47,500 |
| CET CINCINNATI, OH | GENERAL OPERATING | $125,000 |
| CINCINNATI BALLET CINCINNATI, OH | GENERAL OPERATING | $50,000 |
| CINCINNATI PUBLIC RADIO - WGUC CINCINNATI, OH | GENERAL OPERATING | $20,000 |
| CIRCLE TAIL SUPPORT DOGS PLEASANT PLAIN, OH | GENERAL OPERATING | $3,500 |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND WARRINGTON, PA | GENERAL OPERATING | $42,000 |
| JEWISH FAMILY SERVICE CINCINNATI, OH | GENERAL OPERATING | $120,000 |
| JEWISH FEDERATION OF CINCINNATI CINCINNATI, OH | GENERAL OPERATING | $100,000 |
| MAYERSON JCC CINCINNATI, OH | GENERAL OPERATING | $50,000 |
| MERCY HEALTH FOUNDATION CINCINNATI, OH | GENERAL OPERATING | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHANIE R AMLUNG | PRESIDENT | 40 | $107,500 |
| CHARLOTTE GOERING | TRUSTEE | 0.01 | — |
| BARBARA KELLAR | TRUSTEE | 0.01 | — |
| BARBARA HILD | TRUSTEE | 0.01 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Rockwern Charitable Foundation?
The Rockwern Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MASON, OH. It holds $12.6M in total assets as of 2024.
How large is The Rockwern Charitable Foundation?
As of 2024, The Rockwern Charitable Foundation holds $12.6M in total assets with $418K in annual revenue. It awarded 12 grants totaling $593K in 2024.
Where does The Rockwern Charitable Foundation operate?
The Rockwern Charitable Foundation has awarded grants in New York, Ohio, Pennsylvania.
What size grants does The Rockwern Charitable Foundation award?
In 2024, The Rockwern Charitable Foundation awarded 12 grants totaling $593K — an average of about $49K per grant, based on its IRS Form 990 filings.
How much is The Rockwern Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Rockwern Charitable Foundation reported a distributable amount of $691K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Rockwern Charitable Foundation's EIN?
The Rockwern Charitable Foundation's EIN (Employer Identification Number) is 31-1590504. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Rockwern Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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