ROSEMARY OVENDEN CHARITABLE TR 1
Cite this
Plain text ROSEMARY OVENDEN CHARITABLE TR 1. furp.org, nonprofit organization profile, tax years 2019–2025. https://furp.org/org/rosemary-ovenden-charitable-tr-1-347163404. Retrieved 2026-11-01.
APA furp.org. (n.d.). ROSEMARY OVENDEN CHARITABLE TR 1 [Nonprofit organization profile; tax years 2019–2025]. Retrieved November 1, 2026, from https://furp.org/org/rosemary-ovenden-charitable-tr-1-347163404
MLA “ROSEMARY OVENDEN CHARITABLE TR 1.” furp.org, tax years 2019–2025, https://furp.org/org/rosemary-ovenden-charitable-tr-1-347163404. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2019–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990PF · revenue $333K · expenses $164K · assets $2.4M
- EIN
- 34-7163404
- Address
- PO BOX 630858, CINCINNATI, OH 45263-0858
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- November 2016 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Fifth Third Bank N A Institution | TRUSTEE | 2019-2025 | $36,146 | $173,394 | 489 |
People by year
2025 · 1 person listed · 1 paid, $36K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A FDN OFFICE Institution | TRUSTEE | 1 | $36,146 | - | - | $36,146 | 489 |
2024 · 1 person listed · 1 paid, $35K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A FDN OFFICE Institution | TRUSTEE | 1 | $34,748 | - | - | $34,748 | 489 |
2023 · 1 person listed · 1 paid, $28K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A FDN OFFICE Institution | TRUSTEE | 1 | $27,968 | - | - | $27,968 | 489 |
2022 · 1 person listed · 1 paid, $26K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A FDN OFFICE Institution | TRUSTEE | 1 | $25,675 | - | - | $25,675 | 489 |
2021 · 1 person listed · 1 paid, $26K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A FDN OFFICE Institution | TRUSTEE | 1 | $25,785 | - | - | $25,785 | 489 |
2020 · 1 person listed · 1 paid, $23K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK N A FDN OFFICE Institution | TRUSTEE | 1 | $23,072 | - | - | $23,072 | 489 |
2019 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANK FOUNDATION OFFICE Institution | TRUSTEE | 1 | $0 | - | - | $0 | 489 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 12 grants to organizations · $121K
2024 · 12 grants to organizations · $108K
2023 · 12 grants to organizations · $141K
2022 · 12 grants to organizations · $125K
2021 · 12 grants to organizations · $119K
2020 · 12 grants to organizations · $108K
2019 · 12 grants to organizations · $90K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $332,799 | $163,669 | $2,425,237 | $2,425,237 | - | - | $36,146 | - | - |
| 2024 · Form 990PF | ||||||||
| $232,306 | $148,344 | $2,256,202 | $2,256,202 | - | - | $34,748 | - | - |
| 2023 · Form 990PF | ||||||||
| $148,780 | $171,771 | $2,172,056 | $2,172,056 | - | - | $27,968 | - | - |
| 2022 · Form 990PF | ||||||||
| $16,479 | $157,042 | $2,195,377 | $2,195,377 | - | - | $25,675 | - | - |
| 2021 · Form 990PF | ||||||||
| $240,260 | $147,846 | $2,336,244 | $2,336,244 | - | - | $25,785 | - | - |
| 2020 · Form 990PF | ||||||||
| $108,289 | $167,649 | $2,243,414 | $2,243,414 | - | - | $23,072 | - | - |
| 2019 · Form 990PF | ||||||||
| $1,039,272 | $125,864 | $2,303,731 | $2,303,731 | - | - | - | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| DONALD HAGAR RESIDUARY CHARITABLE TRUST | OH | T20 | $354,053 | $204,508 | TRUSTEE | $29,908 | Same NTEE code T20, revenue within 2x, same state |
| JANE LAMB CHARITABLE FOUNDATION | OH | T20 | $330,243 | $331,890 | CO TRUSTEE | $5,636 | Same NTEE code T20, revenue within 2x, same state |
| THE THOMAS W BUSSE CHARITABLE TRUST ATTN PAUL RECKER | OH | T20 | $350,566 | $307,874 | TRUSTEE | $56,071 | Same NTEE code T20, revenue within 2x, same state |
| DOROTHY B FRANCIS CHARITABLE FOUNDA TION | OH | T20 | $311,493 | $450,356 | Executive Dir. | $31,108 | Same NTEE code T20, revenue within 2x, same state |
| JOHNSON-KAZAR CHARITABLE FOUNDATIONINC | OH | T20 | $313,565 | $176,604 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| JOHN AND ALISON QUAGLIATA FAMILY CHARITABLE FOUNDATION | OH | T20 | $344,145 | $11,500 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| REVOCABLE TRUST OF JOSEPHINE JOWOODWARD SOLEM | OH | T20 | $319,630 | $229,558 | TRUSTEE | $23,235 | Same NTEE code T20, revenue within 2x, same state |
| G RICHARD AND JANE S THOMAS FOUNDATION | OH | T20 | $311,637 | $355,798 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| CROSSCOUNTRY MORTGAGE FOUNDATION | OH | T20 | $344,781 | $345,967 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| MARION G WEEKS FOUNDATION | OH | T20 | $319,979 | $135,644 | TRUSTEE | $31,398 | Same NTEE code T20, revenue within 2x, same state |
| EQUITY IN THE ARTS FUND | OH | T20 | $322,812 | $42,638 | TREASURER | $226,500 | Same NTEE code T20, revenue within 2x, same state |
| KLABEN FAMILY FOUNDATION | OH | T20 | $349,658 | $320,862 | Assistant Treasurer | $1,500 | Same NTEE code T20, revenue within 2x, same state |
| THROCKMORTON FOUNDATION | OH | T20 | $311,258 | $450,868 | Trustee | $10,000 | Same NTEE code T20, revenue within 2x, same state |
| TUCK & HAM-HI LEE FOUNDATION INC | OH | T20 | $351,253 | $8,067 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| OAK HILLS EDUCATIONAL FOUNDATION | OH | T20 | $315,282 | $176,397 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE SIMMONS FAMILY FOUNDATION | OH | T20 | $312,570 | $106,453 | ADMINISTRATIVE ASSISTANT | $18,000 | Same NTEE code T20, revenue within 2x, same state |
| GREGORY AND LYN KURTZ FOUNDATION | OH | T20 | $350,134 | $117,108 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| MERSHAD FAMILY FOUNDATION | OH | T20 | $334,226 | $324,664 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| GRIMM FAMILY FOUNDATION | OH | T20 | $334,399 | $160,010 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| WADDELL FAMILY FOUNDATION | OH | T20 | $336,476 | $267,550 | OFFICER | $0 | Same NTEE code T20, revenue within 2x, same state |
| GORMAN FAMILY FOUNDATION | OH | T20 | $339,856 | $634,443 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| FICKS FAMILY FOUNDATION | OH | T20 | $315,085 | $150,111 | PresidentTreasurer | $0 | Same NTEE code T20, revenue within 2x, same state |
| BERLIN FAMILY EDUCATIONAL FOUNDATION | OH | T20 | $354,350 | $260,198 | TRUSTEE/CO-PRESIDENT | $11,500 | Same NTEE code T20, revenue within 2x, same state |
| JEANANN GRAY DUNLAP FOUNDATION | OH | T20 | $354,925 | $393,706 | TRUSTEE | $30,000 | Same NTEE code T20, revenue within 2x, same state |
| A CARL & MARY H HEINRICH CHARITABLE TR | FL | T20 | $344,616 | $178,559 | TRUSTEE | $23,519 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $163,669 spent · pay $36,146 · grants $121,100 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $121,100 | 74.0% | |
| Pay: officers, directors, trustees | $36,146 | 22.1% | |
| Taxes | $4,723 | 2.9% | |
| Fees: accounting | $1,500 | 0.9% | |
| Other expenses | $200 | 0.1% | |
| Total | $163,669 | 100% |
2024 · Form 990PF · $148,344 spent · pay $34,748 · grants $108,002 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $108,002 | 72.8% | |
| Pay: officers, directors, trustees | $34,748 | 23.4% | |
| Taxes | $3,924 | 2.6% | |
| Fees: accounting | $1,470 | 1.0% | |
| Other expenses | $200 | 0.1% | |
| Total | $148,344 | 100% |
2023 · Form 990PF · $171,771 spent · pay $27,968 · grants $141,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $141,000 | 82.1% | |
| Pay: officers, directors, trustees | $27,968 | 16.3% | |
| Fees: accounting | $1,410 | 0.8% | |
| Taxes | $1,193 | 0.7% | |
| Other expenses | $200 | 0.1% | |
| Total | $171,771 | 100% |
2022 · Form 990PF · $157,042 spent · pay $25,675 · grants $125,002 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $125,002 | 79.6% | |
| Pay: officers, directors, trustees | $25,675 | 16.3% | |
| Taxes | $4,990 | 3.2% | |
| Fees: accounting | $1,175 | 0.7% | |
| Other expenses | $200 | 0.1% | |
| Total | $157,042 | 100% |
2021 · Form 990PF · $147,846 spent · pay $25,785 · grants $119,030 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $119,030 | 80.5% | |
| Pay: officers, directors, trustees | $25,785 | 17.4% | |
| Taxes | $1,656 | 1.1% | |
| Fees: accounting | $1,175 | 0.8% | |
| Other expenses | $200 | 0.1% | |
| Total | $147,846 | 100% |
2020 · Form 990PF · $167,649 spent · pay $23,072 · grants $107,850 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $107,850 | 64.3% | |
| Taxes | $35,352 | 21.1% | |
| Pay: officers, directors, trustees | $23,072 | 13.8% | |
| Fees: accounting | $1,175 | 0.7% | |
| Other expenses | $200 | 0.1% | |
| Total | $167,649 | 100% |
2019 · Form 990PF · $125,864 spent · pay $0 · grants $90,288 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $90,288 | 71.7% | |
| Other expenses | $23,064 | 18.3% | |
| Taxes | $11,512 | 9.1% | |
| Fees: accounting | $1,000 | 0.8% | |
| Total | $125,864 | 100% |
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