The Rockwern Charitable Foundation
The Rockwern Charitable Foundation is a private foundation, based in Mason, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $12.7M in total assets. In 2025, it awarded 9 grants totaling $605K. Net investment income was $737K.
The Rockwern Charitable Foundation at a glance
In short: The Rockwern Charitable Foundation gave $605K across 9 grants in 2025 (avg $67K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $605,025
- +2.0% vs 2024
- Grants made (2025)
- 9
- -25.0% vs 2024
- Average grant
- $67,225
- +36.0% vs 2024
- Median grant
- $35,000
- Total assets
- $12,737,322
- +0.7% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Rockwern Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was CET ($200K). Together the top 9 received $605K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 32 grants of 53 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How The Rockwern Charitable Foundation gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $508K (2021) to $689K (2022). In 2025 it made 9 grants totaling $605K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CET Cincinnati, OH | General Operating | $200,000 |
| Jewish Family Service Cincinnati, OH | General Operating | $120,000 |
| Holocaust and Humanity Center Cincinnati, OH | General Operating | $100,000 |
| Jewish Federation of Cincinnati Cincinnati, OH | General Operating | $100,000 |
| Cincinnati Playhouse in the Park Cincinnati, OH | General Operating | $35,000 |
| Cincinnati Public Radio - Wguc Cincinnati, OH | General Operating | $20,000 |
| Xavier University Cincinnati, OH | General Operating | $20,000 |
| Circle Tail Support Dogs Pleasant Plain, OH | General Operating | $5,025 |
| Roots of Reform Judaism Cincinnati, OH | General Operating | $5,000 |
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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 | $12,737,322 | $844,350 | $838,682 | $605,025 | 9 | $700,600 | $736,977 | $749,325 |
| 2024 | $12,645,768 | $417,770 | $812,643 | $593,000 | 12 | $684,815 | $305,592 | $691,255 |
| 2023 | $13,011,451 | $268,587 | $841,073 | $647,100 | 11 | $731,939 | $199,095 | $660,503 |
| 2022 | $13,603,389 | $1,013,777 | $905,386 | $688,500 | 13 | $764,286 | $913,570 | $771,805 |
| 2021 | $13,252,422 | $1,908,936 | $667,341 | $507,500 | 8 | — | $1,897,502 | $700,415 |
| 2019 | $12,821,602 | $1,498,124 | $762,251 | $620,000 | 11 | — | $1,399,413 | $658,081 |
Under IRS private-foundation payout rules, The Rockwern Charitable Foundation reported a distributable amount of $749K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Rockwern Charitable Foundation is led by Stephanie R. Amlung, President on every filing since 2019; 1 of 4 officers listed in 2025 is compensated.
Officers on the 2025 filing
Stephanie R. Amlung
President
On filings since 2019
40 hrs/week
$51K (2021) → $111K (2025)
Barbara Kellar
Trustee
On filings since 2019
0 hrs/week
No compensation reported
Charlotte Goering
Trustee
On filings since 2019
0 hrs/week
No compensation reported
Barbara Hild
Trustee
On filings since 2021
0 hrs/week
No compensation reported
Former officers (2)
- Former: Leslie Newman (2019–2021) — Trustee
- Former: Deliaan A. Gettler (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $111K, to Stephanie R Amlung (President).
Frequently asked questions about The Rockwern Charitable Foundation
How much does The Rockwern Charitable Foundation give each year?
The Rockwern Charitable Foundation gave $605K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $593K across 12 grants.
What is The Rockwern Charitable Foundation's typical grant size?
The Rockwern Charitable Foundation's median grant in 2025 was $35,000, and its average grant was $67,225, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Rockwern Charitable Foundation give grants?
The Rockwern Charitable Foundation gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cincinnati, OH (8 grants).
Does The Rockwern Charitable Foundation give general operating support?
Yes: 100% of The Rockwern Charitable Foundation's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Rockwern Charitable Foundation's largest grantees?
The Rockwern Charitable Foundation's largest 2025 grantees include CET ($200,000), Jewish Family Service ($120,000) and Holocaust and Humanity Center ($100,000), according to its 2025 IRS Form 990-PF. Together they received 69% of its itemized 2025 grant dollars.
How large is The Rockwern Charitable Foundation?
The Rockwern Charitable Foundation reported $12.7M in total assets on its 2025 IRS Form 990-PF. It paid out $701K in qualifying distributions that year, against a required minimum of $749K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 24, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 12, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 13, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in The Rockwern Charitable Foundation's focus areas in our free grants database
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More similar funders
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Cite this profile
Grantable. (2026). The Rockwern Charitable Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/the-rockwern-charitable-foundation-morg_b80bdc7351e64412ac59788a0a751488
BibTeX
@misc{grantable_311590504_2026,
author = {{Grantable}},
title = {{The Rockwern Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-rockwern-charitable-foundation-morg_b80bdc7351e64412ac59788a0a751488},
note = {Accessed 2026-10-15. 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 The Rockwern Charitable Foundation'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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