The William S Rowe Foundation Co Fifth

CINCINNATI, OH EIN: 31-1255004

The William S Rowe Foundation Co Fifth is a private foundation, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 6 grants totaling $125K. Net investment income was $213K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+14.3% YoY

Annual Giving

$125K

+25.0% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$21K

-16.7% YoY

Under IRS private-foundation payout rules, The William S Rowe Foundation Co Fifth reported a distributable amount of $110K for 2024 — the minimum it must pay out in qualifying distributions.

About The William S Rowe Foundation Co Fifth

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $377K (100%)

States

Ohio

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,114,125	$974,531	$1,045,736
Revenue	$293,409	$59,419	$272,360
Expenses	$153,813	$130,623	$49,691
Qualifying Distributions	$126,050	$100,888	$27,566
Net Investment Income	$213,202	$36,355	$250,016
Distributable Amount	$109,684	$88,486	$89,926

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

19 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cincinnati Symphony Orchestra ($35,000), Greater Cincinnati Television ($25,000), Cincinnati Public Radio Inc ($25,000).

Recipient	Purpose	Amount
MERCANTILE LIBRARY CINCINNATI, OH	CAPITAL FUNDS	$15,000
CINCINNATI SYMPHONY ORCHESTRA CINCINNATI, OH	CAPITAL CAMPAIGN	$35,000
GREATER CINCINNATI TELEVISION CINCINNATI, OH	CAPITAL CAMPAIGN	$25,000
CINCINNATI PLAYHOUSE IN THE PARK CINCINNATI, OH	PROJECT/PROGRAM SUPPORT	$10,000
CINCINNATI PUBLIC RADIO INC CINCINNATI, OH	PROJECT/PROGRAM FUNDS	$25,000
MANIFEST CREATIVE RESEARCH GALLERY AND CINCINNATI, OH	CAPITAL FUNDS	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Phillip C Long	Chairman	1	—
Whitney Long	Vice Chairman	1	—
George A Schaefer Jr	Treasurer	1	—
Carolyn McCoy	Secretary	1	—

Frequently Asked Questions

How large is The William S Rowe Foundation Co Fifth?

As of 2024, The William S Rowe Foundation Co Fifth holds $1.1M in total assets with $293K in annual revenue. It awarded 6 grants totaling $125K in 2024.

Where does The William S Rowe Foundation Co Fifth operate?

The William S Rowe Foundation Co Fifth has awarded grants in Ohio.

What size grants does The William S Rowe Foundation Co Fifth award?

In 2024, The William S Rowe Foundation Co Fifth awarded 6 grants totaling $125K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is The William S Rowe Foundation Co Fifth required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The William S Rowe Foundation Co Fifth reported a distributable amount of $110K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The William S Rowe Foundation Co Fifth's EIN?

The William S Rowe Foundation Co Fifth's EIN (Employer Identification Number) is 31-1255004. IRS Form 990 filing data is available on this page for 2020–2024.